# Financial advisors in Greensboro, NC

> AdvisorCensus lists 35 investment advisory firms with a principal office in the Greensboro 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nc/greensboro

## At a glance

- Investment advisory firms: 35
- Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 12, Exempt reporting adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (45%); Percentage of assets 32 (97%); Hourly charges 15 (45%); Fixed fees 21 (64%); Performance-based fees 4 (12%); Other 2 (6%); No compensation arrangements reported 2
- Regulatory assets under management (Item 5.F): Under $25 million 9 (26%); $25 million to $100 million 5 (14%); $100 million to $500 million 11 (31%); $500 million to $1 billion 4 (11%); $1 billion to $5 billion 3 (9%); Over $5 billion 1 (3%); Not reported 2 (6%)
- Years registered: Under 5 years 15 (43%); 5 to 9 years 9 (26%); 10 to 19 years 6 (17%); 20 years or more 5 (14%)

## Firms (page 1 of 1, 1 to 35 of 35, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1808 Capital Partners](https://advisorcensus.com/firm/1808-capital-partners-greensboro-nc-332702) ([md](https://advisorcensus.com/firm/1808-capital-partners-greensboro-nc-332702.md)) | 332702 | Greensboro, NC | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Bell Partners](https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611) ([md](https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611.md)) | 329611 | Greensboro, NC | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Performance fee, Other |
| [Blueprint Fund Management](https://advisorcensus.com/firm/blueprint-fund-management-greensboro-nc-306419) ([md](https://advisorcensus.com/firm/blueprint-fund-management-greensboro-nc-306419.md)) | 306419 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Blueprint Investment Partners LLC](https://advisorcensus.com/firm/blueprint-investment-partners-llc-greensboro-nc-170196) ([md](https://advisorcensus.com/firm/blueprint-investment-partners-llc-greensboro-nc-170196.md)) | 170196 | Greensboro, NC | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Button & Button Wealth Management LLC](https://advisorcensus.com/firm/button-and-button-wealth-management-llc-greensboro-nc-320823) ([md](https://advisorcensus.com/firm/button-and-button-wealth-management-llc-greensboro-nc-320823.md)) | 320823 | Greensboro, NC | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [By Design Financial Planning](https://advisorcensus.com/firm/by-design-financial-planning-greensboro-nc-323253) ([md](https://advisorcensus.com/firm/by-design-financial-planning-greensboro-nc-323253.md)) | 323253 | Greensboro, NC | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Capital Management LLC](https://advisorcensus.com/firm/capital-management-llc-greensboro-nc-109416) ([md](https://advisorcensus.com/firm/capital-management-llc-greensboro-nc-109416.md)) | 109416 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly, Fixed fee |
| [Carolina Financial Advisors, Inc.](https://advisorcensus.com/firm/carolina-financial-advisors-inc-greensboro-nc-118823) ([md](https://advisorcensus.com/firm/carolina-financial-advisors-inc-greensboro-nc-118823.md)) | 118823 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Cascades Capital Asset Management, LLC](https://advisorcensus.com/firm/cascades-capital-asset-management-llc-greensboro-nc-167102) ([md](https://advisorcensus.com/firm/cascades-capital-asset-management-llc-greensboro-nc-167102.md)) | 167102 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Clef Financial, LLC](https://advisorcensus.com/firm/clef-financial-llc-greensboro-nc-328892) ([md](https://advisorcensus.com/firm/clef-financial-llc-greensboro-nc-328892.md)) | 328892 | Greensboro, NC | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Defining Legacy Advisors](https://advisorcensus.com/firm/defining-legacy-advisors-greensboro-nc-299537) ([md](https://advisorcensus.com/firm/defining-legacy-advisors-greensboro-nc-299537.md)) | 299537 | Greensboro, NC | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Fund Direct Advisors Inc.](https://advisorcensus.com/firm/fund-direct-advisors-inc-greensboro-nc-155363) ([md](https://advisorcensus.com/firm/fund-direct-advisors-inc-greensboro-nc-155363.md)) | 155363 | Greensboro, NC | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Granville Capital, Inc.](https://advisorcensus.com/firm/granville-capital-inc-greensboro-nc-126679) ([md](https://advisorcensus.com/firm/granville-capital-inc-greensboro-nc-126679.md)) | 126679 | Greensboro, NC | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Holderness Investments Co](https://advisorcensus.com/firm/holderness-investments-co-greensboro-nc-106530) ([md](https://advisorcensus.com/firm/holderness-investments-co-greensboro-nc-106530.md)) | 106530 | Greensboro, NC | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Hourly, Fixed fee |
| [Hyperion Management Holdings, LLC](https://advisorcensus.com/firm/hyperion-management-holdings-llc-eden-nc-340262) ([md](https://advisorcensus.com/firm/hyperion-management-holdings-llc-eden-nc-340262.md)) | 340262 | Eden, NC | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Intercarolina Financial Services, Inc.](https://advisorcensus.com/firm/intercarolina-financial-services-inc-greensboro-nc-19475) ([md](https://advisorcensus.com/firm/intercarolina-financial-services-inc-greensboro-nc-19475.md)) | 19475 | Greensboro, NC | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Level Wealth Management LLC](https://advisorcensus.com/firm/level-wealth-management-llc-greensboro-nc-301381) ([md](https://advisorcensus.com/firm/level-wealth-management-llc-greensboro-nc-301381.md)) | 301381 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [Olde Towne Financial Management Co.](https://advisorcensus.com/firm/olde-towne-financial-management-co-greensboro-nc-288706) ([md](https://advisorcensus.com/firm/olde-towne-financial-management-co-greensboro-nc-288706.md)) | 288706 | Greensboro, NC | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Parabla, LLC](https://advisorcensus.com/firm/parabla-llc-oak-ridge-nc-323978) ([md](https://advisorcensus.com/firm/parabla-llc-oak-ridge-nc-323978.md)) | 323978 | Oak Ridge, NC | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Park Wealth Management, LLC](https://advisorcensus.com/firm/park-wealth-management-llc-greensboro-nc-170188) ([md](https://advisorcensus.com/firm/park-wealth-management-llc-greensboro-nc-170188.md)) | 170188 | Greensboro, NC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Pension Planning Solutions, Inc.](https://advisorcensus.com/firm/pension-planning-solutions-inc-greensboro-nc-126393) ([md](https://advisorcensus.com/firm/pension-planning-solutions-inc-greensboro-nc-126393.md)) | 126393 | Greensboro, NC | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Phoenix Financial Solutions, Inc.](https://advisorcensus.com/firm/phoenix-financial-solutions-inc-greensboro-nc-148796) ([md](https://advisorcensus.com/firm/phoenix-financial-solutions-inc-greensboro-nc-148796.md)) | 148796 | Greensboro, NC | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Piedmont Capital Management, LLC](https://advisorcensus.com/firm/piedmont-capital-management-llc-greenboro-nc-155682) ([md](https://advisorcensus.com/firm/piedmont-capital-management-llc-greenboro-nc-155682.md)) | 155682 | Greenboro, NC | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Remlin Grambo & Blank, LLC](https://advisorcensus.com/firm/remlin-grambo-and-blank-llc-greensboro-nc-337270) ([md](https://advisorcensus.com/firm/remlin-grambo-and-blank-llc-greensboro-nc-337270.md)) | 337270 | Greensboro, NC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Salem Investment Partners](https://advisorcensus.com/firm/salem-investment-partners-greensboro-nc-325193) ([md](https://advisorcensus.com/firm/salem-investment-partners-greensboro-nc-325193.md)) | 325193 | Greensboro, NC | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Sledge and Company Wealth Advisors](https://advisorcensus.com/firm/sledge-and-company-wealth-advisors-high-point-nc-336314) ([md](https://advisorcensus.com/firm/sledge-and-company-wealth-advisors-high-point-nc-336314.md)) | 336314 | High Point, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Smith Partners Wealth Management, LLC](https://advisorcensus.com/firm/smith-partners-wealth-management-llc-greensboro-nc-112231) ([md](https://advisorcensus.com/firm/smith-partners-wealth-management-llc-greensboro-nc-112231.md)) | 112231 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Smith Salley Wealth Management](https://advisorcensus.com/firm/smith-salley-wealth-management-greensboro-nc-129614) ([md](https://advisorcensus.com/firm/smith-salley-wealth-management-greensboro-nc-129614.md)) | 129614 | Greensboro, NC | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets |
| [Spartan Planning Group](https://advisorcensus.com/firm/spartan-planning-group-greensboro-nc-166599) ([md](https://advisorcensus.com/firm/spartan-planning-group-greensboro-nc-166599.md)) | 166599 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Strategic Advisory Partners](https://advisorcensus.com/firm/strategic-advisory-partners-greensboro-nc-314842) ([md](https://advisorcensus.com/firm/strategic-advisory-partners-greensboro-nc-314842.md)) | 314842 | Greensboro, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [TCS Financial Services, Inc.](https://advisorcensus.com/firm/tcs-financial-services-inc-greensboro-nc-136148) ([md](https://advisorcensus.com/firm/tcs-financial-services-inc-greensboro-nc-136148.md)) | 136148 | Greensboro, NC | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Terra Wealth](https://advisorcensus.com/firm/terra-wealth-high-point-nc-320643) ([md](https://advisorcensus.com/firm/terra-wealth-high-point-nc-320643.md)) | 320643 | High Point, NC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [VN Capital Management, LLC](https://advisorcensus.com/firm/vn-capital-management-llc-greensboro-nc-166761) ([md](https://advisorcensus.com/firm/vn-capital-management-llc-greensboro-nc-166761.md)) | 166761 | Greensboro, NC | SEC-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Whichard Roach Financial](https://advisorcensus.com/firm/whichard-roach-financial-greensboro-nc-334854) ([md](https://advisorcensus.com/firm/whichard-roach-financial-greensboro-nc-334854.md)) | 334854 | Greensboro, NC | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Other |
| [Zuraw Financial Advisors, LLC](https://advisorcensus.com/firm/zuraw-financial-advisors-llc-greensboro-nc-173129) ([md](https://advisorcensus.com/firm/zuraw-financial-advisors-llc-greensboro-nc-173129.md)) | 173129 | Greensboro, NC | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Greensboro, NC?**
AdvisorCensus lists 35 investment advisory firms with a principal office in the Greensboro metro area, from Form ADV filings as of October 2026: 21 SEC-registered, 12 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Greensboro, NC?**
15 of the 35 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.

**How many financial advisors in Greensboro, NC offer financial planning?**
25 of the 33 firms in Greensboro, 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.

**Are the financial advisors in Greensboro, NC fiduciaries?**
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 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in North Carolina](https://advisorcensus.com/advisors/nc) (https://advisorcensus.com/advisors/nc.md)
- [Financial advisors in Greensboro, NC](https://advisorcensus.com/advisors/nc/greensboro) (https://advisorcensus.com/advisors/nc/greensboro.md)
- [Fee-only financial advisors in Greensboro, NC](https://advisorcensus.com/advisors/nc/greensboro/fee-only) (https://advisorcensus.com/advisors/nc/greensboro/fee-only.md)
- [Flat-fee financial advisors in Greensboro, NC](https://advisorcensus.com/advisors/nc/greensboro/flat-fee) (https://advisorcensus.com/advisors/nc/greensboro/flat-fee.md)
- [Hourly financial advisors in Greensboro, NC](https://advisorcensus.com/advisors/nc/greensboro/hourly) (https://advisorcensus.com/advisors/nc/greensboro/hourly.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/nc/greensboro.csv

Cite as: AdvisorCensus. Financial advisors in Greensboro, NC: 35 firms from Form ADV filings as of October 2026.