PLEXUS CAPITAL
Raleigh, NC
AUM
$3.77B
Wealth Mgmt
Team
33 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
919-256-6340
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
FALFURRIAS MANAGEMENT PARTNERS LP
Charlotte, NC
AUM
$3.71B
Wealth Mgmt
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-371-3220
BILTMORE FAMILY OFFICE, LLC
Charlotte, NC
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-248-5230
COLONY FAMILY OFFICES, LLC
Charlotte, NC
AUM
$3.36B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
704-285-7300
VERGER CAPITAL MANAGEMENT
Winston-Salem, NC
AUM
$3.28B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
336-934-4101
NEW REPUBLIC PARTNERS
Charlotte, NC
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
704-626-1526
SMITH SALLEY WEALTH MANAGEMENT
Greensboro, NC
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
336-379-7556
GUARDIAN WEALTH ADVISORS, LLC
Raleigh, NC
AUM
$2.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-249-1810
FIRST CITIZENS INVESTOR SERVICES, INC.
Raleigh, NC
AUM
$2.63B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
164 advisors
Clients
More than 500
Fees
Percentage of AUM
800-229-0205
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
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
TIVERTON ADVISORS, LLC
Raleigh, NC
AUM
$2.14B
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
919-307-4527
AUM
$1.99B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-401-3500
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
CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.
Charlotte, NC
AUM
$1.91B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-372-2040
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Raleigh, NC
AUM
$1.90B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
919-786-4420
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
STEELE CREEK INVESTMENT MANAGEMENT LLC
Charlotte, NC
AUM
$1.74B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-343-6011
ALLY INVEST ADVISORS
Charlotte, NC
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
855-880-2559