SPARTAN PLANNING GROUP
Greensboro, NC
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
800-371-1292
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
CASCADES CAPITAL ASSET MANAGEMENT, LLC
Greensboro, NC
AUM
$383.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
336-404-4746
ARMOR INVESTMENT ADVISORS, LLC
Raleigh, NC
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-571-4382
BLUEPRINT FUND MANAGEMENT
Greensboro, NC
AUM
$340.5M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
336-609-7522
UWHARRIE INVESTMENT ADVISORS, INC.
Albemarle, NC
AUM
$337.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-983-5959
EVERSTAR ASSET MANAGEMENT, LLC
Mooresville, NC
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-376-1629
FIRST OAK WEALTH MANAGEMENT, LLC
Raleigh, NC
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
919-421-1555
SPARTA WEALTH PARTNERS
Charlotte, NC
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
704-575-1148
DOVETAIL FINANCIAL GROUP LLC
Wilmington, NC
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
910-395-1991
OMNISTAR FINANCIAL GROUP, INC.
Wilmington, NC
AUM
$285.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
910-319-7834
MILESTONE INVESTMENTS, INC.
Charlotte, NC
AUM
$277.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-716-2749
RELIANT INVESTMENT PARTNERS, LLC
Pinehurst, NC
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-363-1010
TASSEL CAPITAL MANAGEMENT, INC
Matthews, NC
AUM
$266.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-6780
MILLBANK DARTMOOR PORTSMOUTH LLC
Asheville, NC
AUM
$263.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
828-499-7222
HORIZON FINANCIAL SERVICES, LLC
Winston Salem, NC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-659-7060
HORIZONS WEALTH MANAGEMENT
Asheville, NC
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-337-9395
CASSIA CAPITAL PARTNERS LLC
Winston Salem, NC
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(336) 723-4585
CANNON WEALTH MANAGEMENT SERVICES
Winston Salem, NC
AUM
$245.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-231-6844
AUM
$241.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Fixed fees
336-817-1604
CAROLINA FINANCIAL ADVISORS, INC.
Greensboro, NC
AUM
$240.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-333-0176
LUMINA WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
910-599-9409
POWELL WEALTH
Cornelius, NC
AUM
$229.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(704) 439-0027
BEACON CAPITAL ADVISORY GROUP
Charlotte, NC
AUM
$223.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
877-801-2322
CROSSGEN WEALTH LLC
Greenville, NC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
252-262-7301