SILVERBACK ASSET MANAGEMENT, LLC
Durham, NC
AUM
$1.19B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-969-9300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC, DURHAM
18 advisers found
VERITY ASSET MANAGEMENT
Durham, NC
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-490-6717
KUHN ADVISORS, INC.
Durham, NC
AUM
$800.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-3233
INTEGRATED WEALTHCARE, LLC
Durham, NC
AUM
$218.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-694-6292
PINAFORE WEALTH COUNSEL INC.
Durham, NC
AUM
$173.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-213-0458
SYCAMORE FINANCIAL PLANNING, LLC
Durham, NC
AUM
$104.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
919-213-1737
WOLFBRIDGE WEALTH
Durham, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-267-6740
FULBRIGHT FINANCIAL CONSULTING, PA
Durham, NC
AUM
$70.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-544-0398
CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
SLP WEALTH
Durham, NC
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(910) 315-0973
BRYANT & BRANNOCK, LLC.
Durham, NC
AUM
$62.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-4614
BASED CAPITAL WEALTH LLC
Durham, NC
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(347) 884-0817
DIVERSIFIED INVESTMENT SERVICES LLC
Durham, NC
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-382-3366
FRYAR FINANCIAL
Durham, NC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(919) 323-4494
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
Durham, NC
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-572-1925
ONYX WEALTH MANAGEMENT, LLC
Durham, NC
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-341-8477
TODD WASHBURN SOLUTIONS, LLC
Durham, NC
AUM
$1.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-403-6633
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372