Managers in High Point, NC
United States · 22 asset managers within 25 km (2 in High Point itself) · 44 wealth managers, banks and others
Nearby: Greensboro, NC 19 · Winston-Salem, NC 14 · Oak Ridge, NC 1 · Lexington, NC 1
Asset managers in and around High Point
| # | Manager | People here |
|---|---|---|
| 1 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Greensboro BELL PARTNERS · 3 related pages $24.1bn | about 23main office |
| 2 | OneDigital Investment Advisors LLC institutions · Greensboro $155.4bn | 7 |
| 3 | GRANVILLE CAPITAL, INC. hedge funds · Greensboro $1.4bn | about 7main office |
| 4 | MMA SECURITIES LLC Greensboro | 4 |
| 5 | MMA ASSET MANAGEMENT LLC institutions · Greensboro $787.8m | 3 |
| 6 | FUND DIRECT ADVISORS INC. institutions · Greensboro $593.0m | about 3main office |
| 7 | BLUEPRINT INVESTMENT PARTNERS LLC Greensboro $1.8bn | about 2main office |
| 8 | BLUEPRINT FUND MANAGEMENT mutual funds · Greensboro $340.5m | about 2main office |
| 9 | Advisory Alpha, LLC Greensboro $4.4bn | 1 |
| 10 | NAMCOA institutions · High Point $404.3m | 1 |
| 11 | Collaborative Fund Advisors, LLC mutual funds · High Point $144.8m | 1 |
| 12 | OSAIC HOLDINGS, INC. private equity, wealth · Greensboro Osaic Advisory Services, LLC · 6 related pages $85.1bn | office |
| 13 | CNO Financial Group, Inc. structured credit, institutions, wealth · Greensboro BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn | office |
| 14 | FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Greensboro FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn | office |
| 15 | Blueprint Investment Partners LLC Greensboro $1.2bn | based here |
| 16 | HOLDERNESS INVESTMENTS CO Greensboro $599.8m | based here |
| 17 | TRIAD FINANCIAL ADVISORS, INC. Greensboro $283.9m | based here |
| 18 | Old North State Trust, LLC Greensboro $194.5m | based here |
| 19 | Kiely Wealth Advisory Group, Inc. Oak Ridge $155.4m | based here |
| 20 | MCMILLION CAPITAL MANAGEMENT INC Greensboro $112.3m | based here |
| 21 | VN CAPITAL MANAGEMENT, LLC hedge funds · Greensboro $63.0m | office |
| 22 | SALEM INVESTMENT PARTNERS private equity · Greensboro | office |
22 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.