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
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
AGILE INVESTMENTS
RIAASHEVILLE, NC
AUM $24.4MTEAM 1REPS 1
BOLIN CREEK WEALTH ADVISORS LLC
RIACHAPEL HILL, NC
AUM $23.8MTEAM 2REPS 2
OLDE TOWNE FINANCIAL MANAGEMENT CO.
RIAGREENSBORO, NC
AUM $22.9MTEAM 1REPS 1
PARABLA, LLC
RIAOAK RIDGE, NC
AUM $22.7MTEAM 1REPS 1
BOOKMAN BRIGHT, INC.
RIADAVIDSON, NC
AUM $22.6MTEAM 2REPS 1
DARE CAPITAL MANAGEMENT, LLC
RIANAGS HEAD, NC
AUM $21.3MREPS 1
FRYAR FINANCIAL
RIADURHAM, NC
AUM $19.4MTEAM 1REPS 2
JPFG WEALTH MANAGEMENT, L.L.C.
RIACharlotte, NC
AUM $19.1MTEAM 1REPS 2
CONE ADVISORY GROUP, INC.
RIAAYDEN, NC
AUM $17.3MTEAM 2REPS 2
WMC CAPITAL MANAGEMENT, LLC
RIACONCORD, NC
AUM $16.2MTEAM 2REPS 2
LEEP ASSET MANAGEMENT, LLC
RIACharlotte, NC
AUM $16MTEAM 1REPS 1
NEWCOMB FINANCIAL ADVISORS, LLC
RIACHAPEL HILL, NC
AUM $15.7MTEAM 1REPS 1
UNIVERSITY FINANCIAL STRATEGIES, LLC.
RIARALEIGH, NC
AUM $15.2MTEAM 1REPS 1
SPARK ASSET MANAGEMENT GROUP
RIASTATESVILLE, NC
AUM $12.8MTEAM 2REPS 3
WAKE WEALTH MANAGEMENT CO.
RIARALEIGH, NC
AUM $12.6MTEAM 2REPS 2
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
RIAMOUNT AIRY, NC
AUM $12.5MTEAM 1REPS 1
STONE LEGACY CAPITAL LLC
RIARALEIGH, NC
AUM $12.4MTEAM 2REPS 2
TRUSTSTONE WEALTH PARTNERS, LLC
RIACHAPEL HILL, NC
AUM $12.3MTEAM 2REPS 2
HICKORY FINANCIAL GROUP, LLC
RIAHICKORY, NC
AUM $10.9MTEAM 1REPS 1
GREAT PLANS CAPITAL MANAGEMENT, LLC
RIACARY, NC
AUM $10.5MTEAM 2REPS 2
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