Financial advisers in Durham, NC
7 registered investment adviser firms in Durham managing $3.6B in assets, based on public SEC Form ADV filings.
Silverback Asset Management, LLC
Durham, NC · Est. 2006
LocalInternational
- AUM
- $1.2B
- Per adviser
- $238M
- Advisers
- 5
No reported disclosures
Verity Asset Management
Durham, NC · Est. 2006
Regional
- AUM
- $1.2B
- Per adviser
- $21M
- Advisers
- 54
Kuhn Advisors, INC.
Durham, NC · Est. 1993
Local
- AUM
- $801M
- Per adviser
- $267M
- Advisers
- 3
No reported disclosures
Integrated Wealthcare, LLC
Durham, NC · Est. 2021
Local
- AUM
- $218M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
Pinafore Wealth Counsel INC.
Durham, NC · Est. 2024
Local
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Slp Wealth
Durham, NC · Est. 2023
Regional
- AUM
- $64M
- Per adviser
- $5M
- Advisers
- 14
No reported disclosures
Vested Finance
Durham, NC · Est. 2018
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 8
No reported disclosures