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.

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.

Zuraw Financial Advisors, LLC is a small investment advisory firm with a strong presence in Greensboro, NC. With two offices strategically located in the area, they offer personalized financial guidance to their clients. Committed to delivering exceptional service, Zuraw Financial Advisors, LLC is dedicated to helping individuals and businesses achieve their financial goals. Led by Ann Zuraw and Lucy Zuraw, two highly experienced registered advisors, the firm boasts a wealth of expertise in investment advisory services. Their team consists of two dedicated professionals, ensuring clients receive focused attention and tailored advice. With an impressive average of approximately $264,350,000 in assets under management per investment advisor, Zuraw Financial Advisors, LLC outperforms the industry average, reflecting their skill in managing significant wealth. Their compensation structure is flexible, offering clients options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm predominantly manages assets for high-net-worth individuals, they also possess the capability to oversee employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, Zuraw Financial Advisors, LLC is equipped to handle a diverse range of investment portfolios. With over 100 individual clients and assets under management exceeding $264,353,000, the firm has gained a reputation for their comprehensive and reliable financial services. As a discretionary asset manager, they exercise full authority in making investment decisions on behalf of their clients, ensuring a streamlined and efficient approach. Zuraw Financial Advisors, LLC stands as a trusted partner, providing clients with the expertise, professionalism, and dedication needed to navigate the complex world of finance and achieve long-term financial success.

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.

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.

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.

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.

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.

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.