OMNISTAR FINANCIAL GROUP, INC.
Wilmington, NC
AUM
$285.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
910-319-7834
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
PEACE OF MIND WEALTH MANAGEMENT
Raleigh, NC
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-787-8866
WMS ADVISORS, LLC
Charlotte, NC
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-294-7804
WORTH ADVISORS
Charlotte, NC
AUM
$280.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-731-0121
MILESTONE INVESTMENTS, INC.
Charlotte, NC
AUM
$277.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-716-2749
RELIANT INVESTMENT PARTNERS, LLC
Pinehurst, NC
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-363-1010
TASSEL CAPITAL MANAGEMENT, INC
Matthews, NC
AUM
$266.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-6780
MILLBANK DARTMOOR PORTSMOUTH LLC
Asheville, NC
AUM
$263.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
828-499-7222
HORIZON FINANCIAL SERVICES, LLC
Winston Salem, NC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-659-7060
HORIZONS WEALTH MANAGEMENT
Asheville, NC
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-337-9395
MUIRFIELD WEALTH ADVISORS LLC
Charlotte, NC
AUM
$255.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(704) 442-0047
MODERN CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$254.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-440-0442
CASSIA CAPITAL PARTNERS LLC
Winston Salem, NC
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(336) 723-4585
CANNON WEALTH MANAGEMENT SERVICES
Winston Salem, NC
AUM
$245.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-231-6844
AUM
$241.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Fixed fees
336-817-1604
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
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
BD INVESTMENT PARTNERS, LLC
Raleigh, NC
AUM
$223.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-609-7395
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