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 Wealth Management advisors in NC, CHARLOTTE
125 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
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
CHURCHILL INVESTMENT MANAGEMENT, LLC
Charlotte, NC
AUM
$12.14B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-517-5353
ADHESION WEALTH ADVISOR SOLUTIONS
Charlotte, NC
AUM
$11.05B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-295-8351
RIDGEMONT PARTNERS MANAGEMENT, LLC
Charlotte, NC
AUM
$10.26B
Wealth MgmtInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
704/944-0914
HORIZON INVESTMENTS LLC
Charlotte, NC
AUM
$8.47B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-544-2399
ASANA PARTNERS, LP
Charlotte, NC
AUM
$8.35B
Wealth Mgmt
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-423-1660
STEPSTONE PRIVATE WEALTH
Charlotte, NC
AUM
$8.17B
Wealth Mgmt
Team
97 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-215-4300
WEDGE CAPITAL MANAGEMENT LLP
Charlotte, NC
AUM
$7.75B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
704-334-6475
PAMLICO CAPITAL
Charlotte, NC
AUM
$5.30B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-414-7150
ALUMINA INVESTMENT MANAGEMENT
Charlotte, NC
AUM
$5.26B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees
980-233-3000
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
FALFURRIAS MANAGEMENT PARTNERS LP
Charlotte, NC
AUM
$3.71B
Wealth Mgmt
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-371-3220
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
CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.
Charlotte, NC
AUM
$1.91B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-372-2040
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
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