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 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.

Allen Wealth Management, LLC, headquartered in Boone, NC, is a small investment advisory firm dedicated to helping individuals and employer 401Ks achieve their financial goals. With seven talented employees, three of whom specialize in providing comprehensive investment advisory services, they bring a wealth of knowledge and expertise to their clients. The firm's impressive average of approximately $32,140,000 in assets under management per investment advisor is a testament to their commitment to delivering exceptional results. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose a plan that aligns with their specific needs. Allen Wealth Management, LLC takes pride in their extensive client base, which includes over 800 individual clients and total assets under management of more than $382,320,000. Notably, a significant portion of their assets are derived from employer 401Ks and individuals, demonstrating their strong experience and expertise in this sector. With a remarkable 74% of their managed assets being discretionary, Allen Wealth Management, LLC enjoys the trust of their clients to make strategic investment decisions on their behalf. Their commitment to personalized service and attention to detail has established lasting relationships with their clientele. Within their Boone office, several of the firm's most experienced and dedicated advisors have made significant contributions to its success. Bradley Greer, Jonathan Allen, and Eric Franklin are among the longest tenured advisors, each bringing their unique perspectives and expertise to further enhance the firm's services. Allen Wealth Management, LLC stands as a reputable and reliable partner for individuals and employer 401Ks seeking comprehensive investment advisory services in the Boone, NC area and beyond.

Woodard & Co Asset Management Group Inc, headquartered in Bermuda Run, NC, is a highly regarded investment advisory firm catering to a vast clientele. With over 1,570 individual clients and a total of $818,000,000 in assets under management, they have built a strong reputation for delivering exceptional financial solutions. Operating from a single office, Woodard & Co Asset Management Group Inc provides comprehensive investment advisory services. Their team of four professionals is dedicated to offering personalized guidance and support to their clients, with each member specializing in investment advisory services. With an impressive average of approximately $204,500,000 in assets under management per investment advisor, Woodard & Co Asset Management Group Inc exceeds industry standards in asset allocation. This highlights their ability to handle substantial portfolios while maintaining a high level of client service. Woodard & Co Asset Management Group Inc possesses extensive experience managing employer 401Ks and individual accounts, which together constitute roughly half of their assets under management. This expertise in the retirement and individual account space positions them as a reliable partner for clients seeking retirement planning and investment advice. The firm's compensation structure includes a percentage of assets under management, ensuring their interests align with those of their clients. Additionally, their discretionary management approach enables them to actively monitor and adjust 98% of the assets they oversee, adapting to changing market conditions and client objectives. Joan Woodard, Todd Senter, and John Woodard are among the firm's longest-tenured advisors, contributing valuable experience and knowledge to Woodard & Co Asset Management Group Inc. Their commitment to excellence reflects the firm's dedication to providing outstanding investment advisory services. As a trusted partner in financial management, Woodard & Co Asset Management Group Inc strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.

Cannon Wealth Management Services, a reputable investment advisory firm headquartered in Winston Salem, NC, serves a diverse client base of over 330 individuals. With a strong track record, they oversee an impressive $146,593,000 in assets under management. Their local presence is bolstered by three strategically located offices, allowing them to effectively cater to their clients' needs. Distinguishing themselves in the industry, Cannon Wealth Management Services possesses extensive expertise in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This experience has solidified their reputation as a reliable partner for both companies and individuals seeking effective investment strategies. The firm adopts a discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach provides clients with peace of mind, knowing that their assets are actively managed by a team of professionals dedicated to maximizing returns and minimizing risks. Cannon Wealth Management Services employs a team of 10 highly skilled professionals, with six of them specializing in investment advisory services. With an impressive average of $24,430,000 in assets under management per investment advisor, they deliver personalized and tailored financial solutions to meet the unique objectives of their clients. Notably, the firm takes pride in their seasoned advisors, including Cindy Edwards, Matthew Hearn, and Joseph Perkins, who have contributed significantly to the firm's success over the years. Their longevity and expertise further reinforce Cannon Wealth Management Services' commitment to providing exceptional service and sound financial guidance.

Westhampton Capital, based out of Winston-Salem, NC, is a distinguished local investment advisory firm with a solid reputation in the industry. With over 120 individual clients, they have amassed an impressive $171,585,000 in assets under management. Operating from a single office, the company offers comprehensive investment advisory services to a diverse clientele. While their 401K and individual accounts make up less than 30% of their assets under management, Westhampton Capital possesses the expertise and capability to manage employer funds as well. A notable aspect of their services is that 100% of the assets they manage are discretionary, providing clients with the peace of mind that their investments are in capable hands. Catering primarily to high net worth individuals, Westhampton Capital has built a team of highly skilled professionals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients. Comprised of five dedicated employees, all of whom provide investment advisory services, Westhampton Capital maintains an impressive average of approximately $34,320,000 in assets under management per investment advisor. The firm takes pride in the experience and expertise of their team, with long-tenured advisors like Paul Fulton, Brant Snavely, and Harry Shertzer, who have contributed significantly to the company's success. With their commitment to personalized service and a client-centric approach, Westhampton Capital continues to serve as a trusted partner in helping individuals and businesses achieve their financial goals.

Salem Investment Counselors Inc is a reputable local investment advisory firm with its headquarters in Winston Salem, NC. With two well-established offices, the company operates under the guidance of a team of 20 highly skilled professionals. Among them, 12 dedicated advisors provide exceptional investment advisory services to a diverse clientele. With an impressive average of approximately $249,590,000 in assets under management per investment advisor, Salem Investment Counselors Inc surpasses the industry average, solidifying their position as a trusted and successful firm. Their compensation structure is comprehensive, encompassing various types such as a percentage of assets under management and fixed fees. The firm boasts an exceptional discretionary management rate, with a staggering 98% of the assets they oversee falling under this category. Their primary focus lies in managing the assets of high net worth individuals, which account for the majority of the impressive $2,995,105,000 in assets under management. Currently, Salem Investment Counselors Inc serves a substantial client base of over 430 individuals. The firm takes pride in the longevity and expertise of their advisors. Noteworthy individuals such as William Watson, Dale Brown, and David Rea have served as pillars of the organization, providing invaluable insights and guidance over the years. Salem Investment Counselors Inc's commitment to excellence, extensive experience, and proven track record make them an ideal choice for individuals seeking expert investment advice and superior asset management services.