Top 6 advisors in Durham
We’ve curated a list of the best financial advisors in Durham, take a look at it below
Find an advisor in Durham# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $783,152,132 | 69 advisors | ||
2 | $631,882,403 | 8 advisors | ||
3 | $189,235,872 | 5 advisors | ||
4 | $48,720,000 | 3 advisors | ||
5 | $19,050,437 | 6 advisors | ||
6 | $2,600,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Durham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Durham. 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. Verity Asset Management
Assets under management
$783,152,132
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
Educational Seminars/workshops
Administrative Services For Advisors
2. Kuhn Advisors, Inc.
Assets under management
$631,882,403
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
3. Gordon Asset Management, LLC
Assets under management
$189,235,872
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
4. Wolfbridge Wealth
Assets under management
$48,720,000
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
Educational Seminars/workshops
Divorce Advice, And Business Advice
5. Integrated Wealthcare, LLC
Assets under management
$19,050,437
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
Selection Of Other Advisers
Outsourced Cio Model
6. Financial Tailor
Assets under management
$2,600,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Your first meeting is free.