EMERALD ASSET MANAGEMENT, INC.
Rocky Mount, NC
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
252-443-7616
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC
181 advisers found
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
980-269-9899
PASSPORT WEALTH MANAGEMENT
Cornelius, NC
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(704) 457-0060
REH WEALTH ADVISORS LLC
Raleigh, NC
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
909-518-2134
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
704-517-5312
THAYER FINANCIAL, L.L.C.
Hickory, NC
AUM
$106.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(828) 569-2785
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-444-2680
WOLFBRIDGE WEALTH
Durham, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-267-6740
CHARLOTTE WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
704-849-1001
JONES GREGG FINANCIAL, LLC
Charlotte, NC
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-0123
JARROD ADAMS INVESTING, LLC
Mooresville, NC
AUM
$85.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(704) 996-4243
LEGEND PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
704-577-8159
FULBRIGHT FINANCIAL CONSULTING, PA
Durham, NC
AUM
$70.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-544-0398
MAZE FINANCIAL PLANNING
Chapel Hill, NC
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
919-929-4103
TYNDALL STROUD WEALTH MANAGEMENT, LLC
Winterville, NC
AUM
$67.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-751-0583
CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
SLP WEALTH
Durham, NC
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(910) 315-0973
CROWN PRIVATE WEALTH, LLC
Mooresville, NC
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-469-0200
BRYANT & BRANNOCK, LLC.
Durham, NC
AUM
$62.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-4614
YOUR CAPITAL FINANCIAL, LLC
Winston Salem, NC
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
336-448-3623
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
Winston Salem, NC
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(336) 245-8626
DOMINION WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
910-625-8595
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
Holly Springs, NC
AUM
$59.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
984.225.4044
FREITAG FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-887-4934