1808 CAPITAL PARTNERS
Greensboro, NC
AUM
$644.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-814-9800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
WOODWARD FINANCIAL ADVISORS, INC.
Chapel Hill, NC
AUM
$641.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-929-2495
PHOENIX WEALTH ADVISORS INC.
Chapel Hill, NC
AUM
$641.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
919-929-4448
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, NC
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(919) 401-1500
SPP MANAGEMENT SERVICES, LLC
Charlotte, NC
AUM
$623.6M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
704-654-3400
CAPITAL ADVISERS, INC.
Raleigh, NC
AUM
$620.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
919-865-1930
ALPHA FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$619.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-716-1100
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
FUND DIRECT ADVISORS INC.
Greensboro, NC
AUM
$593.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
336-271-4450
SATIS WEALTH MANAGEMENT
London, NC
AUM
$586.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
44 0 203 840 9970
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
ASPIRE PRIVATE CAPITAL
Cornelius, NC
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
704-237-9927
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
QUANTITATIVE PROCESS, LLC
Charlotte, NC
AUM
$502.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-253-3292
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
SEMMAX FINANCIAL ADVISORS, INC.
Winston-Salem, NC
AUM
$495.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-856-0080
GRAHAM PARTNERS
Asheville, NC
AUM
$492.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-808-7430