Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
140 advisers found
OMEGA WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
980-318-9327
RPO WEALTH PARTNERS LLC
Charlotte, NC
AUM
—
Team
2 advisors
Clients
11-25
Fees
Fixed fees
(704) 777-1836
SOUTHEAST INVESTMENTS, N.C., INC.
Charlotte, NC
AUM
—
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-527-7873
TRIDENT ADVISORY PARTNERS, LLC
Charlotte, NC
AUM
—
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(704) 302-1606
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
Charlotte, NC
AUM
$132.63B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
980-949-4641
WELLS FARGO INVESTMENT INSTITUTE, INC.
Charlotte, NC
AUM
$43.00B
Team
143 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-354-5814
LAUREL WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$1.11B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-927-4379
COLLWICK FUNDS GP, LLC
Charlotte, NC
AUM
$439.6M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-243-9468
LYON WEALTH ADVISORS
Charlotte, NC
AUM
$311.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-424-9780
BP ASSET MANAGEMENT INC.
Charlotte, NC
AUM
$155.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
980-261-5233
COLVILLE WEALTH ADVISORY, LLC
Charlotte, NC
AUM
$25.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-361-1135
HAVEN CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$5.4M
Team
1 advisors
Clients
—
Fees
Performance-based fees
704-926-2018
PRODEO ASSET MANAGEMENT, LLP
Charlotte, NC
AUM
$4.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-926-1100
HOLLAND CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$353K
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704.761.4682