Tradewinds, LLC is a highly reputable investment advisory firm headquartered in Raleigh, NC. With a deep-rooted commitment to excellence, they cater to a diverse clientele of over 150 individual clients, serving as trusted stewards for their financial portfolios. With a remarkable track record, Tradewinds manages an impressive $242,513,000 in assets under management, making them a prominent player in the local financial landscape. Operating from two offices, Tradewinds offers a comprehensive range of investment advisory services. While their expertise extends beyond traditional 401K and individual accounts, which account for less than 30% of their assets under management, they possess the capability to adeptly manage employer funds. What sets Tradewinds apart is their discretionary management of 100% of the assets they oversee, ensuring a personalized approach tailored to each client's unique financial goals. Focusing primarily on high net worth individuals, Tradewinds is driven by a client-centric philosophy that places their clients' best interests at the forefront. Their compensation structure reflects this commitment, incorporating various models such as a percentage of assets under management. The firm boasts a skilled team of seven dedicated professionals, six of whom provide specialized investment advisory services. With an average of approximately $40,420,000 in assets under management per investment advisor, Tradewinds ensures personalized attention and customized strategies for each client. Notably, the firm takes pride in the tenure and experience of their advisors, with names like Miller Hoffman, Stephen Ross, and Stephanie Williams representing some of the longest-serving and highly respected individuals in the industry. In summary, Tradewinds, LLC stands out as a trusted partner for individuals seeking comprehensive investment advisory services. With a solid foundation, a robust team, and a commitment to delivering outstanding results, they are well-equipped to navigate the complexities of the financial landscape on behalf of their esteemed clientele.

Beacon Wealthcare LLC, a highly regarded investment advisory firm, is based in Raleigh, NC. With one office location, the firm has built a strong reputation for its exceptional financial services. With over 780 individual clients and managing assets totaling more than $199,471,000, Beacon Wealthcare LLC is committed to guiding clients towards their financial goals. Notably, approximately half of their assets under management are from employer 401Ks or individual accounts, reflecting their expertise in managing these types of assets. The firm has gained significant experience in this space, providing clients with tailored solutions. A remarkable 99% of the assets they manage are discretionary, demonstrating the high level of trust placed in Beacon Wealthcare LLC's investment strategies and decision-making process. This discretionary management allows for agility and flexibility in adapting to changing market conditions. The compensation structure at Beacon Wealthcare LLC offers various options to clients, including a percentage-based fee tied to assets under management and fixed fees, ensuring transparency and accommodating diverse client needs. With a dedicated team of six employees, three of whom specialize in investment advisory services, Beacon Wealthcare LLC ensures personalized attention to clients' financial matters. The investment advisors at the firm average approximately $66,490,000 in assets under management per advisor, aligning with the industry average and indicating their ability to handle substantial portfolios. The firm is proud to have long-tenured advisors such as Ryan Smith, Jared Korver, and Geoffrey Hall, who contribute their expertise and commitment to the success of the firm. Through their personalized approach and wealth of experience, Beacon Wealthcare LLC continues to be a trusted partner in helping clients achieve their financial objectives.

Milestone Advisory Partners, LLC is a small investment advisory firm headquartered in Southern Pines, NC, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, Milestone Advisory Partners caters to a diverse clientele seeking expert financial guidance. The firm boasts an average of approximately $87,730,000 in assets under management per investment advisor, positioning them at par with industry standards. Milestone Advisory Partners adopts a comprehensive compensation structure that includes various types of remuneration, such as a percentage of assets under management. Notably, around 50% of their assets under management stem from employer 401Ks or individual investors, showcasing the firm's proficiency in this particular sector. Furthermore, an impressive 96% of the assets they oversee are managed on a discretionary basis, highlighting their ability to make informed investment decisions on behalf of their clients. The firm prides itself on serving over 560 individual clients, managing a substantial total of $263,186,000 in assets. Milestone Advisory Partners attributes its success, in part, to the expertise and tenure of its accomplished advisors. Long-standing professionals like John Kober, Teresa White, and Mary Zastrow contribute their extensive knowledge and experience to the firm's continued growth and client satisfaction. Milestone Advisory Partners, LLC operates with a client-centric approach, providing tailored investment advisory services to individuals and organizations alike. Their dedication to delivering effective financial strategies and their track record of managing substantial assets make them a trusted partner in navigating the complexities of the investment landscape.

Dreher Financial Partners, a small investment advisory firm headquartered in Southern Pines, NC, specializes in providing comprehensive financial solutions. With three dedicated employees, they offer top-notch investment advisory services to their clients. Setting them apart from their competitors is their impressive average of approximately $808,290,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is flexible, including various types such as a percentage of assets under management, fixed fees, and performance-based fees. Dreher Financial Partners caters to over 120 individual clients, expertly managing assets exceeding $119,232,000. Their client base primarily consists of high net worth individuals seeking tailored financial strategies. While the majority of assets managed by Dreher Financial Partners are for high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Notably, the firm exclusively handles discretionary assets, showcasing their commitment to providing a seamless and trusted investment experience. Dreher Financial Partners operates out of a single office in Southern Pines, NC. The firm boasts a team of accomplished and experienced advisors, including Michael White, Henry Dreher, and Thomas Velevis, who have been with the company for many years. With their expertise and personalized approach, Dreher Financial Partners is dedicated to assisting clients in achieving their financial goals and securing a prosperous future.

Capital Investment Counsel Inc is a leading investment advisory firm based out of Raleigh, NC. With a team of 10 dedicated professionals, including 5 experienced investment advisors, the firm offers exceptional financial guidance and management services. Their impressive average of approximately $247,460,000 in assets under management per investment advisor far exceeds the industry average, reflecting their expertise and client trust. Capital Investment Counsel Inc adopts a flexible compensation structure that includes a percentage of assets under management as well as performance-based fees. This approach ensures alignment with client objectives and rewards successful outcomes. The firm proudly serves over 630 individual clients, managing a substantial total of more than $588,793,000 in assets. Their primary focus lies in managing assets for high-net-worth individuals, although they also possess the capability to handle employer funds. While 401K and individual accounts account for less than 30% of their assets under management, Capital Investment Counsel Inc is well-equipped to manage these employer-related funds. As a fully discretionary asset manager, they have the authority to make investment decisions on behalf of their clients without requiring prior approval. In addition to their core investment advisory services, Capital Investment Counsel Inc serves as a registered representative of a broker-dealer, expanding their capabilities and providing clients with a comprehensive range of financial solutions. With a local presence in Raleigh, NC, the firm operates from a single office, fostering close relationships with their clients and providing personalized service. Notably, Capital Investment Counsel Inc boasts a team of highly tenured advisors, including Ronald King, Richard Battle, and William Eddins, who bring extensive industry knowledge and a wealth of experience to the firm's operations.

Holderness Investments Co is a small investment advisory firm based out of Greensboro, NC, with two offices strategically located to serve their clientele effectively. With a team of six dedicated professionals, including four experienced investment advisors, Holderness Investments Co is committed to providing exceptional financial guidance and management services. On average, each investment advisor at Holderness Investments Co oversees approximately $86,670,000 in assets under management, aligning with the industry average. The firm's compensation structure is versatile, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and suitability for diverse client needs. While 401K and individual accounts make up less than 30% of their assets under management, Holderness Investments Co possesses the expertise and capacity to manage employer funds. An impressive 94% of the assets under their management are discretionary, reflecting the trust and confidence their clients place in their investment strategies. Primarily catering to high-net-worth individuals, Holderness Investments Co proudly serves over 140 individual clients, overseeing a substantial $346,671,000 in assets under management. The firm's reputation for excellence is reinforced by their team's extensive experience, including long-tenured advisors such as Kenneth Shahbaz, Richard Holderness, and Kim Eder. With a client-centric approach, a commitment to sound investment strategies, and a track record of success, Holderness Investments Co stands as a reliable partner for individuals seeking expert financial guidance and management services in the Greensboro area and beyond.

Kuhn Advisors, Inc. is a highly regarded investment advisory firm based in Durham, NC, with two offices strategically located to cater to a diverse clientele. With a team of eight dedicated professionals, including three specialized investment advisors, Kuhn Advisors, Inc. has established itself as a trusted partner in wealth management. Their exceptional track record is reflected in the impressive average of $210,630,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm offers a comprehensive compensation structure, including a percentage of assets under management and hourly charges, ensuring alignment with their clients' financial goals. While Kuhn Advisors, Inc. manages a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their substantial assets under management. Their expertise extends to managing employer funds, showcasing their versatility in meeting the diverse needs of their clientele. Notably, all the assets managed by Kuhn Advisors, Inc. are discretionary, empowering their team to make informed investment decisions on behalf of their clients. The firm's primary focus lies in catering to high net worth individuals, with over 70 individual clients entrusting them with their financial portfolios, totaling an impressive $631,882,000 in assets under management. The long-standing success of Kuhn Advisors, Inc. can be attributed in part to their experienced team of advisors, including Robert Outen, Scott Ranby, and Mark Kuhn, who have demonstrated their dedication and expertise over the years. Kuhn Advisors, Inc. continues to provide comprehensive and personalized investment advisory services, delivering superior results and striving to exceed client expectations in the ever-changing financial landscape.

Gordon Asset Management, LLC is a reputable local investment advisory firm located in Durham, NC, with a strong presence in the financial industry. With two offices, the firm is well-positioned to serve clients in the region. Committed to providing top-notch investment advisory services, Gordon Asset Management, LLC boasts a team of five highly skilled professionals who specialize in delivering personalized and comprehensive financial solutions. Drawing from their vast knowledge and expertise, the firm's advisors have an impressive average of approximately $40,030,000 in assets under management per investment advisor. Gordon Asset Management, LLC employs a diverse compensation structure to suit the unique needs of their clients, including options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. While they excel in managing a broad range of assets, Gordon Asset Management, LLC particularly shines in handling discretionary assets, which account for a significant 95% of their total managed assets. Their client base primarily consists of high-net-worth individuals seeking sophisticated investment strategies and wealth management services. In addition to their investment advisory expertise, Gordon Asset Management, LLC also serves as an insurance broker or agent, further expanding their capabilities to provide comprehensive financial solutions. With over 100 individual clients, the firm manages an impressive portfolio totaling over $200,171,000 in assets under management. Gordon Asset Management, LLC takes pride in its team of experienced advisors, with notable figures such as John Stilley, Joshua Stilley, and Joseph Gordon among their longest-tenured professionals. Their expertise, combined with the firm's commitment to excellence, has earned them a reputation as a trusted partner in helping clients achieve their financial goals.

Physicians Financial Services, Inc. is a reputable investment advisory firm headquartered in Raleigh, NC, boasting two convenient office locations. With a dedicated team of six skilled professionals, including two experienced investment advisors, they specialize in providing top-notch financial guidance to physicians and other high net worth individuals. Impressively, Physicians Financial Services, Inc. maintains an impressive average of approximately $153,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, offering a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily lies with managing discretionary assets, they also possess the expertise to oversee employer funds. Among their extensive client base, which includes over 130 individual clients, Physicians Financial Services, Inc. expertly manages assets totaling more than $306,045,000. This exceptional portfolio is predominantly comprised of high net worth individuals seeking comprehensive wealth management solutions. James Parker and Cornelius McDonald, both esteemed and long-serving registered advisors, form an integral part of the firm's experienced team. Physicians Financial Services, Inc. prides itself on delivering personalized financial advice tailored to each client's unique needs and goals. By leveraging their deep industry knowledge, rigorous research, and a client-centric approach, they strive to maximize returns and foster long-term financial success for their discerning clientele. With a proven track record of excellence, Physicians Financial Services, Inc. continues to be a trusted partner for physicians and affluent individuals seeking exceptional financial services.

Based out of Raleigh, NC, Beacon Financial Strategies Corp. is a small investment advisory firm dedicated to helping clients navigate the complexities of the financial markets. With a team of five talented professionals, including two experienced investment advisors, they offer expert guidance and personalized financial strategies to a diverse clientele. With an average of $94,520,000 in assets under management per investment advisor, Beacon Financial Strategies Corp. demonstrates a solid performance that aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Their client base comprises over 60 individual clients, entrusting the management of their assets, which total over $222,977,000. Primarily catering to high net worth individuals, Beacon Financial Strategies Corp. demonstrates their expertise in managing substantial wealth. While the majority of assets managed by Beacon Financial Strategies Corp. belong to high net worth individuals, they also possess the capability to oversee employer funds, although 401(k) and individual accounts represent less than 30% of their assets under management. A notable characteristic of the firm is that 97% of the assets they manage are discretionary, highlighting their ability to make investment decisions on behalf of their clients. Beacon Financial Strategies Corp. operates from a single office in Raleigh, NC, and takes pride in the tenure and experience of its advisors. Notable among them are Stephanie Murray, Erin Campbell, and Nathan Hymiller, who bring a wealth of knowledge and expertise to the firm's client relationships. With a commitment to providing personalized financial guidance, Beacon Financial Strategies Corp. is dedicated to helping clients achieve their long-term financial goals.

Blueprint Financial Advisors, a small investment advisory firm based in Greensboro, NC, operates from four offices. With a solid track record in managing assets, they serve a diverse client base of over 210 individuals, overseeing a total of more than $25,383,000 in assets under management. Blueprint Financial Advisors specializes in employer 401(k) plans and individual investments, with approximately half of their assets under management originating from these sources. This expertise positions them well in delivering effective strategies and tailored solutions within this space. As a discretionary asset manager, Blueprint Financial Advisors possesses full authority to make investment decisions on behalf of their clients. This approach allows them to navigate market conditions and seize opportunities that align with their clients' goals. The firm's compensation structure is designed to offer flexibility, including options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This diverse range ensures that clients can select a compensation model that suits their specific requirements. With a team of 11 dedicated professionals, including three investment advisors, Blueprint Financial Advisors delivers personalized and comprehensive advisory services. On average, each investment advisor manages approximately $8,460,000 in assets under management, indicative of their commitment to providing focused attention to their clients' portfolios. Brent Eugenides, Adam Scherer, and Larry Deyoung are among the longest-tenured advisors at Blueprint Financial Advisors. Their extensive experience and expertise contribute to the firm's reputation for delivering exceptional service and building lasting client relationships. Blueprint Financial Advisors' mission is to provide sound financial guidance and empower their clients to achieve their financial aspirations. With their comprehensive knowledge and commitment to client success, they strive to be a trusted partner in securing their clients' financial future.