Top 10 advisors in North Carolina
We’ve curated a list of the best financial advisors in North Carolina, take a look at it below
Find an advisor in North Carolina| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $115,942,729,824 | 1338 advisors | ||
| 2 | $30,803,228,222 | 60 advisors | ||
| 3 | $10,095,700,130 | 227 advisors | ||
| 4 | $9,668,677,049 | 54 advisors | ||
| 5 | $7,930,000,000 | 26 advisors | ||
| 6 | $7,656,078,042 | 30 advisors | ||
| 7 | $6,607,656,465 | 105 advisors | ||
| 8 | $3,424,690,531 | 35 advisors | ||
| 9 | $3,324,270,274 | 14 advisors | ||
| 10 | $3,039,682,750 | 37 advisors |
How we came up with this list
To generate our top financial advisors list in North Carolina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Carolina. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Captrust
Assets under management
$115,942,729,824
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
2. Alight Financial Advisors, LLC
Assets under management
$30,803,228,222
Fee structure
A percentage of assets under your management
Fixed fees
SET-UP FEES AND RELATED SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
3. Independent Advisor Alliance, LLC
Assets under management
$10,095,700,130
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Ridgemont Partners Management, LLC
Assets under management
$9,668,677,049
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Wedge Capital Management Llp
Assets under management
$7,930,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Truebridge Capital Partners
Assets under management
$7,656,078,042
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Asana Partners, Lp
Assets under management
$6,607,656,465
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Pamlico Capital
Assets under management
$3,424,690,531
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Steele Creek Investment Management LLC
Assets under management
$3,324,270,274
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Franklin Street Advisors Inc.
Assets under management
$3,039,682,750
Fee structure
A percentage of assets under your management
Fixed fees
SECURITY RECOMMENDATIONS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Investment Advice
Your first meeting is free.