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
Steele Creek Investment Management LLC
RIACharlotte, NC
AUM $1.7BTEAM 12REPS 3
Ally Invest Advisors
RIACharlotte, NC
AUM $1.7BTEAM 8REPS 83
Delegate Advisors, LLC
RIAChapel Hill, NC
AUM $1.7BTEAM 13REPS 5
FC Capital Management LLC
RIACharlotte, NC
AUM $1.6BTEAM 19REPS 3
Financial Symmetry Inc.
RIARaleigh, NC
AUM $1.5BTEAM 35REPS 20
Mill Capital Management, LLC
RIAConcord, NC
AUM $1.5BTEAM 5REPS 4
Five Points Capital LLC
RIAWinston Salem, NC
AUM $1.4BTEAM 26REPS 5
Oak City Investment Consulting
RIAWake Forest, NC
AUM $1.4BTEAM 6REPS 5
Ironsides Asset Advisors, LLC
RIARocky Mount, NC
AUM $1.4BTEAM 3REPS 3
MBL Advisors
RIACharlotte, NC
AUM $1.4BTEAM 14REPS 10
Blueprint Financial Advisors
RIACharlotte, NC
AUM $1.4BTEAM 47REPS 47
Corrum Capital Management LLC
RIACharlotte, NC
AUM $1.4BTEAM 17REPS 4
Granville Capital, Inc.
RIAGreensboro, NC
AUM $1.4BTEAM 9REPS 8
Sheets Smith Wealth Management
RIAWinston Salem, NC
AUM $1.4BTEAM 15REPS 12
Live Oak Private Wealth, LLC
RIAWilmington, NC
AUM $1.3BTEAM 12REPS 13
Topsail Wealth Management LLC
RIACharlotte, NC
AUM $1.3BTEAM 5REPS 4
Triangle Wealth Management
RIARaleigh, NC
AUM $1.3BTEAM 14REPS 14
Arbor Investment Advisors
RIAWinston Salem, NC
AUM $1.3BTEAM 8REPS 5
Absher Wealth Management, LLC
RIAChapel Hill, NC
AUM $1.3BTEAM 9REPS 8
Hamilton Point Investment Advisors, LLC
RIAChapel Hill, NC
AUM $1.2BTEAM 12REPS 9
Silverback Asset Management, LLC
RIADurham, NC
AUM $1.2BTEAM 12REPS 2
Founders Financial Alliance, LLC
RIARaleigh, NC
AUM $1.2BTEAM 31REPS 31
Woodard & Co Asset Management Group Inc
RIABermuda Run, NC
AUM $1.2BTEAM 5REPS 5
Verity Asset Management
RIADurham, NC
AUM $1.2BTEAM 77REPS 54
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