Top Asset Management Companies in North Carolina
12 Companies
0 Leaders 12 Contenders
List of the Top North Carolina Wealth and Asset Management Companies
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
100% Financial Advising & PlanningFocus Areas
100% Wealth & Asset ManagementHolland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Asheville, NC
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementBaird is a large Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 1919.
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UndisclosedUndisclosed250 - 999Raleigh, NC
Services provided
60% Financial Advising & Planning40% Financial ConsultingFocus Areas
50% Wealth & Asset Management30% Securities Brokerage20% Stocks Portfolio ManagementFMI is a Financial Advising & Planning company. The Raleigh, North Carolina-based company was established in 1953. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementEstablished in 1997, Red Hill Ventures is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Financial Advising & Planning30% Accounting20% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementSouthPark Capital is a Financial Advising & Planning company. They were established in 2015 and specialize in Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Davidson, NC
Services provided
20% Financial Advising & Planning40% Business Consulting15% Business Valuation Services +215% Funding & Investment10% Financial ConsultingFocus Areas
10% Wealth & Asset Management80% Retirement Planning5% Debt Consulting +15% Stocks Portfolio ManagementLaunched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
20% Financial Advising & Planning25% Commercial Financing25% Funding & Investment +220% Business Consulting10% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementFounded in 1995, Horizon Investments is a midsize Commercial Financing company in Charlotte, North Carolina. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
30% Financial Advising & Planning25% Commercial Financing25% Funding & Investment +210% Business Consulting10% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementFinancial Advising & Planning company Linden Thomas & Company specializes in Financial Advising & Planning and Commercial Financing. They were founded in 2004.
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UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementHolderness Investments Company, a Financial Advising & Planning company, is in Greensboro, North Carolina. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Chapel Hill, NC
Services provided
20% Financial Advising & Planning25% Commercial Financing25% Funding & Investment +220% Commercial Property Management10% Commercial DevelopmentFocus Areas
100% Wealth & Asset ManagementEller Capital Partners is a Commercial Financing company based in Chapel Hill, North Carolina. Established in 2007, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Smithfield, NC
Services provided
20% Financial Advising & Planning80% AccountingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningMaurice W. Atkinson II, CPA, PLLC is an Accounting company. The Smithfield, North Carolina-based team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Asheville, NC
Services provided
30% Financial Advising & Planning20% Accounting20% Commercial Financing +220% Funding & Investment10% Business ConsultingFocus Areas
70% Wealth & Asset Management30% Retirement PlanningAMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top North Carolina Wealth and Asset Management Companies
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UndisclosedUndisclosed2 - 9Charlotte, NC
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning100% Wealth & Asset Management -
UndisclosedUndisclosed1,000 - 9,999Asheville, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
UndisclosedUndisclosed250 - 999Raleigh, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Financial Advising & Planning50% Wealth & Asset Management40% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed10 - 49Davidson, NC
Ability to deliver
7.1/40.00/20 Reviews1.8/10 Clients & Experience5.3/10 Market PresenceService focus
20% Financial Advising & Planning10% Wealth & Asset Management80% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning100% Wealth & Asset Management70% Other -
UndisclosedUndisclosed2 - 9Greensboro, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
UndisclosedUndisclosed10 - 49Chapel Hill, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
UndisclosedUndisclosed2 - 9Smithfield, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning50% Wealth & Asset Management80% Other -
UndisclosedUndisclosed50 - 249Asheville, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning70% Wealth & Asset Management70% Other