Top financial advisors in Pinehurst, NC
We’ve curated a list of the best financial advisors in Pinehurst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$168,298,254
Number of advisors
6 advisors
| $168,298,254 | 6 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 Pinehurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pinehurst. 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.
Reliant Investment Partners, LLC
Reliant Investment Partners, LLC is a SEC registered investment adviser based in North Carolina, established in 2018 by principal owner Robert J. Wagler. The firm manages $234,779,834 on a discretionary basis as of December 31, 2024. Services offered include investment management tailored to individual client needs and financial planning covering areas such as business planning, cash flow management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. For investment management services, Reliant charges an annual advisory fee of up to 2.00% based on assets under management, payable quarterly. Financial planning services are offered on a fixed fee basis ranging from $750.00 to $10,000.00, or an hourly fee up to $350.00. The firm does not participate in wrap fee programs or offer performance-based fees. Reliant acts as a fiduciary, placing clients' interests first, and does not receive compensation from outside sources. Clients have the option to choose their custodian and may impose restrictions on investments. Reliant uses fundamental, technical, cyclical, and charting analysis for investment decisions, offering both passive and active investment management. The firm discloses material risks associated with its investment strategies and maintains a Code of Ethics emphasizing integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Clients receive regular account reviews and reports, and the firm does not vote client proxies. Reliant prioritizes client privacy and security, maintaining physical, procedural, and electronic safeguards for personal information. Clients are informed annually about the firm's privacy policy and any revisions to it.
$168,298,254 under management
6 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 Businesses
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 Pinehurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pinehurst. 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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