Top 10 financial advisors in Chapel Hill, NC
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.
Truebridge Capital Partners
Truebridge Capital Partners is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $7,656,078,042 of assets under management and employs about 30 people. Truebridge Capital Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$7,656,078,042
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-71946
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
1011 South Hamilton Road,
Suite 400,
Chapel Hill,
North Carolina,
27517Franklin Street Advisors Inc.
Franklin Street Advisors Inc. is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $3,039,682,750 of assets under management and employs about 37 people. Franklin Street Advisors Inc. uses a fee structure of a percentage of assets under your management, fixed fees and security recommendations.
Assets under management
$3,039,682,750
Headcount
37 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SECURITY RECOMMENDATIONS
SEC number
801-39635
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
Morgan Creek Capital Management, LLC
Morgan Creek Capital Management, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $1,279,562,912 of assets under management and employs about 36 people. Morgan Creek Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,279,562,912
Headcount
36 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-65690
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
See full profileMeet the advisor
301 West Barbee Chapel Road,
Suite 200,
Chapel Hill,
North Carolina,
27517Eton Advisors
Eton Advisors is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $1,166,705,126 of assets under management and employs about 12 people. Eton Advisors uses a fee structure of a percentage of assets under your management, fixed fees and percentage of assets under advisement.
Assets under management
$1,166,705,126
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE OF ASSETS UNDER ADVISEMENT
SEC number
801-111042
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
Silverback Asset Management, LLC
Silverback Asset Management, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $846,247,220 of assets under management and employs about 13 people. Silverback Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$846,247,220
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-67159
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)
Hamilton Point Investment Advisors, LLC
Hamilton Point Investment Advisors, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $793,114,816 of assets under management and employs about 9 people. Hamilton Point Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$793,114,816
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68186
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
Absher Wealth Management, LLC
Absher Wealth Management, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $697,654,171 of assets under management and employs about 7 people. Absher Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$697,654,171
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117177
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $575,542,325 of assets under management and employs about 5 people. Atlantic Private Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$575,542,325
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120757
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)
See full profileMeet the advisor
308 West Rosemary Street,
Suite 301,
Chapel Hill,
North Carolina,
27516Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $455,320,900 of assets under management and employs about 6 people. Woodward Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$455,320,900
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70279
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Phoenix Wealth Advisors Inc.
Phoenix Wealth Advisors Inc. is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $423,263,080 of assets under management and employs about 10 people. Phoenix Wealth Advisors Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and third-party adviser/manager fees.
Assets under management
$423,263,080
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD-PARTY ADVISER/MANAGER FEES
SEC number
801-60793
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
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