SPARTAN PLANNING GROUP
Greensboro, NC
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
800-371-1292
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
CASCADES CAPITAL ASSET MANAGEMENT, LLC
Greensboro, NC
AUM
$383.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
336-404-4746
CAPITAL MANAGEMENT LLC
Greensboro, NC
AUM
$383.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-856-2911
TAGSTONE CAPITAL, INC.
Charlotte, NC
AUM
$368.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-533-8900
KANBRICK LLC
Charlotte, NC
AUM
$362.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
872-225-2249
ARMOR INVESTMENT ADVISORS, LLC
Raleigh, NC
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-571-4382
HCG FUND MANAGEMENT LP
Raleigh, NC
AUM
$347.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-300-7702
GARDEN CITY MANAGEMENT, LLC
Charlotte, NC
AUM
$343.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-383-9233
REICHARD CAPITAL, LLC
Charlotte, NC
AUM
$341.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
704-312-2318
BLUEPRINT FUND MANAGEMENT
Greensboro, NC
AUM
$340.5M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
336-609-7522
LEWIS FINANCIAL MANAGEMENT, LLC
Raleigh, NC
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-872-7000
UWHARRIE INVESTMENT ADVISORS, INC.
Albemarle, NC
AUM
$337.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-983-5959
EVERSTAR ASSET MANAGEMENT, LLC
Mooresville, NC
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-376-1629
INSIGHT FOLIOS
Charlotte, NC
AUM
$331.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(704) 529-9500
LIFEPLAN GROUP
Raleigh, NC
AUM
$326.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
919-858-6119
WSC & COMPANY, LLC
Charlotte, NC
AUM
$320.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
704-408-9943
FIRST FINANCIAL GROUP
Raleigh, NC
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-876-4926
FIRST OAK WEALTH MANAGEMENT, LLC
Raleigh, NC
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
919-421-1555
BEACON FINANCIAL STRATEGIES CORP.
Raleigh, NC
AUM
$309.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-803-3801
BEACON WEALTHCARE LLC
Raleigh, NC
AUM
$308.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-821-5225
AUM
$307.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-431-6308
JOEL ADAMS AND ASSOCIATES INC.
Asheville, NC
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(828) 251-9700
SPARTA WEALTH PARTNERS
Charlotte, NC
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
704-575-1148
DOVETAIL FINANCIAL GROUP LLC
Wilmington, NC
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
910-395-1991