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
Silvis Financial
RIACharlotte, NC
AUM $36.8MTEAM 2REPS 1
Hicks Financial Partners, LLC
RIASouthern Pines, NC
AUM $35.4MTEAM 2REPS 2
Endurance Financial LLC
RIACary, NC
AUM $34.7MTEAM 5REPS 1
Park Wealth Management, LLC
RIAGreensboro, NC
AUM $34.2MTEAM 1REPS 1
Millennium Planning Group, LLC
RIAPittsboro, NC
AUM $34.2MTEAM 3REPS 3
Cardinal Wealth Partners, LLC
RIAChapel Hill, NC
AUM $33.1MTEAM 1REPS 1
Tactical Investment Advisors, LLC
RIAHuntersville, NC
AUM $33.1MTEAM 3REPS 3
Masters Tax and Financial Planning LLC
RIAStatesville, NC
AUM $32MTEAM 2REPS 2
Other Side Asset Management, LLC
RIARaleigh, NC
AUM $32MTEAM 2REPS 1
Variant Perception
RIACharlotte, NC
AUM $31.9MTEAM 1REPS 4
E2I Financial Group, LLC
RIACharlotte, NC
AUM $31.5MTEAM 1REPS 2
Cary Financial Planning, LLC
RIACary, NC
AUM $30.4MTEAM 2REPS 2
Opus Financial Advisors, Inc.
RIAStatesville, NC
AUM $30MTEAM 5REPS 5
Aurora Strategic Advisors, LLC
RIALumberton, NC
AUM $29.8MTEAM 4REPS 2
Darda Financial
RIAWinston Salem, NC
AUM $29.6MTEAM 1REPS 1
Diversified Investment Services LLC
RIADurham, NC
AUM $29.3MTEAM 1REPS 1
Sherman Wealth Solutions LLC
RIACharlotte, NC
AUM $29.2MTEAM 1REPS 1
Kiaros Advisors, LLC
RIASouthern Pines, NC
AUM $28.3MTEAM 1REPS 2
Innovest Strategies LLC
RIARaleigh, NC
AUM $26.8MTEAM 1REPS 1
NC Money Management, Inc.
RIARaleigh, NC
AUM $26.6MTEAM 1REPS 1
Whichard Roach Financial
RIAGreensboro, NC
AUM $26.5MTEAM 2REPS 1
Colville Wealth Advisory, LLC
RIACharlotte, NC
AUM $25.7MTEAM 1REPS 1
1618 Advisors LLC
RIACharlotte, NC
AUM $25.3MTEAM 1REPS 1
Compass Financial Services, Inc.
RIAWinston Salem, NC
AUM $24.9MTEAM 2REPS 1
FINTRX platform
Need contacts and allocation intelligence for these firms?