Top 10 financial advisors in Greensboro, NC
We’ve curated a list of the best financial advisors in Greensboro, take a look at it below
Find an advisor in Greensboro| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,709,127,279 | 17 advisors | ||
| 2 | $842,519,385 | 19 advisors | ||
| 3 | $585,060,806 | 11 advisors | ||
| 4 | $533,117,068 | 9 advisors | ||
| 5 | $327,220,303 | 6 advisors | ||
| 6 | $264,353,235 | 2 advisors | ||
| 7 | $252,633,751 | 4 advisors | ||
| 8 | $197,921,734 | 3 advisors | ||
| 9 | $147,567,607 | 6 advisors | ||
| 10 | $126,711,947 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Greensboro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greensboro. 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.
Smith Salley Wealth Management
Smith Salley Wealth Management is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $2,709,127,279 of assets under management and employs about 17 people. Smith Salley Wealth Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,709,127,279
Headcount
17 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62538
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
324 West Wendover Avenue,
Suite 301,
Greensboro,
North Carolina,
27408Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $842,519,385 of assets under management and employs about 19 people. Triad Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management and fee for monitoring 3rd party managers.
Assets under management
$842,519,385
Headcount
19 advisors
Fee structure
A percentage of assets under your management
FEE FOR MONITORING 3RD PARTY MANAGERS
SEC number
801-80645
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Granville Capital, Inc.
Granville Capital, Inc. is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $585,060,806 of assets under management and employs about 11 people. Granville Capital, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$585,060,806
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-62098
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
See full profileMeet the advisor
300 North Greene Street,
Suite 1750,
Greensboro,
North Carolina,
27401Blueprint Investment Partners LLC
Blueprint Investment Partners LLC is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $533,117,068 of assets under management and employs about 9 people. Blueprint Investment Partners LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$533,117,068
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-108069
Services offered
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)
Selection Of Other Advisers
See full profileMeet the advisor
1250 Revolution Mill Dr.,
Suite 150,
Greensboro,
North Carolina,
27405Holderness Investments Co
Holderness Investments Co is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $327,220,303 of assets under management and employs about 6 people. Holderness Investments Co uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$327,220,303
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-49875
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)
Selection Of Other Advisers
Zuraw Financial Advisors, LLC
Zuraw Financial Advisors, LLC is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $264,353,235 of assets under management and employs about 2 people. Zuraw Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$264,353,235
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80364
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Capital Management LLC
Capital Management LLC is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $252,633,751 of assets under management and employs about 4 people. Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$252,633,751
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-55753
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Cascades Capital Asset Management, LLC
Cascades Capital Asset Management, LLC is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $197,921,734 of assets under management and employs about 3 people. Cascades Capital Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$197,921,734
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-113166
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $147,567,607 of assets under management and employs about 6 people. Carolina Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$147,567,607
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120773
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
Market Timing Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Mcmillion Capital Management Inc
Mcmillion Capital Management Inc is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $126,711,947 of assets under management and employs about 3 people. Mcmillion Capital Management Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$126,711,947
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-15919
Services offered
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)
Your first meeting is free.