1618 ADVISORS LLC
Charlotte, NC
AUM
$25.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(704) 885-2320
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
COMPASS FINANCIAL SERVICES, INC.
Winston-Salem, NC
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
336-768-5111
BOLIN CREEK WEALTH ADVISORS LLC
Chapel Hill, NC
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
919-366-7477
PARABLA, LLC
Oak Ridge, NC
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3368032825
BOOKMAN BRIGHT, INC.
Davidson, NC
AUM
$22.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-256-6016
INNOVATION PARTNERS LLC
Charlotte, NC
AUM
$21.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-708-5461
DARE CAPITAL MANAGEMENT, LLC
Nags Head, NC
AUM
$21.3M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM
252-480-0156
FRYAR FINANCIAL
Durham, NC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(919) 323-4494
JPFG WEALTH MANAGEMENT, L.L.C.
Charlotte, NC
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-675-7270
CONE ADVISORY GROUP, INC.
Ayden, NC
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-746-6785
WMC CAPITAL MANAGEMENT, LLC
Concord, NC
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-782-7233
LEEP ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$16.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
980-208-6906
NEWCOMB FINANCIAL ADVISORS, LLC
Chapel Hill, NC
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-593-5545
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
SPARK ASSET MANAGEMENT GROUP
Statesville, NC
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-883-5321
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
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
Mount Airy, NC
AUM
$12.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336.783.9100
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
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-777-8481
ENVISION PLANNING, LLC
Hendersonville, NC
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
828-435-3731
STALWART FINANCIAL PLANNING
Fayetteville, NC
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
910-867-8464
LINKSIDE FINANCIAL LLC
Charlotte, NC
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
704-498-4753
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
360 AVIATION ADVISORS, LLC
Concord, NC
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-464-2364