PURSUIT WEALTH STRATEGIES, LLC
Raleigh, NC
AUM
$457.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-847-7600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
78 advisers found
ADVISORSTRUST PARTNERS LLC
Raleigh, NC
AUM
$435.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
919-298-2458
ARMOR INVESTMENT ADVISORS, LLC
Raleigh, NC
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-571-4382
HCG FUND MANAGEMENT LP
Raleigh, NC
AUM
$347.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-300-7702
LEWIS FINANCIAL MANAGEMENT, LLC
Raleigh, NC
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-872-7000
LIFEPLAN GROUP
Raleigh, NC
AUM
$326.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
919-858-6119
FIRST FINANCIAL GROUP
Raleigh, NC
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-876-4926
FIRST OAK WEALTH MANAGEMENT, LLC
Raleigh, NC
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
919-421-1555
BEACON FINANCIAL STRATEGIES CORP.
Raleigh, NC
AUM
$309.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-803-3801
BEACON WEALTHCARE LLC
Raleigh, NC
AUM
$308.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-821-5225
PEACE OF MIND WEALTH MANAGEMENT
Raleigh, NC
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-787-8866
MODERN CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$254.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-440-0442
BD INVESTMENT PARTNERS, LLC
Raleigh, NC
AUM
$223.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-609-7395
CHARTER WEALTH MANAGEMENT
Raleigh, NC
AUM
$195.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-729-2100
RIDGELINE WEALTH ADVISORS, LLC.
Raleigh, NC
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-782-0494
BROAD REACH CAPITAL LLC
Raleigh, NC
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-309-9325
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
Raleigh, NC
AUM
$177.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
919-848-4100
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
Raleigh, NC
AUM
$176.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
888-225-7216
ARK ROYAL WEALTH MANAGEMENT LLC
Raleigh, NC
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-710-8665
THE WEALTH GROUP, LTD
Raleigh, NC
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
919-865-1924
PENDLETON FINANCIAL WEALTH MANAGEMENT
Raleigh, NC
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-781-4167
AIM ADVISORS, LLC
Raleigh, NC
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-758-8911
TOLLEY FINANCIAL GROUP, LLC
Raleigh, NC
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-747-9698
TRG CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$115.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
919-239-4163