{ "path": "/advisors/nc", "url": "https://advisorcensus.com/advisors/nc/page/14", "page_type": "state", "title": "Financial advisors in North Carolina", "filters": {}, "scope_total": 706, "faq": [ { "q": "How many financial advisory firms are there in North Carolina?", "a": "AdvisorCensus lists 706 investment advisory firms with a principal office in North Carolina, from Form ADV filings as of October 2026: 299 SEC-registered, 367 state-registered, and 40 exempt reporting advisers. 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 North Carolina?", "a": "292 of the 706 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 North Carolina offer financial planning?", "a": "486 of the 666 firms in North Carolina 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 North Carolina 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 292 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 706 investment advisory firms with a principal office in North Carolina, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in North Carolina: 706 firms from Form ADV filings as of October 2026.", "total_firms": 706, "page": 14, "total_pages": 15, "sort": "name", "registration_types": { "sec": 299, "state": 367, "exempt": 40 }, "fee_model_mix": [ { "code": "fee-only", "count": 292 }, { "code": "percentage_of_aum", "count": 614 }, { "code": "hourly", "count": 327 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 410 }, { "code": "commissions", "count": 15 }, { "code": "performance_based", "count": 69 }, { "code": "other", "count": 61 }, { "code": "not_reported", "count": 40 } ], "years_registered_distribution": [ { "code": "under_5", "count": 280 }, { "code": "5_to_9", "count": 168 }, { "code": "10_to_19", "count": 173 }, { "code": "20_plus", "count": 82 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 200 }, { "code": "25m_100m", "count": 125 }, { "code": "100m_500m", "count": 171 }, { "code": "500m_1b", "count": 37 }, { "code": "1b_5b", "count": 60 }, { "code": "over_5b", "count": 22 }, { "code": "not_reported", "count": 91 } ], "firms": [ { "crd_number": 310794, "name": "Unger Financial", "name_as_filed": "UNGER FINANCIAL", "url": "https://advisorcensus.com/firm/unger-financial-310794", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297121, "name": "University Financial Strategies, LLC.", "name_as_filed": "UNIVERSITY FINANCIAL STRATEGIES, LLC.", "url": "https://advisorcensus.com/firm/university-financial-strategies-llc-raleigh-nc-297121", "city": "Raleigh", "state": "NC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117592, "name": "Uwharrie Investment Advisors, Inc.", "name_as_filed": "UWHARRIE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/uwharrie-investment-advisors-inc-albemarle-nc-117592", "city": "Albemarle", "state": "NC", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334510, "name": "Variant Perception", "name_as_filed": "VARIANT PERCEPTION", "url": "https://advisorcensus.com/firm/variant-perception-charlotte-nc-334510", "city": "Charlotte", "state": "NC", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 117892, "name": "Veratis Advisors, Inc.", "name_as_filed": "VERATIS ADVISORS, INC.", "url": "https://advisorcensus.com/firm/veratis-advisors-inc-cary-nc-117892", "city": "Cary", "state": "NC", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170125, "name": "Verger Capital Management", "name_as_filed": "VERGER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/verger-capital-management-winston-salem-nc-170125", "city": "Winston-Salem", "state": "NC", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 158667, "name": "Verity Asset Management", "name_as_filed": "VERITY ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/verity-asset-management-durham-nc-158667", "city": "Durham", "state": "NC", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301058, "name": "Verum Partners LLC", "name_as_filed": "VERUM PARTNERS LLC", "url": "https://advisorcensus.com/firm/verum-partners-llc-charlotte-nc-301058", "city": "Charlotte", "state": "NC", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299272, "name": "Vested Finance", "name_as_filed": "VESTED FINANCE", "url": "https://advisorcensus.com/firm/vested-finance-durham-nc-299272", "city": "Durham", "state": "NC", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 315501, "name": "Veyla Financial", "name_as_filed": "VEYLA FINANCIAL", "url": "https://advisorcensus.com/firm/veyla-financial-315501", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 154866, "name": "Vintage Asset Advisors, LLC", "name_as_filed": "VINTAGE ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vintage-asset-advisors-llc-charlotte-nc-154866", "city": "Charlotte", "state": "NC", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151092, "name": "Vintage Wealth Management Group", "name_as_filed": "VINTAGE WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/vintage-wealth-management-group-charlotte-nc-151092", "city": "Charlotte", "state": "NC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 118363, "name": "Vision Capital & Management", "name_as_filed": "VISION CAPITAL & MANAGEMENT", "url": "https://advisorcensus.com/firm/vision-capital-and-management-davidson-nc-118363", "city": "Davidson", "state": "NC", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166761, "name": "VN Capital Management, LLC", "name_as_filed": "VN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vn-capital-management-llc-greensboro-nc-166761", "city": "Greensboro", "state": "NC", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159170, "name": "Wake Wealth Management Co.", "name_as_filed": "WAKE WEALTH MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/wake-wealth-management-co-raleigh-nc-159170", "city": "Raleigh", "state": "NC", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128677, "name": "Wakefield Financial Planning, LLC", "name_as_filed": "WAKEFIELD FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/wakefield-financial-planning-llc-128677", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119379, "name": "Wallace Advisors", "name_as_filed": "WALLACE ADVISORS", "url": "https://advisorcensus.com/firm/wallace-advisors-119379", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331399, "name": "Walsh Capital LLC", "name_as_filed": "WALSH CAPITAL LLC", "url": "https://advisorcensus.com/firm/walsh-capital-llc-331399", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141509, "name": "Wanderwealth Inc.", "name_as_filed": "WANDERWEALTH INC.", "url": "https://advisorcensus.com/firm/wanderwealth-inc-141509", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315981, "name": "We Education Investment Manager LLC", "name_as_filed": "WE EDUCATION INVESTMENT MANAGER LLC", "url": "https://advisorcensus.com/firm/we-education-investment-manager-llc-southern-pines-nc-315981", "city": "Southern Pines", "state": "NC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334997, "name": "Wealth Creation Advisory", "name_as_filed": "WEALTH CREATION ADVISORY", "url": "https://advisorcensus.com/firm/wealth-creation-advisory-334997", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117533, "name": "Wealth Management Advisors, LLC", "name_as_filed": "WEALTH MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wealth-management-advisors-llc-shallotte-nc-117533", "city": "Shallotte", "state": "NC", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119041, "name": "Wealth Management Associates, Inc.", "name_as_filed": "WEALTH MANAGEMENT ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/wealth-management-associates-inc-119041", "city": null, "state": null, "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332312, "name": "Wealthpoint Advisors", "name_as_filed": "WEALTHPOINT ADVISORS", "url": "https://advisorcensus.com/firm/wealthpoint-advisors-cramerton-nc-332312", "city": "Cramerton", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106234, "name": "Wedge Capital Management LLP", "name_as_filed": "WEDGE CAPITAL MANAGEMENT LLP", "url": "https://advisorcensus.com/firm/wedge-capital-management-llp-charlotte-nc-106234", "city": "Charlotte", "state": "NC", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171902, "name": "Wellness Financial Associates LLC", "name_as_filed": "WELLNESS FINANCIAL ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/wellness-financial-associates-llc-cary-nc-171902", "city": "Cary", "state": "NC", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133204, "name": "Wells Fargo Investment Institute, Inc.", "name_as_filed": "WELLS FARGO INVESTMENT INSTITUTE, INC.", "url": "https://advisorcensus.com/firm/wells-fargo-investment-institute-inc-charlotte-nc-133204", "city": "Charlotte", "state": "NC", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 118241, "name": "West Financial Strategies, Inc.", "name_as_filed": "WEST FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/west-financial-strategies-inc-sanford-nc-118241", "city": "Sanford", "state": "NC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331919, "name": "West Fork Wealth Management LLC", "name_as_filed": "WEST FORK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/west-fork-wealth-management-llc-331919", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119176, "name": "Westhampton Capital", "name_as_filed": "WESTHAMPTON CAPITAL", "url": "https://advisorcensus.com/firm/westhampton-capital-winston-salem-nc-119176", "city": "Winston-Salem", "state": "NC", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334854, "name": "Whichard Roach Financial", "name_as_filed": "WHICHARD ROACH FINANCIAL", "url": "https://advisorcensus.com/firm/whichard-roach-financial-greensboro-nc-334854", "city": "Greensboro", "state": "NC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "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 }, { "crd_number": 317324, "name": "White Oak Wealth Partners", "name_as_filed": "WHITE OAK WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/white-oak-wealth-partners-raleigh-nc-317324", "city": "Raleigh", "state": "NC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153967, "name": "White Wealth Managers, LLC", "name_as_filed": "WHITE WEALTH MANAGERS, LLC", "url": "https://advisorcensus.com/firm/white-wealth-managers-llc-153967", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106865, "name": "Whitener Capital Management, Inc", "name_as_filed": "WHITENER CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/whitener-capital-management-inc-rocky-mount-nc-106865", "city": "Rocky Mount", "state": "NC", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316607, "name": "Whitley Financial, LLC", "name_as_filed": "WHITLEY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/whitley-financial-llc-316607", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329845, "name": "WMC Capital Management, LLC", "name_as_filed": "WMC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wmc-capital-management-llc-concord-nc-329845", "city": "Concord", "state": "NC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122224, "name": "WMS Advisors, LLC", "name_as_filed": "WMS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wms-advisors-llc-charlotte-nc-122224", "city": "Charlotte", "state": "NC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148317, "name": "Wolfbridge Wealth", "name_as_filed": "WOLFBRIDGE WEALTH", "url": "https://advisorcensus.com/firm/wolfbridge-wealth-durham-nc-148317", "city": "Durham", "state": "NC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311573, "name": "Wood Capital Investments LLC", "name_as_filed": "WOOD CAPITAL INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/wood-capital-investments-llc-311573", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108199, "name": "Woodard & Co Asset Management Group Inc", "name_as_filed": "WOODARD & CO ASSET MANAGEMENT GROUP INC", "url": "https://advisorcensus.com/firm/woodard-and-co-asset-management-group-inc-bermuda-run-nc-108199", "city": "Bermuda Run", "state": "NC", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315552, "name": "Woodgreen Advisory, LLC", "name_as_filed": "WOODGREEN ADVISORY, LLC", "url": "https://advisorcensus.com/firm/woodgreen-advisory-llc-315552", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150641, "name": "Woodward Financial Advisors, Inc.", "name_as_filed": "WOODWARD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/woodward-financial-advisors-inc-chapel-hill-nc-150641", "city": "Chapel Hill", "state": "NC", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156276, "name": "World Trends Wealth Management, LLC", "name_as_filed": "WORLD TRENDS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/world-trends-wealth-management-llc-156276", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156564, "name": "Worth Advisors", "name_as_filed": "WORTH ADVISORS", "url": "https://advisorcensus.com/firm/worth-advisors-charlotte-nc-156564", "city": "Charlotte", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291425, "name": "Wrenn House Investments LLC", "name_as_filed": "WRENN HOUSE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/wrenn-house-investments-llc-winston-salem-nc-291425", "city": "Winston Salem", "state": "NC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289138, "name": "WSC & Company, LLC", "name_as_filed": "WSC & COMPANY, LLC", "url": "https://advisorcensus.com/firm/wsc-and-company-llc-charlotte-nc-289138", "city": "Charlotte", "state": "NC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/nc/charlotte", "name": "Charlotte", "msa_name": "Charlotte-Concord-Gastonia, NC-SC", "state_code": "NC", "firm_count": 221 }, { "path": "/advisors/nc/raleigh", "name": "Raleigh", "msa_name": "Raleigh-Cary, NC", "state_code": "NC", "firm_count": 124 }, { "path": "/advisors/nc/durham", "name": "Durham", "msa_name": "Durham-Chapel Hill, NC", "state_code": "NC", "firm_count": 70 }, { "path": "/advisors/nc/greensboro", "name": "Greensboro", "msa_name": "Greensboro-High Point, NC", "state_code": "NC", "firm_count": 35 }, { "path": "/advisors/nc/winston-salem", "name": "Winston-Salem", "msa_name": "Winston-Salem, NC", "state_code": "NC", "firm_count": 33 }, { "path": "/advisors/nc/asheville", "name": "Asheville", "msa_name": "Asheville, NC", "state_code": "NC", "firm_count": 24 }, { "path": "/advisors/nc/wilmington", "name": "Wilmington", "msa_name": "Wilmington, NC", "state_code": "NC", "firm_count": 22 }, { "path": "/advisors/nc/pinehurst", "name": "Pinehurst", "msa_name": "Pinehurst-Southern Pines, NC", "state_code": "NC", "firm_count": 14 }, { "path": "/advisors/nc/greenville", "name": "Greenville", "msa_name": "Greenville, NC", "state_code": "NC", "firm_count": 8 }, { "path": "/advisors/nc/hickory", "name": "Hickory", "msa_name": "Hickory-Lenoir-Morganton, NC", "state_code": "NC", "firm_count": 4 }, { "path": "/advisors/nc/rocky-mount", "name": "Rocky Mount", "msa_name": "Rocky Mount, NC", "state_code": "NC", "firm_count": 4 }, { "path": "/advisors/nc/burlington", "name": "Burlington", "msa_name": "Burlington, NC", "state_code": "NC", "firm_count": 2 }, { "path": "/advisors/nc/fayetteville", "name": "Fayetteville", "msa_name": "Fayetteville, NC", "state_code": "NC", "firm_count": 2 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nc", "label": "Financial advisors in North Carolina" }, "fee_pages": [ { "path": "/advisors/nc/fee-only", "label": "Fee-only financial advisors in North Carolina", 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