{
  "path": "/advisors/nc",
  "url": "https://advisorcensus.com/advisors/nc/page/6",
  "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": 6,
  "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": 160792,
      "name": "Five Points Capital LLC",
      "name_as_filed": "FIVE POINTS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/five-points-capital-llc-winston-salem-nc-160792",
      "city": "Winston-Salem",
      "state": "NC",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328294,
      "name": "Flat FEE Financial LLC",
      "name_as_filed": "FLAT FEE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/flat-fee-financial-llc-328294",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312216,
      "name": "Flores Bayne LLC",
      "name_as_filed": "FLORES BAYNE LLC",
      "url": "https://advisorcensus.com/firm/flores-bayne-llc-312216",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312146,
      "name": "Flow Partners, LLC",
      "name_as_filed": "FLOW PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/flow-partners-llc-312146",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143770,
      "name": "Fogel Investment Advisory Group, Inc.",
      "name_as_filed": "FOGEL INVESTMENT ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/fogel-investment-advisory-group-inc-143770",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325514,
      "name": "Forest Capital",
      "name_as_filed": "FOREST CAPITAL",
      "url": "https://advisorcensus.com/firm/forest-capital-charlotte-nc-325514",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 268808,
      "name": "Fortis Wealth Management",
      "name_as_filed": "FORTIS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/fortis-wealth-management-boone-nc-268808",
      "city": "Boone",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309750,
      "name": "Fortitude Financial Planning LLC",
      "name_as_filed": "FORTITUDE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/fortitude-financial-planning-llc-raleigh-nc-309750",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336378,
      "name": "Fortress Family Asset Management LLC",
      "name_as_filed": "FORTRESS FAMILY ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/fortress-family-asset-management-llc-pinehurst-nc-336378",
      "city": "Pinehurst",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290298,
      "name": "Fortress Private Ledger, LLC",
      "name_as_filed": "FORTRESS PRIVATE LEDGER, LLC",
      "url": "https://advisorcensus.com/firm/fortress-private-ledger-llc-raleigh-nc-290298",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171362,
      "name": "Forward Wealth Management, LLC",
      "name_as_filed": "FORWARD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/forward-wealth-management-llc-charlotte-nc-171362",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146006,
      "name": "Foss Wealth Management, Inc.",
      "name_as_filed": "FOSS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/foss-wealth-management-inc-la-grange-nc-146006",
      "city": "La Grange",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173011,
      "name": "Founders Financial Alliance, LLC",
      "name_as_filed": "FOUNDERS FINANCIAL ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/founders-financial-alliance-llc-raleigh-nc-173011",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328593,
      "name": "Four Points Capital LLC",
      "name_as_filed": "FOUR POINTS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/four-points-capital-llc-328593",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106275,
      "name": "Franklin Street Advisors Inc.",
      "name_as_filed": "FRANKLIN STREET ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/franklin-street-advisors-inc-chapel-hill-nc-106275",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112897,
      "name": "Frazier Financial Consultants, LLC",
      "name_as_filed": "FRAZIER FINANCIAL CONSULTANTS, LLC",
      "url": "https://advisorcensus.com/firm/frazier-financial-consultants-llc-chapel-hill-nc-112897",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150444,
      "name": "Freitag Financial Group, LLC",
      "name_as_filed": "FREITAG FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/freitag-financial-group-llc-charlotte-nc-150444",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311329,
      "name": "Front Porch Financial Advisory",
      "name_as_filed": "FRONT PORCH FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/front-porch-financial-advisory-charlotte-nc-311329",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315944,
      "name": "Fryar Financial",
      "name_as_filed": "FRYAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/fryar-financial-durham-nc-315944",
      "city": "Durham",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117891,
      "name": "Fulbright Financial Consulting, PA",
      "name_as_filed": "FULBRIGHT FINANCIAL CONSULTING, PA",
      "url": "https://advisorcensus.com/firm/fulbright-financial-consulting-pa-durham-nc-117891",
      "city": "Durham",
      "state": "NC",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155363,
      "name": "Fund Direct Advisors Inc.",
      "name_as_filed": "FUND DIRECT ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/fund-direct-advisors-inc-greensboro-nc-155363",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322852,
      "name": "FWJ Planning LLC",
      "name_as_filed": "FWJ PLANNING LLC",
      "url": "https://advisorcensus.com/firm/fwj-planning-llc-new-hill-nc-322852",
      "city": "New Hill",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310518,
      "name": "Garden City Management, LLC",
      "name_as_filed": "GARDEN CITY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/garden-city-management-llc-charlotte-nc-310518",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313072,
      "name": "Gatehill Financial Consulting, LLC",
      "name_as_filed": "GATEHILL FINANCIAL CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/gatehill-financial-consulting-llc-313072",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141248,
      "name": "Generations Investment Advisors, LLC",
      "name_as_filed": "GENERATIONS INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/generations-investment-advisors-llc-141248",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341458,
      "name": "Gibert Wealth Management",
      "name_as_filed": "GIBERT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gibert-wealth-management-charlotte-nc-341458",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306620,
      "name": "Gilder Partners for Growth, LLC",
      "name_as_filed": "GILDER PARTNERS FOR GROWTH, LLC",
      "url": "https://advisorcensus.com/firm/gilder-partners-for-growth-llc-raleigh-nc-306620",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157772,
      "name": "Global Endowment Management, LP",
      "name_as_filed": "GLOBAL ENDOWMENT MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/global-endowment-management-lp-charlotte-nc-157772",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332248,
      "name": "Golden Pine Advisory, LLC",
      "name_as_filed": "GOLDEN PINE ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/golden-pine-advisory-llc-pinehurst-nc-332248",
      "city": "Pinehurst",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170308,
      "name": "Goldfarb Wealth Advisors",
      "name_as_filed": "GOLDFARB WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/goldfarb-wealth-advisors-170308",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153812,
      "name": "Gouws Capital LLC",
      "name_as_filed": "GOUWS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/gouws-capital-llc-charlotte-nc-153812",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110592,
      "name": "Gragg Financial",
      "name_as_filed": "GRAGG FINANCIAL",
      "url": "https://advisorcensus.com/firm/gragg-financial-shelby-nc-110592",
      "city": "Shelby",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 285812,
      "name": "Granada Wealth Management, LLC",
      "name_as_filed": "GRANADA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/granada-wealth-management-llc-davidson-nc-285812",
      "city": "Davidson",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150293,
      "name": "Grand Street Capital Management, L.L.C.",
      "name_as_filed": "GRAND STREET CAPITAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/grand-street-capital-management-l-l-c-winston-salem-nc-150293",
      "city": "Winston Salem",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126679,
      "name": "Granville Capital, Inc.",
      "name_as_filed": "GRANVILLE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/granville-capital-inc-greensboro-nc-126679",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127717,
      "name": "Great Plans Capital Management, LLC",
      "name_as_filed": "GREAT PLANS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/great-plans-capital-management-llc-cary-nc-127717",
      "city": "Cary",
      "state": "NC",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290727,
      "name": "Greenway Wealth Advisors, LLC",
      "name_as_filed": "GREENWAY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/greenway-wealth-advisors-llc-charlotte-nc-290727",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "100m_500m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 326464,
      "name": "Grey Private Capital",
      "name_as_filed": "GREY PRIVATE CAPITAL",
      "url": "https://advisorcensus.com/firm/grey-private-capital-charlotte-nc-326464",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "under_25m",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305412,
      "name": "Guardian Wealth Advisors, LLC",
      "name_as_filed": "GUARDIAN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/guardian-wealth-advisors-llc-raleigh-nc-305412",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120669,
      "name": "Gulfstream Capital, LLC",
      "name_as_filed": "GULFSTREAM CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/gulfstream-capital-llc-wrightsville-beach-nc-120669",
      "city": "Wrightsville Beach",
      "state": "NC",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117656,
      "name": "H&H Investment Planners, Inc.",
      "name_as_filed": "H&H INVESTMENT PLANNERS, INC.",
      "url": "https://advisorcensus.com/firm/h-and-h-investment-planners-inc-bermuda-run-nc-117656",
      "city": "Bermuda Run",
      "state": "NC",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313593,
      "name": "H. L. Ormond & Company, LLC",
      "name_as_filed": "H. L. ORMOND & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/h-l-ormond-and-company-llc-greenville-nc-313593",
      "city": "Greenville",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297174,
      "name": "Hale Partnership Capital Management, LLC",
      "name_as_filed": "HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hale-partnership-capital-management-llc-charlotte-nc-297174",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152789,
      "name": "Halifax Investment Management, L.L.C.",
      "name_as_filed": "HALIFAX INVESTMENT MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/halifax-investment-management-l-l-c-raleigh-nc-152789",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119362,
      "name": "Hamilton Management Group, Inc.",
      "name_as_filed": "HAMILTON MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/hamilton-management-group-inc-charlotte-nc-119362",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144534,
      "name": "Hamilton Point Investment Advisors, LLC",
      "name_as_filed": "HAMILTON POINT INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/hamilton-point-investment-advisors-llc-chapel-hill-nc-144534",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338574,
      "name": "Hammond Wealth Partners",
      "name_as_filed": "HAMMOND WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/hammond-wealth-partners-338574",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336534,
      "name": "Hanover Square Wealth Advisors LLC",
      "name_as_filed": "HANOVER SQUARE WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/hanover-square-wealth-advisors-llc-winston-salem-nc-336534",
      "city": "Winston-Salem",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300857,
      "name": "Harborside Capital",
      "name_as_filed": "HARBORSIDE CAPITAL",
      "url": "https://advisorcensus.com/firm/harborside-capital-300857",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "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",
        "firm_count": 292
      },
      {
        "path": "/advisors/nc/flat-fee",
        "label": "Flat-fee financial advisors in North Carolina",
        "firm_count": 410
      },
      {
        "path": "/advisors/nc/hourly",
        "label": "Hourly financial advisors in North Carolina",
        "firm_count": 327
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/nc.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"
  }
}