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Find The Best Financial Advisors in Greensboro, North Carolina
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How To Find The Best Financial Advisors in Greensboro, North Carolina
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 22 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.
List of Qualified Financial Advisors in Greensboro, North Carolina
336-816-3801
Top Financial Advisor Firms in Greensboro, North Carolina (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BELL PARTNERS 300 N. Greene Street, Ste. 1000 Greensboro, NC, 27401 | 329611 | $5,720,740,650 | 27 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| SMITH SALLEY WEALTH MANAGEMENT 324 West Wendover Avenue, Suite 301 Greensboro, NC, 27408 | 129614 | $3,061,316,134 | 2327 | A percentage of AUM |
| GRANVILLE CAPITAL, INC. 300 North Greene Street, Suite 1750 Greensboro, NC, 27401 | 126679 | $1,052,630,809 | 62 | A percentage of AUM, Fixed fees, Performance Based |
| BLUEPRINT INVESTMENT PARTNERS LLC 1250 Revolution Mill Dr., Suite 150 Greensboro, NC, 27405 | 170196 | $849,444,731 | 15 | A percentage of AUM |
| 1808 CAPITAL PARTNERS 5 Corporate Center Ct, Suite 100 Greensboro, NC, 27408 | 332702 | $650,959,830 | 995 | A percentage of AUM, Hourly charges, Fixed fees |
| FUND DIRECT ADVISORS INC. 7800 Mccloud Road, Suite 201 Greensboro, NC, 27409 | 155363 | $605,000,000 | 160 | A percentage of AUM, Fixed fees |
| HOLDERNESS INVESTMENTS CO 2102 N. Elm Street, Suite C Greensboro, NC, 27408 | 106530 | $510,825,426 | 679 | A percentage of AUM, Hourly charges, Fixed fees |
| ZURAW FINANCIAL ADVISORS, LLC 806 Green Valley Road, Suite 201 Greensboro, NC, 27408 | 173129 | $424,753,741 | 722 | A percentage of AUM, Hourly charges, Fixed fees |
| SPARTAN PLANNING GROUP 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410 | 166599 | $345,129,944 | 962 | A percentage of AUM, Fixed fees |
| CAPITAL MANAGEMENT LLC 628 Green Valley Road, Suite 204 Greensboro, NC, 27408 | 109416 | $324,892,294 | 503 | A percentage of AUM, Hourly charges, Fixed fees |
| BLUEPRINT FUND MANAGEMENT 1250 Revolution Mill Drive, Suite 150 Greensboro, NC, 27405 | 306419 | $318,874,793 | 2 | A percentage of AUM |
| CASCADES CAPITAL ASSET MANAGEMENT, LLC 1840 Pembroke Road, Suite 1 Greensboro, NC, 27408 | 167102 | $267,692,426 | 678 | A percentage of AUM |
| CAROLINA FINANCIAL ADVISORS, INC. 100 East Lake Dr., Suite 100 Greensboro, NC, 27403 | 118823 | $211,621,434 | 1034 | A percentage of AUM, Hourly charges, Fixed fees |
| LEVEL WEALTH MANAGEMENT LLC 204 Muirs Chapel Road, Suite 100 Greensboro, NC, 27410 | 301381 | $181,725,611 | 372 | Fixed fees |
| SMITH PARTNERS WEALTH MANAGEMENT, LLC 128 E Fisher Ave, Greensboro, NC, 27401-2034 | 112231 | $174,515,048 | 434 | A percentage of AUM, Hourly charges, Fixed fees |
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