Find Top Financial Advisors Near Davidson, North Carolina
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MBL ADVISORS
Charlotte, North Carolina
MBL Advisors is a prominent investment advisory firm based out of Charlotte, NC, offering comprehensive financial services to a diverse clientele. With its primary office located in the heart of the city, MBL Advisors employs a team of ten highly skilled professionals who specialize in providing top-notch investment advisory services. Their expertise and commitment have enabled them to accumulate an impressive average of $73,180,000 in assets under management per investment advisor, aligning with industry standards.
The firm's compensation structure is designed to cater to the unique needs of their clients. MBL Advisors offers various types of compensation, including a percentage of assets under management and fixed fees, ensuring a mutually beneficial relationship for both the advisors and their clients. It's noteworthy that 100% of the assets managed by MBL Advisors are discretionary, allowing their clients to place full trust in their expert guidance.
While MBL Advisors serves a wide range of clients, they primarily focus on managing the assets of high net worth individuals. With over 20 individual clients, the firm oversees an impressive portfolio valued at more than $731,839,000. MBL Advisors has built a solid reputation in the financial industry, thanks to their long-standing commitment to delivering exceptional results.
The firm boasts a team of seasoned professionals, some of whom have been with MBL Advisors for many years. Notable among them are William Morton, Luther Lockwood, and Jonathan Dry, who have contributed significantly to the firm's success through their extensive expertise and dedication. MBL Advisors continues to be a trusted partner for individuals seeking reliable investment advice and effective wealth management strategies.
WESTEND ADVISORS, LLC
Charlotte, North Carolina
Westend Advisors, LLC is a local investment advisory firm based out of Charlotte, NC. With one office, they have established themselves as a prominent player in the financial services industry. The firm boasts a team of 28 talented professionals, out of which seven specialize in providing comprehensive investment advisory services.
With an impressive average of approximately $171,770,000 in assets under management per investment advisor, Westend Advisors surpasses the industry average, demonstrating their proficiency in delivering exceptional financial solutions. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' best interests.
Westend Advisors stands out for their expertise in managing employer 401Ks and individual portfolios, with these categories comprising around half of their total assets under management. Their proven track record and extensive experience in this space make them a trusted partner for businesses and individuals alike.
All of the assets managed by Westend Advisors are discretionary, highlighting their commitment to providing personalized and tailored investment strategies. The firm proudly serves over 2,680 individual clients, who collectively entrust them with over $1,202,392,000 in assets under management.
Westend Advisors owes much of its success to its dedicated team of advisors. Among them, Edmund Durden, Michael Goldman, and Frank Harkins stand as some of the longest tenured professionals at the firm, embodying the values of integrity, expertise, and client-centric approach that define Westend Advisors, LLC.
FAMILY WEALTH PARTNERS, LLC
Matthews, North Carolina
Family Wealth Partners, LLC is a distinguished investment advisory firm located in Matthews, NC. With a single office, this small yet highly capable company boasts a team of seven dedicated professionals, four of whom specialize in providing expert investment advisory services. Each investment advisor at Family Wealth Partners, LLC oversees an impressive average of approximately $39,850,000 in assets under management. The firm's compensation structure is comprehensive, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges.
While 401K and individual accounts make up less than 30% of their assets under management, Family Wealth Partners, LLC possesses the expertise to efficiently manage employer funds. Notably, every asset they manage is under their full discretion, ensuring a tailored and strategic approach to investment management.
The firm primarily serves high net worth individuals, who entrust Family Wealth Partners, LLC with their substantial wealth. With a client base exceeding 140 individuals, the firm manages an impressive $159,389,000 in assets. Family Wealth Partners, LLC takes pride in the longevity and experience of its advisors. Noteworthy among the firm's longest tenured advisors are Isaac Caldwell, Blake Hedrick, and Robert Dye, whose unwavering dedication and deep industry knowledge contribute to the firm's success.
Overall, Family Wealth Partners, LLC sets itself apart through its personalized and comprehensive approach to investment advisory services, providing its discerning clients with tailored strategies to safeguard and grow their wealth.
WELLS FARGO INVESTMENT INSTITUTE, INC.
Charlotte, North Carolina
Wells Fargo Investment Institute, Inc. is a renowned regional investment advisory firm headquartered in Charlotte, NC. With a strong presence in the industry, they operate through 39 offices nationwide. The company boasts a total of 264 dedicated employees, of which 175 specialize in providing comprehensive investment advisory services to their valued clients.
The firm's outstanding success is evident in their impressive average assets under management per investment advisor, standing at approximately $217,850,000. This figure significantly surpasses the industry average, showcasing Wells Fargo Investment Institute, Inc.'s expertise and ability to attract substantial investments.
Their compensation structure encompasses various approaches, including a percentage of assets under management and fixed fees. Notably, all the assets they manage are under a discretionary arrangement, providing clients with a comprehensive and tailored investment experience.
Wells Fargo Investment Institute, Inc. primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. With over 1,000 individual clients, they expertly oversee assets totaling over $38,123,579,000.
The firm's longstanding reputation is fortified by the expertise and dedication of their top advisors. Among them are Joshua Lindsteadt, Richard Henry, and Richard Burke, who have demonstrated their commitment to providing exceptional investment advice and building enduring relationships with clients.
Overall, Wells Fargo Investment Institute, Inc. is a leading investment advisory firm, excelling in managing substantial assets for high-net-worth individuals. With a proven track record of success, an extensive network of offices, and a team of experienced advisors, they continue to thrive in the financial industry.
HORIZON INVESTMENTS LLC
Charlotte, North Carolina
Horizon Investments LLC, headquartered in Charlotte, NC, is a reputable local investment advisory firm specializing in managing assets for individual clients and employers. With a team of 72 dedicated professionals, including 16 experienced investment advisors, they offer expert financial guidance and portfolio management services. The firm boasts an impressive average of $80,480,000 in assets under management per investment advisor, aligning with the industry average.
Horizon Investments LLC serves a diverse client base, with over 1,560 individual clients and a substantial $3,816,815,000 in assets under management. While less than 30% of their assets are allocated to 401K and individual accounts, the firm has the capability to effectively manage employer funds. A remarkable 94% of the assets they manage are discretionary, reflecting the trust clients place in their expertise.
The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management and hourly charges. This approach ensures that clients receive tailored financial solutions that align with their specific needs and goals.
Horizon Investments LLC operates from a single office location in Charlotte, NC, serving as a pillar of the local investment community. The company prides itself on a team of accomplished professionals, including esteemed advisors like Benjamin Johnson, Joshua Bartholomew, and Bradley Stoehr, who have contributed significantly to the firm's long-standing success.
With a commitment to delivering personalized financial strategies and a track record of managing substantial assets, Horizon Investments LLC continues to be a trusted partner in helping clients achieve their investment objectives.
HAYDEN HARPER WEALTH ADVISORY, LLC
Charlotte, North Carolina
Hayden Harper Wealth Advisory, LLC, based out of Charlotte, NC, is a reputable and successful investment advisory firm. With over 40 individual clients and more than $110,308,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Specializing in working with high net worth individuals, Hayden Harper Wealth Advisory offers personalized and comprehensive wealth management services.
The firm's compensation structure is designed to align their interests with those of their clients. They employ various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fairness in their client relationships.
With one office in Charlotte, Hayden Harper Wealth Advisory operates efficiently and effectively. They have a total of four dedicated employees, with three of them providing expert investment advisory services. Each investment advisor manages an average of approximately $36,770,000 in assets, demonstrating their expertise and ability to handle substantial portfolios.
Hayden Harper Wealth Advisory values experience and stability within their team. Notably, some of the longest-tenured advisors at the firm include Michael Fox, Scott Cannady, and John Teed, who contribute their extensive knowledge and insight to the success of the firm.
Through their commitment to personalized service, sound financial strategies, and a client-centric approach, Hayden Harper Wealth Advisory, LLC continues to be a leading choice for individuals seeking reliable and comprehensive wealth management solutions.
HOBART WEALTH
Charlotte, North Carolina
Hobart Wealth is a prominent investment advisory firm based out of Charlotte, NC. With a team of 14 dedicated professionals, 9 of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. Hobart Wealth boasts an impressive average of approximately $292,090,000 in assets under management per investment advisor, surpassing the industry average.
Their compensation structure is diverse, offering clients flexibility through options such as a percentage of assets under management, fixed fees, and performance-based fees. With over 560 individual clients and assets under management exceeding $268,452,000, Hobart Wealth has earned a reputation for effectively stewarding their clients' wealth.
Notably, the firm possesses extensive experience in managing employer 401Ks and individual assets, with these categories constituting approximately half of their total assets under management. Moreover, Hobart Wealth prides itself on its comprehensive discretion, as they manage 100% of their assets in a discretionary manner, providing clients with peace of mind and expert guidance.
Hobart Wealth operates from three strategically located offices, ensuring accessibility and convenience for their clientele. The firm's seasoned team includes highly tenured advisors such as Corey Sunstrom, Steven Greer, and Christopher Hobart, who collectively contribute to the firm's exceptional reputation and continued success.
With a commitment to delivering personalized solutions and a deep understanding of the ever-evolving financial landscape, Hobart Wealth remains dedicated to helping clients achieve their financial goals while maintaining the highest level of professionalism and integrity.
BRAGG FINANCIAL ADVISORS INC
Charlotte, North Carolina
Bragg Financial Advisors Inc, based out of Charlotte, NC, is a highly reputable investment advisory firm with a team of 31 dedicated professionals. Among them, 14 advisors specialize in providing top-notch investment advisory services to a diverse range of clients. With an impressive average of approximately $257,610,000 in assets under management per investment advisor, Bragg Financial Advisors Inc surpasses the industry average, reflecting their exceptional expertise.
Catering to over 880 individual clients, the firm oversees an impressive portfolio totaling over $2,798,666,000 in assets under management. Primarily focusing on high net worth individuals, Bragg Financial Advisors Inc handles the majority of assets for this affluent client segment. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to manage employer funds, providing comprehensive solutions for various investment needs.
Bragg Financial Advisors Inc offers a flexible compensation structure that includes a percentage of assets under management and performance-based fees, ensuring alignment with client success. In addition to investment advisory services, they also serve as an insurance broker or agent, offering a comprehensive suite of financial solutions under one roof.
With a strong local presence in Charlotte, NC, Bragg Financial Advisors Inc operates from a single office, delivering personalized service and establishing long-term relationships with their esteemed clientele. The firm takes pride in its team's longevity, with seasoned advisors like Benton Bragg, Lynn Lins De Araujo, and John Bragg contributing their expertise and experience to ensure the firm's continued success.
CORE ADVISORY GROUP
Rock Hill, South Carolina
Core Advisory Group, based out of Rock Hill, SC, is a small investment advisory firm that offers comprehensive financial services to a diverse client base. With a total of four employees, three of whom provide investment advisory services, Core Advisory Group brings a personalized approach to managing clients' assets.
The firm boasts an impressive average of approximately $85,700,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs.
Core Advisory Group's success is evident in their extensive client roster, which includes over 1,290 individual clients with more than $177,715,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting their expertise in this particular area.
As a testament to their experience and commitment to client satisfaction, Core Advisory Group manages 100% of the assets on a discretionary basis, providing clients with peace of mind and allowing the firm to make informed investment decisions on their behalf.
With two offices in Rock Hill, Core Advisory Group is conveniently situated to serve their clients effectively. The firm takes pride in its team of highly experienced advisors, including N Gregg, David Foulk, and William King, who have been with the company for an extended period, contributing to the firm's stability and expertise in the field of investment advisory services.
CONCORDE FINANCIAL RESOURCES
North Wilkesboro, North Carolina
Concorde Financial Resources is a small investment advisory firm located in North Wilkesboro, NC, with a strong presence in the financial services industry. With over 170 individual clients and assets under management exceeding $173,839,000, the company has established a solid reputation for delivering comprehensive investment solutions.
Operating from two offices, Concorde Financial Resources offers a range of services to its diverse clientele. As a registered representative of a broker-dealer and an insurance broker or agent, they are well-equipped to address various investment and insurance needs. Notably, the firm has accumulated extensive expertise in managing employer 401Ks and individual assets, making them a trusted partner in retirement planning.
With 94% of their assets under management being discretionary, Concorde Financial Resources demonstrates a keen ability to proactively navigate the financial landscape on behalf of their clients. Catering primarily to high-net-worth individuals, the firm understands the unique needs and goals of this affluent demographic.
The compensation structure at Concorde Financial Resources encompasses multiple types, including a percentage of assets under management. This approach aligns their interests with the success of their clients' investments, fostering a strong commitment to achieving optimal results.
The firm boasts a team of three dedicated professionals, two of whom specialize in investment advisory services. Each advisor manages an average of approximately $86,920,000 in assets, reflecting the industry average and indicating a balanced workload.
Concorde Financial Resources takes pride in its experienced team, which includes long-tenured advisors such as Kenan Kurtz, Wade Sanders, and Mary Ferguson. Their expertise and commitment to client satisfaction have contributed to the firm's continued growth and success in the financial services sector.
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CONCORDE FINANCIAL RESOURCES
North Wilkesboro, North Carolina
Concorde Financial Resources is a small investment advisory firm located in North Wilkesboro, NC, with a strong presence in the financial services industry. With over 170 individual clients and assets under management exceeding $173,839,000, the company has established a solid reputation for delivering comprehensive investment solutions.
Operating from two offices, Concorde Financial Resources offers a range of services to its diverse clientele. As a registered representative of a broker-dealer and an insurance broker or agent, they are well-equipped to address various investment and insurance needs. Notably, the firm has accumulated extensive expertise in managing employer 401Ks and individual assets, making them a trusted partner in retirement planning.
With 94% of their assets under management being discretionary, Concorde Financial Resources demonstrates a keen ability to proactively navigate the financial landscape on behalf of their clients. Catering primarily to high-net-worth individuals, the firm understands the unique needs and goals of this affluent demographic.
The compensation structure at Concorde Financial Resources encompasses multiple types, including a percentage of assets under management. This approach aligns their interests with the success of their clients' investments, fostering a strong commitment to achieving optimal results.
The firm boasts a team of three dedicated professionals, two of whom specialize in investment advisory services. Each advisor manages an average of approximately $86,920,000 in assets, reflecting the industry average and indicating a balanced workload.
Concorde Financial Resources takes pride in its experienced team, which includes long-tenured advisors such as Kenan Kurtz, Wade Sanders, and Mary Ferguson. Their expertise and commitment to client satisfaction have contributed to the firm's continued growth and success in the financial services sector.
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.
STERLING CAPITAL MANAGEMENT LLC
Charlotte, North Carolina
Sterling Capital Management LLC, a well-established regional investment advisory firm headquartered in Charlotte, NC, operates across six offices. With a dedicated team of 180 professionals, including 65 investment advisors, the firm delivers exceptional financial expertise to its clientele.
Benefitting from an impressive average of approximately $966,790,000 in assets under management per investment advisor, Sterling Capital Management LLC consistently outperforms the industry average. Their track record reflects their deep knowledge and commitment to achieving superior investment outcomes.
Sterling Capital Management LLC adopts a comprehensive compensation structure that encompasses various methods, including a percentage of assets under management, fixed fees, and performance-based fees. This multi-faceted approach ensures clients receive tailored and transparent financial solutions.
With a discretionary management approach, Sterling Capital Management LLC has full authority to make investment decisions on behalf of their clients. They serve over 1,480 individual clients, managing an extensive portfolio of more than $62,841,627,000 in assets under management.
Christopher Best, Alexander McAlister, and Mary Fountain are among the firm's most tenured advisors. Their expertise, combined with the collective experience of the entire team, positions Sterling Capital Management LLC as a trusted partner for individuals seeking comprehensive investment management solutions.
As a leading regional investment advisory firm, Sterling Capital Management LLC continues to provide exceptional service and guidance to their diverse client base. Their commitment to delivering strong investment performance and personalized attention solidifies their reputation as a trusted partner in helping clients achieve their financial goals.
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