ALLSPRING GLOBAL INVESTMENTS, LLC
Charlotte, NC
AUM
$475.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
301 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-833-289-5038
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC, CHARLOTTE
49 advisers found
BARINGS LLC
Charlotte, NC
AUM
$392.75B
Wealth MgmtRetirementInstitutional
Team
465 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704-805-7200
ALLSPRING FUNDS MANAGEMENT, LLC
Charlotte, NC
AUM
$324.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
833-289-5038
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
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
WEDGE CAPITAL MANAGEMENT LLP
Charlotte, NC
AUM
$7.75B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
704-334-6475
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
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
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
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
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
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
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
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
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
QUANTITATIVE PROCESS, LLC
Charlotte, NC
AUM
$502.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-253-3292
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
EASTOVER CAPITAL MANAGEMENT
Charlotte, NC
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-336-6818
TAGSTONE CAPITAL, INC.
Charlotte, NC
AUM
$368.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-533-8900
INSIGHT FOLIOS
Charlotte, NC
AUM
$331.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(704) 529-9500
SPARTA WEALTH PARTNERS
Charlotte, NC
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
704-575-1148
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