SEC-registered financial advisors in Charlotte, NC
Common fee types
- 100%Percentage of assets
- 70%Fixed or flat fee
- 46%Hourly
Showing 24 of 63
- Alight Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Allspring Funds Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Allspring Global Investments, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ally Invest Advisors$1B or moreSEC recordPercentage of assets
- Alpha Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Auctus Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Beacon Capital Advisory Group$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Biltmore Family Office, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Blue Financial$100M to $500MSEC recordPercentage of assets
- Blueprint Financial Advisors$1B or moreSEC recordPercentage of assetsHourly
- Bragg Financial Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Brighthouse Investment Advisers, LLC$1B or moreSEC recordPercentage of assetsOther
- Broyhill Asset Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Calamita Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cannon Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clearview Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Colony Family Offices, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Wealth Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crown Wealth Group LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Davis Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Defender Capital$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dolan Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eastover Capital Management$100M to $500MSEC recordPercentage of assets
- Forest Capital$100M to $500MSEC recordPercentage of assets
- Front Porch Financial Advisory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gibert Wealth Management$100M to $500MSEC recordPercentage of assets
- Gouws Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Greenway Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hayden Harper Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hobart Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Horizon Investments LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ia Network, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Independent Advisor Alliance, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Innovation Partners LLCUnder $25MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Insight Folios$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Investor Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ip Financial Advisory Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Kucharo Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Laurel Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Linden Thomas Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Lyon Wealth Advisors$100M to $500MSEC recordPercentage of assets
- MBL Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Milestone Investments, Inc.$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Muirfield Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- New Republic Partners$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Novare Capital Management$1B or moreSEC recordPercentage of assets
- Portus Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Providence Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourly
- Quantitative Process, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Reichard Capital, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Sparta Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Sterling Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Strathmore Capital Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tagstone Capital, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Tannin Capital, LLC$500M to $1BSEC recordPercentage of assets
- The Financial Legacy Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Topsail Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tricapital Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Verum Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wedge Capital Management LLP$1B or moreSEC recordPercentage of assets
- Wells Fargo Investment Institute, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- WMS Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Worth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.