AUM
$7.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
571-721-1852
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
BUTTON & BUTTON WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-800-4711
ALIGN FINANCIAL PLANNING
Southern Pines, NC
AUM
$2.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
830-998-9006
ALLUVIAL WEALTH MANAGEMENT
Matthews, NC
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-927-1492
MIKE ADAMS FINANCIAL ADVISORS, INC.
Mooresville, NC
AUM
$125K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-636-4544
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372
INVEST WITH A GOAL
Research Triangle Park, NC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
252-352-5161
INVESTORBLOC
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
704-286-6619
SOUTHEAST INVESTMENTS, N.C., INC.
Charlotte, NC
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-527-7873
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
Charlotte, NC
AUM
$132.63B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
980-949-4641
Full profileNo website
WELLS FARGO INVESTMENT INSTITUTE, INC.
Charlotte, NC
AUM
$43.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
143 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-354-5814
Full profileNo website
CORNERSTONE ADVISORS, LLC
Asheville, NC
AUM
$3.04B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
828-210-8184
Full profileNo website
IRONSIDES ASSET ADVISORS, LLC
Rocky Mount, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-443-7041
Full profileNo website
LAUREL WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-927-4379
Full profileNo website
SAFE HARBOR FAMILY CAPITAL, LLC
Chapel Hill, NC
AUM
$613.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
919-537-7110
Full profileNo website
LYON WEALTH ADVISORS
Charlotte, NC
AUM
$311.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-424-9780
Full profileNo website
OBP CAPITAL
Rocky Mount, NC
AUM
$168.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; HYBRID MINIMUM + BPS
252-984-3808
Full profileNo website
WRENN HOUSE INVESTMENTS LLC
Winston Salem, NC
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(336)245-8636
Full profileNo website
WEALTH MANAGEMENT ADVISORS, LLC
Shallotte, NC
AUM
$5.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
910-754-9155
Full profileNo website
PRODEO ASSET MANAGEMENT, LLP
Charlotte, NC
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-926-1100
Full profileNo website
ARGOSY INVESTORS
Hickory, NC
AUM
$3.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
828-999-2033
Full profileNo website
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