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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
FC CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$1.61B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-414-2880
FINANCIAL SYMMETRY INC.
Raleigh, NC
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
919-851-8200
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
AUM
$1.48B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-459-8620
FIVE POINTS CAPITAL LLC
Winston-Salem, NC
AUM
$1.45B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
336-733-0350
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
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
TRIANGLE WEALTH MANAGEMENT
Raleigh, NC
AUM
$1.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
919-838-3221
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
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
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
KIAN CAPITAL PARTNERS, LLC
Charlotte, NC
AUM
$1.10B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-943-2500