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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
TIMONIER
Winston Salem, NC
AUM
$450.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336-725-5010
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
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
Shelby, NC
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(704) 481-0101
AUM
$416.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
480-290-4951
ALTAMONT CAPITAL MANAGEMENT
Asheville, NC
AUM
$412.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-236-0610
NAMCOA
Mooresville, NC
AUM
$404.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(239) 593-5525
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
RALEIGH CAPITAL MANAGEMENT INC.
Cary, NC
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-852-1215
FAMILY WEALTH PARTNERS, LLC
Matthews, NC
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 321-0152
EASTOVER CAPITAL MANAGEMENT
Charlotte, NC
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-336-6818
DAVIS INVESTMENT PARTNERS, LLC
Charlotte, NC
AUM
$390.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(704) 741-4200
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
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
CAPITAL MANAGEMENT LLC
Greensboro, NC
AUM
$383.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-856-2911
TAGSTONE CAPITAL, INC.
Charlotte, NC
AUM
$368.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-533-8900
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
REICHARD CAPITAL, LLC
Charlotte, NC
AUM
$341.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
704-312-2318
LEWIS FINANCIAL MANAGEMENT, LLC
Raleigh, NC
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-872-7000
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