STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$69.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
64 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-927-4175
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC, CHARLOTTE
78 advisers found
ALIGHT FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$35.05B
Financial PlanningWealth Mgmt
Team
60 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-560-7256
INDEPENDENT ADVISOR ALLIANCE, LLC
Charlotte, NC
AUM
$17.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
247 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.430.1555
BRAGG FINANCIAL ADVISORS INC
Charlotte, NC
AUM
$4.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-377-0261
BILTMORE FAMILY OFFICE, LLC
Charlotte, NC
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-248-5230
COLONY FAMILY OFFICES, LLC
Charlotte, NC
AUM
$3.36B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
704-285-7300
NEW REPUBLIC PARTNERS
Charlotte, NC
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
704-626-1526
NOVARE CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM
704-334-3698
LINDEN THOMAS ADVISORY SERVICES, LLC
Charlotte, NC
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 554-8150
ALLY INVEST ADVISORS
Charlotte, NC
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
855-880-2559
MBL ADVISORS
Charlotte, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-333-8461
TOPSAIL WEALTH MANAGEMENT LLC
Charlotte, NC
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
980-308-9901
PROVIDENCE CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(704) 215-4420
VERUM PARTNERS LLC
Charlotte, NC
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(980) 771-3999
BLUEPRINT FINANCIAL ADVISORS
Charlotte, NC
AUM
$966.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
28 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
844-200-2568
TANNIN CAPITAL, LLC
Charlotte, NC
AUM
$824.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
704-552-1082
STRATHMORE CAPITAL ADVISORS
Charlotte, NC
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-364-4241
ALPHA FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$619.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-716-1100
AUCTUS ADVISORS LLC
Charlotte, NC
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704 533-9880
HOBART WEALTH
Charlotte, NC
AUM
$558.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-553-0122
DEFENDER CAPITAL
Charlotte, NC
AUM
$510.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
704-373-1716
CORNERSTONE WEALTH PLANNING
Charlotte, NC
AUM
$485.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-849-0123
IP FINANCIAL ADVISORY SERVICES LLC
Charlotte, NC
AUM
$481.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
112 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
980-326-3335
CROWN WEALTH GROUP LLC
Charlotte, NC
AUM
$437.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(704)360-3995
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