Dreher Financial Partners, a small investment advisory firm headquartered in Southern Pines, NC, specializes in providing comprehensive financial solutions. With three dedicated employees, they offer top-notch investment advisory services to their clients. Setting them apart from their competitors is their impressive average of approximately $808,290,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is flexible, including various types such as a percentage of assets under management, fixed fees, and performance-based fees. Dreher Financial Partners caters to over 120 individual clients, expertly managing assets exceeding $119,232,000. Their client base primarily consists of high net worth individuals seeking tailored financial strategies. While the majority of assets managed by Dreher Financial Partners are for high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Notably, the firm exclusively handles discretionary assets, showcasing their commitment to providing a seamless and trusted investment experience. Dreher Financial Partners operates out of a single office in Southern Pines, NC. The firm boasts a team of accomplished and experienced advisors, including Michael White, Henry Dreher, and Thomas Velevis, who have been with the company for many years. With their expertise and personalized approach, Dreher Financial Partners is dedicated to assisting clients in achieving their financial goals and securing a prosperous future.

Milestone Advisory Partners, LLC is a small investment advisory firm headquartered in Southern Pines, NC, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, Milestone Advisory Partners caters to a diverse clientele seeking expert financial guidance. The firm boasts an average of approximately $87,730,000 in assets under management per investment advisor, positioning them at par with industry standards. Milestone Advisory Partners adopts a comprehensive compensation structure that includes various types of remuneration, such as a percentage of assets under management. Notably, around 50% of their assets under management stem from employer 401Ks or individual investors, showcasing the firm's proficiency in this particular sector. Furthermore, an impressive 96% of the assets they oversee are managed on a discretionary basis, highlighting their ability to make informed investment decisions on behalf of their clients. The firm prides itself on serving over 560 individual clients, managing a substantial total of $263,186,000 in assets. Milestone Advisory Partners attributes its success, in part, to the expertise and tenure of its accomplished advisors. Long-standing professionals like John Kober, Teresa White, and Mary Zastrow contribute their extensive knowledge and experience to the firm's continued growth and client satisfaction. Milestone Advisory Partners, LLC operates with a client-centric approach, providing tailored investment advisory services to individuals and organizations alike. Their dedication to delivering effective financial strategies and their track record of managing substantial assets make them a trusted partner in navigating the complexities of the investment landscape.

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. 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 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, 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.

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.

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. 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.

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.

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.