MBL Advisors is a prominent investment advisory firm based out of Charlotte, NC, offering comprehensive financial services to a diverse clientele. With its primary office located in the heart of the city, MBL Advisors employs a team of ten highly skilled professionals who specialize in providing top-notch investment advisory services. Their expertise and commitment have enabled them to accumulate an impressive average of $73,180,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is designed to cater to the unique needs of their clients. MBL Advisors offers various types of compensation, including a percentage of assets under management and fixed fees, ensuring a mutually beneficial relationship for both the advisors and their clients. It's noteworthy that 100% of the assets managed by MBL Advisors are discretionary, allowing their clients to place full trust in their expert guidance. While MBL Advisors serves a wide range of clients, they primarily focus on managing the assets of high net worth individuals. With over 20 individual clients, the firm oversees an impressive portfolio valued at more than $731,839,000. MBL Advisors has built a solid reputation in the financial industry, thanks to their long-standing commitment to delivering exceptional results. The firm boasts a team of seasoned professionals, some of whom have been with MBL Advisors for many years. Notable among them are William Morton, Luther Lockwood, and Jonathan Dry, who have contributed significantly to the firm's success through their extensive expertise and dedication. MBL Advisors continues to be a trusted partner for individuals seeking reliable investment advice and effective wealth management strategies.

Westend Advisors, LLC is a local investment advisory firm based out of Charlotte, NC. With one office, they have established themselves as a prominent player in the financial services industry. The firm boasts a team of 28 talented professionals, out of which seven specialize in providing comprehensive investment advisory services. With an impressive average of approximately $171,770,000 in assets under management per investment advisor, Westend Advisors surpasses the industry average, demonstrating their proficiency in delivering exceptional financial solutions. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' best interests. Westend Advisors stands out for their expertise in managing employer 401Ks and individual portfolios, with these categories comprising around half of their total assets under management. Their proven track record and extensive experience in this space make them a trusted partner for businesses and individuals alike. All of the assets managed by Westend Advisors are discretionary, highlighting their commitment to providing personalized and tailored investment strategies. The firm proudly serves over 2,680 individual clients, who collectively entrust them with over $1,202,392,000 in assets under management. Westend Advisors owes much of its success to its dedicated team of advisors. Among them, Edmund Durden, Michael Goldman, and Frank Harkins stand as some of the longest tenured professionals at the firm, embodying the values of integrity, expertise, and client-centric approach that define Westend Advisors, LLC.

Family Wealth Partners, LLC is a distinguished investment advisory firm located in Matthews, NC. With a single office, this small yet highly capable company boasts a team of seven dedicated professionals, four of whom specialize in providing expert investment advisory services. Each investment advisor at Family Wealth Partners, LLC oversees an impressive average of approximately $39,850,000 in assets under management. The firm's compensation structure is comprehensive, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts make up less than 30% of their assets under management, Family Wealth Partners, LLC possesses the expertise to efficiently manage employer funds. Notably, every asset they manage is under their full discretion, ensuring a tailored and strategic approach to investment management. The firm primarily serves high net worth individuals, who entrust Family Wealth Partners, LLC with their substantial wealth. With a client base exceeding 140 individuals, the firm manages an impressive $159,389,000 in assets. Family Wealth Partners, LLC takes pride in the longevity and experience of its advisors. Noteworthy among the firm's longest tenured advisors are Isaac Caldwell, Blake Hedrick, and Robert Dye, whose unwavering dedication and deep industry knowledge contribute to the firm's success. Overall, Family Wealth Partners, LLC sets itself apart through its personalized and comprehensive approach to investment advisory services, providing its discerning clients with tailored strategies to safeguard and grow their wealth.

Semmax Financial Advisors, Inc. is a reputable investment advisory firm headquartered in Winston-Salem, NC. With a team of 19 dedicated professionals, including 7 experienced investment advisors, Semmax provides comprehensive financial services to individuals and businesses alike. They pride themselves on managing a substantial amount of assets under management, averaging around $85,500,000 per investment advisor. This figure aligns well with industry standards, showcasing their competence in delivering financial guidance and support. Semmax Financial Advisors, Inc. adopts a flexible compensation structure, offering various fee arrangements such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures their clients have options that cater to their unique needs and goals. The firm boasts an extensive client base, serving over 690 individuals with a combined $290,976,000 in assets under management. Notably, nearly half of these assets come from employer 401K plans and individual clients, demonstrating Semmax's expertise in this area. Moreover, Semmax manages all assets on a discretionary basis, providing clients with peace of mind knowing that their investments are being proactively managed by trusted professionals. Operating out of two offices, Semmax Financial Advisors, Inc. has established a strong local presence in the Winston-Salem community. The firm is known for its commitment to excellence and has built a stellar reputation over the years. Some of their most seasoned advisors, including Jonathan Short, Marcus Snodgress, and Matthew Landon, have been instrumental in driving Semmax's success and helping clients achieve their financial objectives.

Wells Fargo Investment Institute, Inc. is a renowned regional investment advisory firm headquartered in Charlotte, NC. With a strong presence in the industry, they operate through 39 offices nationwide. The company boasts a total of 264 dedicated employees, of which 175 specialize in providing comprehensive investment advisory services to their valued clients. The firm's outstanding success is evident in their impressive average assets under management per investment advisor, standing at approximately $217,850,000. This figure significantly surpasses the industry average, showcasing Wells Fargo Investment Institute, Inc.'s expertise and ability to attract substantial investments. Their compensation structure encompasses various approaches, including a percentage of assets under management and fixed fees. Notably, all the assets they manage are under a discretionary arrangement, providing clients with a comprehensive and tailored investment experience. Wells Fargo Investment Institute, Inc. primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. With over 1,000 individual clients, they expertly oversee assets totaling over $38,123,579,000. The firm's longstanding reputation is fortified by the expertise and dedication of their top advisors. Among them are Joshua Lindsteadt, Richard Henry, and Richard Burke, who have demonstrated their commitment to providing exceptional investment advice and building enduring relationships with clients. Overall, Wells Fargo Investment Institute, Inc. is a leading investment advisory firm, excelling in managing substantial assets for high-net-worth individuals. With a proven track record of success, an extensive network of offices, and a team of experienced advisors, they continue to thrive in the financial industry.

Arbor Investment Advisors, a reputable small investment advisory firm based out of Winston Salem, NC, boasts an impressive portfolio of over 50 individual clients, entrusting them with assets under management exceeding $813,415,000. With a strong focus on discretion and personalized service, the firm manages a staggering 98% of these assets on behalf of high net worth individuals. Led by a team of experienced professionals, Arbor Investment Advisors operates from a single office, strategically located in Winston Salem. Their compensation structure offers a range of options, including a percentage of assets under management and fixed fees, ensuring alignment with clients' unique needs and objectives. Within the firm's eight-person team, four dedicated professionals provide comprehensive investment advisory services. This lean structure enables a high level of attention and personalized support for each client. In fact, Arbor Investment Advisors boasts an impressive average of approximately $203,350,000 in assets under management per investment advisor, surpassing industry standards. Anchored by a culture of longevity and expertise, Arbor Investment Advisors benefits from the wealth of knowledge and experience brought by their tenured advisors. Notable figures among them include Scott Jones, James Martin, and Scott Cawood, who have contributed significantly to the firm's continued success. Arbor Investment Advisors combines their proven track record, vast industry knowledge, and personalized approach to provide top-tier investment advisory services to their discerning clientele. With their unwavering commitment to client satisfaction and wealth management excellence, Arbor Investment Advisors continues to stand out in the competitive financial landscape.

Hayden Harper Wealth Advisory, LLC, based out of Charlotte, NC, is a reputable and successful investment advisory firm. With over 40 individual clients and more than $110,308,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Specializing in working with high net worth individuals, Hayden Harper Wealth Advisory offers personalized and comprehensive wealth management services. The firm's compensation structure is designed to align their interests with those of their clients. They employ various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fairness in their client relationships. With one office in Charlotte, Hayden Harper Wealth Advisory operates efficiently and effectively. They have a total of four dedicated employees, with three of them providing expert investment advisory services. Each investment advisor manages an average of approximately $36,770,000 in assets, demonstrating their expertise and ability to handle substantial portfolios. Hayden Harper Wealth Advisory values experience and stability within their team. Notably, some of the longest-tenured advisors at the firm include Michael Fox, Scott Cannady, and John Teed, who contribute their extensive knowledge and insight to the success of the firm. Through their commitment to personalized service, sound financial strategies, and a client-centric approach, Hayden Harper Wealth Advisory, LLC continues to be a leading choice for individuals seeking reliable and comprehensive wealth management solutions.

Bragg Financial Advisors Inc, based out of Charlotte, NC, is a highly reputable investment advisory firm with a team of 31 dedicated professionals. Among them, 14 advisors specialize in providing top-notch investment advisory services to a diverse range of clients. With an impressive average of approximately $257,610,000 in assets under management per investment advisor, Bragg Financial Advisors Inc surpasses the industry average, reflecting their exceptional expertise. Catering to over 880 individual clients, the firm oversees an impressive portfolio totaling over $2,798,666,000 in assets under management. Primarily focusing on high net worth individuals, Bragg Financial Advisors Inc handles the majority of assets for this affluent client segment. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to manage employer funds, providing comprehensive solutions for various investment needs. Bragg Financial Advisors Inc offers a flexible compensation structure that includes a percentage of assets under management and performance-based fees, ensuring alignment with client success. In addition to investment advisory services, they also serve as an insurance broker or agent, offering a comprehensive suite of financial solutions under one roof. With a strong local presence in Charlotte, NC, Bragg Financial Advisors Inc operates from a single office, delivering personalized service and establishing long-term relationships with their esteemed clientele. The firm takes pride in its team's longevity, with seasoned advisors like Benton Bragg, Lynn Lins De Araujo, and John Bragg contributing their expertise and experience to ensure the firm's continued success.

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.

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.

Sterling Capital Management LLC, a well-established regional investment advisory firm headquartered in Charlotte, NC, operates across six offices. With a dedicated team of 180 professionals, including 65 investment advisors, the firm delivers exceptional financial expertise to its clientele. Benefitting from an impressive average of approximately $966,790,000 in assets under management per investment advisor, Sterling Capital Management LLC consistently outperforms the industry average. Their track record reflects their deep knowledge and commitment to achieving superior investment outcomes. Sterling Capital Management LLC adopts a comprehensive compensation structure that encompasses various methods, including a percentage of assets under management, fixed fees, and performance-based fees. This multi-faceted approach ensures clients receive tailored and transparent financial solutions. With a discretionary management approach, Sterling Capital Management LLC has full authority to make investment decisions on behalf of their clients. They serve over 1,480 individual clients, managing an extensive portfolio of more than $62,841,627,000 in assets under management. Christopher Best, Alexander McAlister, and Mary Fountain are among the firm's most tenured advisors. Their expertise, combined with the collective experience of the entire team, positions Sterling Capital Management LLC as a trusted partner for individuals seeking comprehensive investment management solutions. As a leading regional investment advisory firm, Sterling Capital Management LLC continues to provide exceptional service and guidance to their diverse client base. Their commitment to delivering strong investment performance and personalized attention solidifies their reputation as a trusted partner in helping clients achieve their financial goals.