Login

New to Investment Firms?

Register

Already have an account?

Best Investment Firms in North Carolina

close
Firms or Advisors

Verified

Assets (AUM)
0B
20B+
Years of Experience
0
20+
Location
State
10 Firms Found
Sort By :
17 PEMBROKE ADVISORS CRD: 288498
CHARLOTTE, NC
Client Count and Type
Less than 1%General Clients
56%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
44%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
25 CAPITAL PARTNERS, LLC CRD: 158449
CHARLOTTE, NC
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
A4 WEALTH ADVISORS LLC CRD: 152397
HUNTERSVILLE, NC
Client Count and Type
88%General Clients
12%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ABSHER WEALTH MANAGEMENT, LLC CRD: 304642
CHAPEL HILL, NC
Client Count and Type
47%General Clients
50%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
2%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACCRUENT WEALTH ADVISORS CRD: 113706
WINSTON-SALEM, NC
Client Count and Type
62%General Clients
38%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACT ADVISORS CRD: 173120
ASHEVILLE, NC
Client Count and Type
69%General Clients
29%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
1%Pension Profit Sharing
1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADAMS CHETWOOD WEALTH MANAGEMENT LLC CRD: 174978
DURHAM, NC
Client Count and Type
62%General Clients
38%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADHESION WEALTH ADVISOR SOLUTIONS CRD: 143593
CHARLOTTE, NC
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AFTON CAPITAL MANAGEMENT CRD: 159797
CHARLOTTE, NC
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AGILE INVESTMENTS CRD: 132924
ASHEVILLE, NC
Client Count and Type
13%General Clients
88%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees