| Austin Tilles | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Carlton Dixon | Sapere Wealth Management | Matthews | ChFC | Percentage of assets, Fixed fees |
| Chris Harrell | Cordgrass Capital Advisors | Raleigh | CFA | Percentage of assets, Hourly |
| Christie Bonacci | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| Christopher Scott | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| David McGrath | Oakworth Asset Management | Charlotte | CFA | Percentage of assets, Hourly |
| Dustin Barr | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Edin Cuskovic | Maximum Advisory | Huntersville | CFA | Percentage of assets, Hourly |
| James Edmundson | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Janice French | Timonier | Winston Salem | CFA | Percentage of assets, Hourly |
| Joseph McCaffrey | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Katherine Skurski | EQV Advisory | Raleigh | CFA | Percentage of assets, Fixed fees |
| Lauretta Reeves | Bastion Fiduciary | Raleigh | CFA | Percentage of assets, Hourly |
| Mark Roberts | Ironsides Asset Advisors | Rocky Mount | CFA | Percentage of assets, Hourly |
| Mark Thompson | Laurel Wealth Advisors | Charlotte | CFA | Percentage of assets, Hourly |
| Matthew Simmons | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Patrick Raminski | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Paul Anthony | Sheets Smith Wealth Management | Winston-Salem | CFA | Percentage of assets, Fixed fees |
| Paul Delaney | Capital Endurance Group | Cary | CFA | Percentage of assets, Fixed fees |
| Robert Pike | Sheets Smith Wealth Management | Winston Salem | CFA | Percentage of assets, Fixed fees |
| Sukesh Pai | Trillium Square Advisors | Rolesville | CFA | Percentage of assets, Hourly |
| Tara Hughes | Bluesky Wealth Advisors | New Bern | PFS | Hourly, Fixed fees |
| Thomas Hoops | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Addison Dascombe | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Alan Heltzel | Planvision | Fuquay-Varina | Not listed | Fixed fees |
| Alex Mathews | Sanctuary Financial Planning | Charlotte | Not listed | Hourly, Fixed fees |
| Alexander Halavazis | Foundation Wealth & Tax Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Angela Connolly | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Anna Pottle | Pottle Financial Services | Pinehurst | Not listed | Percentage of assets, Fixed fees |
| Anthony Winkels | Fortis Wealth Management | Blowing Rock | Not listed | Percentage of assets, Hourly |
| Ashley Stockdale | Crossgen Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Austin Childress | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Ayasha Jones | Bluesky Wealth Advisors | New Bern | Not listed | Hourly, Fixed fees |
| Barron Akins | Oakworth Asset Management | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Roberts | Ironsides Asset Advisors | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Bradley Kendall | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |
| Brent Plunkett | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Ager | Verum Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Brian Debruin | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Brian Johnson | Brightpath Wealth Advisors | Raleigh | Not listed | Percentage of assets, Hourly |
| Cambell Conard | Shepherd Wealth Partners | Waxhaw | Not listed | Percentage of assets, Hourly |
| Carlton Whitman | Tassel Capital Management | Matthews | Not listed | Percentage of assets, Hourly |
| Caroline Gallagher | Greenway Wealth Advisors | Charlotte | Not listed | Percentage of assets, Hourly |
| Chad Storck | Joel Adams and Associates | Asheville | Not listed | Percentage of assets, Hourly |
| Charles Parks | C F Parks | Salisbury | Not listed | Percentage of assets, Fixed fees |
| Cheryl Sova | Charter Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Christopher Cecil | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Christopher Perkins | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Colby Mank | Mason & Associates | Apex | Not listed | Percentage of assets, Hourly |
| Colton Tickle | Financial Symmetry | Raleigh | Not listed | Percentage of assets, Hourly |