MTM Investment Management, LLC, headquartered in Spartanburg, SC, is a reputable investment advisory firm serving clients with their expertise in managing assets. With a total of 8 dedicated employees, 5 of whom specialize in providing investment advisory services, MTM Investment Management has established itself as a prominent player in the industry. Their impressive average of approximately $258,860,000 in assets under management per investment advisor surpasses the industry average, reflecting their exceptional capabilities. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests align with those of their clients. Catering to over 200 individual clients, MTM Investment Management effectively manages an impressive portfolio of over $451,255,000 in assets. Their clientele predominantly consists of high net worth individuals, with the majority of assets managed specifically for this group. While 401K and individual accounts constitute less than 30% of their assets under management, MTM Investment Management possesses the capability to effectively oversee employer funds. An impressive 89% of the assets they manage are discretionary, allowing the firm to exercise their expertise and judgment in optimizing client investments. MTM Investment Management, LLC takes pride in its local roots and operates out of a single office in Spartanburg, SC. The firm boasts a team of experienced advisors, including Joseph Towson, John Moore, and David Taylor, who have established long tenures with the company. With their unwavering commitment to delivering exceptional service and achieving favorable outcomes for their clients, MTM Investment Management continues to excel as a trusted partner in the realm of investment advisory services.

Gragg Financial, a small investment advisory firm based out of Shelby, NC, boasts an impressive portfolio, serving over 150 individual clients with assets under management totaling more than $148,714,000. With a singular office location, they offer a range of services including accounting solutions, positioning themselves as a versatile accountant or accounting firm. While employer funds constitute a significant portion of their assets under management, at least 30% is represented by 401K and individual accounts. Notably, Gragg Financial manages all of their clients' assets on a discretionary basis, ensuring comprehensive control and decision-making authority. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, catering to diverse client needs. Employing a team of 11 individuals, Gragg Financial has two dedicated investment advisors. With an average of $74,360,000 in assets under management per advisor, they maintain parity with the industry standard. Despite their size, Gragg Financial leverages its expertise and personalized approach to deliver exceptional financial management services to their clientele. Clients who choose Gragg Financial benefit from their knowledgeable professionals who work diligently to understand individual financial goals and tailor investment strategies accordingly. Whether seeking advice on retirement planning, wealth preservation, or comprehensive financial planning, Gragg Financial's commitment to excellence and sound financial practices make them a trusted partner in the financial industry.

Collie Financial Planning, Inc. is a reputable investment advisory firm based in Black Mountain, NC. With a team of dedicated professionals, the company focuses on providing comprehensive financial planning services to individuals and businesses alike. The firm has established itself as a trusted partner in the industry, catering to a diverse clientele. Led by Michael Collie, one of the longest tenured registered advisors since joining the firm in 2015, Collie Financial Planning, Inc. boasts a wealth of experience and expertise. Their commitment to client satisfaction is evident in their personalized approach, ensuring tailored financial solutions that align with individual goals and aspirations. With a total of two offices, Collie Financial Planning, Inc. combines convenience with accessibility for their clients. They have amassed over 170 individual clients, managing assets totaling more than $104,436,000. Notably, approximately half of these assets under management come from employer 401Ks and individuals, a testament to the firm's proficiency in this area. Collie Financial Planning, Inc. embraces a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the payment method that best suits their preferences. Furthermore, the firm's investment advisors collectively oversee an average of $41,630,000 in assets under management per advisor, demonstrating their capacity to handle substantial portfolios. With a client-centric approach and 100% discretionary management, Collie Financial Planning, Inc. continues to build a strong reputation in the financial planning industry, ensuring the financial well-being of their valued clients.

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.

A4 Wealth Advisors LLC, a small investment advisory firm headquartered in Huntersville, NC, stands as a trusted partner in the realm of financial management. With three strategically located offices, the firm is committed to delivering exceptional investment advisory services. Their team of three dedicated professionals possesses a wealth of knowledge and experience, catering to a diverse range of clients. Each investment advisor boasts an impressive average of $42,010,000 in assets under management. A4 Wealth Advisors' compensation structure is flexible, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individual clients, showcasing their proficiency in these areas. A significant 77% of the assets they oversee are discretionary, underscoring their ability to make independent decisions based on the clients' best interests. Renowned for their expertise in handling high net worth individuals' portfolios, A4 Wealth Advisors manages the majority of their assets for this esteemed clientele. Furthermore, they extend their services as insurance brokers or agents, ensuring comprehensive financial coverage for their clients. With an extensive client base of over 440 individuals, A4 Wealth Advisors successfully manages assets totaling more than $126,024,000. The firm takes pride in its long-tenured advisors, including the esteemed professionals Shauntae Funkhouser, Michael Gibson, and John Balcerzak, who bring years of experience and knowledge to the team. A4 Wealth Advisors LLC continues to foster trust, providing exceptional financial guidance and empowering their clients to achieve their long-term financial goals.

Cornerstone Wealth is a prominent regional investment advisory firm headquartered in Huntersville, NC, and operating across six offices. With a team of 35 dedicated employees, Cornerstone Wealth offers comprehensive investment advisory services to its diverse clientele. Their impressive average of approximately $31,960,000 in assets under management per investment advisor speaks to their expertise and commitment to delivering outstanding results. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individual clients, showcasing Cornerstone Wealth's extensive experience and success in this particular domain. Furthermore, the firm prides itself on managing all assets under their care on a discretionary basis, instilling confidence in their clients' trust. With over 1,780 individual clients and a staggering $1,118,483,000 in assets under management, Cornerstone Wealth has built a sterling reputation in the industry. Their long-standing success is attributed, in part, to the expertise and dedication of their seasoned advisors, including Jonathan Brown, Alexander Barnes, and Jerett Dimarzio, who have proven their commitment to client satisfaction over the years. Cornerstone Wealth's unwavering focus on delivering exceptional investment advisory services has cemented its position as a trusted partner for individuals and businesses seeking sound financial guidance. By leveraging their extensive knowledge and commitment to their clients' financial goals, Cornerstone Wealth continues to be a leading force in the investment advisory landscape.

Powell Wealth is a highly regarded investment advisory firm based in Cornelius, NC. With over 50 individual clients and an impressive $151,570,000 in assets under management, they provide comprehensive financial services to a diverse range of clients. While their clientele consists of high net worth individuals, Powell Wealth also has the expertise to manage employer funds. As a small firm, Powell Wealth prides itself on delivering personalized and tailored solutions to meet their clients' unique financial goals. With 100% of the assets they manage being discretionary, clients entrust the firm with full discretion in making investment decisions on their behalf. This level of trust is a testament to Powell Wealth's expertise and reputation in the industry. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable compensation arrangement based on their specific needs. With three dedicated employees, two of whom provide investment advisory services, Powell Wealth offers a high level of individual attention and expertise. Their investment advisors, David Powell and Charles Powell, are seasoned professionals who have been with the firm for many years, contributing to its longstanding success. Powell Wealth's average assets under management per investment advisor, approximately $75,790,000, aligns with the industry average, further reinforcing their competence in managing substantial portfolios. As a trusted partner for financial planning and wealth management, Powell Wealth continues to provide exceptional service to their clients, guiding them towards financial success and security.

Linden Thomas Advisory Services, LLC is a leading local investment advisory firm based in Charlotte, NC. With over 180 individual clients and a remarkable $1,139,212,000 in assets under management, they offer comprehensive financial guidance to individuals seeking to maximize their wealth. Specializing in serving high net worth individuals, Linden Thomas Advisory Services handles a diverse range of investment portfolios with a significant portion, 35%, being discretionary. The firm's compensation structure reflects their commitment to providing tailored solutions for their clients. They employ various types of fees, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and transparent approach to compensation. With 11 dedicated employees, including five skilled investment advisors, Linden Thomas Advisory Services boasts an exceptional ratio of approximately $227,840,000 in assets under management per investment advisor, surpassing the industry average. This high ratio is a testament to their ability to provide personalized attention and maintain close relationships with their clients. The firm takes pride in its experienced team, including Stephen Thomas, Alexander Hill, and Bryan Krakker, who are among the longest-tenured advisors. Their expertise, combined with a deep understanding of the financial landscape, enables Linden Thomas Advisory Services to deliver sound investment advice and help their clients achieve their financial goals. As a trusted local investment advisory firm, Linden Thomas Advisory Services, LLC remains committed to providing top-notch financial services, guiding their clients toward long-term prosperity and financial security.

Kingfisher Capital, LLC is a local investment advisory firm headquartered in Charlotte, NC. With one office, the firm employs a total of seven professionals, six of whom specialize in providing investment advisory services. The average assets under management per investment advisor at Kingfisher Capital, LLC is approximately $100,500,000, which falls within the industry average. The compensation structure at Kingfisher Capital, LLC is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management consist of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets managed by Kingfisher Capital, LLC are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. In addition to investment advisory services, the firm also offers insurance brokerage and agency services. With an impressive client base of over 160 individuals, Kingfisher Capital, LLC manages assets worth more than $603,006,000. The firm takes pride in its team of experienced advisors, including Howell Hallett, Alexander Miles, and Edward Smyth, who have demonstrated long-standing commitment to providing exceptional service. Kingfisher Capital, LLC distinguishes itself through its local presence, comprehensive range of services, and skilled advisors, ensuring that clients receive personalized attention and tailored investment strategies to meet their financial goals.

Tannin Capital, LLC, a local investment advisory firm based out of Charlotte, NC, is renowned for its expertise in providing comprehensive investment solutions. With a dedicated team of six professionals, five of whom specialize in investment advisory services, Tannin Capital diligently manages assets for a diverse clientele. The firm boasts an impressive average of approximately $22,520,000 in assets under management per investment advisor, highlighting their commitment to delivering exceptional results. Tannin Capital's compensation structure is designed to align the firm's success with that of their clients. They employ various types of fees, including a percentage of assets under management and performance-based fees. This structure motivates the team to consistently generate positive outcomes, ensuring a mutually beneficial relationship with their clients. The firm's extensive client base comprises over 20 individuals, collectively entrusting Tannin Capital with more than $181,999,000 in assets under management. Notably, an overwhelming 99% of these assets are managed on a discretionary basis, underscoring the firm's expertise in making informed investment decisions on behalf of their clients. Tannin Capital operates from two offices in Charlotte, NC, strategically positioned to cater to the needs of their clients effectively. Clay Young and William Blanton, both highly experienced and registered advisors, have been integral members of the firm, contributing to its success and earning the trust of their clientele over the years. Tannin Capital, LLC stands as a trusted partner for individuals seeking professional investment advisory services in the Charlotte area. With their seasoned team and impressive track record, they continue to provide personalized financial solutions that prioritize their clients' long-term goals and financial well-being.

Colonial Trust Advisors, Inc., a local investment advisory firm based out of Spartanburg, SC, boasts an impressive track record in managing wealth for high net worth individuals. With over 490 individual clients and a staggering $1,193,168,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds as well. Colonial Trust Advisors, Inc. operates from four strategically located offices, ensuring accessibility and personalized service for their discerning clientele. They have cultivated a team of 20 dedicated employees, with 11 of them providing expert investment advisory services. Each advisor manages an average of approximately $108,470,000 in assets under management, aligning with the industry standard. The firm's compensation structure is designed to suit various client preferences, offering options such as a percentage of assets under management and fixed fees. This flexibility demonstrates their commitment to tailoring their services to meet the unique needs and goals of each client. With a focus on discretionary management, Colonial Trust Advisors, Inc. maintains control over an impressive 91% of the assets they manage. This level of autonomy allows them to navigate the ever-changing market conditions and make informed decisions on behalf of their clients. Notable figures within the organization include Bert Barre, Barry Wynn, and Camp Wynn, who bring extensive experience and tenure to the firm. Their contributions, along with the expertise of the entire team, have solidified Colonial Trust Advisors, Inc.'s reputation as a reliable and esteemed partner in wealth management.