SMITH SALLEY WEALTH MANAGEMENT
Greensboro, NC
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
336-379-7556
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC, GREENSBORO
19 advisers found
GRANVILLE CAPITAL, INC.
Greensboro, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
336-273-8544
HOLDERNESS INVESTMENTS CO
Greensboro, NC
AUM
$660.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
336-574-1400
1808 CAPITAL PARTNERS
Greensboro, NC
AUM
$644.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-814-9800
FUND DIRECT ADVISORS INC.
Greensboro, NC
AUM
$593.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
336-271-4450
ZURAW FINANCIAL ADVISORS, LLC
Greensboro, NC
AUM
$519.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336. 290 7062 EXT 101
SPARTAN PLANNING GROUP
Greensboro, NC
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
800-371-1292
CASCADES CAPITAL ASSET MANAGEMENT, LLC
Greensboro, NC
AUM
$383.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
336-404-4746
CAPITAL MANAGEMENT LLC
Greensboro, NC
AUM
$383.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-856-2911
CAROLINA FINANCIAL ADVISORS, INC.
Greensboro, NC
AUM
$240.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-333-0176
LEVEL WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$236.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Fixed fees
336-355-1432
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$196.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336 272 9488
STRATEGIC ADVISORY PARTNERS
Greensboro, NC
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
336-790-2560
PARK WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-580-7274
BY DESIGN FINANCIAL PLANNING
Greensboro, NC
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(336) 265-7358
BUTTON & BUTTON WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-800-4711
CLEF FINANCIAL, LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-450-7385
PHOENIX FINANCIAL SOLUTIONS, INC.
Greensboro, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-286-9936
OLDE TOWNE FINANCIAL MANAGEMENT CO.
Greensboro, NC
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
336-346-3097
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