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.
528 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