RIAs in North Carolina

466 RIAs headquartered in North Carolina managing a combined $3T.

By city

CharlotteNorth Carolina128 FIRMS · $1.7T RaleighNorth Carolina72 FIRMS · $1.3T GreensboroNorth Carolina26 FIRMS · $17.6B Chapel HillNorth Carolina25 FIRMS · $28.6B Winston SalemNorth Carolina24 FIRMS · $14.9B CaryNorth Carolina20 FIRMS · $10.5B DurhamNorth Carolina19 FIRMS · $4.1B AshevilleNorth Carolina15 FIRMS · $6.7B WilmingtonNorth Carolina14 FIRMS · $3.8B MooresvilleNorth Carolina8 FIRMS · $890M ConcordNorth Carolina6 FIRMS · $1.6B MatthewsNorth Carolina5 FIRMS · $1.3B CorneliusNorth Carolina5 FIRMS · $3.5B GreenvilleNorth Carolina5 FIRMS · $1.5B ApexNorth Carolina5 FIRMS · $544M Southern PinesNorth Carolina5 FIRMS · $701M StatesvilleNorth Carolina5 FIRMS · $255M HickoryNorth Carolina4 FIRMS · $791M Fuquay VarinaNorth Carolina4 FIRMS · $377M PinehurstNorth Carolina4 FIRMS · $431M Rocky MountNorth Carolina4 FIRMS · $2.3B HuntersvilleNorth Carolina4 FIRMS · $2.8B BooneNorth Carolina3 FIRMS · $743M ShelbyNorth Carolina2 FIRMS · $633M Bermuda RunNorth Carolina2 FIRMS · $1.2B HendersonvilleNorth Carolina2 FIRMS · $56M Holly SpringsNorth Carolina2 FIRMS · $59M Wake ForestNorth Carolina2 FIRMS · $1.5B DavidsonNorth Carolina2 FIRMS · $194M FayettevilleNorth Carolina2 FIRMS · $15.6M WintervilleNorth Carolina2 FIRMS · $130M High PointNorth Carolina2 FIRMS · $335M SalisburyNorth Carolina2 FIRMS · $199M Trent WoodsNorth Carolina1 FIRM · $2.4M West EndNorth Carolina1 FIRM AdvanceNorth Carolina1 FIRM Wrightsville BeachNorth Carolina1 FIRM · $132M AlbemarleNorth Carolina1 FIRM · $338M ArdenNorth Carolina1 FIRM · $207M AydenNorth Carolina1 FIRM · $17.3M BelmontNorth Carolina1 FIRM · $81.4M Black MountainNorth Carolina1 FIRM · $163M BrevardNorth Carolina1 FIRM · $46.7M BurlingtonNorth Carolina1 FIRM · $85.2M BurnsvilleNorth Carolina1 FIRM CarthageNorth Carolina1 FIRM · $2.1M ClintonNorth Carolina1 FIRM · $69.6M CramertonNorth Carolina1 FIRM · $147M EdenNorth Carolina1 FIRM HendersonNorth Carolina1 FIRM · $163M HighlandsNorth Carolina1 FIRM · $9M KannapolisNorth Carolina1 FIRM · $53.3M Kitty HawkNorth Carolina1 FIRM · $78.5M La GrangeNorth Carolina1 FIRM LewisvilleNorth Carolina1 FIRM · $8.5M LillingtonNorth Carolina1 FIRM LincolntonNorth Carolina1 FIRM · $6.7M LouisburgNorth Carolina1 FIRM · $401M LumbertonNorth Carolina1 FIRM · $29.8M MarvinNorth Carolina1 FIRM Morehead CityNorth Carolina1 FIRM · $2.5M Mount AiryNorth Carolina1 FIRM · $12.5M Nags HeadNorth Carolina1 FIRM · $21.3M New BernNorth Carolina1 FIRM · $1B Oak RidgeNorth Carolina1 FIRM · $22.7M PittsboroNorth Carolina1 FIRM · $34.2M Research Triangle ParkNorth Carolina1 FIRM SanfordNorth Carolina1 FIRM · $121M ShallotteNorth Carolina1 FIRM · $5.5M

All RIAs in North Carolina

Verity Asset Management

Durham, NC

AUM $1.2BTEAM 77REPS 54

Laurel Wealth Advisors, LLC

Charlotte, NC

AUM $1.1BTEAM 9REPS 9

Kian Capital Partners, LLC

Charlotte, NC

AUM $1.1BTEAM 19REPS 4

Providence Capital Advisors, LLC

Charlotte, NC

AUM $1.1BTEAM 14REPS 7

Cardinal Capital Management Inc

Raleigh, NC

AUM $1BTEAM 4REPS 3

Capital Investment Counsel Inc

Raleigh, NC

AUM $1BTEAM 11REPS 6

Verum Partners LLC

Charlotte, NC

AUM $1BTEAM 17REPS 16

First Tryon Advisors

Charlotte, NC

AUM $1BTEAM 13REPS 2

Bluesky Wealth Advisors, LLC

New Bern, NC

AUM $1BTEAM 14REPS 10

FCA Partners, LLC

Charlotte, NC

AUM $910MTEAM 11REPS 3

Atlantic Private Wealth, LLC

Chapel Hill, NC

AUM $894MTEAM 5REPS 5

Tannin Capital, LLC

Charlotte, NC

AUM $825MTEAM 7REPS 2

Strathmore Capital Advisors

Charlotte, NC

AUM $805MTEAM 17REPS 11

Kuhn Advisors, Inc.

Durham, NC

AUM $801MTEAM 8REPS 4

Carolina Wealth Management, Inc.

Greenville, NC

AUM $798MTEAM 10REPS 9

Hale Partnership Capital Management, LLC

Charlotte, NC

AUM $788MTEAM 2REPS 2

Shah Capital Management

Raleigh, NC

AUM $768MTEAM 4REPS 2

IFC Core Investment Management LLC

Raleigh, NC

AUM $742MTEAM 44REPS 4

Cordgrass Capital Advisors, LLC

Raleigh, NC

AUM $730MTEAM 8REPS 4

Colton Groome Financial Advisors, LLC

Asheville, NC

AUM $725MTEAM 18REPS 11

Old Peak Finance

Chapel Hill, NC

AUM $714MTEAM 9REPS 8

ABS Legacy Partners, LLC

Hickory, NC

AUM $671MTEAM 3REPS 2

Allen Wealth Management, LLC

Boone, NC

AUM $664MTEAM 7REPS 5

Holderness Investments Co

Greensboro, NC

AUM $661MTEAM 8REPS 6

FINTRX platform

Need contacts and allocation intelligence for these firms?