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.

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.

Intercarolina Financial Services, Inc., headquartered in Greensboro, NC, is a prominent local investment advisory firm with 11 offices strategically located across the region. With a dedicated team of 13 experienced professionals, Intercarolina Financial Services, Inc. specializes in providing comprehensive investment advisory services to its diverse clientele. The firm boasts an impressive average of approximately $7,720,000 in assets under management per investment advisor, reflecting their commitment to effectively managing their clients' portfolios. Intercarolina Financial Services, Inc. offers a flexible compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. While the majority of their assets under management are derived from sources other than 401K and individual accounts, Intercarolina Financial Services, Inc. possesses the expertise and capability to efficiently handle employer funds. With 8% of the assets managed being discretionary, the firm excels in providing tailored investment strategies to meet individual client needs. In addition to their investment advisory services, Intercarolina Financial Services, Inc. also serves as an insurance broker or agent, offering comprehensive coverage options to further protect their clients' financial interests. The firm has garnered a loyal client base of over 150 individuals, entrusting Intercarolina Financial Services, Inc. with their financial affairs. With a staggering $100,407,000 in assets under management, the company's success is a testament to their commitment to delivering exceptional financial solutions. Intercarolina Financial Services, Inc. takes pride in its team of experienced professionals, including renowned advisors such as Adamson Wright, Diana Thomason, and James Cordell, who have been with the firm for an extended period, contributing to its longstanding reputation for excellence in the industry.

Holderness Investments Co is a small investment advisory firm based out of Greensboro, NC, with two offices strategically located to serve their clientele effectively. With a team of six dedicated professionals, including four experienced investment advisors, Holderness Investments Co is committed to providing exceptional financial guidance and management services. On average, each investment advisor at Holderness Investments Co oversees approximately $86,670,000 in assets under management, aligning with the industry average. The firm's compensation structure is versatile, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and suitability for diverse client needs. While 401K and individual accounts make up less than 30% of their assets under management, Holderness Investments Co possesses the expertise and capacity to manage employer funds. An impressive 94% of the assets under their management are discretionary, reflecting the trust and confidence their clients place in their investment strategies. Primarily catering to high-net-worth individuals, Holderness Investments Co proudly serves over 140 individual clients, overseeing a substantial $346,671,000 in assets under management. The firm's reputation for excellence is reinforced by their team's extensive experience, including long-tenured advisors such as Kenneth Shahbaz, Richard Holderness, and Kim Eder. With a client-centric approach, a commitment to sound investment strategies, and a track record of success, Holderness Investments Co stands as a reliable partner for individuals seeking expert financial guidance and management services in the Greensboro area and beyond.

Burlington Alliance Capital Management, LLC is a well-established local investment advisory firm headquartered in Burlington, NC, with a network of 18 offices throughout the region. With a dedicated team of 18 highly skilled professionals, the firm offers comprehensive investment advisory services to a diverse clientele. On average, each investment advisor at Burlington Alliance manages approximately $7,580,000 in assets under management, demonstrating their expertise in handling substantial portfolios. The firm's compensation structure is flexible and client-centric, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets they manage are handled on a discretionary basis, allowing the team to make informed investment decisions in alignment with their clients' financial goals. Burlington Alliance Capital Management has built a strong reputation in managing employer 401(k) plans and individual portfolios. Around half of their assets under management are derived from employer-sponsored retirement plans and individual investors, showcasing their extensive experience in this space. The firm specializes in catering to the needs of high net worth individuals, and their exceptional track record in wealth management has attracted over 690 individual clients, entrusting them with more than $128,865,000 in assets. The advisory team at Burlington Alliance Capital Management boasts experienced professionals, including Alan Patton, Joshua Sullivan, and Joshua Reyes, who have demonstrated long-standing dedication to the firm and its clients. Their commitment to providing personalized and strategic investment guidance has contributed to the firm's success and earned the trust of their discerning clientele. Overall, Burlington Alliance Capital Management, LLC is recognized for its local presence, extensive experience in managing diverse portfolios, and commitment to delivering exceptional investment advisory services to their valued clients in Burlington, NC, and beyond.