ALPHASTAR CAPITAL MANAGEMENT
Cornelius, NC
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
130 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
855-340-2514
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
CORNERSTONE WEALTH
Huntersville, NC
AUM
$2.49B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
50 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-987-3410
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Raleigh, NC
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-831-2370
NOVARE CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM
704-334-3698
ETON ADVISORS
Chapel Hill, NC
AUM
$1.89B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
919-442-1550
BLUEPRINT INVESTMENT PARTNERS LLC
Greensboro, NC
AUM
$1.87B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
336-609-7522
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
MORGAN CREEK CAPITAL MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-933-4004
LINDEN THOMAS ADVISORY SERVICES, LLC
Charlotte, NC
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 554-8150
DELEGATE ADVISORS, LLC
Chapel Hill, NC
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
919-932-8400
MILL CAPITAL MANAGEMENT, LLC
Concord, NC
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
980-494-6455
OAK CITY INVESTMENT CONSULTING
Wake Forest, NC
AUM
$1.43B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-844-6450
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
CORRUM CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.39B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
704-330-7300
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
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
TRIANGLE WEALTH MANAGEMENT
Raleigh, NC
AUM
$1.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
919-838-3221
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
SILVERBACK ASSET MANAGEMENT, LLC
Durham, NC
AUM
$1.19B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-969-9300
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