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.

Based in Concord, North Carolina, MILL CAPITAL MANAGEMENT, LLC is a highly regarded investment advisory firm that caters to a select client base. With over 10 individual clients and an impressive $1,046,748,000 in assets under management, MILL CAPITAL MANAGEMENT, LLC offers comprehensive financial guidance and management services. The firm operates from a single office, ensuring personalized attention for their clients. Distinguished by their discretionary asset management approach, MILL CAPITAL MANAGEMENT, LLC assumes responsibility for 97% of the assets under their care. This approach allows them to make informed investment decisions on behalf of their clients, aligned with their financial goals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and transparent relationship with their clients. MILL CAPITAL MANAGEMENT, LLC boasts a team of six professionals, with four specializing in investment advisory services. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, the firm surpasses the industry average. The tenure of several advisors at MILL CAPITAL MANAGEMENT, LLC, including Jonathan Rhoney, Paul Clark, and Brian Seay, reflects their deep expertise and commitment to client success. With a client-centric approach and a comprehensive understanding of financial markets, MILL CAPITAL MANAGEMENT, LLC strives to provide tailored investment strategies and superior service to help clients achieve their financial objectives. Whether it's wealth management, retirement planning, or estate planning, the firm's experienced advisors work closely with their clients to navigate the complexities of the financial landscape and secure their long-term financial well-being.

Salem Investment Counselors Inc is a reputable local investment advisory firm with its headquarters in Winston Salem, NC. With two well-established offices, the company operates under the guidance of a team of 20 highly skilled professionals. Among them, 12 dedicated advisors provide exceptional investment advisory services to a diverse clientele. With an impressive average of approximately $249,590,000 in assets under management per investment advisor, Salem Investment Counselors Inc surpasses the industry average, solidifying their position as a trusted and successful firm. Their compensation structure is comprehensive, encompassing various types such as a percentage of assets under management and fixed fees. The firm boasts an exceptional discretionary management rate, with a staggering 98% of the assets they oversee falling under this category. Their primary focus lies in managing the assets of high net worth individuals, which account for the majority of the impressive $2,995,105,000 in assets under management. Currently, Salem Investment Counselors Inc serves a substantial client base of over 430 individuals. The firm takes pride in the longevity and expertise of their advisors. Noteworthy individuals such as William Watson, Dale Brown, and David Rea have served as pillars of the organization, providing invaluable insights and guidance over the years. Salem Investment Counselors Inc's commitment to excellence, extensive experience, and proven track record make them an ideal choice for individuals seeking expert investment advice and superior asset management services.

Terra Wealth is a prominent regional investment advisory firm headquartered in High Point, NC, operating through a network of 26 offices. With a dedicated team of 62 skilled professionals, nearly all employees at Terra Wealth are focused on providing comprehensive investment advisory services. With an average of $2,890,000 in assets under management per investment advisor, the firm has established a strong track record in delivering exceptional financial outcomes for their clients. Terra Wealth offers a versatile compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. Their expertise in managing employer 401Ks and individual portfolios is highly regarded, accounting for approximately half of their assets under management. Operating with a discretionary approach, Terra Wealth prides itself on its ability to make investment decisions on behalf of their clients with unwavering expertise and astuteness. Their comprehensive approach to wealth management has attracted over 1,060 individual clients, entrusting the firm with over $167,354,000 in assets under management. The company's success can be attributed, in part, to its experienced team of advisors, with some of the longest-tenured professionals being Adam Smith, Karen Dins, and Justin Pierce. Their commitment to delivering personalized financial solutions has earned Terra Wealth a reputation for excellence and a loyal client base. Overall, Terra Wealth stands out as a trusted partner in the financial industry, leveraging their extensive knowledge, regional presence, and commitment to providing tailored investment advisory services to help clients achieve their financial goals.

Arbor Investment Advisors, a reputable small investment advisory firm based out of Winston Salem, NC, boasts an impressive portfolio of over 50 individual clients, entrusting them with assets under management exceeding $813,415,000. With a strong focus on discretion and personalized service, the firm manages a staggering 98% of these assets on behalf of high net worth individuals. Led by a team of experienced professionals, Arbor Investment Advisors operates from a single office, strategically located in Winston Salem. Their compensation structure offers a range of options, including a percentage of assets under management and fixed fees, ensuring alignment with clients' unique needs and objectives. Within the firm's eight-person team, four dedicated professionals provide comprehensive investment advisory services. This lean structure enables a high level of attention and personalized support for each client. In fact, Arbor Investment Advisors boasts an impressive average of approximately $203,350,000 in assets under management per investment advisor, surpassing industry standards. Anchored by a culture of longevity and expertise, Arbor Investment Advisors benefits from the wealth of knowledge and experience brought by their tenured advisors. Notable figures among them include Scott Jones, James Martin, and Scott Cawood, who have contributed significantly to the firm's continued success. Arbor Investment Advisors combines their proven track record, vast industry knowledge, and personalized approach to provide top-tier investment advisory services to their discerning clientele. With their unwavering commitment to client satisfaction and wealth management excellence, Arbor Investment Advisors continues to stand out in the competitive financial landscape.

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.

Woodard & Co Asset Management Group Inc, headquartered in Bermuda Run, NC, is a highly regarded investment advisory firm catering to a vast clientele. With over 1,570 individual clients and a total of $818,000,000 in assets under management, they have built a strong reputation for delivering exceptional financial solutions. Operating from a single office, Woodard & Co Asset Management Group Inc provides comprehensive investment advisory services. Their team of four professionals is dedicated to offering personalized guidance and support to their clients, with each member specializing in investment advisory services. With an impressive average of approximately $204,500,000 in assets under management per investment advisor, Woodard & Co Asset Management Group Inc exceeds industry standards in asset allocation. This highlights their ability to handle substantial portfolios while maintaining a high level of client service. Woodard & Co Asset Management Group Inc possesses extensive experience managing employer 401Ks and individual accounts, which together constitute roughly half of their assets under management. This expertise in the retirement and individual account space positions them as a reliable partner for clients seeking retirement planning and investment advice. The firm's compensation structure includes a percentage of assets under management, ensuring their interests align with those of their clients. Additionally, their discretionary management approach enables them to actively monitor and adjust 98% of the assets they oversee, adapting to changing market conditions and client objectives. Joan Woodard, Todd Senter, and John Woodard are among the firm's longest-tenured advisors, contributing valuable experience and knowledge to Woodard & Co Asset Management Group Inc. Their commitment to excellence reflects the firm's dedication to providing outstanding investment advisory services. As a trusted partner in financial management, Woodard & Co Asset Management Group Inc strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.

Accruent Wealth Advisors, a small investment advisory firm based in Winston-Salem, NC, is dedicated to providing comprehensive financial solutions to its clients. With a single office location, their team of three highly experienced professionals offers expert investment advisory services. Each advisor at Accruent Wealth Advisors manages an average of $43,040,000 in assets, demonstrating their expertise and ability to handle substantial portfolios. Their compensation structure is flexible and includes various types such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds management is one of their capabilities, 401K and individual accounts comprise less than 30% of their assets under management. Notably, 79% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. Primarily focused on high net worth individuals, Accruent Wealth Advisors boasts a robust client base of over 70 individuals, with a total of $129,111,000 in assets under management. Their commitment to personalized service and comprehensive financial planning has earned them a strong reputation in the industry. The firm is supported by a team of dedicated advisors, including Nathan Snow, Barry Swaim, and David Klepeisz, who have demonstrated their loyalty and commitment over the years. With their combined expertise, Accruent Wealth Advisors aims to guide clients toward achieving their financial goals, providing them with peace of mind and long-term financial stability.

Westhampton Capital, based out of Winston-Salem, NC, is a distinguished local investment advisory firm with a solid reputation in the industry. With over 120 individual clients, they have amassed an impressive $171,585,000 in assets under management. Operating from a single office, the company offers comprehensive investment advisory services to a diverse clientele. While their 401K and individual accounts make up less than 30% of their assets under management, Westhampton Capital possesses the expertise and capability to manage employer funds as well. A notable aspect of their services is that 100% of the assets they manage are discretionary, providing clients with the peace of mind that their investments are in capable hands. Catering primarily to high net worth individuals, Westhampton Capital has built a team of highly skilled professionals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients. Comprised of five dedicated employees, all of whom provide investment advisory services, Westhampton Capital maintains an impressive average of approximately $34,320,000 in assets under management per investment advisor. The firm takes pride in the experience and expertise of their team, with long-tenured advisors like Paul Fulton, Brant Snavely, and Harry Shertzer, who have contributed significantly to the company's success. With their commitment to personalized service and a client-centric approach, Westhampton Capital continues to serve as a trusted partner in helping individuals and businesses achieve their financial goals.

A4 Wealth Advisors LLC, a small investment advisory firm headquartered in Huntersville, NC, stands as a trusted partner in the realm of financial management. With three strategically located offices, the firm is committed to delivering exceptional investment advisory services. Their team of three dedicated professionals possesses a wealth of knowledge and experience, catering to a diverse range of clients. Each investment advisor boasts an impressive average of $42,010,000 in assets under management. A4 Wealth Advisors' compensation structure is flexible, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individual clients, showcasing their proficiency in these areas. A significant 77% of the assets they oversee are discretionary, underscoring their ability to make independent decisions based on the clients' best interests. Renowned for their expertise in handling high net worth individuals' portfolios, A4 Wealth Advisors manages the majority of their assets for this esteemed clientele. Furthermore, they extend their services as insurance brokers or agents, ensuring comprehensive financial coverage for their clients. With an extensive client base of over 440 individuals, A4 Wealth Advisors successfully manages assets totaling more than $126,024,000. The firm takes pride in its long-tenured advisors, including the esteemed professionals Shauntae Funkhouser, Michael Gibson, and John Balcerzak, who bring years of experience and knowledge to the team. A4 Wealth Advisors LLC continues to foster trust, providing exceptional financial guidance and empowering their clients to achieve their 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.