HATTERAS INVESTMENT PARTNERS, LP
Raleigh, NC
AUM
$114.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-846-2324
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
78 advisers found
EVERGREEN WEALTH ADVISORS
Raleigh, NC
AUM
$112.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
888-884-0557
REH WEALTH ADVISORS LLC
Raleigh, NC
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
909-518-2134
WHITE OAK WEALTH PARTNERS
Raleigh, NC
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
919-858-6490
EQV ADVISORY, LLC
Raleigh, NC
AUM
$106.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-842-3000
PROVISION WEALTH MANAGEMENT, INC
Raleigh, NC
AUM
$97.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-537-9766
GILDER PARTNERS FOR GROWTH, LLC
Raleigh, NC
AUM
$73.4M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
919-680-3608
PIECAPITAL
Raleigh, NC
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(919) 901-5280
JME WEALTH MANAGEMENT
Raleigh, NC
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-776-9991
SOVEREIGN FINANCIAL GROUP
Raleigh, NC
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
919-573-6110
OTHER SIDE ASSET MANAGEMENT, LLC
Raleigh, NC
AUM
$32.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-625-6400
INNOVEST STRATEGIES LLC
Raleigh, NC
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-600-0250
UNIVERSITY FINANCIAL STRATEGIES, LLC.
Raleigh, NC
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-578-6500
WAKE WEALTH MANAGEMENT CO.
Raleigh, NC
AUM
$12.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-570-3300
STONE LEGACY CAPITAL LLC
Raleigh, NC
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(919) 341-6462
CREDIT UNION INVESTMENT SERVICES
Raleigh, NC
AUM
$111K
Financial PlanningWealth Mgmt
Team
258 advisors
Clients
251-500
Fees
Percentage of AUM
800-451-5467
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Raleigh, NC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
919-755-0602
BRIAN B. BUNN CPA, PLLC
Raleigh, NC
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-886-7094
FINDICIA, INC.
Raleigh, NC
AUM
—
Financial Planning
Team
1 employees
Clients
0
Fees
Fixed fees; PORTION OF FEES MANAGED BY THIRD PARTY MONEY MANAGERS
212-420-0425
HARGETT HUNTER CAPITAL MANAGEMENT, LLC
Raleigh, NC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
919-999-8488
IFC INVESTMENT MANAGEMENT, LLC
Raleigh, NC
AUM
—
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
252-523-0800
KINETICOS LIFE SCIENCES MANAGEMENT LLC
Raleigh, NC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
215-262-7645