Falists

North Carolina · 4 advisers

Financial Advisors in Rocky Mount, North Carolina

Looking for a financial advisor in Rocky Mount, North Carolina? Falists indexes 4 SEC-registered and state-registered investment advisers in Rocky Mount — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.42B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

2

Largest AUM

$1.42B

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning3Trusts3Retirement2Institutional4

Top advisors in Rocky Mount

Ranked by AUM · Fees, team & specialties at a glance

View all 4 →

IRONSIDES ASSET ADVISORS, LLC

Rocky Mount, NC

AUM

$1.42B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

252-443-7041

Full profileNo website

OBP CAPITAL

Rocky Mount, NC

AUM

$168.8M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM; HYBRID MINIMUM + BPS

252-984-3808

Full profileNo website

More cities in North Carolina

Charlotte (140)Raleigh (78)Durham (31)Chapel Hill (27)Greensboro (27)Cary (21)Asheville (16)Wilmington (16)Winston Salem (13)Winston-Salem (12)Mooresville (8)Concord (7)

Common questions

How many financial advisors are in Rocky Mount, North Carolina?
4 registered investment advisers are listed in our Rocky Mount directory, sourced from public SEC filings.
What types of advisors are in Rocky Mount?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Rocky Mount?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.