Top 10 advisors in Charlotte
We’ve curated a list of the best financial advisors in Charlotte, take a look at it below
Find an advisor in Charlotte| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $30,803,228,222 | 60 advisors | ||
| 2 | $10,095,700,130 | 227 advisors | ||
| 3 | $9,668,677,049 | 54 advisors | ||
| 4 | $7,930,000,000 | 26 advisors | ||
| 5 | $6,607,656,465 | 105 advisors | ||
| 6 | $3,424,690,531 | 35 advisors | ||
| 7 | $3,324,270,274 | 14 advisors | ||
| 8 | $2,798,665,776 | 31 advisors | ||
| 9 | $2,620,022,081 | 14 advisors | ||
| 10 | $2,163,333,356 | 25 advisors |
How we came up with this list
To generate our top financial advisors list in Charlotte, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Charlotte. 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. 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
2. 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
3. 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)
4. 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)
5. 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
6. 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
- Not sure which one to choose?Use our smart matching tool
7. 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
8. Bragg Financial Advisors Inc
Assets under management
$2,798,665,776
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 Investment Companies
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
9. Gulf Stream Asset Management
Assets under management
$2,620,022,081
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
10. Man Global Private Markets (usa) Inc.
Assets under management
$2,163,333,356
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Loan Servicing
Your first meeting is free.