Top financial advisors in High Point, NC
We’ve curated a list of the best financial advisors in High Point, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$167,354,321
Number of advisors
62 advisors
| $167,354,321 | 62 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in High Point, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case High Point. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Terra Wealth
Terra Wealth Management, LLC is a registered investment advisor based in North Carolina, providing personalized financial planning and investment advisory services to individuals and entities, including high net worth individuals, family offices, trusts, and retirement plans. The firm offers holistic financial planning services covering areas such as cash flow analysis, investment planning, retirement planning, and estate planning. Investment management services include discretionary and non-discretionary portfolio strategies primarily utilizing mutual funds, ETFs, and annuities. Clients may also have their portfolios managed by unaffiliated money managers or investment platforms. The firm recently engaged in a Turnkey Asset Management Program (TAMP) and updated its fee schedule, with a maximum advisory fee of 2.00%. Terra Wealth manages over $399 million in assets under management as of December 31, 2024. Clients are responsible for fees charged by financial institutions and external money managers, and the firm does not charge performance-based fees. Terra Wealth does not accept custody of client accounts and provides investment discretion with client-imposed limitations. The firm does not vote proxies on behalf of clients and has no financial conditions impairing its ability to meet contractual commitments. No bankruptcy petitions have been filed by the firm. For more information, visit www.TerraWealth.com.
$167,354,321 under management
62 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in High Point, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case High Point. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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