AdvisorCensus / Financial advisors / North Carolina / Greensboro, NC / Branch offices
Advisory firms with an office in Greensboro, NC, headquartered elsewhere
36 investment advisory firms with a principal office outside the Greensboro, NC metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisory Alpha, LLC | Greensboro, NC | Holland, MI | SEC-registered investment adviser |
| Ascendor Wealth, LLC | Oak Ridge, NC | Wilmington, NC | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Greensboro, NC | Chicago, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Greensboro, NC | Newport Beach, CA | SEC-registered investment adviser |
| Bison Wealth, LLC | Greensboro, NC | Atlanta, GA | SEC-registered investment adviser |
| Blueprint Financial Advisors | Greensboro, NC | Charlotte, NC | SEC-registered investment adviser |
| Cetera Planning Partners | Greensboro, NC | Leawood, KS | SEC-registered investment adviser |
| Collaborative Fund Advisors | High Point, NC | Reno, NV | SEC-registered investment adviser |
| Commonwealth Financial Network | High Point, NC | Waltham, MA | SEC-registered investment adviser |
| Cornerstone Wealth Planning | High Point, NC | Charlotte, NC | SEC-registered investment adviser |
| Davenport & Company LLC | Greensboro, NC | Richmond, VA | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Greensboro, NC | Raleigh, NC | SEC-registered investment adviser |
| Forum Financial Management, LP | High Point, NC | Lombard, IL | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Greensboro, NC | Springfield, MO | SEC-registered investment adviser |
| Hightower Advisors, LLC | Greensboro, NC | Chicago, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Greensboro, NC | Conshohocken, PA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Greensboro, NC | Charlotte, NC | SEC-registered investment adviser |
| Jaffe Tilchin Investment Partners, LLC | Greensboro, NC | Tampa, FL | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Greensboro, NC | Grants Pass, OR | SEC-registered investment adviser |
| MMA Asset Management LLC | Greensboro, NC | Conshohocken, PA | SEC-registered investment adviser |
| MMA Securities LLC | Greensboro, NC | New York, NY | SEC-registered investment adviser |
| Mutual Advisors, LLC | Greensboro, NC | Omaha, NE | SEC-registered investment adviser |
| Namcoa | High Point, NC | Mooresville, NC | SEC-registered investment adviser |
| Newedge Advisors | High Point, NC | New Orleans, LA | SEC-registered investment adviser |
| Onedigital | Greensboro, NC | Overland Park, KS | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Greensboro, NC | Atlanta, GA | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Greensboro, NC | Miami, FL | SEC-registered investment adviser |
| Semmax Financial Advisors, Inc. | Greensboro, NC | Winston-Salem, NC | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Greensboro, NC | Atlanta, GA | SEC-registered investment adviser |
| Tarheel Advisors, LLC | Greensboro, NC | Chapel Hill, NC | SEC-registered investment adviser |
| The Fiduciary Alliance | High Point, NC | Greenville, SC | SEC-registered investment adviser |
| The Strategic Financial Alliance | Greensboro, NC | Atlanta, GA | SEC-registered investment adviser |
| Twin City Private Wealth, LLC | Greensboro, NC | Winston-Salem, NC | SEC-registered investment adviser |
| Uwharrie Investment Advisors, Inc. | Asheboro, NC | Albemarle, NC | SEC-registered investment adviser |
| Virtue Capital Management, LLC | High Point, NC | Brentwood, TN | SEC-registered investment adviser |
| Wedbush Securities Inc. | Greensboro, NC | Pasadena, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Greensboro, NC, headquartered elsewhere. https://advisorcensus.com/advisors/nc/greensboro/branch-offices https://advisorcensus.com/advisors/nc/greensboro/branch-offices