Davis Financial Planning, based out of Asheville, NC, is a reputable investment advisory firm catering to a diverse clientele. With over 110 individual clients, the firm boasts an impressive $101,381,000 in assets under management. Established as a small-scale operation, Davis Financial Planning has a single office that serves as a hub for their financial expertise. A notable aspect of their practice is their extensive experience in managing employer 401Ks and individual accounts, which accounts for roughly half of their assets under management. This expertise has earned them a solid reputation in the industry and has attracted clients seeking reliable guidance in this area. Davis Financial Planning's compensation structure offers flexibility, accommodating various client needs. Their range of payment options includes fixed fees, ensuring transparency and aligning their interests with their clients'. The firm is staffed by a dedicated team of six professionals, with four specializing in investment advisory services. Their collective expertise enables them to provide comprehensive financial planning and investment management strategies to their clients. With an average of $25,350,000 in assets under management per investment advisor, Davis Financial Planning demonstrates their commitment to delivering personalized attention and tailored solutions. Noteworthy among their team are some of the firm's longest tenured advisors: Taylor Nesbitt, Richard Brown, and Albert Davis. Their extensive experience and deep understanding of the financial landscape further solidify Davis Financial Planning's position as a trusted partner for individuals and businesses seeking financial security and prosperity.

Holcombe & McGrath is a well-established small investment advisory firm based out of Asheville, NC. With over 25 years of experience in the financial industry, they have built a solid reputation for providing comprehensive and personalized investment services. The firm currently employs three dedicated professionals, two of whom are highly skilled investment advisors. Holcombe & McGrath manages a substantial portfolio, with an average of approximately $74,760,000 in assets under management per investment advisor, aligning with the industry average. They serve a diverse clientele, boasting over 260 individual clients, and have successfully amassed over $105,489,000 in assets under management. Known for their expertise in managing employer 401Ks and individual portfolios, Holcombe & McGrath has established themselves as a trusted partner in the retirement planning space. Their clients benefit from their in-depth knowledge and understanding of this specific market segment. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients. They offer various types of compensation, including a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. With their singular focus on providing discretionary investment services, Holcombe & McGrath offers a hands-on approach to managing client assets. Their investment strategies are carefully crafted to optimize returns while mitigating risks. At the helm of the firm are Robert Baschnagel and Susan McGrath, two of the longest tenured registered advisors. Their commitment to delivering exceptional service and personalized guidance has been instrumental in the firm's success. Operating from a single office, Holcombe & McGrath is deeply rooted in the Asheville community, serving both local and national clients. Their dedication to building lasting relationships and helping clients achieve their financial goals has positioned them as a trusted partner in the investment advisory landscape.

Altamont Capital Management is a small investment advisory firm based out of Asheville, NC. With a single office, they specialize in providing investment advisory services. With a team of two dedicated employees, Altamont Capital Management manages an average of $120,950,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and hourly charges. While less than 30% of their assets under management consist of 401K and individual accounts, Altamont Capital Management possesses the capacity to effectively manage employer funds. Notably, all the assets they handle are discretionary, allowing them to make independent investment decisions on behalf of their clients. In addition to investment advisory services, Altamont Capital Management also offers insurance brokerage and agency services. With a substantial client base of over 110 individuals, they manage assets totaling more than $241,900,000. Among the registered advisors at the firm, James Plaster and Harvey Jenkins have been integral members for an extended period, showcasing their experience and expertise. Altamont Capital Management's presence in Asheville, NC, positions them as a local investment advisory firm catering to individual clients and offering a comprehensive range of services. With a focus on personalized attention and prudent investment strategies, they strive to assist clients in achieving their financial goals while maximizing returns on their investments.

Parsec Financial, based out of Asheville, NC, is a well-established regional investment advisory firm that operates from 10 offices. With a team of 76 dedicated professionals, 30 of whom specialize in investment advisory services, Parsec Financial delivers personalized financial solutions to a diverse range of clients. The firm manages an average of approximately $124,860,000 in assets under management per investment advisor, in line with industry standards. Parsec Financial's compensation structure offers flexibility, including a percentage of assets under management and fixed fees. While their portfolio includes a minority allocation to 401K and individual accounts, the firm possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they manage are under discretionary control, reflecting their clients' trust in the firm's investment expertise. Catering primarily to high net worth individuals, Parsec Financial handles a substantial amount of assets. Currently, they oversee more than $3,745,709,000 in assets under management for over 1,000 individual clients. The firm prides itself on its comprehensive range of services, which extends beyond investment advisory to encompass accounting and tax services, ensuring clients receive holistic financial guidance. Parsec Financial boasts a team of seasoned advisors, with William Hansen, Gregory James, and Richard Manske being among the firm's longest-tenured professionals. Their deep knowledge and experience contribute to the firm's reputation for providing sound financial advice and building lasting client relationships. With a commitment to delivering superior financial solutions and a track record of success, Parsec Financial continues to be a trusted partner for individuals seeking expert guidance in achieving their financial goals.

ACT Advisors, a local investment advisory firm headquartered in Asheville, NC, has established itself as a trusted partner for over 260 individual clients, overseeing an impressive $313,061,000 in assets under management. With a strong presence in the region, ACT Advisors operates from three offices strategically positioned to cater to their diverse clientele. While the firm's focus extends beyond 401K and individual accounts, which account for less than 30% of their assets under management, ACT Advisors possesses the expertise to proficiently handle employer funds. Notably, the firm exercises full discretionary control over 100% of the assets it manages, ensuring clients' investment needs are met with utmost care and precision. ACT Advisors predominantly manages assets for high net worth individuals, underscoring their ability to navigate the complexities of affluent portfolios. Their comprehensive compensation structure encompasses various models, including a percentage of assets under management and fixed fees, enabling tailored solutions that align with clients' unique financial objectives. With a dedicated team of 11 professionals, including six investment advisory specialists, ACT Advisors offers a personalized approach to wealth management. Their investment advisors, averaging approximately $52,180,000 in assets under management per advisor, consistently deliver industry-standard results. Among their ranks, notable figures such as Patrick Latta, Neil Lambert, and Roger Johnson have demonstrated long-standing commitment to client satisfaction and successful investment outcomes. As a prominent player in the Asheville area, ACT Advisors continues to leverage their extensive experience and holistic approach to help clients navigate the complex financial landscape, ensuring their wealth is effectively preserved and grown for future generations.

Colton Groome Financial Advisors, LLC, based out of Asheville, NC, is a local investment advisory firm dedicated to providing comprehensive financial planning and investment management services. With a team of 14 skilled professionals, including 8 investment advisors, they offer expertise in guiding clients towards achieving their financial goals. The firm boasts an impressive track record, managing an average of approximately $31,160,000 in assets under management per investment advisor. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' needs. Colton Groome Financial Advisors, LLC caters to a discerning client base, serving over 130 individual clients with a combined $282,264,000 in assets under management. While primarily focused on high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets. With 93% of the assets they manage being discretionary, clients entrust the firm with full decision-making authority, benefiting from their extensive knowledge and experience. Colton Groome Financial Advisors, LLC takes pride in its deep-rooted presence in the community and operates from its single office in Asheville, NC. The firm is distinguished by its team of accomplished advisors, some of whom have been with the company for many years. Notable names include Matthew Groome, David Nelson, and George Groome, who bring a wealth of expertise and a commitment to providing personalized financial solutions to their valued clients.

Gragg Financial, a small investment advisory firm based out of Shelby, NC, boasts an impressive portfolio, serving over 150 individual clients with assets under management totaling more than $148,714,000. With a singular office location, they offer a range of services including accounting solutions, positioning themselves as a versatile accountant or accounting firm. While employer funds constitute a significant portion of their assets under management, at least 30% is represented by 401K and individual accounts. Notably, Gragg Financial manages all of their clients' assets on a discretionary basis, ensuring comprehensive control and decision-making authority. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, catering to diverse client needs. Employing a team of 11 individuals, Gragg Financial has two dedicated investment advisors. With an average of $74,360,000 in assets under management per advisor, they maintain parity with the industry standard. Despite their size, Gragg Financial leverages its expertise and personalized approach to deliver exceptional financial management services to their clientele. Clients who choose Gragg Financial benefit from their knowledgeable professionals who work diligently to understand individual financial goals and tailor investment strategies accordingly. Whether seeking advice on retirement planning, wealth preservation, or comprehensive financial planning, Gragg Financial's commitment to excellence and sound financial practices make them a trusted partner in the financial industry.

Collie Financial Planning, Inc. is a reputable investment advisory firm based in Black Mountain, NC. With a team of dedicated professionals, the company focuses on providing comprehensive financial planning services to individuals and businesses alike. The firm has established itself as a trusted partner in the industry, catering to a diverse clientele. Led by Michael Collie, one of the longest tenured registered advisors since joining the firm in 2015, Collie Financial Planning, Inc. boasts a wealth of experience and expertise. Their commitment to client satisfaction is evident in their personalized approach, ensuring tailored financial solutions that align with individual goals and aspirations. With a total of two offices, Collie Financial Planning, Inc. combines convenience with accessibility for their clients. They have amassed over 170 individual clients, managing assets totaling more than $104,436,000. Notably, approximately half of these assets under management come from employer 401Ks and individuals, a testament to the firm's proficiency in this area. Collie Financial Planning, Inc. embraces a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the payment method that best suits their preferences. Furthermore, the firm's investment advisors collectively oversee an average of $41,630,000 in assets under management per advisor, demonstrating their capacity to handle substantial portfolios. With a client-centric approach and 100% discretionary management, Collie Financial Planning, Inc. continues to build a strong reputation in the financial planning industry, ensuring the financial well-being of their valued clients.

Aspire Private Capital is a reputable investment advisory firm headquartered in Cornelius, NC, with an extensive track record in the financial industry. With two offices, they are well-positioned to serve a diverse clientele. Of their 11 dedicated employees, 9 specialize in providing comprehensive investment advisory services. With an average of $32,910,000 in assets under management per investment advisor, they possess a wealth of experience and expertise. Aspire Private Capital's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Notably, approximately half of their assets under management are sourced from employer 401Ks or individual clients, highlighting their proficiency in this space. Impressively, 95% of the assets they manage are under their discretionary authority, enabling them to make informed investment decisions on behalf of their clients. With a sizable client base comprising over 570 individuals, Aspire Private Capital oversees a substantial $296,199,000 in assets under management. The firm takes pride in their team of highly tenured advisors, including esteemed professionals like John Philpott, Jaime Guevara, and Thomas Farrell. Their extensive experience and deep understanding of the financial markets contribute to the firm's solid reputation and consistent delivery of exceptional results. Aspire Private Capital's commitment to providing personalized investment advisory services, combined with their vast industry knowledge and remarkable client portfolio, solidify their position as a trusted partner for individuals and businesses seeking comprehensive financial guidance. Whether managing individual portfolios or employer-sponsored retirement plans, Aspire Private Capital excels in creating tailored investment strategies that align with their clients' long-term financial goals.

Cornerstone Wealth is a prominent regional investment advisory firm headquartered in Huntersville, NC, and operating across six offices. With a team of 35 dedicated employees, Cornerstone Wealth offers comprehensive investment advisory services to its diverse clientele. Their impressive average of approximately $31,960,000 in assets under management per investment advisor speaks to their expertise and commitment to delivering outstanding results. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individual clients, showcasing Cornerstone Wealth's extensive experience and success in this particular domain. Furthermore, the firm prides itself on managing all assets under their care on a discretionary basis, instilling confidence in their clients' trust. With over 1,780 individual clients and a staggering $1,118,483,000 in assets under management, Cornerstone Wealth has built a sterling reputation in the industry. Their long-standing success is attributed, in part, to the expertise and dedication of their seasoned advisors, including Jonathan Brown, Alexander Barnes, and Jerett Dimarzio, who have proven their commitment to client satisfaction over the years. Cornerstone Wealth's unwavering focus on delivering exceptional investment advisory services has cemented its position as a trusted partner for individuals and businesses seeking sound financial guidance. By leveraging their extensive knowledge and commitment to their clients' financial goals, Cornerstone Wealth continues to be a leading force in the investment advisory landscape.

Joel Adams And Associates Inc. is a small investment advisory firm based out of Asheville, NC, specializing in providing comprehensive financial planning and investment management services. With their main office located in the heart of Asheville, they serve a diverse client base in the local community and beyond. Led by Joel Adams, a seasoned financial advisor with years of industry experience, the firm boasts a team of three dedicated professionals committed to helping clients achieve their financial goals. One of their key strengths lies in their expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their impressive $207,420,000 in assets under management. Joel Adams And Associates Inc. prides itself on its high level of personalized service, tailoring investment strategies to each client's unique circumstances and aspirations. They employ a discretionary investment approach, granting them the authority to make investment decisions on behalf of their clients, ensuring agility in adapting to market conditions and client preferences. The firm's compensation structure is designed to align their interests with their clients, with various options including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and a client-centric focus, while also reflecting their commitment to delivering value. With over 240 individual clients and $207,417,000 in assets under management, Joel Adams And Associates Inc. has earned a reputation for its integrity, professionalism, and long-term client relationships. The addition of registered advisor Bray Creech, who joined the firm in 2022, further strengthens their team and their ability to provide exceptional service to their growing client base.