KERUSSO CAPITAL MANAGEMENT, LLC
Winston-Salem, NC
AUM
$222.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-226-2537
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
OCTAGON ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$221.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 683-8811
INTEGRATED WEALTHCARE, LLC
Durham, NC
AUM
$218.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-694-6292
GRAGG FINANCIAL
Shelby, NC
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
704-482-2001
A4 WEALTH ADVISORS LLC
Huntersville, NC
AUM
$213.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-509-1141
GOUWS CAPITAL LLC
Charlotte, NC
AUM
$209.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-944-3233
COUNTERWEIGHT PRIVATE WEALTH
Wilmington, NC
AUM
$207.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
919-726-6124
KENNETH FRENKE & CO
Arden, NC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
828-654-9343
MASONBORO ADVISORS
Wilmington, NC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-742-0509
AUM
$205.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
703-457-6830
BROYHILL ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$204.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
828-610-5360
PORTUS WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-936-0084
IA NETWORK, LLC
Charlotte, NC
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-272-1211
ACCRUENT WEALTH ADVISORS
Winston-Salem, NC
AUM
$197.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336-760-4829
AMPHORA WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(919) 240-6111
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$196.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336 272 9488
FRAZIER FINANCIAL CONSULTANTS, LLC
Chapel Hill, NC
AUM
$196.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-929-6940
CHARTER WEALTH MANAGEMENT
Raleigh, NC
AUM
$195.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-729-2100
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
314-566-9887
STRATEGIC ADVISORY PARTNERS
Greensboro, NC
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
336-790-2560
RIDGELINE WEALTH ADVISORS, LLC.
Raleigh, NC
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-782-0494
GREENWAY WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-981-1228
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(214) 434-1015
SLEDGE AND COMPANY WEALTH ADVISORS
High Point, NC
AUM
$183.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-889-3013