Oak City Consulting, LLC is a highly reputable investment advisory firm based in Wake Forest, NC. With a team of six dedicated professionals, they provide expert financial guidance to clients seeking to maximize their investments. Among their talented staff, three individuals specialize in offering comprehensive investment advisory services. What sets Oak City Consulting apart from its competitors is its exceptional track record in managing substantial assets. On average, each investment advisor oversees an impressive $259,810,000 in assets under management, a figure that surpasses industry standards. Their success is further exemplified by their diverse compensation structure, which includes a percentage of assets under management and performance-based fees. With over 30 individual clients and an impressive total of $765,691,000 in assets under management, Oak City Consulting has established itself as a trusted partner for wealth management. Notably, 21% of the assets they manage are under discretionary control, demonstrating their expertise in making informed investment decisions on behalf of their clients. Operating from a single office in Wake Forest, Oak City Consulting is deeply rooted in the local community. The firm boasts a team of seasoned advisors, including Bretton Danforth, Daniel Ward, and Ross Roggensack, who bring extensive industry experience and a wealth of knowledge to their clients' portfolios. Whether clients are seeking comprehensive investment strategies or tailored financial solutions, Oak City Consulting, LLC stands as a reliable partner committed to delivering exceptional results. Their dedication, expertise, and impressive assets under management have earned them a well-deserved reputation as a leading investment advisory firm in Wake Forest, NC.

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.

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.

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.

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.

Kuhn Advisors, Inc. is a highly regarded investment advisory firm based in Durham, NC, with two offices strategically located to cater to a diverse clientele. With a team of eight dedicated professionals, including three specialized investment advisors, Kuhn Advisors, Inc. has established itself as a trusted partner in wealth management. Their exceptional track record is reflected in the impressive average of $210,630,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm offers a comprehensive compensation structure, including a percentage of assets under management and hourly charges, ensuring alignment with their clients' financial goals. While Kuhn Advisors, Inc. manages a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their substantial assets under management. Their expertise extends to managing employer funds, showcasing their versatility in meeting the diverse needs of their clientele. Notably, all the assets managed by Kuhn Advisors, Inc. are discretionary, empowering their team to make informed investment decisions on behalf of their clients. The firm's primary focus lies in catering to high net worth individuals, with over 70 individual clients entrusting them with their financial portfolios, totaling an impressive $631,882,000 in assets under management. The long-standing success of Kuhn Advisors, Inc. can be attributed in part to their experienced team of advisors, including Robert Outen, Scott Ranby, and Mark Kuhn, who have demonstrated their dedication and expertise over the years. Kuhn Advisors, Inc. continues to provide comprehensive and personalized investment advisory services, delivering superior results and striving to exceed client expectations in the ever-changing financial landscape.

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.

Old Peak Finance, a prominent local investment advisory firm headquartered in Chapel Hill, NC, boasts an impressive track record in managing assets for high net worth individuals. With over 70 individual clients and a staggering $405,331,000 in assets under management, the firm has established itself as a trusted partner in wealth management. At Old Peak Finance, clients benefit from a team of highly skilled professionals who provide personalized investment advisory services. With two offices strategically located in Chapel Hill, the firm ensures accessibility and convenience for its valued clientele. The compensation structure at Old Peak Finance encompasses various approaches, including a percentage of assets under management and fixed fees. This flexibility caters to the diverse needs of their discerning clients, ensuring a tailored approach to wealth management. With a staff of ten dedicated employees, seven of whom specialize in investment advisory services, Old Peak Finance combines expertise with a commitment to exceptional client service. The average assets under management per investment advisor stand at approximately $57,900,000, aligning with the industry average. The firm takes pride in its long-tenured advisors, whose experience and knowledge contribute significantly to the success of Old Peak Finance. Notable individuals among them include Molly Stanifer, Kathleen Villegas, and Theodore Waechter, whose proven expertise adds depth and stability to the team. Old Peak Finance continues to provide comprehensive wealth management solutions to its clients, leveraging its extensive industry experience and local presence to help individuals achieve their financial goals and secure their financial futures.

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.

Copperleaf Capital, LLC is a reputable investment advisory firm based in Raleigh, NC. With a focus on personalized financial solutions, they have garnered the trust of over 120 individual clients, who entrust them with a substantial $159,978,000 in assets under management. As a small yet highly capable firm, Copperleaf Capital provides comprehensive services that extend beyond investment advisory, including insurance brokerage. Despite their size, Copperleaf Capital possesses the expertise to manage employer funds, making them a valuable partner for businesses seeking professional guidance. While 401K and individual accounts make up less than 30% of their assets under management, the firm's discretionary management approach covers a significant 93% of the assets they handle. This commitment to discretion ensures that clients' financial goals and interests remain at the forefront of every decision made. Copperleaf Capital operates from a single office in Raleigh, NC, with a dedicated team of seven skilled professionals. Four of these individuals specialize in providing investment advisory services, collectively overseeing an impressive average of approximately $39,990,000 in assets per advisor. The firm takes pride in its experienced and loyal team, with long-tenured advisors such as Peter Ross, Julian Arribas, and Ryan Peterson contributing to its success. In terms of compensation, Copperleaf Capital offers a variety of structures to suit their clients' needs. These include a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. With a commitment to delivering tailored financial solutions and a track record of success, Copperleaf Capital, LLC continues to solidify its position as a trusted partner for individuals and businesses in the Raleigh area.

Southeast Financial Group, a small investment advisory firm based out of Raleigh, NC, is dedicated to providing exceptional financial services. With their sole office located in Raleigh, they serve a diverse clientele. Comprised of a team of three experienced professionals, Southeast Financial Group specializes in investment advisory services, assisting clients in managing their assets and achieving their financial goals. The firm's investment advisors possess an impressive track record, with an average of $55,200,000 in assets under management per advisor, aligning closely with the industry average. Southeast Financial Group offers a varied compensation structure that includes a percentage of assets under management as well as hourly charges, ensuring a flexible approach that meets the unique needs of their clients. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the expertise and capability to handle employer funds. An impressive 64% of the assets they manage are discretionary, showcasing their astute investment strategies and ability to make informed decisions on behalf of their clients. In addition to their investment advisory services, Southeast Financial Group acts as a registered representative of a broker-dealer and also operates as an insurance broker or agent. This comprehensive range of services allows clients to consolidate their financial management needs under one roof, providing convenience and peace of mind. With a client base exceeding 80 individuals and over $165,614,000 in assets under management, Southeast Financial Group has established a strong presence in the market. The firm takes pride in the expertise and dedication of their advisors, including notable individuals such as Chad Trevithick, John Sleesman, and Edward Secrest, some of the longest tenured professionals at the firm. By delivering tailored financial solutions and exceptional client service, Southeast Financial Group remains committed to helping clients navigate the complexities of the financial landscape with confidence.