PASSPORT WEALTH MANAGEMENT
Cornelius, NC
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(704) 457-0060
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
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
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
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
704-517-5312
WESSEL INVESTMENT COUNSEL, L.L.C.
Asheville, NC
AUM
$108.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-232-2000
THE FINANCIAL LEGACY GROUP
Charlotte, NC
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-469-6614
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
THAYER FINANCIAL, L.L.C.
Hickory, NC
AUM
$106.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(828) 569-2785
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
919 452 1370
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
SEASIDE WEALTH ADVISORS LLC
Wilmington, NC
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-550-3554
ATTICUS CAPITAL ADVISORS LLC
Charlotte, NC
AUM
$103.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-641-6345
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-444-2680
INTEGRATIVE PLANNING, INC.
Cornelius, NC
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(704) 947-8444
FALCON FINANCIAL
Salisbury, NC
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-603-4177
INDEXPERTS, LLC
Charlotte, NC
AUM
$100.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(704) 554-8150
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
Pinehurst, NC
AUM
$100.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(910) 621-3371
LUCID WEALTH PLANNING LLC
Wake Forest, NC
AUM
$98.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
919-495-0936
C F PARKS INC
Salisbury, NC
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-637-6011
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
FORWARD WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
704-595-3386
REALM INVESTMENT CONSULTING LLC
Cary, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(919) 280-8600