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.

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.

Norris Financial Group, LLC is a small investment advisory firm based out of Greenville, SC. With one office, they have established a strong presence in the local financial services industry. Led by a team of dedicated professionals, Norris Financial Group specializes in providing comprehensive investment advisory services to individuals and employer-sponsored 401K plans. With a total of four employees, three of whom are registered advisors, Norris Financial Group boasts a well-rounded team capable of delivering expert financial advice. Their advisors have an average of $55,040,000 in assets under management, aligning closely with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Norris Financial Group has solid experience managing employer 401Ks and individual assets, which collectively make up approximately half of their assets under management. Their expertise in this area has earned them a reputation as a trusted partner in retirement planning and investment management. Furthermore, the firm prides itself on providing discretionary management for all of its clients, affording them a high level of trust and confidence in their investment decisions. With a client base exceeding 300 individuals, Norris Financial Group manages assets totaling over $165,117,000. Altman Norris and Calvin Davis, two of the firm's longest-tenured registered advisors, bring invaluable knowledge and experience to the team, ensuring that clients receive exceptional service and tailored investment strategies. Norris Financial Group, LLC is committed to helping individuals and businesses in the Greenville community achieve their financial goals through sound investment advisory services and personalized wealth management solutions.

Hardin Capital Partners, LLC, a small investment advisory firm based out of Greenville, SC, specializes in providing comprehensive financial solutions to its clients. With a single office, the firm boasts a dedicated team of three employees, with one of them exclusively offering investment advisory services. Hardin Capital Partners has gained a reputation for its impressive track record, managing an average of approximately $296,200,000 in assets per investment advisor, significantly surpassing industry standards. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Notably, their portfolio composition demonstrates a strong presence in the employer 401K and individual segments, collectively accounting for about half of the assets under management. Hardin Capital Partners excels in this space, backed by their extensive experience. Impressively, 67% of the assets managed by Hardin Capital Partners are under discretionary authority, signifying a high level of trust placed in their expertise. Serving a diverse clientele, the firm boasts over 360 individual clients, effectively overseeing a substantial sum of assets totaling over $296,200,000. Andrew Hardin, one of the firm's key figures, holds the distinction of being one of the longest-tenured registered advisors at Hardin Capital Partners, having been with the company since 2010. His expertise and commitment contribute to the firm's continued success and its ability to provide exceptional financial advisory services to its valued clients.

Match Grade Advisors, a local investment advisory firm based out of Greenville, SC, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With a team of five highly skilled professionals, Match Grade Advisors offers comprehensive investment advisory services tailored to meet the unique needs and goals of their clients. The firm's commitment to excellence is evident in their impressive average assets under management per investment advisor, which stands at approximately $178,330,000, surpassing the industry average. This showcases their ability to effectively manage substantial portfolios and deliver outstanding results. Match Grade Advisors serves a diverse clientele, boasting over 190 individual clients with a combined total of more than $214,886,000 in assets under management. While they specialize in managing discretionary assets, they also possess the capability to handle employer funds, making them a versatile choice for businesses seeking expert financial management. With two office locations, Match Grade Advisors ensures convenient access to their services for clients in the Greenville area. The firm takes pride in the expertise and experience of its advisors, several of whom have been with the company for a considerable duration. Notable names among the longest-tenured advisors include Eric Elkins, Ray Welch, and James Vaughan. Match Grade Advisors' compensation structure incorporates various types, including a percentage of assets under management, ensuring alignment of interests and a commitment to delivering value to their clients. Through their unwavering dedication and comprehensive financial solutions, Match Grade Advisors continues to establish themselves as a trusted and reliable partner in the realm of investment advisory services.

Global View Investment Advisors, LLC, headquartered in Greenville, SC, is a highly respected investment advisory firm with a global reach. With a total of 8 employees, including 3 dedicated investment advisors, Global View provides comprehensive wealth management services to a diverse clientele. Leveraging their expertise and experience, they manage an impressive average of approximately $303,440,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is multi-faceted, incorporating various methods such as a percentage of assets under management, ensuring their interests align with their clients' financial goals. Global View boasts a substantial client base, serving over 440 individuals with assets under management totaling over $381,505,000. While a significant portion of their assets is devoted to high-net-worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With an impressive discretionary asset management ratio of 97%, Global View Investment Advisors, LLC maintains a hands-on approach to tailor investment strategies and continuously adapt to market conditions. The firm operates from two well-established offices and takes pride in their team's longevity, with Richard Simonson, Jonathan Wiles, and Kenneth Moore among the longest-tenured advisors. Global View Investment Advisors, LLC distinguishes itself as a premier investment advisory firm, combining comprehensive financial guidance, exceptional expertise, and a commitment to delivering outstanding results for their discerning clients.