Top 10 advisors in Chapel Hill
We’ve curated a list of the best financial advisors in Chapel Hill, take a look at it below
Find an advisor in Chapel Hill| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,656,078,042 | 30 advisors | ||
| 2 | $3,039,682,750 | 37 advisors | ||
| 3 | $1,279,562,912 | 36 advisors | ||
| 4 | $1,166,705,126 | 12 advisors | ||
| 5 | $846,247,220 | 13 advisors | ||
| 6 | $793,114,816 | 9 advisors | ||
| 7 | $697,654,171 | 7 advisors | ||
| 8 | $575,542,325 | 5 advisors | ||
| 9 | $455,320,900 | 6 advisors | ||
| 10 | $423,263,080 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Chapel Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chapel Hill. 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. 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
2. 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
3. Morgan Creek Capital Management, LLC
Assets under management
$1,279,562,912
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
Selection Of Other Advisers
Non-discretionary Investment Consulting Services To Institutional Clients
4. Eton Advisors
Assets under management
$1,166,705,126
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Family Office Services; Credit Management Solutions And Insurance Solutions
5. Silverback Asset Management, LLC
Assets under management
$846,247,220
Fee structure
A percentage of assets under your management
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)
6. Hamilton Point Investment Advisors, LLC
Assets under management
$793,114,816
Fee structure
A percentage of assets under your management
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
- Not sure which one to choose?Use our smart matching tool
7. Absher Wealth Management, LLC
Assets under management
$697,654,171
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
Pension Consulting Services
8. Atlantic Private Wealth, LLC
Assets under management
$575,542,325
Fee structure
A percentage of assets under your management
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)
9. Woodward Financial Advisors, Inc.
Assets under management
$455,320,900
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
- Not sure which one to choose?Use our smart matching tool
10. Phoenix Wealth Advisors Inc.
Assets under management
$423,263,080
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD-PARTY ADVISER/MANAGER 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
Your first meeting is free.