Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Greensboro is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Greensboro & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Greensboro, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 20 non-vetted financial advisors in Greensboro, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greensboro, North Carolina have an average of 10 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
SMITH SALLEY WEALTH MANAGEMENT 324 West Wendover Avenue, Suite 301 Greensboro, NC, 27408 | 129614 | $2,709,592,506 | 2136 | A Percentage of AUM |
GRANVILLE CAPITAL, INC. 300 North Greene Street, Suite 1750 Greensboro, NC, 27401 | 126679 | $911,329,944 | 25 | A Percentage of AUM, Fixed Fees, Performance Based |
TRIAD FINANCIAL ADVISORS, INC. 3623 N. Elm Street, Suite 102 Greensboro, NC, 27455 | 118583 | $863,132,435 | 2470 | A Percentage of AUM, Other (FEE FOR MONITORING 3RD PARTY MANAGERS) |
BLUEPRINT INVESTMENT PARTNERS LLC 1250 Revolution Mill Dr., Suite 150 Greensboro, NC, 27405 | 170196 | $533,117,068 | 13 | A Percentage of AUM |
FUND DIRECT ADVISORS INC. 7800 Mccloud Road, Suite 201 Greensboro, NC, 27409 | 155363 | $500,000,000 | 350 | A Percentage of AUM |
HOLDERNESS INVESTMENTS CO 2102 N. Elm Street, Suite C Greensboro, NC, 27408 | 106530 | $346,670,964 | 546 | A Percentage of AUM, Hourly charges, Fixed Fees |
CAPITAL MANAGEMENT LLC 628 Green Valley Road, Suite 204 Greensboro, NC, 27408 | 109416 | $285,585,841 | 502 | A Percentage of AUM, Hourly charges, Fixed Fees |
ZURAW FINANCIAL ADVISORS, LLC 806 Green Valley Road, Suite 201 Greensboro, NC, 27408 | 173129 | $264,353,235 | 685 | A Percentage of AUM, Hourly charges, Fixed Fees |
SPARTAN PLANNING GROUP 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410 | 166599 | $256,800,084 | 817 | A Percentage of AUM, Hourly charges, Fixed Fees |
CASCADES CAPITAL ASSET MANAGEMENT, LLC 1840 Pembroke Road, Suite 1 Greensboro, NC, 27408 | 167102 | $218,643,303 | 642 | A Percentage of AUM |
CAROLINA FINANCIAL ADVISORS, INC. 100 East Lake Dr., Suite 100 Greensboro, NC, 27403 | 118823 | $165,298,960 | 463 | A Percentage of AUM, Hourly charges, Fixed Fees |
TRENT CAPITAL MANAGEMENT INC 3150 North Elm St,Ste 204, Greensboro, NC, 27408 | 107344 | $159,991,361 | 311 | A Percentage of AUM, Performance Based |
SMITH PARTNERS WEALTH MANAGEMENT, LLC 128 E Fisher Ave, Greensboro, NC, 27401-2034 | 112231 | $139,660,790 | 537 | A Percentage of AUM, Hourly charges, Fixed Fees |
PENSION PLANNING SOLUTIONS, INC. 301 South Elm Street, Suite 1008 Greensboro, NC, 27401 | 126393 | $118,935,941 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
INTERCAROLINA FINANCIAL SERVICES, INC. 3300 Battleground Avenue, Suite 202 Greensboro, NC, 27410 | 19475 | $100,407,396 | 254 | A Percentage of AUM, Fixed Fees |
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