Cascades Capital Asset Management, LLC is a small investment advisory firm headquartered in Greensboro, NC, with an additional office location. With three dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Their team of seasoned professionals, including long-tenured advisors Jack Richardson, Barry Carpenter, and Harry Wellons, offers extensive expertise and personalized attention to meet the unique investment goals and objectives of each client. With over 250 individual clients, Cascades Capital Asset Management manages a substantial amount of assets, totaling more than $218,643,000. The majority of these assets are held by high net worth individuals, while a smaller portion is attributed to 401K and individual accounts, representing less than 30% of their total assets under management. However, the firm does possess the capability to manage employer funds, catering to a broad range of investment needs. Cascades Capital Asset Management maintains a solid track record in the industry, with an average assets under management per investment advisor of approximately $105,590,000, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring a mutually beneficial arrangement for both the firm and its clients. With 91% of the assets they manage falling under discretionary management, Cascades Capital Asset Management maintains a high level of autonomy in implementing investment strategies tailored to each client's objectives. The firm's commitment to personalized service and its team's wealth of experience position them as a reliable and trusted partner in helping clients navigate the complexities of the financial markets.

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.

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.

Smith Salley Wealth Management is a leading investment advisory firm based out of Greensboro, NC, with a strong presence in the financial industry. With over 390 individual clients and an impressive $2,709,593,000 in assets under management, they have established themselves as trusted wealth managers in the region. Operating from three offices, the firm caters to a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals. While the majority of their assets under management are derived from sources other than 401K and individual accounts, Smith Salley Wealth Management possesses the expertise to effectively manage employer funds. As a testament to their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, ensuring that investment decisions are made in the best interest of their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management, reflecting their dedication to aligning their interests with those of their clients. With a team of 17 skilled professionals, including 13 investment advisors, Smith Salley Wealth Management boasts an impressive average of approximately $208,430,000 in assets under management per investment advisor, surpassing industry standards. The firm takes pride in its experienced team, with Andrew Davis, George Salley, and George Smith among the longest tenured advisors. Their expertise, coupled with a commitment to delivering exceptional service, has earned Smith Salley Wealth Management a reputation for excellence in the financial industry.

Smith Partners Wealth Management, LLC is a distinguished investment advisory firm based out of Greensboro, NC. With over 70 individual clients and more than $139,661,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from three offices, Smith Partners Wealth Management specializes in providing comprehensive financial solutions tailored to meet the unique needs of their clients. While they manage a diverse portfolio, 401K and individual accounts comprise less than 30% of their assets under management. However, the firm possesses the expertise to effectively manage employer funds. Notably, 89% of the assets they oversee are discretionary, demonstrating their ability to make strategic investment decisions on behalf of their clients. The firm primarily focuses on managing assets for high-net-worth individuals, ensuring their financial goals are effectively pursued. Smith Partners Wealth Management employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can select the most suitable arrangement for their specific circumstances. Smith Partners Wealth Management consists of five dedicated employees, three of whom provide expert investment advisory services. With an average of approximately $46,550,000 in assets under management per investment advisor, the firm aligns with the industry average in terms of efficiency and effectiveness. Among their team, Stephen Boatman, Jonathan Smith, and Justin Smith are some of the longest-tenured and experienced advisors at the firm. With their client-centric approach, vast expertise, and commitment to personalized financial strategies, Smith Partners Wealth Management, LLC continues to thrive as a reputable wealth management firm, helping individuals and businesses achieve their financial objectives.

Fund Direct Advisors Inc. is a local investment advisory firm based out of Greensboro, NC. With 7 total employees, they specialize in providing comprehensive investment advisory services to their clients. Among their team, 6 dedicated professionals offer expert guidance and support in managing investment portfolios. On average, each investment advisor at Fund Direct Advisors Inc. oversees approximately $56,340,000 in assets under management. While this figure aligns with the industry average, it showcases the firm's ability to handle significant portfolios effectively. The compensation structure at Fund Direct Advisors Inc. is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose what works best for them. With over 140 individual clients, Fund Direct Advisors Inc. manages a substantial amount of assets, exceeding $500,000,000 in total. Notably, 10% of these assets fall under discretionary management, demonstrating the firm's expertise in making independent investment decisions on behalf of their clients. Founded with a commitment to serving the local community, Fund Direct Advisors Inc. maintains a single office in Greensboro, NC. The firm takes pride in its experienced team, with key advisors such as William Stanley, Charles Stanley, and Craven Lowe having some of the longest tenures. Their collective knowledge and dedication contribute to the firm's reputation as a trusted and reliable investment advisory service provider.

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.

Cannon Wealth Management Services, a reputable investment advisory firm headquartered in Winston Salem, NC, serves a diverse client base of over 330 individuals. With a strong track record, they oversee an impressive $146,593,000 in assets under management. Their local presence is bolstered by three strategically located offices, allowing them to effectively cater to their clients' needs. Distinguishing themselves in the industry, Cannon Wealth Management Services possesses extensive expertise in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This experience has solidified their reputation as a reliable partner for both companies and individuals seeking effective investment strategies. The firm adopts a discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach provides clients with peace of mind, knowing that their assets are actively managed by a team of professionals dedicated to maximizing returns and minimizing risks. Cannon Wealth Management Services employs a team of 10 highly skilled professionals, with six of them specializing in investment advisory services. With an impressive average of $24,430,000 in assets under management per investment advisor, they deliver personalized and tailored financial solutions to meet the unique objectives of their clients. Notably, the firm takes pride in their seasoned advisors, including Cindy Edwards, Matthew Hearn, and Joseph Perkins, who have contributed significantly to the firm's success over the years. Their longevity and expertise further reinforce Cannon Wealth Management Services' commitment to providing exceptional service and sound financial guidance.

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.

Blueprint Financial Advisors, a small investment advisory firm based in Greensboro, NC, operates from four offices. With a solid track record in managing assets, they serve a diverse client base of over 210 individuals, overseeing a total of more than $25,383,000 in assets under management. Blueprint Financial Advisors specializes in employer 401(k) plans and individual investments, with approximately half of their assets under management originating from these sources. This expertise positions them well in delivering effective strategies and tailored solutions within this space. As a discretionary asset manager, Blueprint Financial Advisors possesses full authority to make investment decisions on behalf of their clients. This approach allows them to navigate market conditions and seize opportunities that align with their clients' goals. The firm's compensation structure is designed to offer flexibility, including options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This diverse range ensures that clients can select a compensation model that suits their specific requirements. With a team of 11 dedicated professionals, including three investment advisors, Blueprint Financial Advisors delivers personalized and comprehensive advisory services. On average, each investment advisor manages approximately $8,460,000 in assets under management, indicative of their commitment to providing focused attention to their clients' portfolios. Brent Eugenides, Adam Scherer, and Larry Deyoung are among the longest-tenured advisors at Blueprint Financial Advisors. Their extensive experience and expertise contribute to the firm's reputation for delivering exceptional service and building lasting client relationships. Blueprint Financial Advisors' mission is to provide sound financial guidance and empower their clients to achieve their financial aspirations. With their comprehensive knowledge and commitment to client success, they strive to be a trusted partner in securing their clients' financial future.