Their list of Charlotte-area’s largest wealth management firms is ranked by total assets under management (AUM) for the Charlotte-area office. Of the 31 firms listed, Parsec ranks 18th (up from 21st last year) with $1.056 billion in AUM for the Charlotte office of its $4.226 billion total firm AUM as of December 31, 2021.
“2021 was a tremendous year in the markets despite a difficult year otherwise so we are thrilled with the growth that our firm saw as a direct correlation to the growth our clients enjoyed,” said Partner Michael Ziemer, CFP ® .
Their list of Charlotte-area’s largest financial planning firms is ranked by number of local CFPs. Of the 32 firms listed, Parsec ranks 13th with five local CFPs.
Partner Greg James, CFP ® , added, “We have steadily built our Charlotte team and proud of the strong bench of credentialed professionals now on our team.”
James and Ziemer have been with Parsec and active in the Charlotte market since 2001 and 2004, respectively. They are joined by three other financial advisors Aaron Combs, Hilary Daniel and Bradley Burk, all of whom are supported by a local team of 10 financial planners, portfolio managers and client service specialists.
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About Parsec Financial: Parsec Financial is a fee-only registered investment advisor with $4.089 billion in assets under management as of March 31, 2022. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to 2,005 families and businesses in six offices across North Carolina.
Learn more about Parsec’s Charlotte-based team: parsecfinancial.com/offices/charlotte