CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
HOLLAND CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
877.733.9435
SLP WEALTH
Durham, NC
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(910) 315-0973
CROWN PRIVATE WEALTH, LLC
Mooresville, NC
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-469-0200
THE JOURNEYS GROUP, INC.
Winterville, NC
AUM
$63.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(252) 304-1019
BRYANT & BRANNOCK, LLC.
Durham, NC
AUM
$62.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-4614
POTTLE FINANCIAL SERVICES, INC
Pinehurst, NC
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
910-690-6527
YOUR CAPITAL FINANCIAL, LLC
Winston Salem, NC
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
336-448-3623
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
Winston Salem, NC
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(336) 245-8626
DOMINION WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
910-625-8595
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
Holly Springs, NC
AUM
$59.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
984.225.4044
AXIOM PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(704) 266-2341
TAYLOR FINANCIAL, LLC
Wilmington, NC
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
910-256-8818
OCEAN ADVISORS, LLC
Charlotte, NC
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
704-523-6914
FREITAG FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-887-4934
PROVIDENT WEALTH MANAGEMENT
Burlington, NC
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-584-8884
SYNERGY INVESTMENT GROUP, LLC
Kannapolis, NC
AUM
$53.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-295-6692
VINTAGE WEALTH MANAGEMENT GROUP
Charlotte, NC
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(704) 719-2225
LONG FAMILY OFFICE
Wilmington, NC
AUM
$50.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
910-399-2748
BUIE INVESTMENT ADVISORS, LLC
Charlotte, NC
AUM
$49.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
704-364-3810
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
ENCOMPASS ADVISORS, LTD.
Brevard, NC
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-884-8840
VERITAS INVESTMENT ADVISORY GROUP LLC
Hendersonville, NC
AUM
$45.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
828-575-3774