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 Trusts & Estates advisors in NC, CHARLOTTE
93 advisers found
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
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
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, NC
AUM
$12.88B
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
704-333-8282
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
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
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
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
FIRST TRYON ADVISORS
Charlotte, NC
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-926-2453
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
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
Charlotte, NC
AUM
$788.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
336-552-6228
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