{ "path": "/advisors/nc/asheville", "url": "https://advisorcensus.com/advisors/nc/asheville", "page_type": "metro", "title": "Financial advisors in Asheville, NC", "filters": {}, "scope_total": 24, "faq": [ { "q": "How many financial advisory firms are there in Asheville, NC?", "a": "AdvisorCensus lists 24 investment advisory firms with a principal office in the Asheville metro area, from Form ADV filings as of October 2026: 16 SEC-registered, 7 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Asheville, NC?", "a": "13 of the 24 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Asheville, NC offer financial planning?", "a": "17 of the 23 firms in Asheville, NC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Asheville, NC fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 24 investment advisory firms with a principal office in the Asheville metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Asheville has 24 investment advisory firms with a principal office in the metro area as of October 2026: 16 SEC-registered, 7 state-registered, and 1 exempt reporting adviser. 13 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 6 report under $100 million in regulatory assets under management. The metro area has 161,264 households, 15,363 of them with income of $200,000 or more, or 640 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Asheville, NC: 24 firms from Form ADV filings as of October 2026.", "total_firms": 24, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 16, "state": 7, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 22 }, { "code": "hourly", "count": 10 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 12 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 11 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 2 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 173120, "name": "ACT Advisors", "name_as_filed": "ACT ADVISORS", "url": "https://advisorcensus.com/firm/act-advisors-asheville-nc-173120", "city": "Asheville", "state": "NC", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 132924, "name": "Agile Investments", "name_as_filed": "AGILE INVESTMENTS", "url": "https://advisorcensus.com/firm/agile-investments-asheville-nc-132924", "city": "Asheville", "state": "NC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118979, "name": "Altamont Capital Management", "name_as_filed": "ALTAMONT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/altamont-capital-management-asheville-nc-118979", "city": "Asheville", "state": "NC", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111938, "name": "Camden Financial Management, Inc.", "name_as_filed": "CAMDEN FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/camden-financial-management-inc-asheville-nc-111938", "city": "Asheville", "state": "NC", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290642, "name": "Coleman Advisory, LLC", "name_as_filed": "COLEMAN ADVISORY, LLC", "url": "https://advisorcensus.com/firm/coleman-advisory-llc-asheville-nc-290642", "city": "Asheville", "state": "NC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 134884, "name": "Collie Financial Planning, Inc.", "name_as_filed": "COLLIE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/collie-financial-planning-inc-black-mountain-nc-134884", "city": "Black Mountain", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128365, "name": "Colton Groome Financial Advisors, LLC", "name_as_filed": "COLTON GROOME FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/colton-groome-financial-advisors-llc-asheville-nc-128365", "city": "Asheville", "state": "NC", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 300891, "name": "Cornerstone Advisors, LLC", "name_as_filed": "CORNERSTONE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cornerstone-advisors-llc-asheville-nc-300891", "city": "Asheville", "state": "NC", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321791, "name": "Envision Planning, LLC", "name_as_filed": "ENVISION PLANNING, LLC", "url": "https://advisorcensus.com/firm/envision-planning-llc-hendersonville-nc-321791", "city": "Hendersonville", "state": "NC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158939, "name": "Graham Partners", "name_as_filed": "GRAHAM PARTNERS", "url": "https://advisorcensus.com/firm/graham-partners-asheville-nc-158939", "city": "Asheville", "state": "NC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121197, "name": "Holcombe & McGrath", "name_as_filed": "HOLCOMBE & MCGRATH", "url": "https://advisorcensus.com/firm/holcombe-and-mcgrath-asheville-nc-121197", "city": "Asheville", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127457, "name": "Horizons Wealth Management", "name_as_filed": "HORIZONS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/horizons-wealth-management-asheville-nc-127457", "city": "Asheville", "state": "NC", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324478, "name": "Integrated Financial Coaching and Planning", "name_as_filed": "INTEGRATED FINANCIAL COACHING AND PLANNING", "url": "https://advisorcensus.com/firm/integrated-financial-coaching-and-planning-weaverville-nc-324478", "city": "Weaverville", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323052, "name": "Invest Appalachia Fund Manager LLC", "name_as_filed": "INVEST APPALACHIA FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/invest-appalachia-fund-manager-llc-asheville-nc-323052", "city": "Asheville", "state": "NC", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319379, "name": "Joel Adams and Associates Inc.", "name_as_filed": "JOEL ADAMS AND ASSOCIATES INC.", "url": "https://advisorcensus.com/firm/joel-adams-and-associates-inc-asheville-nc-319379", "city": "Asheville", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109352, "name": "Kenneth Frenke & Co", "name_as_filed": "KENNETH FRENKE & CO", "url": "https://advisorcensus.com/firm/kenneth-frenke-and-co-arden-nc-109352", "city": "Arden", "state": "NC", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311046, "name": "Millbank Dartmoor Portsmouth LLC", "name_as_filed": "MILLBANK DARTMOOR PORTSMOUTH LLC", "url": "https://advisorcensus.com/firm/millbank-dartmoor-portsmouth-llc-asheville-nc-311046", "city": "Asheville", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304125, "name": "Preserve Wealth Management", "name_as_filed": "PRESERVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/preserve-wealth-management-weaverville-nc-304125", "city": "Weaverville", "state": "NC", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311295, "name": "Shining Rock Advisors LLC", "name_as_filed": "SHINING ROCK ADVISORS LLC", "url": "https://advisorcensus.com/firm/shining-rock-advisors-llc-asheville-nc-311295", "city": "Asheville", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316015, "name": "Two Prime Inc.", "name_as_filed": "TWO PRIME INC.", "url": "https://advisorcensus.com/firm/two-prime-inc-asheville-nc-316015", "city": "Asheville", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 336821, "name": "Veritas Investment Advisory Group LLC", "name_as_filed": "VERITAS INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/veritas-investment-advisory-group-llc-hendersonville-nc-336821", "city": "Hendersonville", "state": "NC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158030, "name": "Wells Financial Management, LLC", "name_as_filed": "WELLS FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wells-financial-management-llc-asheville-nc-158030", "city": "Asheville", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129911, "name": "Wessel Investment Counsel, L.L.C.", "name_as_filed": "WESSEL INVESTMENT COUNSEL, L.L.C.", "url": "https://advisorcensus.com/firm/wessel-investment-counsel-l-l-c-asheville-nc-129911", "city": "Asheville", "state": "NC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142615, "name": "White Oak Financial Management, Inc", "name_as_filed": "WHITE OAK FINANCIAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/white-oak-financial-management-inc-asheville-nc-142615", "city": "Asheville", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nc", "label": "Financial advisors in North Carolina" }, "metro": { "path": "/advisors/nc/asheville", "label": "Financial advisors in Asheville, NC" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/nc/asheville/fee-only", "label": "Fee-only financial advisors in Asheville, NC", "firm_count": 13 }, { "path": "/advisors/nc/asheville/flat-fee", "label": "Flat-fee financial advisors in Asheville, NC", "firm_count": 12 }, { "path": "/advisors/nc/asheville/hourly", "label": "Hourly financial advisors in Asheville, NC", "firm_count": 10 } ], "niche_pages": [ { "path": "/advisors/nc/asheville/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Asheville, NC" } ] }, "csv": "https://advisorcensus.com/advisors/nc/asheville.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 1, "sec_registered_at_start": 16, "per_100_registered": null, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 1 firm here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }