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 Trusts & Estates advisors in NC, GREENSBORO
22 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
INTERCAROLINA FINANCIAL SERVICES, INC.
Greensboro, NC
AUM
$85.4M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
336-288-6890
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
WHICHARD ROACH FINANCIAL
Greensboro, NC
AUM
$26.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
336-272-0181
PENSION PLANNING SOLUTIONS, INC.
Greensboro, NC
AUM
$8.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
336-389-9922
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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