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)
Your first meeting is free.