THIRD DAY CAPITAL, INC.
Charlotte, NC
AUM
$579K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-370-6732
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
BRODIE WEALTH MANAGEMENT
Cary, NC
AUM
$379K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-749-3908
MIKE ADAMS FINANCIAL ADVISORS, INC.
Mooresville, NC
AUM
$125K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-636-4544
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372
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
AZIMUTH PLANNING GROUP, LLC
Chapel Hill, NC
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees
919-913-8081
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
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
919-657-4201
CAPITAL FINANCIAL MANAGEMENT NC, INC
Fuquay Varina, NC
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM
919-460-1775
CAROLINA FINANCIAL ADVISORY, INC.
Chapel Hill, NC
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Fixed fees; Commissions
919-929-0268
CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
Durham, NC
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM
919-493-3669
DELIBERATE WEALTH
Advance, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
336-439-6837
Team
—
Clients
—
Fees
Fees not disclosed
984-296-0131
AUM
—
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-210-8560
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
Charlotte, NC
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
Fixed fees; SOLICITOR FEES
980-949-6011
EUSTACE ADVISORS
Cary, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
910-377-5021