RIAs in North Carolina
464 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina126 FIRMS · $1.6TRALEIGHNorth Carolina70 FIRMS · $1.3TCHAPEL HILLNorth Carolina26 FIRMS · $28.6BGREENSBORONorth Carolina26 FIRMS · $17.7BWINSTON SALEMNorth Carolina24 FIRMS · $14.9BDURHAMNorth Carolina20 FIRMS · $4.1BCARYNorth Carolina20 FIRMS · $10.5BWILMINGTONNorth Carolina15 FIRMS · $3.9BASHEVILLENorth Carolina15 FIRMS · $6.7BCONCORDNorth Carolina8 FIRMS · $2.1BMOORESVILLENorth Carolina7 FIRMS · $890MGREENVILLENorth Carolina5 FIRMS · $1.5BSTATESVILLENorth Carolina5 FIRMS · $255MSOUTHERN PINESNorth Carolina5 FIRMS · $701MMATTHEWSNorth Carolina5 FIRMS · $1.3BCORNELIUSNorth Carolina5 FIRMS · $3.5BAPEXNorth Carolina5 FIRMS · $544MHUNTERSVILLENorth Carolina4 FIRMS · $2.8BROCKY MOUNTNorth Carolina4 FIRMS · $2.3BFUQUAY VARINANorth Carolina4 FIRMS · $377MHICKORYNorth Carolina4 FIRMS · $791MPINEHURSTNorth Carolina4 FIRMS · $431MBOONENorth Carolina3 FIRMS · $732MSHELBYNorth Carolina2 FIRMS · $633MBERMUDA RUNNorth Carolina2 FIRMS · $1.2BDAVIDSONNorth Carolina2 FIRMS · $194MFAYETTEVILLENorth Carolina2 FIRMS · $15.6MHENDERSONVILLENorth Carolina2 FIRMS · $56MHigh PointNorth Carolina2 FIRMS · $335MHOLLY SPRINGSNorth Carolina2 FIRMS · $59MSALISBURYNorth Carolina2 FIRMS · $199MWake ForestNorth Carolina2 FIRMS · $1.5BWINTERVILLENorth Carolina2 FIRMS · $130MARDENNorth Carolina1 FIRM · $207MCLINTONNorth Carolina1 FIRM · $69.6MKANNAPOLISNorth 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 · $29.8MCARTHAGENorth Carolina1 FIRM · $2.1MBURNSVILLENorth Carolina1 FIRMMOREHEAD CITYNorth Carolina1 FIRM · $2.5MMOUNT AIRYNorth Carolina1 FIRM · $12.5MNAGS HEADNorth Carolina1 FIRM · $21.3MNEW BERNNorth Carolina1 FIRM · $1BOAK RIDGENorth Carolina1 FIRM · $22.7MBURLINGTONNorth Carolina1 FIRM · $53.8MPITTSBORONorth Carolina1 FIRM · $34.2MBREVARDNorth Carolina1 FIRM · $46.7MRESEARCH TRIANGLE PARKNorth Carolina1 FIRMBLACK MOUNTAINNorth Carolina1 FIRM · $163MALBEMARLENorth Carolina1 FIRM · $338MSANFORDNorth Carolina1 FIRM · $121MSHALLOTTENorth Carolina1 FIRM · $5.5MAdvanceNorth Carolina1 FIRMBELMONTNorth Carolina1 FIRM · $81.4MAYDENNorth Carolina1 FIRM · $17.3MEDENNorth Carolina1 FIRMHENDERSONNorth Carolina1 FIRM · $163MTrent WoodsNorth Carolina1 FIRM · $2.4MCRAMERTONNorth Carolina1 FIRM · $147MHIGHLANDSNorth Carolina1 FIRM · $9MWRIGHTSVILLE BEACHNorth Carolina1 FIRM · $132M
All RIAs in North Carolina
POTTLE FINANCIAL SERVICES, INC
RIAPINEHURST, NC
AUM $62.3MTEAM 1REPS 1
YOUR CAPITAL FINANCIAL, LLC
RIAWINSTON SALEM, NC
AUM $61.5MTEAM 2REPS 2
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
RIAWINSTON SALEM, NC
AUM $61.4MTEAM 4REPS 3
DOMINION WEALTH MANAGEMENT, LLC
RIAWILMINGTON, NC
AUM $60MTEAM 3REPS 5
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
RIAHOLLY SPRINGS, NC
AUM $59MTEAM 1REPS 1
AXIOM PRIVATE WEALTH, LLC
RIACharlotte, NC
AUM $58.9MTEAM 2REPS 2
TAYLOR FINANCIAL, LLC
RIAWILMINGTON, NC
AUM $55.3MTEAM 1REPS 1
OCEAN ADVISORS, LLC
RIACharlotte, NC
AUM $54.8MTEAM 1REPS 1
FREITAG FINANCIAL GROUP, LLC
RIACharlotte, NC
AUM $54.7MTEAM 1REPS 1
PROVIDENT WEALTH MANAGEMENT
RIABURLINGTON, NC
AUM $53.8MTEAM 3REPS 4
SYNERGY INVESTMENT GROUP, LLC
RIAKANNAPOLIS, NC
AUM $53.3MTEAM 5REPS 4
VINTAGE WEALTH MANAGEMENT GROUP
RIACharlotte, NC
AUM $51.2MTEAM 2REPS 1
LONG FAMILY OFFICE
RIAWILMINGTON, NC
AUM $50.2MTEAM 4REPS 2
BUIE INVESTMENT ADVISORS, LLC
RIACharlotte, NC
AUM $49.8MTEAM 2REPS 1
JME WEALTH MANAGEMENT
RIARALEIGH, NC
AUM $48.3MTEAM 1REPS 1
SOVEREIGN FINANCIAL GROUP
RIARALEIGH, NC
AUM $46.7MTEAM 1REPS 1
ENCOMPASS ADVISORS, LTD.
RIABREVARD, NC
AUM $46.7MTEAM 1REPS 1
VERITAS INVESTMENT ADVISORY GROUP LLC
RIAHENDERSONVILLE, NC
AUM $45.6MTEAM 1REPS 1
THOMPSON WEALTH ADVISORS
RIASTATESVILLE, NC
AUM $44.4MTEAM 1REPS 1
OPTIMAL PLANNING LLC
RIACONCORD, NC
AUM $43.4MTEAM 1REPS 1
CADENCE WEALTH PARTNERS, LLC
RIACONCORD, NC
AUM $43.3MTEAM 2REPS 2
BASED CAPITAL WEALTH LLC
RIADURHAM, NC
AUM $43MTEAM 2REPS 2
CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
RIADURHAM, NC
AUM $42.8MTEAM 1REPS 1
WYATT FINANCIAL L.L.C.
RIACARY, NC
AUM $42.4MTEAM 1REPS 1
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