Find Top Financial Advisors Near Wilmington, North Carolina
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OLD NORTH STATE WEALTH MANAGEMENT, LLC
Wilmington, North Carolina
OLD NORTH STATE WEALTH MANAGEMENT, LLC is a prominent local investment advisory firm based out of Wilmington, NC. With over 20 years of experience, they have established themselves as a trusted partner for individuals seeking comprehensive wealth management services. Currently, Old North State Wealth Management, LLC oversees the financial well-being of more than 340 individual clients, managing an impressive $265,855,000 in assets.
While the firm primarily focuses on managing the assets of high net worth individuals, they also possess the expertise to handle employer funds, although such accounts represent a smaller portion of their total assets under management. An impressive 96% of the assets they manage are discretionary, reflecting the trust their clients place in their professional judgment.
The compensation structure at Old North State Wealth Management, LLC is flexible and client-centric, offering multiple options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This ensures that clients can choose a fee structure that aligns with their financial goals and preferences.
With a team of six dedicated employees, all of whom provide exceptional investment advisory services, Old North State Wealth Management, LLC maintains a client-focused approach. On average, each investment advisor manages approximately $44,310,000 in assets, a figure in line with industry standards.
The firm takes pride in its team of experienced professionals, including notable advisors Charles Buckland, Danielle Annechiarico, and Paul Knott, who have demonstrated unwavering commitment and expertise over their lengthy tenure with the firm.
Old North State Wealth Management, LLC continues to be a respected presence in the financial community, delivering personalized financial strategies and expert guidance to help clients achieve their long-term financial objectives.
LIVE OAK PRIVATE WEALTH, LLC
Wilmington, North Carolina
Live Oak Private Wealth, LLC is a prominent local investment advisory firm headquartered in Wilmington, NC. With two strategically located offices, Live Oak Private Wealth, LLC boasts a team of 13 highly skilled professionals dedicated to delivering exceptional investment advisory services. On average, each advisor manages approximately $63,850,000 in assets under management, aligning with the industry standard.
The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. While the management of 401K and individual accounts constitutes less than 30% of their assets under management, Live Oak Private Wealth, LLC possesses the capability to effectively handle employer funds. Notably, they exercise full discretionary control over 100% of the assets they manage.
Catering primarily to high net worth individuals, Live Oak Private Wealth, LLC takes pride in serving a portfolio of over 190 individual clients, collectively entrusting the firm with assets exceeding $830,022,000. The firm's long-standing success can be attributed, in part, to the expertise and dedication of key advisors such as John Coleman, Andrew Basinger, and Connor Keller, who have consistently delivered exceptional service over the years.
With a strong reputation for integrity and a commitment to personalized financial solutions, Live Oak Private Wealth, LLC remains a trusted partner for clients seeking reliable investment advisory services in Wilmington, NC, and beyond.
OMNISTAR FINANCIAL GROUP, INC.
Wilmington, North Carolina
Omnistar Financial Group, Inc. is a reputable investment advisory firm based out of Wilmington, NC. With two offices in the area, they have established a strong presence in the local financial landscape. Comprising a total of eight skilled professionals, the majority of their team, consisting of seven members, is dedicated to providing exceptional investment advisory services.
Omnistar Financial Group, Inc. prides itself on managing substantial assets, with an average of approximately $22,920,000 under the careful guidance of each investment advisor. The firm employs a diverse compensation structure, offering clients flexibility with options such as a percentage of assets under management, hourly charges, and fixed fees.
While a significant portion of their assets under management comes from individual accounts and 401K plans, representing less than 30% of the total, Omnistar Financial Group, Inc. possesses the expertise and capability to effectively manage employer funds as well. Notably, all the assets they oversee are managed on a discretionary basis, ensuring comprehensive attention to each client's unique needs.
In addition to their investment advisory services, Omnistar Financial Group, Inc. expands their offerings to include insurance brokerage. This comprehensive approach allows them to meet various financial needs of their diverse clientele.
With a substantial client base of over 290 individuals, Omnistar Financial Group, Inc. has amassed an impressive $160,420,000 in assets under management. The firm boasts a team of experienced advisors, including long-tenured professionals such as Peyton Whisnant, David Darab, and Phillip Clark, who have contributed significantly to the company's success. Through their commitment to excellence and client-focused approach, Omnistar Financial Group, Inc. continues to provide comprehensive financial solutions to individuals and businesses in Wilmington and beyond.
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OMNISTAR FINANCIAL GROUP, INC.
Wilmington, North Carolina
Omnistar Financial Group, Inc. is a reputable investment advisory firm based out of Wilmington, NC. With two offices in the area, they have established a strong presence in the local financial landscape. Comprising a total of eight skilled professionals, the majority of their team, consisting of seven members, is dedicated to providing exceptional investment advisory services.
Omnistar Financial Group, Inc. prides itself on managing substantial assets, with an average of approximately $22,920,000 under the careful guidance of each investment advisor. The firm employs a diverse compensation structure, offering clients flexibility with options such as a percentage of assets under management, hourly charges, and fixed fees.
While a significant portion of their assets under management comes from individual accounts and 401K plans, representing less than 30% of the total, Omnistar Financial Group, Inc. possesses the expertise and capability to effectively manage employer funds as well. Notably, all the assets they oversee are managed on a discretionary basis, ensuring comprehensive attention to each client's unique needs.
In addition to their investment advisory services, Omnistar Financial Group, Inc. expands their offerings to include insurance brokerage. This comprehensive approach allows them to meet various financial needs of their diverse clientele.
With a substantial client base of over 290 individuals, Omnistar Financial Group, Inc. has amassed an impressive $160,420,000 in assets under management. The firm boasts a team of experienced advisors, including long-tenured professionals such as Peyton Whisnant, David Darab, and Phillip Clark, who have contributed significantly to the company's success. Through their commitment to excellence and client-focused approach, Omnistar Financial Group, Inc. continues to provide comprehensive financial solutions to individuals and businesses in Wilmington and beyond.
TILIA FIDUCIARY PARTNERS, INC.
Wilmington, North Carolina
Tilia Fiduciary Partners, Inc., a small investment advisory firm headquartered in Wilmington, NC, prides itself on delivering comprehensive financial solutions with a personalized touch. With a team of seven dedicated professionals, they provide a range of services, including investment advisory and asset management. Two experienced advisors, Walker Abney and Ryan Casey, have been instrumental in the firm's success as registered advisors with extensive tenure.
Tilia Fiduciary Partners manages a substantial portfolio, with over $141,930,000 in assets under management, serving a diverse client base of more than 230 individuals. Their expertise in managing employer 401Ks and individual accounts has positioned them well in the industry. Notably, approximately half of their assets under management originate from these sources, indicating their strong reputation in this space.
As an average performer within the industry, Tilia Fiduciary Partners maintains an average of approximately $60,830,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees.
With 98% of the assets they manage being discretionary, Tilia Fiduciary Partners demonstrates their clients' trust in their expertise and judgment. Operating from a single office, they focus on building long-term relationships based on transparency, integrity, and a client-centric approach.
Tilia Fiduciary Partners, Inc. continues to establish itself as a reliable partner in the financial industry, combining their deep industry knowledge with personalized attention to help clients achieve their financial goals.
COPLEY INVESTMENT MANAGEMENT, LLC
Wilmington, North Carolina
Copley Investment Management, LLC, a reputable investment advisory firm, operates out of Wilmington, NC, with a single office. With a robust client base of over 760 individuals, they currently oversee a substantial $155,928,000 in assets under management. Possessing extensive expertise in employer 401Ks and individual portfolios, Copley Investment Management excels in providing tailored financial solutions in this domain.
The firm distinguishes itself by managing 90% of their clients' assets on a discretionary basis, showcasing their deep understanding of the investment landscape and their ability to make informed decisions on behalf of their clients. Copley Investment Management employs a versatile compensation structure that includes various fee types, such as a percentage of assets under management, hourly charges, and fixed fees.
Operating with a team of two dedicated professionals, all employees at Copley Investment Management actively contribute to delivering comprehensive investment advisory services. On average, each investment advisor oversees approximately $77,960,000 in assets under management, aligning with the industry average. The firm takes pride in the experience and longevity of registered advisors Ronald Copley and Justin Burgess, who have been with the company for an extended period, further solidifying their commitment to providing consistent and reliable financial guidance.
With their deep industry knowledge, personalized approach, and a proven track record, Copley Investment Management, LLC continues to be a trusted partner for individuals and businesses seeking professional investment management services in the Wilmington, NC area.
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