ETON ADVISORS - Financial Advisor in North Carolina, Chapel Hill

Tel: 919-442-1550 5915 Farrington Road, Suite 202 Chapel Hill, North Carolina 27517

About ETON ADVISORS

ETON ADVISORS is a Chapel Hill, North Carolina based financial advisory firm with nearly $1,961,699,026 in assets under management and provides investment advisory services for 153 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

289395

Firm SEC#:

801-111042

Assets Under Management:

$1,961,699,026

No. of Clients:

153

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Other (FAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in North Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in North Carolina, Chapel Hill

FirmCRD#:155425

SEC#:801-71946

No. of Advisors:38

No. of Clients:196

AUM:$8,363,744,672

FirmCRD#:106275

SEC#:801-39635

No. of Advisors:39

No. of Clients:1563

AUM:$3,465,042,044

FirmCRD#:138401

SEC#:801-65690

No. of Advisors:33

No. of Clients:42

AUM:$1,432,730,674

FirmCRD#:159953

SEC#:801-72996

No. of Advisors:13

No. of Clients:940

AUM:$1,032,235,244

FirmCRD#:141407

SEC#:801-67159

No. of Advisors:14

No. of Clients:8

AUM:$957,254,833

FirmCRD#:304642

SEC#:801-117177

No. of Advisors:8

No. of Clients:2269

AUM:$944,342,749

FirmCRD#:144534

SEC#:801-68186

No. of Advisors:11

No. of Clients:780

AUM:$935,084,099

FirmCRD#:311517

SEC#:801-120757

No. of Advisors:5

No. of Clients:1292

AUM:$787,661,112

FirmCRD#:150641

SEC#:801-70279

No. of Advisors:6

No. of Clients:885

AUM:$511,205,897

FirmCRD#:317547

SEC#:801-122963

No. of Advisors:3

No. of Clients:222

AUM:$509,203,338

FirmCRD#:283014

SEC#:801-107408

No. of Advisors:12

No. of Clients:1771

AUM:$502,828,225

FirmCRD#:118412

SEC#:801-60793

No. of Advisors:10

No. of Clients:1434

AUM:$488,362,265

FirmCRD#:154804

SEC#:801-109968

No. of Advisors:10

No. of Clients:600

AUM:$471,875,202

FirmCRD#:112897

SEC#:801-108521

No. of Advisors:3

No. of Clients:315

AUM:$184,027,324

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

TRUEBRIDGE CAPITAL PARTNERS

155425

801-71946

196

$8,363,744,672

FRANKLIN STREET ADVISORS INC.

106275

801-39635

1563

$3,465,042,044

MORGAN CREEK CAPITAL MANAGEMENT, LLC

138401

801-65690

$1,432,730,674

DELEGATE ADVISORS, LLC

159953

801-72996

940

$1,032,235,244

SILVERBACK ASSET MANAGEMENT, LLC

141407

801-67159

$957,254,833

ABSHER WEALTH MANAGEMENT, LLC

304642

801-117177

2269

$944,342,749

HAMILTON POINT INVESTMENT ADVISORS, LLC

144534

801-68186

780

$935,084,099

ATLANTIC PRIVATE WEALTH, LLC

311517

801-120757

1292

$787,661,112

WOODWARD FINANCIAL ADVISORS, INC.

150641

801-70279

885

$511,205,897

SAFE HARBOR FAMILY CAPITAL, LLC

317547

801-122963

222

$509,203,338

HILLTOP WEALTH ADVISORS, LLC

283014

801-107408

1771

$502,828,225

PHOENIX WEALTH ADVISORS INC.

118412

801-60793

1434

$488,362,265

OLD PEAK FINANCE

154804

801-109968

600

$471,875,202

FRAZIER FINANCIAL CONSULTANTS, LLC

112897

801-108521

315

$184,027,324

Explore More Financial Advisor Firms in Chapel Hill, North Carolina >>