MBL ADVISORS
Charlotte, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-333-8461
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
GRANVILLE CAPITAL, INC.
Greensboro, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
336-273-8544
ASSET RISK CONSULTANTS (UK) LIMITED
London, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
+442039462860
SHEETS SMITH WEALTH MANAGEMENT
Winston Salem, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-765-2020
LIVE OAK PRIVATE WEALTH, LLC
Wilmington, NC
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(844) 469-5679
TOPSAIL WEALTH MANAGEMENT LLC
Charlotte, NC
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
980-308-9901
ARBOR INVESTMENT ADVISORS
Winston Salem, NC
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-777-1677
WEALTHSHIELD PARTNERS, LLC
Cary, NC
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-948-4453
ABSHER WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-283-2340
HAMILTON POINT INVESTMENT ADVISORS, LLC
Chapel Hill, NC
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
(919) 636-3765
FOUNDERS FINANCIAL ALLIANCE, LLC
Raleigh, NC
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-860-5940
WOODARD & CO ASSET MANAGEMENT GROUP INC
Bermuda Run, NC
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
336-998-7000
VERITY ASSET MANAGEMENT
Durham, NC
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-490-6717
PROVIDENCE CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(704) 215-4420
CARDINAL CAPITAL MANAGEMENT INC
Raleigh, NC
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
919-532-7500
CAPITAL INVESTMENT COUNSEL INC
Raleigh, NC
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
919-831-2370
VERUM PARTNERS LLC
Charlotte, NC
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(980) 771-3999
BLUESKY WEALTH ADVISORS, LLC
New Bern, NC
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
252-633-0107
BLUEPRINT FINANCIAL ADVISORS
Charlotte, NC
AUM
$966.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
28 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
844-200-2568
ATLANTIC PRIVATE WEALTH, LLC
Chapel Hill, NC
AUM
$894.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-968-2977
TANNIN CAPITAL, LLC
Charlotte, NC
AUM
$824.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
704-552-1082
STRATHMORE CAPITAL ADVISORS
Charlotte, NC
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-364-4241
KUHN ADVISORS, INC.
Durham, NC
AUM
$800.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-3233
CAROLINA WEALTH MANAGEMENT, INC.
Greenville, NC
AUM
$798.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
252-439-1344