CAPTRUST
Raleigh, NC
AUM
$1.24T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
885 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-870-6822
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC
181 advisers found
ALLSPRING GLOBAL INVESTMENTS, LLC
Charlotte, NC
AUM
$475.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
301 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-833-289-5038
BARINGS LLC
Charlotte, NC
AUM
$392.75B
Wealth MgmtRetirementInstitutional
Team
465 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704-805-7200
ALLSPRING FUNDS MANAGEMENT, LLC
Charlotte, NC
AUM
$324.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
833-289-5038
STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$69.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
64 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-927-4175
INDEPENDENT ADVISOR ALLIANCE, LLC
Charlotte, NC
AUM
$17.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
247 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.430.1555
WEDGE CAPITAL MANAGEMENT LLP
Charlotte, NC
AUM
$7.75B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
704-334-6475
VERATIS ADVISORS, INC.
Cary, NC
AUM
$5.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-460-8875
BRAGG FINANCIAL ADVISORS INC
Charlotte, NC
AUM
$4.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-377-0261
SALEM INVESTMENT COUNSELORS INC
Winston Salem, NC
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-768-7230
GUARDIAN WEALTH ADVISORS, LLC
Raleigh, NC
AUM
$2.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-249-1810
ALPHASTAR CAPITAL MANAGEMENT
Cornelius, NC
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
130 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
855-340-2514
CORNERSTONE WEALTH
Huntersville, NC
AUM
$2.49B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
50 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-987-3410
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Raleigh, NC
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-831-2370
AUM
$1.99B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-401-3500
NOVARE CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM
704-334-3698
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
LINDEN THOMAS ADVISORY SERVICES, LLC
Charlotte, NC
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 554-8150
FINANCIAL SYMMETRY INC.
Raleigh, NC
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
919-851-8200
MBL ADVISORS
Charlotte, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-333-8461
SHEETS SMITH WEALTH MANAGEMENT
Winston Salem, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-765-2020
LIVE OAK PRIVATE WEALTH, LLC
Wilmington, NC
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(844) 469-5679
WEALTHSHIELD PARTNERS, LLC
Cary, NC
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-948-4453
ABSHER WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-283-2340
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