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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
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
FIRST TRYON ADVISORS
Charlotte, NC
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-926-2453
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
FCA PARTNERS, LLC
Charlotte, NC
AUM
$910.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
704-972-2684
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
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
Charlotte, NC
AUM
$788.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
336-552-6228
SHAH CAPITAL MANAGEMENT
Raleigh, NC
AUM
$768.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-719-6360
IFC CORE INVESTMENT MANAGEMENT LLC
Raleigh, NC
AUM
$742.4M
Wealth Mgmt
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(252) 523-0800
CORDGRASS CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$729.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-800-0705
COLTON GROOME FINANCIAL ADVISORS, LLC
Asheville, NC
AUM
$724.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
828-252-1816
OLD PEAK FINANCE
Chapel Hill, NC
AUM
$714.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919 459 8181
ABS LEGACY PARTNERS, LLC
Hickory, NC
AUM
$670.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-325-0655
ALLEN WEALTH MANAGEMENT, LLC
Boone, NC
AUM
$664.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
828-268-9693
HOLDERNESS INVESTMENTS CO
Greensboro, NC
AUM
$660.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
336-574-1400
TRADEWINDS, LLC
Raleigh, NC
AUM
$659.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
984.257.9091
COLLEGIATE CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$653.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
919-838-0101