CAPITAL ADVISERS, INC.
Raleigh, NC
AUM
$620.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
919-865-1930
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
AUCTUS ADVISORS LLC
Charlotte, NC
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704 533-9880
SAPERE WEALTH MANAGEMENT, LLC
Matthews, NC
AUM
$604.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-321-5244
AUM
$604.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
904-784-3343
WHITENER CAPITAL MANAGEMENT, INC
Rocky Mount, NC
AUM
$598.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
252-972-8909
FORTRESS PRIVATE LEDGER, LLC
Raleigh, NC
AUM
$584.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-322-2761
HOBART WEALTH
Charlotte, NC
AUM
$558.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-553-0122
ZURAW FINANCIAL ADVISORS, LLC
Greensboro, NC
AUM
$519.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336. 290 7062 EXT 101
DEFENDER CAPITAL
Charlotte, NC
AUM
$510.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
704-373-1716
CAPITALA PRIVATE ADVISORS, LLC
Charlotte, NC
AUM
$505.1M
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-376-5502
ACT ADVISORS
Asheville, NC
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(828) 398-2802
PIEDMONT CAPITAL MANAGEMENT, LLC
Greenboro, NC
AUM
$495.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-274-5471
IP FINANCIAL ADVISORY SERVICES LLC
Charlotte, NC
AUM
$481.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
112 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
980-326-3335
TOWNSEND ASSET MANAGEMENT CORP.
Raleigh, NC
AUM
$479.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-782-9689
FIRST CITIZENS ASSET MANAGEMENT, INC
Raleigh, NC
AUM
$465.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
0
Fees
Percentage of AUM
800-229-0205
PURSUIT WEALTH STRATEGIES, LLC
Raleigh, NC
AUM
$457.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-847-7600
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$452.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
910-509-3800
CROWN WEALTH GROUP LLC
Charlotte, NC
AUM
$437.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(704)360-3995
ADVISORSTRUST PARTNERS LLC
Raleigh, NC
AUM
$435.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
919-298-2458
AUM
$416.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
480-290-4951
TILIA FIDUCIARY PARTNERS, INC.
Wilmington, NC
AUM
$403.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-679-4093
H. L. ORMOND & COMPANY, LLC
Greenville, NC
AUM
$401.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(252) 756-4010
TAR RIVER WEALTH PLANNING, LLC
Louisburg, NC
AUM
$401.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
919-496-1511
EASTOVER CAPITAL MANAGEMENT
Charlotte, NC
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-336-6818