RIAs in North Carolina
465 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina128 FIRMS · $1.7TRaleighNorth Carolina74 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.6BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina19 FIRMS · $9.2BDurhamNorth Carolina19 FIRMS · $4.1BAshevilleNorth Carolina14 FIRMS · $6.7BWilmingtonNorth Carolina14 FIRMS · $3.8BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina6 FIRMS · $1.6BMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BGreenvilleNorth Carolina5 FIRMS · $1.5BStatesvilleNorth Carolina5 FIRMS · $255MApexNorth Carolina5 FIRMS · $544MSouthern PinesNorth Carolina5 FIRMS · $701MHickoryNorth Carolina4 FIRMS · $791MPinehurstNorth Carolina4 FIRMS · $431MRocky MountNorth Carolina4 FIRMS · $2.3BHuntersvilleNorth Carolina4 FIRMS · $2.8BFuquay VarinaNorth Carolina3 FIRMS · $367MBooneNorth Carolina3 FIRMS · $743MShelbyNorth Carolina2 FIRMS · $633MHendersonvilleNorth Carolina2 FIRMS · $56MHolly SpringsNorth Carolina2 FIRMS · $59MWake ForestNorth Carolina2 FIRMS · $1.5BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MWintervilleNorth Carolina2 FIRMS · $130MBermuda RunNorth Carolina2 FIRMS · $1.2BSalisburyNorth Carolina2 FIRMS · $199MHigh PointNorth Carolina2 FIRMS · $335MTrent WoodsNorth Carolina1 FIRM · $2.4MWest EndNorth Carolina1 FIRMAdvanceNorth Carolina1 FIRMWrightsville BeachNorth Carolina1 FIRM · $132MAlbemarleNorth Carolina1 FIRM · $338MArdenNorth Carolina1 FIRM · $207MAydenNorth Carolina1 FIRM · $17.3MBelmontNorth Carolina1 FIRM · $81.4MBlack MountainNorth Carolina1 FIRM · $163MBrevardNorth Carolina1 FIRM · $46.7MBurlingtonNorth Carolina1 FIRM · $85.2MBurnsvilleNorth Carolina1 FIRMCarthageNorth Carolina1 FIRM · $2.1MClintonNorth Carolina1 FIRM · $69.6MCramertonNorth Carolina1 FIRM · $147MEdenNorth Carolina1 FIRM · $2.5MHendersonNorth Carolina1 FIRM · $163MHighlandsNorth Carolina1 FIRM · $9MKannapolisNorth Carolina1 FIRM · $53.3MKitty HawkNorth Carolina1 FIRM · $78.5MLa GrangeNorth Carolina1 FIRMLewisvilleNorth Carolina1 FIRM · $8.5MLillingtonNorth Carolina1 FIRMLincolntonNorth Carolina1 FIRM · $6.7MLouisburgNorth Carolina1 FIRM · $401MLumbertonNorth Carolina1 FIRM · $29.8MMarvinNorth Carolina1 FIRMMorehead CityNorth Carolina1 FIRM · $2.5MMount AiryNorth Carolina1 FIRM · $12.5MNags HeadNorth Carolina1 FIRM · $21.3MNew BernNorth Carolina1 FIRM · $1BOak RidgeNorth Carolina1 FIRM · $22.7MPittsboroNorth Carolina1 FIRM · $34.2MResearch Triangle ParkNorth Carolina1 FIRMSanfordNorth Carolina1 FIRM · $121MShallotteNorth Carolina1 FIRM · $5.5M
All RIAs in North Carolina
Heritage Capital Partners,Inc.
RIACharlotte, NC
AUM $78.5MTEAM 1REPS 2
Hutchins Canning & Company Pa
RIAKitty Hawk, NC
AUM $78.5MTEAM 10REPS 2
Trusttree Financial LLC
RIAHuntersville, NC
AUM $78MTEAM 2REPS 2
Moore Investment Partners, LLC
RIACharlotte, NC
AUM $75.6MTEAM 1REPS 1
South Atlantic Capital Management Group, Inc.
RIAWilmington, NC
AUM $75.5MTEAM 2REPS 2
Keel & Long Financial Management, LLC
RIAGreenville, NC
AUM $75MTEAM 2REPS 2
Gilder Partners for Growth, LLC
RIARaleigh, NC
AUM $73.4MTEAM 5REPS 5
Dyer & Company, L.L.C.
RIACharlotte, NC
AUM $73.2MTEAM 2REPS 2
Legend Private Wealth, LLC
RIACharlotte, NC
AUM $71MTEAM 2REPS 2
Fulbright Financial Consulting, Pa
RIADurham, NC
AUM $70.8MTEAM 1REPS 1
CP Advisors, Inc.
RIAClinton, NC
AUM $69.6MTEAM 7REPS 5
Maze Financial Planning
RIAChapel Hill, NC
AUM $69MTEAM 1REPS 1
Piecapital
RIARaleigh, NC
AUM $69MTEAM 2REPS 2
Tyndall Stroud Wealth Management, LLC
RIAWinterville, NC
AUM $67.1MTEAM 3REPS 3
Tackett Wealth Management, LLC
RIACary, NC
AUM $66.6MTEAM 3REPS 2
Center Peak Financial
RIADurham, NC
AUM $65.5MTEAM 2REPS 1
Holland Capital Management LLC
RIACharlotte, NC
AUM $65.1MTEAM 1REPS 1
SLP Wealth
RIADurham, NC
AUM $63.7MTEAM 21REPS 15
Crown Private Wealth, LLC
RIAMooresville, NC
AUM $63.6MTEAM 3REPS 2
VN Capital Management, LLC
RIAGreensboro, NC
AUM $63MTEAM 1REPS 1
The Journeys Group, Inc.
RIAWinterville, NC
AUM $63MTEAM 2REPS 3
Bryant & Brannock, LLC
RIADurham, NC
AUM $62.9MTEAM 3REPS 3
Pottle Financial Services, Inc
RIAPinehurst, NC
AUM $62.3MTEAM 1REPS 1
Your Capital Financial, LLC
RIAWinston Salem, NC
AUM $61.5MTEAM 2REPS 2
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