AUM
$159.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-589-2528
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
AIM ADVISORS, LLC
Raleigh, NC
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-758-8911
HOLCOMBE & MCGRATH
Asheville, NC
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
828-252-8228
SHINING ROCK ADVISORS LLC
Asheville, NC
AUM
$153.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
828-380-0071
TERRA WEALTH
High Point, NC
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-928-3772
TWIN CITY PRIVATE WEALTH, LLC
Winston-Salem, NC
AUM
$151.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
336-930-9494
DREHER FINANCIAL PARTNERS
Southern Pines, NC
AUM
$148.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
910 692-4330
WEALTHPOINT ADVISORS
Cramerton, NC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-675-5300
ASCENDOR WEALTH, LLC
Wilmington, NC
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
910-790-0122
BLUE FINANCIAL
Charlotte, NC
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
7043021141
WHITE OAK FINANCIAL MANAGEMENT, INC
Asheville, NC
AUM
$143.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
828-274-7844
FOREST CAPITAL
Concord, NC
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704.533.9876
CALAMITA WEALTH MANAGEMENT
Charlotte, NC
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-276-7325
TARHEEL ADVISORS, LLC
Chapel Hill, NC
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
984-271-1993
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Statesville, NC
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-872-0022
BSG ADVISERS
Apex, NC
AUM
$134.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-267-4753
STRUCTURAL SOLUTIONS LLC
Chapel Hill, NC
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
917-836-0339
TRICAPITAL WEALTH MANAGEMENT, INC.
Charlotte, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-571-8778
WELLS FINANCIAL MANAGEMENT, LLC
Asheville, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
828-252-4144
THE BREIT GROUP
Wrightsville Beach, NC
AUM
$131.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(704) 502-6069
SABER CAPITAL MANAGEMENT LLC
Fuquay Varina, NC
AUM
$129.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
919-610-6809
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-439-2114
KUCHARO WEALTH
Charlotte, NC
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704.251.9550
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
715-797-3358