Fee-OnlyFinder

Advisers in North Carolina

372 advisers in 63 North Carolina cities, 372 registered with SEC or state.

Financial planning (315)Hourly fees (206)Flat / fixed fees (254)% of assets managed (363)Retirement plan consulting (125)

Cities

Charlotte92 advisersRaleigh56 advisersGreensboro22 advisersChapel Hill22 advisersWinston-Salem21 advisersDurham16 advisersCary15 advisersWilmington12 advisersAsheville10 advisersConcord6 advisersSouthern Pines5 advisersMatthews5 advisersCornelius5 advisersGreenville5 advisersMooresville5 advisersStatesville5 advisersHuntersville4 advisersHickory4 advisersApex4 advisersPinehurst3 advisersRocky Mount3 advisersBoone2 advisersFayetteville2 advisersDavidson2 advisersSalisbury2 advisersHendersonville2 advisersShelby2 advisersWake Forest2 advisersFuquay-Varina2 advisersHigh Point2 advisersWinterville2 advisersResearch Triangle Park1 adviserLumberton1 adviserNew Bern1 adviserBlack Mountain1 adviserAyden1 adviserHighlands1 adviserClinton1 adviserLewisville1 adviserNags Head1 adviserBrevard1 adviserKitty Hawk1 adviserEden1 adviserMorehead City1 adviserArden1 adviserLincolnton1 adviserHolly Springs1 adviserCarthage1 adviserPittsboro1 adviserMarvin1 adviserOak Ridge1 adviserGreenboro1 adviserHenderson1 adviserBurlington1 adviserBelmont1 adviserLouisburg1 adviserTrent Woods1 adviserWrightsville Beach1 adviserAlbemarle1 adviserShallotte1 adviserCramerton1 adviserSanford1 adviserBermuda Run1 adviser

Top advisers in North Carolina

1618 Advisors LLC6000 Fairview Rd., #1200 · Charlotte, NC 28210 · (704) 885-2320 · % of assets managedCRD 329864 · % of assets · $25.3 million AUMState registeredNo commissions reported1808 Capital Partners5 Corporate Center CT, Suite 100 · Greensboro, NC 27408 · (336) 814-9800 · Financial planningCRD 332702 · % of assets, Hourly charges, Fixed fees · $644.6 million AUMSEC registeredNo commissions reported360 Aviation Advisors, LLC9202 Aviation Blvd Nw, Ew3 · Concord, NC 28027 · (704) 464-2364 · Financial planningCRD 334641 · % of assets, Fixed fees · $9.6 million AUMState registeredNo commissions reportedA4 Wealth Advisors LLC16140 Northcross Drive · Huntersville, NC 28078 · (704) 509-1141 · Financial planningCRD 152397 · % of assets, Hourly charges, Fixed fees · $213.7 million AUMSEC registeredNo commissions reportedAbs Legacy Partners, LLC3048 North Center Street · Hickory, NC 28601 · (828) 325-0655 · Financial planningCRD 325604 · % of assets, Hourly charges, Fixed fees · $670.8 million AUMSEC registeredNo commissions reportedAbsher Wealth Management, LLC1450 Raleigh Road,, Suite 105 · Chapel Hill, NC 27517 · (919) 283-2340 · Financial planningCRD 304642 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAccruent Wealth Advisors1399 Ashleybrook Lane, Suite 120 · Winston-Salem, NC 27103 · (336) 760-4829 · Financial planningCRD 113706 · % of assets, Hourly charges, Fixed fees · $197.7 million AUMSEC registeredNo commissions reportedAct Advisors521 College Street · Asheville, NC 28801 · (828) 398-2802 · Financial planningCRD 173120 · % of assets, Fixed fees, Other · $498.9 million AUMSEC registeredNo commissions reportedAdi Mahajan CPA PC800 Park Offices Dr, Front Lobby · Research Triangle Park, NC 27709 · (252) 352-5161 · Financial planningCRD 334894 · % of assets, Hourly charges, Subscription fees · $283,549 AUMState registeredNo commissions reportedAdvisorstrust Partners LLC9121 Anson Way, Suite 200 · Raleigh, NC 27615 · (919) 298-2458 · Financial planningCRD 304967 · % of assets, Hourly charges · $435.3 million AUMSEC registeredNo commissions reportedAgile Investments19 Rankin Avenue, Ste 124 · Asheville, NC 28801 · (615) 260-3845 · Hourly feesCRD 132924 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedAim Advisors, LLC421 N. Harrington Street, Suite 630 · Raleigh, NC 27603 · (919) 758-8911 · Financial planningCRD 325125 · % of assets, Hourly charges, Fixed fees · $158.2 million AUMSEC registeredNo commissions reportedAlight Financial Advisors, LLC9300 Harris Corners Parkway, Suite 105 · Charlotte, NC 28269 · (866) 560-7256 · Financial planningCRD 158744 · % of assets, Fixed fees, Other · $35.1 billion AUMSEC registeredNo commissions reportedAlign Financial Planning175 E New Hampshire Ave · Southern Pines, NC 28387 · (830) 998-9006 · Financial planningCRD 324318 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedAllen Wealth Management, LLC980 Highway 105 · Boone, NC 28607 · (828) 268-9693 · Financial planningCRD 133038 · % of assets, Hourly charges · $664.3 million AUMSEC registeredNo commissions reportedAllspring Funds Management, LLC1415 Vantage Park Drive, 3rd Floor · Charlotte, NC 28203 · (833) 289-5038 · % of assets managedCRD 110841 · % of assets, Performance-based fees · $324.7 billion AUMSEC registeredNo commissions reportedAllspring Global Investments, LLC1415 Vantage Park Drive, 3rd Floor · Charlotte, NC 28203 · (833) 289-5038 · Flat / fixed feesCRD 104973 · % of assets, Fixed fees, Performance-based fees · $475.8 billion AUMSEC registeredNo commissions reportedAlluvial Wealth Management1234 Mann Drive, Suite 100 · Matthews, NC 28105 · (704) 927-1492 · Financial planningCRD 305503 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedAlly Invest Advisors601 S. Tryon Street, Suite 100 · Charlotte, NC 28202 · (855) 880-2559 · Financial planningCRD 170301 · % of assets · $1.7 billion AUMSEC registeredNo commissions reportedAlpha Financial Advisors, LLC11325 N Community House Rd, Suite #410 · Charlotte, NC 28277 · (704) 716-1100 · Financial planningCRD 122545 · % of assets, Fixed fees · $619.3 million AUMSEC registeredNo commissions reportedAlphastar Capital Management19520 West Catawba Avenue, Suite 112 · Cornelius, NC 28031 · (855) 340-2514 · Financial planningCRD 157423 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedAltamont Capital Management100 Coxe Avenue · Asheville, NC 28801 · (828) 236-0610 · Financial planningCRD 118979 · % of assets, Hourly charges · $412.3 million AUMSEC registeredNo commissions reportedAmeritrust Investments of North Carolina, LLC1018 Pine Hill Road · Fayetteville, NC 28305 · (910) 624-5814 · % of assets managedCRD 164699 · % of assets · $5.3 million AUMState registeredNo commissions reportedAmphora Wealth Management, LLC100 Europa Drive, Suite 431 · Chapel Hill, NC 27517 · (919) 240-6111 · Financial planningCRD 157968 · % of assets, Hourly charges, Fixed fees · $196.2 million AUMSEC registeredNo commissions reportedArbor Investment Advisors300 South Main Street · Winston Salem, NC 27101 · (336) 777-1677 · Financial planningCRD 111077 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedArgosy Investors617 N Center St · Hickory, NC 28601 · (828) 999-2033 · Financial planningCRD 290225 · % of assets · $3.0 million AUMState registeredNo commissions reportedArk Royal Wealth Management LLC2700 Wycliff Road, Suite 360 · Raleigh, NC 27607 · (919) 710-8665 · Financial planningCRD 175151 · % of assets, Hourly charges, Fixed fees · $169.3 million AUMSEC registeredNo commissions reportedArmor Investment Advisors, LLC4101 Lake Boone Trail, Suite 208 · Raleigh, NC 27607 · (919) 571-4382 · Financial planningCRD 134200 · % of assets, Hourly charges, Fixed fees · $356.0 million AUMSEC registeredNo commissions reportedArtifex Advisory Group, INC.2500 Regency Parkway · Cary, NC 27518 · (800) 276-1377 · Financial planningCRD 281588 · % of assets, Hourly charges, Fixed fees · $9.9 million AUMState registeredNo commissions reportedAscendor Wealth, LLC5700 Oleander Drive · Wilmington, NC 28403 · (910) 790-0122 · Financial planningCRD 148969 · % of assets, Fixed fees · $145.6 million AUMSEC registeredNo commissions reported