Top 10 advisors in Greensboro

Top 10 advisors in Greensboro

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.

  • 1. Smith Salley Wealth Management

    Assets under management

    $2,709,127,279

    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)

  • 2. Triad Financial Advisors, Inc.

    Assets under management

    $842,519,385

    Fee structure

    A percentage of assets under your management

    FEE FOR MONITORING 3RD PARTY MANAGERS

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    Educational Seminars/workshops

  • 3. Granville Capital, Inc.

    Assets under management

    $585,060,806

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Selection Of Other Advisers

  • 4. Blueprint Investment Partners LLC

    Assets under management

    $533,117,068

    Fee structure

    A percentage of assets under your management

    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

  • 5. Holderness Investments Co

    Assets under management

    $327,220,303

    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)

    Selection Of Other Advisers

  • 6. Zuraw Financial Advisors, LLC

    Assets under management

    $264,353,235

    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

    Selection Of Other Advisers

  • Not sure which one to choose?
    Use our smart matching tool

    7. Capital Management LLC

    Assets under management

    $252,633,751

    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

    Selection Of Other Advisers

  • 8. Cascades Capital Asset Management, LLC

    Assets under management

    $197,921,734

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 9. Carolina Financial Advisors, Inc.

    Assets under management

    $147,567,607

    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

    Market Timing Services

    Educational Seminars/workshops

  • Not sure which one to choose?
    Use our smart matching tool

    10. Mcmillion Capital Management Inc

    Assets under management

    $126,711,947

    Fee structure

    A percentage of assets under your management

    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)

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].