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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in North Carolina.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

1,449 financial advisors277 advisory firms38 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

277 advisory firmsCompare public facts. Verify experience directly.
1,449 financial advisors277 advisory firms38 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1808 CAPITAL PARTNERSCRD 332702

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A4 WEALTH ADVISORS LLCCRD 152397

Advisory firm

Filed advisory firm office: Huntersville, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABS LEGACY PARTNERS, LLCCRD 325604

Advisory firm

Filed advisory firm office: Hickory, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABSHER WEALTH MANAGEMENT, LLCCRD 304642

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCRUENT WEALTH ADVISORSCRD 113706

Advisory firm

Filed advisory firm office: Winston Salem, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ACT ADVISORSCRD 173120

Advisory firm

Filed advisory firm office: Asheville, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVISORENGINE PORTFOLIO SOLUTIONS INC.CRD 336317

Advisory firm

Filed advisory firm office: Raleigh, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ADVISORSTRUST PARTNERS LLCCRD 304967

Advisory firm

Filed advisory firm office: Raleigh, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AIM ADVISORS, LLCCRD 325125

Advisory firm

Filed advisory firm office: Raleigh, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALIGHT FINANCIAL ADVISORS, LLCCRD 158744

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALLEN WEALTH MANAGEMENT, LLCCRD 133038

Advisory firm

Filed advisory firm office: Boone, NC

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLSPRING FUNDS MANAGEMENT, LLCCRD 110841

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALLSPRING GLOBAL INVESTMENTS, LLCCRD 104973

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLY INVEST ADVISORSCRD 170301

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHA FINANCIAL ADVISORS, LLCCRD 122545

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHASTAR CAPITAL MANAGEMENTCRD 157423

Advisory firm

Filed advisory firm office: Cornelius, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALTAMONT CAPITAL MANAGEMENTCRD 118979

Advisory firm

Filed advisory firm office: Asheville, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALUMINA INVESTMENT MANAGEMENTCRD 164273

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Banking or thrift institutionsOther: INVESTMENT CONSULTATION AND ANALYSISPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMPHORA WEALTH MANAGEMENT, LLCCRD 157968

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARBOR INVESTMENT ADVISORSCRD 111077

Advisory firm

Filed advisory firm office: Winston Salem, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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