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.

McShane Partners is a well-established local investment advisory firm headquartered in Charlotte, NC. With a single office location, the firm boasts a dedicated team of 10 employees, 8 of whom specialize in providing comprehensive investment advisory services. Leveraging their expertise, McShane Partners manages an impressive average of approximately $81,250,000 in assets under management per investment advisor, placing them on par with industry standards. One key aspect that sets McShane Partners apart is their versatile compensation structure. They offer various types of compensation, including a percentage of assets under management, ensuring their advisors are incentivized to achieve optimal results for their clients. While the firm's focus primarily revolves around managing assets for high-net-worth individuals, they also possess the capacity to effectively oversee employer funds, although such accounts constitute less than 30% of their assets under management. An important facet of McShane Partners' business model is their discretionary management approach, as they handle 100% of the assets they manage. This enables them to make informed investment decisions on behalf of their clients, ensuring a proactive and tailored approach to portfolio management. Boasting a substantial client base, McShane Partners serves over 120 individual clients, collectively entrusting the firm with more than $650,000,000 in assets under management. The company takes pride in the longevity of its advisors, with notable names such as Lorraine Tomlin, Sandra Carlson, and Daniele Donahoe among their experienced and dedicated team. By combining their expertise, personalized approach, and commitment to delivering optimal results, McShane Partners continues to thrive as a trusted and reputable investment advisory firm in the Charlotte area.

Eastover Capital Management, based out of Charlotte, NC, is a local investment advisory firm dedicated to providing exceptional financial services. With a team of five highly skilled professionals, they offer comprehensive investment advisory services to a diverse client base. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $303,190,000, surpassing industry standards. Eastover Capital Management's compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' interests. With over 30 individual clients, Eastover manages an extensive portfolio of assets, totaling over $284,011,000. The majority of their clients consist of high net worth individuals seeking tailored investment strategies and personalized financial guidance. A notable aspect of Eastover Capital Management's approach is their discretionary management style, with 94% of the assets they oversee falling under this category. This indicates a high level of trust placed in the expertise and judgment of the firm's advisors. The firm's commitment to excellence is evident through their longstanding team of advisors. Notable among them are Anna Jackson, Yancey Mackey, and David Morgan, who bring years of experience and expertise to their roles. With their unwavering dedication to client success, Eastover Capital Management has established itself as a reputable firm within the investment advisory industry. Through their Charlotte-based office, they continue to deliver exceptional financial services to meet the unique needs of their valued clientele.

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.

Carolina Wealth Consulting LLC, a prominent investment advisory firm headquartered in Charlotte, NC, specializes in providing comprehensive wealth management solutions. With a team of 20 dedicated professionals, 18 of whom are experienced investment advisors, the firm offers personalized financial advice to a diverse clientele. Drawing upon their expertise, Carolina Wealth Consulting LLC manages an impressive $32,000,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including performance-based fees, ensuring alignment with their clients' financial goals. With over 330 individual clients, the firm oversees an extensive portfolio totaling more than $1,430,865,000 in assets under management. A substantial portion of these assets belongs to high-net-worth individuals, reflecting the firm's ability to cater to affluent clients effectively. While the majority of assets managed by Carolina Wealth Consulting LLC are discretionary, they also possess the capability to expertly manage employer funds, highlighting their versatility in providing comprehensive financial solutions. Carolina Wealth Consulting LLC takes pride in its local roots, serving the Charlotte community from its single office location. The firm boasts a team of seasoned advisors, including Walker Shelton, Bridget Mcdermott, and Justin Louis, who have established long and successful tenures within the organization. With a commitment to excellence and a client-centric approach, Carolina Wealth Consulting LLC continues to deliver top-tier investment advisory services, helping clients navigate the complexities of wealth management and achieve their financial aspirations.

Verum Partners LLC, based out of Charlotte, NC, is a distinguished local investment advisory firm serving a diverse clientele. With over 20 individual clients and an impressive $398,931,000 in assets under management, they have firmly established themselves as a trusted partner in the financial industry. Catering primarily to high-net-worth individuals, Verum Partners LLC takes pride in managing the majority of their clients' assets, with a remarkable 66% held under discretionary management. Their comprehensive compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. With a team of 8 dedicated professionals, Verum Partners LLC possesses a robust advisory staff, with 6 of them specifically focused on providing top-notch investment advisory services. Their expertise and commitment to excellence have allowed them to achieve an average assets under management per investment advisor of approximately $66,490,000, in line with industry standards. One of the firm's notable strengths lies in their seasoned advisors, some of whom have been with Verum Partners LLC for an extensive period. Abigail Bennett, Holly Skipper, and Dustin Barr are among the longest-tenured advisors, bringing a wealth of experience and deep market insights to the table. Verum Partners LLC operates with integrity, employing a meticulous and client-centric approach to wealth management. Their unwavering commitment to delivering exceptional results has earned them a stellar reputation among their discerning clientele.

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.

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.

Accruent Wealth Advisors, a small investment advisory firm based in Winston-Salem, NC, is dedicated to providing comprehensive financial solutions to its clients. With a single office location, their team of three highly experienced professionals offers expert investment advisory services. Each advisor at Accruent Wealth Advisors manages an average of $43,040,000 in assets, demonstrating their expertise and ability to handle substantial portfolios. Their compensation structure is flexible and includes various types such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds management is one of their capabilities, 401K and individual accounts comprise less than 30% of their assets under management. Notably, 79% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. Primarily focused on high net worth individuals, Accruent Wealth Advisors boasts a robust client base of over 70 individuals, with a total of $129,111,000 in assets under management. Their commitment to personalized service and comprehensive financial planning has earned them a strong reputation in the industry. The firm is supported by a team of dedicated advisors, including Nathan Snow, Barry Swaim, and David Klepeisz, who have demonstrated their loyalty and commitment over the years. With their combined expertise, Accruent Wealth Advisors aims to guide clients toward achieving their financial goals, providing them with peace of mind and long-term financial stability.

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.

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.

Based in Concord, North Carolina, MILL CAPITAL MANAGEMENT, LLC is a highly regarded investment advisory firm that caters to a select client base. With over 10 individual clients and an impressive $1,046,748,000 in assets under management, MILL CAPITAL MANAGEMENT, LLC offers comprehensive financial guidance and management services. The firm operates from a single office, ensuring personalized attention for their clients. Distinguished by their discretionary asset management approach, MILL CAPITAL MANAGEMENT, LLC assumes responsibility for 97% of the assets under their care. This approach allows them to make informed investment decisions on behalf of their clients, aligned with their financial goals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and transparent relationship with their clients. MILL CAPITAL MANAGEMENT, LLC boasts a team of six professionals, with four specializing in investment advisory services. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, the firm surpasses the industry average. The tenure of several advisors at MILL CAPITAL MANAGEMENT, LLC, including Jonathan Rhoney, Paul Clark, and Brian Seay, reflects their deep expertise and commitment to client success. With a client-centric approach and a comprehensive understanding of financial markets, MILL CAPITAL MANAGEMENT, LLC strives to provide tailored investment strategies and superior service to help clients achieve their financial objectives. Whether it's wealth management, retirement planning, or estate planning, the firm's experienced advisors work closely with their clients to navigate the complexities of the financial landscape and secure their long-term financial well-being.