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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Greensboro
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
100
non-vetted advisors in your local area. These financial advisors in
Greensboro
,
North Carolina
have an average of
12
years of experience.
NOTE: The list of financial
advisors in
Greensboro
,
North Carolina
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Greensboro
,
North Carolina
.
| Qualified Financial Advisors in Greensboro, North Carolina | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Kelli Smith
CFP®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 717 Green Valey Rd., Greensboro, NC 27408 |
8 | Not Specified | Not Specified | Fee-Based |
| John McAulay
CFP®, CLTC® MCAULAY FINANCIAL AT LPL 126 W. Chatham Street, Cary, NC 27511 |
20 | $60,000,000 | $500,000 | Fee-Based |
| Kelli Smith
CFP®, Chartered Mutual Fund Counselor (CMFC®), CRPC® EDELMAN FINANCIAL ENGINES, LLC 4700 Falls of Neuse Road, Raleigh, NC 27609 |
8 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6519874
FirmCRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
717 Green Valey Rd.,
Suite 200,
Greensboro,
NC
27408
Phone Number
919-747-6052
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4439033
FirmCRD# 6413
Series 7, 24, 31, 66
Compensation/Fee Fee-Based
Office Location
126 W. Chatham Street,
Cary,
NC
27511
Phone Number
919-244-1416
Began career in financial services by joining Legg Mason Wood Walker as a Financial Advisor in 2001, and transitioned to Smith Barney via a company acquisition in 2006. Have been a CERTIFIED FINANCIAL PLANNER™ professional since 2006, and received a certificate in Financial Planning from Duke University. Born and raised in Long Island, NY by parents who emigrated from Scotland in the 1950's, John moved to North Carolina to attain his undergraduate degree from East Carolina University. He currently resides in Morrisville, NC with his wife, Leslie. Have two children: son Jack is a 2nd Lt. in the US Army, and daughter Lindsay is in nursing school.
LPL Financial is he largest independent broker dealer with more than 18,000 advisors nationwide. We are publicly traded under the symbol LPLA.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 6519874
FirmCRD# 6519874
Series 65
Compensation/Fee Fee-Based
Office Location
4700 Falls of Neuse Road,
Suite 275,
Raleigh,
NC
27609
Phone Number
919-747-6052
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
| Top Financial Advisor Firms in Greensboro, North Carolina | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Vn Capital Management, Llc
1250 Revolution Mill Drive , Suite 181, Greensboro, NC 27405 |
$149,771,000 | 2 |
A percentage of AUM Performance Based |
| Blueprint Fund Management
1250 Revolution Mill Drive , Suite 150, Greensboro, NC 27405 |
$82,012,252 | 1 |
A percentage of AUM |
| Blueprint Financial Advisors
1250 Revolution Mill Drive , Suite 150, Greensboro, NC 27405 |
$0 | 0 |
A percentage of AUM |
| Trent Capital Management Inc
3150 North Elm St,Ste 204, Greensboro, NC 27408 |
$191,008,803 | 290 |
A percentage of AUM Performance Based |
| Intercarolina Financial Services, Inc.
3300 Battleground Avenue , Suite 400, Greensboro, NC 27410 |
$112,267,206 | 236 |
A percentage of AUM Fixed fees |
| Capital Management Llc
628 Green Valley Road , Suite 204, Greensboro, NC 27408 |
$312,372,723 | 472 |
A percentage of AUM Hourly charges Fixed fees |
| Carolina Financial Advisors, Inc.
100 East Lake Dr. , Suite 100, Greensboro, NC 27403 |
$199,778,514 | 1076 |
A percentage of AUM Hourly charges Fixed fees |
| Granville Capital, Inc.
300 North Greene Street , Suite 1750, Greensboro, NC 27401 |
$735,413,653 | 15 |
A percentage of AUM Fixed fees Performance Based |
| Zuraw Financial Advisors, Llc
806 Green Valley Road , Suite 201, Greensboro, NC 27408 |
$309,198,959 | 651 |
A percentage of AUM Hourly charges Fixed fees |
| Triad Financial Advisors, Inc.
3623 N. Elm Street , Suite 102, Greensboro, NC 27455 |
$964,483,830 | 2277 |
A percentage of AUM Other (FEE FOR MONITORING 3RD PARTY MANAGERS) |
| Cascades Capital Asset Management, Llc
1834 Pembroke Road , Suite 4, Greensboro, NC 27408 |
$214,828,880 | 613 |
A percentage of AUM |
| Holderness Investments Co
2102 N. Elm Street , Suite C, Greensboro, NC 27408 |
$433,970,325 | 542 |
A percentage of AUM Hourly charges Fixed fees |
| Smith, Salley & Associates, Llc
324 West Wendover Avenue , Suite 301, Greensboro, NC 27408 |
$2,717,100,209 | 1898 |
A percentage of AUM |
| Fund Direct Advisors Inc.
7800 Mccloud Road , Suite 201, Greensboro, NC 27409 |
$660,000,000 | 380 |
A percentage of AUM Fixed fees |
| Spartan Planning Group
1931 New Garden Rd, Ste 220, Greensboro, NC 27410 |
$248,873,256 | 890 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bob Edmonds Inquire with Bob |
3608 W Friendly Ave, Ste 211, Greensboro, NC 27410 | 336-574-3160 |
| Andre Conway Inquire with Andre |
300 N Greene St, Ste 1700, Greensboro, NC 27401 | 336-271-4338 |
| Alexandra Turpin Inquire with Alexandra |
300 N Greene St, Ste 1700, Greensboro, NC 27401 | 336-271-4308 |
| Allan Eades Inquire with Allan |
300 N Greene St, Ste 1700, Greensboro, NC 27401 | 336-271-4336 |
| Gene Kemp Inquire with Gene |
3608 W Friendly Ave, Ste 211, Greensboro, NC 27410 | 336-574-3160 |
| Edmonds, Hunt & Associates Inquire with Edmonds, |
3608 W Friendly Ave, Ste 211, Greensboro, NC 27410 | 336-574-3160 |
| Sherry Hunt Inquire with Sherry |
3608 W Friendly Ave, Ste 211, Greensboro, NC 27410 | 336-574-3160 |
| Kelley Wheaton Inquire with Kelley |
3608 W Friendly Ave, Ste 211, Greensboro, NC 27410 | 336-574-3160 |
| Kathryn Larson Inquire with Kathryn |
401 N Edgeworth St, Ste A, Greensboro, NC 27401 | 336-315-9410 |
| Mark K Blakeman Inquire with Mark |
3220 Northline Ave, Ste 205, Greensboro, NC 27408 | 336-544-0353 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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