WELLS FARGO INVESTMENT INSTITUTE, INC.
Charlotte, NC
AUM
$43.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
143 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-354-5814
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
CORNERSTONE ADVISORS, LLC
Asheville, NC
AUM
$3.04B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
828-210-8184
Full profileNo website
IRONSIDES ASSET ADVISORS, LLC
Rocky Mount, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-443-7041
Full profileNo website
LAUREL WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-927-4379
Full profileNo website
SAFE HARBOR FAMILY CAPITAL, LLC
Chapel Hill, NC
AUM
$613.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
919-537-7110
Full profileNo website
COLLWICK FUNDS GP, LLC
Charlotte, NC
AUM
$439.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-243-9468
Full profileNo website
LYON WEALTH ADVISORS
Charlotte, NC
AUM
$311.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-424-9780
Full profileNo website
AUM
$228.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(919) 355-6330
Full profileNo website
INDEPENDENT WEALTH ADVISORS, LLC
Cary, NC
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-749-7596
Full profileNo website
KENSINGTON FINANCIAL GROUP, INC.
Winston-Salem, NC
AUM
$169.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
336-712-9743
Full profileNo website
OBP CAPITAL
Rocky Mount, NC
AUM
$168.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; HYBRID MINIMUM + BPS
252-984-3808
Full profileNo website
BP ASSET MANAGEMENT INC.
Charlotte, NC
AUM
$155.3M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
980-261-5233
Full profileNo website
SOUND FINANCIAL MANAGEMENT, INC.
Raleigh, NC
AUM
$134.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
919-845-6600
Full profileNo website
WYATT FINANCIAL L.L.C.
Cary, NC
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
919-622-2980
Full profileNo website
CARDINAL WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
919-961-1746
Full profileNo website
CARY FINANCIAL PLANNING, LLC
Cary, NC
AUM
$26.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-694-6945
Full profileNo website
NC MONEY MANAGEMENT, INC.
Raleigh, NC
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-847-2981
Full profileNo website
COLVILLE WEALTH ADVISORY, LLC
Charlotte, NC
AUM
$25.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-361-1135
Full profileNo website
AGILE INVESTMENTS
Asheville, NC
AUM
$24.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-260-3845
Full profileNo website
OLDE TOWNE FINANCIAL MANAGEMENT CO.
Greensboro, NC
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
336-346-3097
Full profileNo website
TRUSTSTONE WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
980-254-7804
Full profileNo website
HICKORY FINANCIAL GROUP, LLC
Hickory, NC
AUM
$10.9M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(828) 455-1967
Full profileNo website
RED OAK CAPITAL ADVISORS
Fuquay Varina, NC
AUM
$10.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-745-8858
Full profileNo website
WRENN HOUSE INVESTMENTS LLC
Winston Salem, NC
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(336)245-8636
Full profileNo website