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

Tradewinds, LLC

Raleigh, NC

AUM $659MTEAM 12REPS 11

Collegiate Capital Management, Inc.

Raleigh, NC

AUM $653MTEAM 8REPS 5

1808 Capital Partners

Greensboro, NC

AUM $645MTEAM 5REPS 4

Woodward Financial Advisors, Inc.

Chapel Hill, NC

AUM $641MTEAM 10REPS 6

Phoenix Wealth Advisors Inc.

Chapel Hill, NC

AUM $641MTEAM 8REPS 8

Hilltop Wealth Advisors, LLC

Chapel Hill, NC

AUM $636MTEAM 17REPS 10

SPP Management Services, LLC

Charlotte, NC

AUM $624MTEAM 23REPS 3

Capital Advisers, Inc.

Raleigh, NC

AUM $620MTEAM 5REPS 4

Alpha Financial Advisors, LLC

Charlotte, NC

AUM $619MTEAM 9REPS 6

Safe Harbor Family Capital, LLC

Chapel Hill, NC

AUM $614MTEAM 3REPS 1

Auctus Advisors LLC

Charlotte, NC

AUM $613MTEAM 3REPS 2

Sapere Wealth Management, LLC

Matthews, NC

AUM $605MTEAM 7REPS 10

Whitener Capital Management, Inc

Rocky Mount, NC

AUM $598MTEAM 9REPS 7

Fund Direct Advisors Inc.

Greensboro, NC

AUM $593MTEAM 4REPS 5

Hobart Wealth

Charlotte, NC

AUM $558MTEAM 18REPS 13

Zuraw Financial Advisors, LLC

Greensboro, NC

AUM $520MTEAM 3REPS 2

Defender Capital

Charlotte, NC

AUM $510MTEAM 3REPS 3

Aspire Private Capital

Cornelius, NC

AUM $510MTEAM 9REPS 9

Capitala Private Advisors, LLC

Charlotte, NC

AUM $505MTEAM 16REPS 4

Quantitative Process, LLC

Charlotte, NC

AUM $502MTEAM 3REPS 3

ACT Advisors

Asheville, NC

AUM $499MTEAM 10REPS 5

Piedmont Capital Management, LLC

Greensboro, NC

AUM $496MTEAM 24REPS 6

Semmax Financial Advisors, Inc.

Winston Salem, NC

AUM $495MTEAM 18REPS 8

Graham Partners

Asheville, NC

AUM $493MTEAM 4REPS 3

FINTRX platform

Need contacts and allocation intelligence for these firms?