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.

H. L. Ormond & Company, LLC, a trusted investment advisory firm, is based in Greenville, NC. With a single office location, they provide personalized financial guidance to their clients. The firm is comprised of four dedicated employees, two of whom specialize in investment advisory services. Each investment advisor at H. L. Ormond & Company, LLC manages an impressive average of approximately $137,240,000 in assets under management, surpassing the industry average. Their compensation structure is designed to accommodate various client needs and includes options such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, H. L. Ormond & Company, LLC possesses the capability to effectively manage employer funds. With discretionary authority over 96% of the assets they manage, the firm demonstrates their expertise in making informed investment decisions on behalf of their clients. They have a strong focus on maintaining high net worth individuals as their primary clientele. H. L. Ormond & Company, LLC proudly serves over 180 individual clients, with a total of more than $274,471,000 in assets under management. The firm's success is attributed to the expertise and experience of advisors such as Herbert Ormond and Michelle Corey, who have established themselves as trusted professionals in the industry. By combining their in-depth market knowledge and personalized approach, H. L. Ormond & Company, LLC strives to build long-term relationships with their clients, helping them achieve their financial goals and secure a prosperous future.

Capital Investment Counsel Inc is a leading investment advisory firm based out of Raleigh, NC. With a team of 10 dedicated professionals, including 5 experienced investment advisors, the firm offers exceptional financial guidance and management services. Their impressive average of approximately $247,460,000 in assets under management per investment advisor far exceeds the industry average, reflecting their expertise and client trust. Capital Investment Counsel Inc adopts a flexible compensation structure that includes a percentage of assets under management as well as performance-based fees. This approach ensures alignment with client objectives and rewards successful outcomes. The firm proudly serves over 630 individual clients, managing a substantial total of more than $588,793,000 in assets. Their primary focus lies in managing assets for high-net-worth individuals, although they also possess the capability to handle employer funds. While 401K and individual accounts account for less than 30% of their assets under management, Capital Investment Counsel Inc is well-equipped to manage these employer-related funds. As a fully discretionary asset manager, they have the authority to make investment decisions on behalf of their clients without requiring prior approval. In addition to their core investment advisory services, Capital Investment Counsel Inc serves as a registered representative of a broker-dealer, expanding their capabilities and providing clients with a comprehensive range of financial solutions. With a local presence in Raleigh, NC, the firm operates from a single office, fostering close relationships with their clients and providing personalized service. Notably, Capital Investment Counsel Inc boasts a team of highly tenured advisors, including Ronald King, Richard Battle, and William Eddins, who bring extensive industry knowledge and a wealth of experience to the firm's operations.

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.

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is a small investment advisory firm based out of Raleigh, NC. With over 50 individual clients and more than $124,293,000 in assets under management, they have established themselves as a trusted name in the financial industry. The firm operates from a single office and offers a range of services, including accounting expertise. Although 401K and individual accounts make up less than 30% of their assets under management, Hollingsworth Avent Averre & Purvis, Pa possesses the necessary expertise to effectively manage employer funds. All of the assets they handle are under discretionary management, providing clients with peace of mind and professional guidance. Catering primarily to high-net-worth individuals, the firm's compensation structure includes various types, such as a percentage of assets under management and hourly charges. This flexible approach ensures that clients receive customized solutions tailored to their unique financial goals. Hollingsworth Avent Averre & Purvis, Pa has a dedicated team of three employees, two of whom specialize in investment advisory services. Their average assets under management per investment advisor, approximately $62,150,000, aligns with industry standards. With a commitment to excellence and personalized client relationships, Charles Averre and Tina Purvis stand as the firm's longest-tenured registered advisors. Their extensive experience and expertise contribute to the company's reputation for providing comprehensive and reliable financial services. As Hollingsworth Avent Averre & Purvis, Pa continues to serve their clientele, they remain steadfast in their mission to help individuals and organizations achieve their financial objectives through sound investment strategies and expert guidance.

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.

Capital Advisers, Inc., a small investment advisory firm based out of Raleigh, NC, is dedicated to providing expert financial guidance and management to its clients. With over 500 individual clients and an impressive $360,000,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Specializing in employer 401Ks and individual investments, Capital Advisers, Inc. brings a wealth of experience and knowledge to the table. They have successfully navigated the complexities of this space, ensuring their clients' financial goals are met. The firm operates with discretion, managing 100% of their clients' assets on their behalf. Capital Advisers, Inc. offers a flexible compensation structure tailored to meet the diverse needs of their clients. Their options include a percentage of assets under management and hourly charges, ensuring transparency and alignment with their clients' interests. With a total of two employees, all of whom are dedicated to providing comprehensive investment advisory services, Capital Advisers, Inc. maintains a personalized approach. Their investment advisors possess an average of $180,000,000 in assets under management per advisor, surpassing the industry average. Notably, Roland Jones stands as one of the firm's most experienced registered advisors, having been with the company since 2007. Capital Advisers, Inc. continues to build on its reputation as a reliable and client-centric investment advisory firm. Through their expertise, personalized service, and commitment to achieving financial success, they stand as a trusted partner in helping clients navigate the complexities of wealth management.

Carolina Wealth Management, Inc. is a well-established local investment advisory firm headquartered in Greenville, NC, with three conveniently located offices. With a total of eight dedicated professionals on their team, six of whom specialize in providing expert investment advisory services, Carolina Wealth Management, Inc. is committed to delivering exceptional financial guidance and wealth management solutions. As a reputable firm, Carolina Wealth Management, Inc. maintains an impressive average of approximately $85,980,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to cater to diverse client needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While Carolina Wealth Management, Inc. primarily focuses on managing individual accounts and 401Ks, which collectively represent less than 30% of their assets under management, they possess the expertise and capability to effectively oversee employer funds. The majority of the assets they manage are discretionary, giving clients the assurance that their investments are diligently monitored and adjusted as necessary. With a substantial client base exceeding 350 individuals, Carolina Wealth Management, Inc. currently oversees more than $515,883,000 in assets under management. The firm takes pride in its experienced team, including long-tenured advisors such as David Damm, Jonathan Blackwell, and Thomas Meyer, who have consistently provided trusted guidance and built enduring relationships with their clients. Carolina Wealth Management, Inc. is dedicated to helping individuals and organizations achieve their financial goals by offering personalized strategies, comprehensive investment plans, and a commitment to exceptional service.

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.

First Oak Wealth Management, LLC is a small investment advisory firm based out of Raleigh, NC, with two offices strategically located to serve their clients. With a team of four dedicated professionals, including two expert investment advisors, First Oak provides comprehensive financial services to individuals and businesses alike. With an impressive average of approximately $98,610,000 in assets under management per investment advisor, First Oak Wealth Management is able to deliver quality investment solutions that align with their clients' financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring transparency and tailored services to meet individual needs. While 401K and individual accounts represent less than 30% of their assets under management, First Oak has the capability to effectively manage employer funds, enabling businesses to entrust their investments to their experienced team. Demonstrating their commitment to excellence, First Oak manages all of their clients' assets on a discretionary basis, giving clients peace of mind knowing that their financial affairs are in capable hands. First Oak Wealth Management has earned a loyal client base, serving over 140 individuals with assets under management exceeding $197,211,000. The firm boasts a team of seasoned advisors, including Annalynn Edwards, Grace Kelly, and Ryan Thomsen, who have been instrumental in the firm's success and have established themselves as trusted partners in helping clients achieve their financial objectives. With a focus on personalized service, prudent investment strategies, and a track record of success, First Oak Wealth Management, LLC continues to provide expert financial guidance to their valued clients in the Raleigh, NC area and beyond.

Milestone Wealth, a small investment advisory firm based out of Greenville, NC, is committed to providing exceptional financial guidance and investment services. With a single office, they operate efficiently to meet the diverse needs of their clientele. Led by a team of experienced professionals, Milestone Wealth boasts four dedicated employees, three of whom specialize in investment advisory services. As a trusted advisor, Milestone Wealth manages an average of $48,230,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility for their clients. Notably, Milestone Wealth excels in managing assets from employer 401Ks and individuals, constituting approximately half of their assets under management. With extensive experience in this realm, they have developed a deep understanding of the unique challenges and opportunities associated with these investments. Impressively, 98% of the assets they manage are under discretionary authority, highlighting their expertise and ability to make informed investment decisions on behalf of their clients. Focusing primarily on high net worth individuals, Milestone Wealth serves over 130 individual clients, who collectively entrust them with a substantial $144,681,000 in assets under management. Among their accomplished team, David Hunt stands as one of the longest-tenured registered advisors, having joined the firm in 2018. His tenure and expertise contribute to Milestone Wealth's strong foundation and commitment to delivering personalized financial strategies tailored to their clients' unique circumstances and goals. In summary, Milestone Wealth is a reputable investment advisory firm that combines industry expertise, personalized service, and a comprehensive understanding of the financial landscape to empower their clients to achieve their wealth management objectives.

First Financial Group, a small investment advisory firm based out of Raleigh, NC, specializes in providing comprehensive investment advisory services. With a single office, the firm boasts a team of four dedicated employees who possess extensive expertise in the financial industry. On average, each investment advisor at First Financial Group manages approximately $49,970,000 in assets under management, which aligns with the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. Notably, about half of their assets under management originate from employer 401Ks and individuals, demonstrating their strong presence and experience in this sector. Remarkably, First Financial Group exercises full discretionary control over all the assets they manage, showcasing their clients' trust and confidence in their decision-making capabilities. Catering predominantly to high net worth individuals, the firm's client base comprises over 230 individual clients with a total of more than $199,892,000 in assets under management. First Financial Group takes pride in its seasoned advisors, including Tommy Lewis, Deborah Mcmanama, and Kurt Underhill, who have displayed unwavering commitment and dedication to the firm over the years. These long-tenured advisors contribute their vast knowledge and expertise to ensure clients receive top-notch investment advisory services. First Financial Group stands out in the competitive investment advisory landscape with its comprehensive suite of services, experienced team, and remarkable asset management track record. With a focus on delivering tailored financial solutions and personalized attention to each client, the firm continues to solidify its position as a trusted partner in helping clients achieve their financial goals.