Arjuna Capital, LLC is a small investment advisory firm based out of Durham, NC. With 12 employees in total, including three dedicated to providing investment advisory services, the firm offers a range of financial expertise. Their average assets under management per investment advisor amount to approximately $58,960,000, which falls within the industry average. Arjuna Capital's compensation structure includes various types, such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Their client base consists of over 60 individuals, with a total of more than $374,540,000 in assets under management. The firm primarily focuses on managing assets for high net worth individuals, while also possessing the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. All of the assets managed by Arjuna Capital are discretionary, allowing the firm to make independent decisions based on their clients' best interests. Operating from three offices, the firm has established a strong presence in the Durham area. Some of the longest-tenured advisors at Arjuna Capital include Natasha Lamb, Frank Brown, and Adam Seitchik, contributing their extensive experience to the firm's success. Arjuna Capital, LLC aims to provide personalized investment advisory services to their diverse client base, leveraging their expertise, industry knowledge, and commitment to achieving favorable financial outcomes for their clients.

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.

ETON ADVISORS - Your Trusted Investment Advisory Firm in Chapel Hill, NC Based out of Chapel Hill, North Carolina, Eton Advisors is a reputable investment advisory firm that offers a range of financial services to individuals and organizations. With 12 dedicated employees, including 6 experienced investment advisors, Eton Advisors delivers expert guidance to help clients achieve their financial goals. The firm manages a substantial amount of assets, with an average of approximately $52,570,000 per investment advisor, demonstrating their competence in handling clients' investments. Eton Advisors' compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees, ensuring flexibility for their clients. One of Eton Advisors' key strengths lies in their extensive client base, consisting of over 40 individuals with a combined asset under management worth more than $1,614,934,000. Remarkably, 72% of these assets are under the firm's discretionary management, reflecting the trust and confidence clients place in their expertise. In addition to investment advisory services, Eton Advisors extends their offerings to include acting as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This comprehensive approach allows them to cater to a wide range of investment needs. Eton Advisors takes pride in its team of seasoned professionals, including notable advisors such as William Parham, Brad Dalton, and John Wallace. Their expertise, coupled with the firm's commitment to delivering personalized solutions, ensures that clients receive tailored financial strategies that align with their specific objectives. With one office serving as their local headquarters, Eton Advisors is deeply rooted in the Chapel Hill community, offering a combination of local knowledge and global financial expertise. Whether clients seek investment advice or comprehensive financial solutions, Eton Advisors stands ready to guide them on their financial journey.

Amphora Wealth Management, LLC, a small investment advisory firm based out of Chapel Hill, NC, is committed to providing exceptional financial services to its clients. With a total of three dedicated employees, they specialize in offering comprehensive investment advisory services to individuals and high net worth clients. The firm boasts an impressive average of approximately $37,460,000 in assets under management per investment advisor. Amphora Wealth Management's compensation structure is designed to align their interests with the success of their clients. They utilize various fee types, including a percentage of assets under management and performance-based fees. This approach ensures that the firm's advisors are motivated to deliver superior results. With over 40 individual clients and a substantial $106,068,000 in assets under management, Amphora Wealth Management primarily serves high net worth individuals. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to manage employer funds. Furthermore, all the assets they manage are discretionary, providing clients with the peace of mind that their investments are handled with expertise and care. Amphora Wealth Management, LLC operates from two conveniently located offices in Chapel Hill, NC. The firm prides itself on its experienced team of advisors, including Anthony Giunipero, Amy Jo Mcelfresh, and Eric Sobocinski, who have been with the company for many years. Their long-standing presence and commitment to excellence make them a trusted partner in helping clients achieve their financial goals.

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.

Hamilton Point Investment Advisors, LLC is a leading local investment advisory firm based out of Chapel Hill, NC. With over 40 individual clients, they have amassed an impressive $793,115,000 in assets under management. As a firm that solely manages discretionary assets, Hamilton Point Investment Advisors caters to a clientele consisting mainly of high net worth individuals. The company operates from two offices and boasts a team of nine dedicated employees, with seven of them providing expert investment advisory services. Each investment advisor at Hamilton Point manages an average of approximately $113,300,000 in assets under their purview, which aligns with the industry average. This balanced approach ensures that clients receive personalized attention and expertise while benefitting from the firm's collective knowledge and experience. Hamilton Point's compensation structure is diverse, offering various types of remuneration, including a percentage of assets under management. This incentivizes the advisors to prioritize their clients' financial well-being and maximize investment returns. The firm takes pride in its long-standing relationships with clients, fostered by a team of dedicated and tenured advisors. Notable among them are Nathan Byrd, Martha Ford, and Richard Woods, who have consistently provided invaluable guidance to clients over the years. Hamilton Point Investment Advisors, LLC stands out as a trusted partner, offering comprehensive and tailored investment advisory services to its esteemed clientele in Chapel Hill and beyond.

Burlington Alliance Capital Management, LLC is a well-established local investment advisory firm headquartered in Burlington, NC, with a network of 18 offices throughout the region. With a dedicated team of 18 highly skilled professionals, the firm offers comprehensive investment advisory services to a diverse clientele. On average, each investment advisor at Burlington Alliance manages approximately $7,580,000 in assets under management, demonstrating their expertise in handling substantial portfolios. The firm's compensation structure is flexible and client-centric, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets they manage are handled on a discretionary basis, allowing the team to make informed investment decisions in alignment with their clients' financial goals. Burlington Alliance Capital Management has built a strong reputation in managing employer 401(k) plans and individual portfolios. Around half of their assets under management are derived from employer-sponsored retirement plans and individual investors, showcasing their extensive experience in this space. The firm specializes in catering to the needs of high net worth individuals, and their exceptional track record in wealth management has attracted over 690 individual clients, entrusting them with more than $128,865,000 in assets. The advisory team at Burlington Alliance Capital Management boasts experienced professionals, including Alan Patton, Joshua Sullivan, and Joshua Reyes, who have demonstrated long-standing dedication to the firm and its clients. Their commitment to providing personalized and strategic investment guidance has contributed to the firm's success and earned the trust of their discerning clientele. Overall, Burlington Alliance Capital Management, LLC is recognized for its local presence, extensive experience in managing diverse portfolios, and commitment to delivering exceptional investment advisory services to their valued clients in Burlington, NC, and beyond.

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 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.

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 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.