Find Top Financial Advisors Near Burlington, North Carolina
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FINANCIAL SYMMETRY INC.
FINANCIAL SYMMETRY INC.
Raleigh, North Carolina
Financial Symmetry Inc. is a prominent local investment advisory firm headquartered in Raleigh, NC. With over 380 individual clients, they oversee an impressive $807,616,000 in assets under management. Boasting a single office, Financial Symmetry Inc. caters to a diverse range of clients, focusing not only on 401K and individual accounts but also possessing the expertise to manage employer funds. Their astute management strategies have resulted in 53% of the assets they handle being discretionary, with a significant emphasis on high net worth individuals. The firm's compensation structure is comprehensive, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexibility in selecting the most suitable arrangement. Employing a total of 27 professionals, Financial Symmetry Inc. has a dedicated team of 12 investment advisors who offer expert advisory services to their discerning clientele. Each investment advisor manages an average of approximately $67,300,000 in assets, aligning with the industry standard. The firm prides itself on the expertise and experience of its advisors, with notable names such as Grace Kvantas, Cameron Hendricks, and Michael Eklund, who have enjoyed long and successful tenures at the company. Financial Symmetry Inc. has firmly established itself as a trusted partner in the financial landscape, providing comprehensive and personalized investment advisory services to individuals and employers alike. With their client-centric approach and extensive industry knowledge, they continue to drive financial success for their clients in the ever-changing market.
COLLEGIATE CAPITAL MANAGEMENT, INC.
COLLEGIATE CAPITAL MANAGEMENT, INC.
Raleigh, North Carolina
Collegiate Capital Management, Inc. is a highly regarded investment advisory firm based out of Raleigh, NC. With over 230 individual clients and a staggering $428,105,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from four offices, strategically positioned to cater to their diverse clientele. While Collegiate Capital Management, Inc. primarily focuses on discretionary management, they possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Their specialty lies in serving high net worth individuals, with the majority of their managed assets attributed to this segment. The firm's compensation structure is multi-faceted, encompassing various types such as a percentage of assets under management. This ensures that their interests are aligned with those of their clients, emphasizing a commitment to delivering consistent and optimal results. With a total of eight employees, Collegiate Capital Management, Inc. boasts a team of highly skilled professionals. Four of these individuals are dedicated to providing top-notch investment advisory services, ensuring that each client receives personalized attention and tailored solutions. The firm's investment advisors manage an average of approximately $107,030,000 in assets, which aligns with industry standards. Collegiate Capital Management, Inc. takes pride in its long-standing advisors, such as Daniel Sigmon, Cory Capps, and Tony Sigmon, who have contributed significantly to the firm's success over the years. Their expertise and dedication exemplify the values of the company, fostering enduring client relationships built on trust and reliability.
TRIANGLE WEALTH MANAGEMENT
TRIANGLE WEALTH MANAGEMENT
Raleigh, North Carolina
Triangle Wealth Management is a reputable local investment advisory firm based in Raleigh, North Carolina. With a single office, the firm is dedicated to serving clients in the area. Triangle Wealth Management boasts a team of 14 employees, with 10 professionals specializing in investment advisory services. On average, each investment advisor at Triangle Wealth Management manages approximately $96,780,000 in assets under management, aligning with the industry average. The firm's compensation structure includes options such as a percentage of assets under management, ensuring a tailored approach to meet clients' needs. While 401K and individual accounts make up less than 30% of the firm's assets under management, Triangle Wealth Management possesses the expertise and capability to effectively manage employer funds, offering comprehensive financial solutions to businesses. Triangle Wealth Management handles 100% of the assets they manage with discretionary authority, demonstrating their ability to make independent investment decisions on behalf of their clients. The majority of the firm's assets are managed for high-net-worth individuals, showcasing their specialization in serving this client segment. With over 280 individual clients, Triangle Wealth Management oversees an impressive $967,801,000 in assets under management. The firm takes pride in their team of experienced advisors, including Scott Loyek, Cathy Thomas, and Joseph Parker, who have demonstrated their commitment to the firm's long-term success and client satisfaction.
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC
Raleigh, North Carolina
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.
FOUNDERS FINANCIAL ALLIANCE, LLC
FOUNDERS FINANCIAL ALLIANCE, LLC
Raleigh, North Carolina
Founded in Raleigh, NC, Founders Financial Alliance, LLC is a reputable regional investment advisory firm with a strong presence in the financial market. With 14 offices strategically located across the region, Founders Financial Alliance, LLC offers comprehensive investment advisory services to a diverse clientele. Their team consists of 28 highly skilled professionals who are dedicated to providing top-notch financial guidance. Each investment advisor at Founders Financial Alliance, LLC manages an average of $22,040,000 in assets under management, showcasing their expertise in handling substantial portfolios. The firm's compensation structure is designed to align with their clients' needs and preferences, offering options such as a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management, nearly 50%, originates from employer 401Ks and individuals, illustrating their extensive experience in this sector. Moreover, Founders Financial Alliance, LLC exclusively manages discretionary assets, ensuring that clients can trust their expertise and decision-making. With a client base of over 1,610 individuals, Founders Financial Alliance, LLC oversees an impressive $617,124,000 in assets under management. The firm takes pride in their experienced team of advisors, including James Sloop, Ernest Ceccato, and Tommy Porter, who have established long and successful tenures with the company. Founders Financial Alliance, LLC sets itself apart with a client-centric approach, combining expertise, personalized service, and a deep understanding of the financial industry to help clients achieve their investment goals.
PHYSICIANS FINANCIAL SERVICES, INC.
PHYSICIANS FINANCIAL SERVICES, INC.
Raleigh, North Carolina
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.
FIRST OAK WEALTH MANAGEMENT, LLC
FIRST OAK WEALTH MANAGEMENT, LLC
Raleigh, North Carolina
First Oak Wealth Management, LLC is a small investment advisory firm based out of Raleigh, NC, with two offices strategically located to serve their clients. With a team of four dedicated professionals, including two expert investment advisors, First Oak provides comprehensive financial services to individuals and businesses alike. With an impressive average of approximately $98,610,000 in assets under management per investment advisor, First Oak Wealth Management is able to deliver quality investment solutions that align with their clients' financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring transparency and tailored services to meet individual needs. While 401K and individual accounts represent less than 30% of their assets under management, First Oak has the capability to effectively manage employer funds, enabling businesses to entrust their investments to their experienced team. Demonstrating their commitment to excellence, First Oak manages all of their clients' assets on a discretionary basis, giving clients peace of mind knowing that their financial affairs are in capable hands. First Oak Wealth Management has earned a loyal client base, serving over 140 individuals with assets under management exceeding $197,211,000. The firm boasts a team of seasoned advisors, including Annalynn Edwards, Grace Kelly, and Ryan Thomsen, who have been instrumental in the firm's success and have established themselves as trusted partners in helping clients achieve their financial objectives. With a focus on personalized service, prudent investment strategies, and a track record of success, First Oak Wealth Management, LLC continues to provide expert financial guidance to their valued clients in the Raleigh, NC area and beyond.
BEACON FINANCIAL STRATEGIES CORP.
BEACON FINANCIAL STRATEGIES CORP.
Raleigh, North Carolina
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.
LEWIS FINANCIAL MANAGEMENT, LLC
LEWIS FINANCIAL MANAGEMENT, LLC
Raleigh, North Carolina
Lewis Financial Management, LLC is a distinguished investment advisory firm headquartered in Raleigh, NC. With a strong presence in the industry, they have built a reputation for providing top-tier financial solutions to their clients. Established in [Year], the company has grown steadily to become a trusted partner for individuals seeking expert guidance in managing their assets. Led by a team of seasoned professionals, Lewis Financial Management, LLC boasts a dedicated staff of 5 employees, with 4 of them specializing in investment advisory services. With an average of $89,270,000 in assets under management per investment advisor, the firm maintains a solid position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Lewis Financial Management, LLC primarily caters to high net worth individuals, skillfully managing a portfolio of assets valued at over $357,086,000 for more than 10 individual clients. This emphasis on personalized service and tailored strategies has been instrumental in attracting and retaining their prestigious clientele. The firm prides itself on its long-standing relationships, fostered by the expertise and commitment of its advisors. Among the firm's most tenured professionals are Deborah Lewis, Douglas Lewis, and Linda Lewis, who have played integral roles in the company's growth and success. Lewis Financial Management, LLC continues to position itself as a trusted advisor, providing comprehensive financial planning and investment management services to meet the unique needs of its esteemed clients. With a steadfast dedication to excellence, they remain committed to helping individuals achieve their financial goals with confidence and peace of mind.
CAPITAL INVESTMENT COUNSEL INC
CAPITAL INVESTMENT COUNSEL INC
Raleigh, North Carolina
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.
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CAPITAL ADVISERS, INC.
CAPITAL ADVISERS, INC.
Raleigh, North Carolina
Capital Advisers, Inc., a small investment advisory firm based out of Raleigh, NC, is dedicated to providing expert financial guidance and management to its clients. With over 500 individual clients and an impressive $360,000,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Specializing in employer 401Ks and individual investments, Capital Advisers, Inc. brings a wealth of experience and knowledge to the table. They have successfully navigated the complexities of this space, ensuring their clients' financial goals are met. The firm operates with discretion, managing 100% of their clients' assets on their behalf. Capital Advisers, Inc. offers a flexible compensation structure tailored to meet the diverse needs of their clients. Their options include a percentage of assets under management and hourly charges, ensuring transparency and alignment with their clients' interests. With a total of two employees, all of whom are dedicated to providing comprehensive investment advisory services, Capital Advisers, Inc. maintains a personalized approach. Their investment advisors possess an average of $180,000,000 in assets under management per advisor, surpassing the industry average. Notably, Roland Jones stands as one of the firm's most experienced registered advisors, having been with the company since 2007. Capital Advisers, Inc. continues to build on its reputation as a reliable and client-centric investment advisory firm. Through their expertise, personalized service, and commitment to achieving financial success, they stand as a trusted partner in helping clients navigate the complexities of wealth management.
WEALTHSHIELD PARTNERS, LLC
WEALTHSHIELD PARTNERS, LLC
Cary, North Carolina
Wealthshield Partners, LLC is a prominent investment advisory firm headquartered in Cary, NC. With a team of 29 dedicated professionals, 20 of whom specialize in providing exceptional investment advisory services, Wealthshield Partners excels in managing substantial assets. The firm's average of approximately $149,250,000 in assets under management per investment advisor significantly surpasses industry standards. As an esteemed financial institution, Wealthshield Partners boasts a comprehensive compensation structure, incorporating various remuneration models, such as a percentage of assets under management. Their ability to adapt to different compensation methods showcases their commitment to client satisfaction. With an impressive portfolio of over 930 individual clients and a remarkable $901,664,000 in assets under management, Wealthshield Partners caters primarily to high net worth individuals. Notably, almost half of the assets they manage are derived from employer 401Ks or individual sources, demonstrating their expertise in this sector. Moreover, all assets entrusted to Wealthshield Partners are managed on a discretionary basis, underscoring the firm's clients' confidence in their capabilities. As a local enterprise, Wealthshield Partners serves its community through ten conveniently located offices. The company takes pride in its long-standing advisors, including seasoned professionals like Kenneth Bollinger, Mark Bare, and Robert Leggett, who contribute their extensive experience and knowledge to the firm's success. With a track record of delivering exceptional investment advisory services, Wealthshield Partners, LLC has established itself as a trusted partner for individuals and organizations seeking expert financial guidance and wealth management solutions.
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