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.

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.

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.

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.

Whitener Capital Management, Inc is a reputable investment advisory firm located in Rocky Mount, NC. With over 470 individual clients and a remarkable $346,193,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. As a small firm, Whitener Capital Management, Inc focuses on delivering personalized services to their clients, ensuring that each investment strategy aligns with their unique goals and risk tolerance. With two offices, Whitener Capital Management, Inc caters to a diverse client base, managing assets from both employer 401Ks and individual accounts. Their extensive experience in this space allows them to offer expert guidance and insights to help clients maximize their investments. Notably, approximately 89% of the assets they manage are discretionary, indicating a high level of trust and confidence placed in their expertise. The compensation structure at Whitener Capital Management, Inc is designed to suit the diverse needs of their clients. They offer various types of compensation, including a percentage of assets under management and hourly charges, ensuring transparency and flexibility. The firm boasts a team of eight dedicated professionals, with three of them specifically focused on providing investment advisory services. On average, each investment advisor manages approximately $115,400,000 in assets under management, aligning with industry standards. Noteworthy members of the team include Douglas Suhr, Sean Gilsenan, and Richard Sanford, who bring years of experience and expertise to their roles. Whitener Capital Management, Inc is committed to building long-term relationships with their clients and helping them navigate the complexities of the financial markets with confidence and peace of mind.

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.

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.

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.