STRUCTURAL SOLUTIONS LLC
Chapel Hill, NC
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
917-836-0339
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
TRICAPITAL WEALTH MANAGEMENT, INC.
Charlotte, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-571-8778
WELLS FINANCIAL MANAGEMENT, LLC
Asheville, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
828-252-4144
SABER CAPITAL MANAGEMENT LLC
Fuquay Varina, NC
AUM
$129.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
919-610-6809
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-439-2114
KUCHARO WEALTH
Charlotte, NC
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704.251.9550
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
TRG CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$115.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
919-239-4163
HATTERAS INVESTMENT PARTNERS, LP
Raleigh, NC
AUM
$114.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-846-2324
EVERGREEN WEALTH ADVISORS
Raleigh, NC
AUM
$112.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
888-884-0557
WHITE OAK WEALTH PARTNERS
Raleigh, NC
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
919-858-6490
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
704-517-5312
THE FINANCIAL LEGACY GROUP
Charlotte, NC
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-469-6614
EQV ADVISORY, LLC
Raleigh, NC
AUM
$106.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-842-3000
SEASIDE WEALTH ADVISORS LLC
Wilmington, NC
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-550-3554
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-444-2680
FALCON FINANCIAL
Salisbury, NC
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-603-4177
INDEXPERTS, LLC
Charlotte, NC
AUM
$100.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(704) 554-8150
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
Pinehurst, NC
AUM
$100.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(910) 621-3371
C F PARKS INC
Salisbury, NC
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-637-6011
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
CRUTCHFIELD ADVISORS, INC
Apex, NC
AUM
$83.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
9194461216
RHINO WEALTH MANAGEMENT
Belmont, NC
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-827-9000
MOORE INVESTMENT PARTNERS, LLC
Charlotte, NC
AUM
$75.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(704) 980-7645