Find Top Financial Advisors Near Bermuda Run, North Carolina
Showing 1 - 12 of 24 results
Sort by
Relevancy
Distance
Alphabetical
ASPIRE PRIVATE CAPITAL
Cornelius, North Carolina
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.
A4 WEALTH ADVISORS LLC
Huntersville, North Carolina
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
Huntersville, North Carolina
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.
POWELL WEALTH
Cornelius, North Carolina
Powell Wealth is a highly regarded investment advisory firm based in Cornelius, NC. With over 50 individual clients and an impressive $151,570,000 in assets under management, they provide comprehensive financial services to a diverse range of clients. While their clientele consists of high net worth individuals, Powell Wealth also has the expertise to manage employer funds.
As a small firm, Powell Wealth prides itself on delivering personalized and tailored solutions to meet their clients' unique financial goals. With 100% of the assets they manage being discretionary, clients entrust the firm with full discretion in making investment decisions on their behalf. This level of trust is a testament to Powell Wealth's expertise and reputation in the industry.
The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable compensation arrangement based on their specific needs.
With three dedicated employees, two of whom provide investment advisory services, Powell Wealth offers a high level of individual attention and expertise. Their investment advisors, David Powell and Charles Powell, are seasoned professionals who have been with the firm for many years, contributing to its longstanding success.
Powell Wealth's average assets under management per investment advisor, approximately $75,790,000, aligns with the industry average, further reinforcing their competence in managing substantial portfolios. As a trusted partner for financial planning and wealth management, Powell Wealth continues to provide exceptional service to their clients, guiding them towards financial success and security.
MILL CAPITAL MANAGEMENT, LLC
Concord, North Carolina
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.
BRC WEALTH MANAGEMENT, LLC
Concord, North Carolina
BRC Wealth Management, LLC is a reputable investment advisory firm headquartered in Concord, NC. With a single office, this small firm prides itself on delivering personalized financial solutions to its clients. Led by Dimitri Triantafyllides, one of the longest tenured registered advisors, BRC Wealth Management, LLC has established a strong presence in the industry since its inception in 2020.
Committed to providing exceptional service, BRC Wealth Management, LLC employs a team of three skilled professionals, two of whom specialize in delivering comprehensive investment advisory services. With their expertise, the firm manages a substantial portfolio of assets under management, averaging approximately $78,500,000 per investment advisor. This places them on par with the industry average.
BRC Wealth Management, LLC's compensation structure is diverse, including a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Although they primarily manage assets on a discretionary basis, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management.
Distinguished by their focus on serving high net worth individuals, BRC Wealth Management, LLC oversees a sizable client base, comprising over 50 individual clients with a collective $156,996,000 in assets under management. With their comprehensive financial solutions and commitment to client success, BRC Wealth Management, LLC continues to build its reputation as a trusted partner in the financial industry.
UWHARRIE INVESTMENT ADVISORS, INC.
Albemarle, North Carolina
Uwharrie Investment Advisors, Inc. is a trusted local investment advisory firm headquartered in Albemarle, NC. With a team of 17 highly skilled professionals, they specialize in providing comprehensive investment advisory services to their diverse client base. The firm's advisors collectively manage an impressive average of $77,200,000 in assets, which is in line with the industry standard.
Uwharrie Investment Advisors, Inc. prides itself on its extensive experience in managing assets, particularly in the employer 401K and individual investment sectors. Over $189,376,000 in assets are under their management, with approximately half stemming from employer 401Ks or individuals. Notably, the firm manages all of its clients' assets on a discretionary basis, providing them with full control and peace of mind.
With a commitment to personalized service, Uwharrie Investment Advisors, Inc. has built a strong reputation for delivering effective investment strategies tailored to each client's unique financial goals. Their compensation structure is varied and includes a percentage of assets under management.
The firm's success can be attributed, in part, to the expertise and dedication of their longest-tenured advisors. Notable individuals such as Lorelei Misenheimer, Misty Thornburg, and Roger Dick have played pivotal roles in shaping the firm's success.
Uwharrie Investment Advisors, Inc. maintains a local presence through their five conveniently located offices, ensuring accessibility and close engagement with their clients. As a respected leader in the investment advisory industry, Uwharrie Investment Advisors, Inc. continues to provide exceptional service, guiding clients towards financial prosperity and security.
FUND DIRECT ADVISORS INC.
Greensboro, North Carolina
Fund Direct Advisors Inc. is a local investment advisory firm based out of Greensboro, NC. With 7 total employees, they specialize in providing comprehensive investment advisory services to their clients. Among their team, 6 dedicated professionals offer expert guidance and support in managing investment portfolios.
On average, each investment advisor at Fund Direct Advisors Inc. oversees approximately $56,340,000 in assets under management. While this figure aligns with the industry average, it showcases the firm's ability to handle significant portfolios effectively.
The compensation structure at Fund Direct Advisors Inc. is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose what works best for them.
With over 140 individual clients, Fund Direct Advisors Inc. manages a substantial amount of assets, exceeding $500,000,000 in total. Notably, 10% of these assets fall under discretionary management, demonstrating the firm's expertise in making independent investment decisions on behalf of their clients.
Founded with a commitment to serving the local community, Fund Direct Advisors Inc. maintains a single office in Greensboro, NC. The firm takes pride in its experienced team, with key advisors such as William Stanley, Charles Stanley, and Craven Lowe having some of the longest tenures. Their collective knowledge and dedication contribute to the firm's reputation as a trusted and reliable investment advisory service provider.
SMITH SALLEY WEALTH MANAGEMENT
Greensboro, North Carolina
Smith Salley Wealth Management is a leading investment advisory firm based out of Greensboro, NC, with a strong presence in the financial industry. With over 390 individual clients and an impressive $2,709,593,000 in assets under management, they have established themselves as trusted wealth managers in the region. Operating from three offices, the firm caters to a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals.
While the majority of their assets under management are derived from sources other than 401K and individual accounts, Smith Salley Wealth Management possesses the expertise to effectively manage employer funds. As a testament to their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, ensuring that investment decisions are made in the best interest of their clients.
The firm's compensation structure encompasses various models, including a percentage of assets under management, reflecting their dedication to aligning their interests with those of their clients. With a team of 17 skilled professionals, including 13 investment advisors, Smith Salley Wealth Management boasts an impressive average of approximately $208,430,000 in assets under management per investment advisor, surpassing industry standards.
The firm takes pride in its experienced team, with Andrew Davis, George Salley, and George Smith among the longest tenured advisors. Their expertise, coupled with a commitment to delivering exceptional service, has earned Smith Salley Wealth Management a reputation for excellence in the financial industry.
INTERCAROLINA FINANCIAL SERVICES, INC.
Greensboro, North Carolina
Intercarolina Financial Services, Inc., headquartered in Greensboro, NC, is a prominent local investment advisory firm with 11 offices strategically located across the region. With a dedicated team of 13 experienced professionals, Intercarolina Financial Services, Inc. specializes in providing comprehensive investment advisory services to its diverse clientele.
The firm boasts an impressive average of approximately $7,720,000 in assets under management per investment advisor, reflecting their commitment to effectively managing their clients' portfolios. Intercarolina Financial Services, Inc. offers a flexible compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals.
While the majority of their assets under management are derived from sources other than 401K and individual accounts, Intercarolina Financial Services, Inc. possesses the expertise and capability to efficiently handle employer funds. With 8% of the assets managed being discretionary, the firm excels in providing tailored investment strategies to meet individual client needs.
In addition to their investment advisory services, Intercarolina Financial Services, Inc. also serves as an insurance broker or agent, offering comprehensive coverage options to further protect their clients' financial interests.
The firm has garnered a loyal client base of over 150 individuals, entrusting Intercarolina Financial Services, Inc. with their financial affairs. With a staggering $100,407,000 in assets under management, the company's success is a testament to their commitment to delivering exceptional financial solutions.
Intercarolina Financial Services, Inc. takes pride in its team of experienced professionals, including renowned advisors such as Adamson Wright, Diana Thomason, and James Cordell, who have been with the firm for an extended period, contributing to its longstanding reputation for excellence in the industry.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
INTERCAROLINA FINANCIAL SERVICES, INC.
Greensboro, North Carolina
Intercarolina Financial Services, Inc., headquartered in Greensboro, NC, is a prominent local investment advisory firm with 11 offices strategically located across the region. With a dedicated team of 13 experienced professionals, Intercarolina Financial Services, Inc. specializes in providing comprehensive investment advisory services to its diverse clientele.
The firm boasts an impressive average of approximately $7,720,000 in assets under management per investment advisor, reflecting their commitment to effectively managing their clients' portfolios. Intercarolina Financial Services, Inc. offers a flexible compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals.
While the majority of their assets under management are derived from sources other than 401K and individual accounts, Intercarolina Financial Services, Inc. possesses the expertise and capability to efficiently handle employer funds. With 8% of the assets managed being discretionary, the firm excels in providing tailored investment strategies to meet individual client needs.
In addition to their investment advisory services, Intercarolina Financial Services, Inc. also serves as an insurance broker or agent, offering comprehensive coverage options to further protect their clients' financial interests.
The firm has garnered a loyal client base of over 150 individuals, entrusting Intercarolina Financial Services, Inc. with their financial affairs. With a staggering $100,407,000 in assets under management, the company's success is a testament to their commitment to delivering exceptional financial solutions.
Intercarolina Financial Services, Inc. takes pride in its team of experienced professionals, including renowned advisors such as Adamson Wright, Diana Thomason, and James Cordell, who have been with the firm for an extended period, contributing to its longstanding reputation for excellence in the industry.
ZURAW FINANCIAL ADVISORS, LLC
Greensboro, North Carolina
Zuraw Financial Advisors, LLC is a small investment advisory firm with a strong presence in Greensboro, NC. With two offices strategically located in the area, they offer personalized financial guidance to their clients. Committed to delivering exceptional service, Zuraw Financial Advisors, LLC is dedicated to helping individuals and businesses achieve their financial goals.
Led by Ann Zuraw and Lucy Zuraw, two highly experienced registered advisors, the firm boasts a wealth of expertise in investment advisory services. Their team consists of two dedicated professionals, ensuring clients receive focused attention and tailored advice.
With an impressive average of approximately $264,350,000 in assets under management per investment advisor, Zuraw Financial Advisors, LLC outperforms the industry average, reflecting their skill in managing significant wealth. Their compensation structure is flexible, offering clients options such as a percentage of assets under management, hourly charges, and fixed fees.
While the firm predominantly manages assets for high-net-worth individuals, they also possess the capability to oversee employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, Zuraw Financial Advisors, LLC is equipped to handle a diverse range of investment portfolios.
With over 100 individual clients and assets under management exceeding $264,353,000, the firm has gained a reputation for their comprehensive and reliable financial services. As a discretionary asset manager, they exercise full authority in making investment decisions on behalf of their clients, ensuring a streamlined and efficient approach.
Zuraw Financial Advisors, LLC stands as a trusted partner, providing clients with the expertise, professionalism, and dedication needed to navigate the complex world of finance and achieve long-term financial success.
HOLDERNESS INVESTMENTS CO
Greensboro, North Carolina
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.
Browse Financial Advisors by City
AlbemarleArdenAshevilleBermuda RunBlack MountainBooneBurlingtonCaryChapel HillCharlotteConcordCorneliusDavidsonDurhamFuquay VarinaFuquay-VarinaGreenboroGreensboroGreenvilleHendersonHigh PointHuntersvilleMatthewsNew BernNorth WilkesboroPinehurstRaleighRocky MountShelbySouthern PinesStatesvilleWake ForestWilmingtonWinston SalemWinston-Salem