RIAs in North Carolina

464 RIAs headquartered in North Carolina managing a combined $3T.

By city

CharlotteNorth Carolina126 FIRMS · $1.6T RALEIGHNorth Carolina70 FIRMS · $1.3T CHAPEL HILLNorth Carolina26 FIRMS · $28.6B GREENSBORONorth Carolina26 FIRMS · $17.7B WINSTON SALEMNorth Carolina24 FIRMS · $14.9B DURHAMNorth Carolina20 FIRMS · $4.1B CARYNorth Carolina20 FIRMS · $10.5B WILMINGTONNorth Carolina15 FIRMS · $3.9B ASHEVILLENorth Carolina15 FIRMS · $6.7B CONCORDNorth Carolina8 FIRMS · $2.1B MOORESVILLENorth Carolina7 FIRMS · $890M GREENVILLENorth Carolina5 FIRMS · $1.5B STATESVILLENorth Carolina5 FIRMS · $255M SOUTHERN PINESNorth Carolina5 FIRMS · $701M MATTHEWSNorth Carolina5 FIRMS · $1.3B CORNELIUSNorth Carolina5 FIRMS · $3.5B APEXNorth Carolina5 FIRMS · $544M HUNTERSVILLENorth Carolina4 FIRMS · $2.8B ROCKY MOUNTNorth Carolina4 FIRMS · $2.3B FUQUAY VARINANorth Carolina4 FIRMS · $377M HICKORYNorth Carolina4 FIRMS · $791M PINEHURSTNorth Carolina4 FIRMS · $431M BOONENorth Carolina3 FIRMS · $732M SHELBYNorth Carolina2 FIRMS · $633M BERMUDA RUNNorth Carolina2 FIRMS · $1.2B DAVIDSONNorth Carolina2 FIRMS · $194M FAYETTEVILLENorth Carolina2 FIRMS · $15.6M HENDERSONVILLENorth Carolina2 FIRMS · $56M High PointNorth Carolina2 FIRMS · $335M HOLLY SPRINGSNorth Carolina2 FIRMS · $59M SALISBURYNorth Carolina2 FIRMS · $199M Wake ForestNorth Carolina2 FIRMS · $1.5B WINTERVILLENorth Carolina2 FIRMS · $130M ARDENNorth Carolina1 FIRM · $207M CLINTONNorth Carolina1 FIRM · $69.6M KANNAPOLISNorth Carolina1 FIRM · $53.3M KITTY HAWKNorth Carolina1 FIRM · $78.5M LA GRANGENorth Carolina1 FIRM LEWISVILLENorth Carolina1 FIRM · $8.5M LILLINGTONNorth Carolina1 FIRM LincolntonNorth Carolina1 FIRM · $6.7M LOUISBURGNorth Carolina1 FIRM · $401M LUMBERTONNorth Carolina1 FIRM · $29.8M CARTHAGENorth Carolina1 FIRM · $2.1M BURNSVILLENorth Carolina1 FIRM MOREHEAD CITYNorth Carolina1 FIRM · $2.5M MOUNT AIRYNorth Carolina1 FIRM · $12.5M NAGS HEADNorth Carolina1 FIRM · $21.3M NEW BERNNorth Carolina1 FIRM · $1B OAK RIDGENorth Carolina1 FIRM · $22.7M BURLINGTONNorth Carolina1 FIRM · $53.8M PITTSBORONorth Carolina1 FIRM · $34.2M BREVARDNorth Carolina1 FIRM · $46.7M RESEARCH TRIANGLE PARKNorth Carolina1 FIRM BLACK MOUNTAINNorth Carolina1 FIRM · $163M ALBEMARLENorth Carolina1 FIRM · $338M SANFORDNorth Carolina1 FIRM · $121M SHALLOTTENorth Carolina1 FIRM · $5.5M AdvanceNorth Carolina1 FIRM BELMONTNorth Carolina1 FIRM · $81.4M AYDENNorth Carolina1 FIRM · $17.3M EDENNorth Carolina1 FIRM HENDERSONNorth Carolina1 FIRM · $163M Trent WoodsNorth Carolina1 FIRM · $2.4M CRAMERTONNorth Carolina1 FIRM · $147M HIGHLANDSNorth Carolina1 FIRM · $9M WRIGHTSVILLE BEACHNorth Carolina1 FIRM · $132M

All RIAs in North Carolina

WEALTHPOINT ADVISORS

CRAMERTON, NC

AUM $147MTEAM 7REPS 4

ASCENDOR WEALTH, LLC

WILMINGTON, NC

AUM $146MTEAM 7REPS 7

BLUE FINANCIAL

Charlotte, NC

AUM $145MTEAM 11REPS 7

WHITE OAK FINANCIAL MANAGEMENT, INC

ASHEVILLE, NC

AUM $143MTEAM 3REPS 4

FOREST CAPITAL

CONCORD, NC

AUM $143MTEAM 4REPS 3

CALAMITA WEALTH MANAGEMENT

Charlotte, NC

AUM $138MTEAM 4REPS 2

TARHEEL ADVISORS, LLC

CHAPEL HILL, NC

AUM $138MTEAM 2REPS 2

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

STATESVILLE, NC

AUM $136MTEAM 3REPS 2

BSG ADVISERS

APEX, NC

AUM $135MTEAM 9REPS 6

SOUND FINANCIAL MANAGEMENT, INC.

RALEIGH, NC

AUM $134MTEAM 2REPS 2

STRUCTURAL SOLUTIONS LLC

CHAPEL HILL, NC

AUM $133MTEAM 3REPS 2

TRICAPITAL WEALTH MANAGEMENT, INC.

Charlotte, NC

AUM $133MTEAM 3REPS 3

WELLS FINANCIAL MANAGEMENT, LLC

ASHEVILLE, NC

AUM $133MTEAM 2REPS 1

THE BREIT GROUP

WRIGHTSVILLE BEACH, NC

AUM $132MTEAM 3REPS 2

SABER CAPITAL MANAGEMENT LLC

FUQUAY VARINA, NC

AUM $129MTEAM 2REPS 1

KUCHARO WEALTH

Charlotte, NC

AUM $124MTEAM 2REPS 1

TOLLEY FINANCIAL GROUP, LLC

RALEIGH, NC

AUM $122MTEAM 1REPS 1

WEST FINANCIAL STRATEGIES, INC.

SANFORD, NC

AUM $121MTEAM 3REPS 2

EMERALD ASSET MANAGEMENT, INC.

ROCKY MOUNT, NC

AUM $121MTEAM 2REPS 2

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

CARY, NC

AUM $120MTEAM 4REPS 2

TRG CAPITAL MANAGEMENT, INC.

RALEIGH, NC

AUM $116MTEAM 5REPS 4

PASSPORT WEALTH MANAGEMENT

CORNELIUS, NC

AUM $115MTEAM 3REPS 2

HATTERAS INVESTMENT PARTNERS, LP

RALEIGH, NC

AUM $115MTEAM 9REPS 8

EVERGREEN WEALTH ADVISORS

RALEIGH, NC

AUM $112MTEAM 18REPS 6

FINTRX platform

Need contacts and allocation intelligence for these firms?