THREE MAGNOLIAS FINANCIAL ADVISORS
Winston Salem, NC
AUM
$487.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-701-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
CORNERSTONE WEALTH PLANNING
Charlotte, NC
AUM
$485.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-849-0123
THE PINES WEALTH MANAGEMENT, LLC
Southern Pines, NC
AUM
$485.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(910) 475-8312
PHYSICIANS FINANCIAL SERVICES, INC.
Raleigh, NC
AUM
$482.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-863-2355
IP FINANCIAL ADVISORY SERVICES LLC
Charlotte, NC
AUM
$481.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
112 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
980-326-3335
TOWNSEND ASSET MANAGEMENT CORP.
Raleigh, NC
AUM
$479.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-782-9689
SHARPVUE CAPITAL, LLC
Raleigh, NC
AUM
$465.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
984-246-2040
FIRST CITIZENS ASSET MANAGEMENT, INC
Raleigh, NC
AUM
$465.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
0
Fees
Percentage of AUM
800-229-0205
PURSUIT WEALTH STRATEGIES, LLC
Raleigh, NC
AUM
$457.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-847-7600
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
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