CAROLINA FINANCIAL ADVISORS, INC.
Greensboro, NC
AUM
$240.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-333-0176
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
LUMINA WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
910-599-9409
WESTHAMPTON CAPITAL
Winston-Salem, NC
AUM
$238.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
336-725-5579
QUEST 10 WEALTH BUILDERS, INC.
Fuquay-Varina, NC
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-552-4286
LEVEL WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$236.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Fixed fees
336-355-1432
POWELL WEALTH
Cornelius, NC
AUM
$229.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(704) 439-0027
BEACON CAPITAL ADVISORY GROUP
Charlotte, NC
AUM
$223.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
877-801-2322
CROSSGEN WEALTH LLC
Greenville, NC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
252-262-7301
KERUSSO CAPITAL MANAGEMENT, LLC
Winston-Salem, NC
AUM
$222.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-226-2537
INTEGRATED WEALTHCARE, LLC
Durham, NC
AUM
$218.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-694-6292
GRAGG FINANCIAL
Shelby, NC
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
704-482-2001
A4 WEALTH ADVISORS LLC
Huntersville, NC
AUM
$213.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-509-1141
GOUWS CAPITAL LLC
Charlotte, NC
AUM
$209.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-944-3233
COUNTERWEIGHT PRIVATE WEALTH
Wilmington, NC
AUM
$207.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
919-726-6124
KENNETH FRENKE & CO
Arden, NC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
828-654-9343
MASONBORO ADVISORS
Wilmington, NC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-742-0509
AUM
$205.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
703-457-6830
BROYHILL ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$204.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
828-610-5360
PORTUS WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-936-0084
IA NETWORK, LLC
Charlotte, NC
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-272-1211
ACCRUENT WEALTH ADVISORS
Winston-Salem, NC
AUM
$197.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336-760-4829
AMPHORA WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(919) 240-6111
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$196.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336 272 9488
FRAZIER FINANCIAL CONSULTANTS, LLC
Chapel Hill, NC
AUM
$196.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-929-6940