RIAs in North Carolina
464 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina126 FIRMS · $1.6TRALEIGHNorth Carolina70 FIRMS · $1.3TGREENSBORONorth Carolina26 FIRMS · $17.7BCHAPEL HILLNorth Carolina26 FIRMS · $28.6BWINSTON SALEMNorth Carolina24 FIRMS · $14.9BDURHAMNorth Carolina20 FIRMS · $4.1BCARYNorth Carolina20 FIRMS · $10.5BASHEVILLENorth Carolina15 FIRMS · $6.7BWILMINGTONNorth Carolina15 FIRMS · $3.9BCONCORDNorth Carolina8 FIRMS · $2.1BMOORESVILLENorth Carolina7 FIRMS · $890MSTATESVILLENorth Carolina5 FIRMS · $255MCORNELIUSNorth Carolina5 FIRMS · $3.5BSOUTHERN PINESNorth Carolina5 FIRMS · $701MGREENVILLENorth Carolina5 FIRMS · $1.5BMATTHEWSNorth Carolina5 FIRMS · $1.3BAPEXNorth Carolina5 FIRMS · $544MHUNTERSVILLENorth Carolina4 FIRMS · $2.8BFUQUAY VARINANorth Carolina4 FIRMS · $377MPINEHURSTNorth Carolina4 FIRMS · $431MROCKY MOUNTNorth Carolina4 FIRMS · $2.3BHICKORYNorth Carolina4 FIRMS · $791MBOONENorth Carolina3 FIRMS · $732MHOLLY SPRINGSNorth Carolina2 FIRMS · $59MSHELBYNorth Carolina2 FIRMS · $633MNEW BERNNorth Carolina2 FIRMS · $1BWake ForestNorth Carolina2 FIRMS · $1.5BFAYETTEVILLENorth Carolina2 FIRMS · $15.6MDAVIDSONNorth Carolina2 FIRMS · $194MWINTERVILLENorth Carolina2 FIRMS · $130MBERMUDA RUNNorth Carolina2 FIRMS · $1.2BHigh PointNorth Carolina2 FIRMS · $335MHENDERSONVILLENorth Carolina2 FIRMS · $56MSALISBURYNorth Carolina2 FIRMS · $199MWRIGHTSVILLE 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 · $53.8MBURNSVILLENorth Carolina1 FIRMCARTHAGENorth Carolina1 FIRM · $2.1MCLINTONNorth Carolina1 FIRM · $69.6MCRAMERTONNorth Carolina1 FIRM · $147MEDENNorth Carolina1 FIRMHENDERSONNorth 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 · $29.8MMOREHEAD CITYNorth Carolina1 FIRM · $2.5MMOUNT AIRYNorth Carolina1 FIRM · $12.5MNAGS HEADNorth Carolina1 FIRM · $21.3MOAK RIDGENorth Carolina1 FIRM · $22.7MPITTSBORONorth Carolina1 FIRM · $34.2MRESEARCH TRIANGLE PARKNorth Carolina1 FIRMSANFORDNorth Carolina1 FIRM · $121MSHALLOTTENorth Carolina1 FIRM · $5.5MAdvanceNorth Carolina1 FIRM
All RIAs in North Carolina
THREE MAGNOLIAS FINANCIAL ADVISORS
RIAWINSTON SALEM, NC
AUM $487MTEAM 7REPS 5
CORNERSTONE WEALTH PLANNING
RIACharlotte, NC
AUM $486MTEAM 13REPS 11
THE PINES WEALTH MANAGEMENT, LLC
RIASOUTHERN PINES, NC
AUM $486MTEAM 4REPS 2
PHYSICIANS FINANCIAL SERVICES, INC.
RIARALEIGH, NC
AUM $482MTEAM 6REPS 3
IP FINANCIAL ADVISORY SERVICES LLC
RIACharlotte, NC
AUM $481MTEAM 112REPS 139
TOWNSEND ASSET MANAGEMENT CORP.
RIARALEIGH, NC
AUM $480MTEAM 7REPS 5
SHARPVUE CAPITAL, LLC
RIARALEIGH, NC
AUM $465MTEAM 9REPS 3
FIRST CITIZENS ASSET MANAGEMENT, INC
RIARALEIGH, NC
AUM $465MTEAM 58REPS 64
PURSUIT WEALTH STRATEGIES, LLC
RIARALEIGH, NC
AUM $457MTEAM 7REPS 4
OLD NORTH STATE WEALTH MANAGEMENT, LLC
RIAWILMINGTON, NC
AUM $453MTEAM 6REPS 6
TIMONIER
RIAWINSTON SALEM, NC
AUM $450MTEAM 8REPS 5
COLLWICK FUNDS GP, LLC
RIACharlotte, NC
AUM $440MTEAM 4REPS 3
CROWN WEALTH GROUP LLC
RIACharlotte, NC
AUM $438MTEAM 10REPS 8
AdvisorsTrust Partners, LLC
RIARALEIGH, NC
AUM $435MTEAM 6REPS 3
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
RIASHELBY, NC
AUM $418MTEAM 6REPS 2
ALTAMONT CAPITAL MANAGEMENT
RIAASHEVILLE, NC
AUM $412MTEAM 2REPS 4
NAMCOA
RIAMOORESVILLE, NC
AUM $404MTEAM 11REPS 12
TILIA FIDUCIARY PARTNERS, INC.
RIAWILMINGTON, NC
AUM $404MTEAM 8REPS 5
H. L. ORMOND & COMPANY, LLC
RIAGREENVILLE, NC
AUM $401MTEAM 7REPS 3
TAR RIVER WEALTH PLANNING, LLC
RIALOUISBURG, NC
AUM $401MTEAM 9REPS 5
RALEIGH CAPITAL MANAGEMENT INC.
RIACARY, NC
AUM $398MTEAM 20REPS 13
FAMILY WEALTH PARTNERS, LLC
RIAMATTHEWS, NC
AUM $392MTEAM 11REPS 6
EASTOVER CAPITAL MANAGEMENT
RIACharlotte, NC
AUM $392MTEAM 4REPS 4
DAVIS INVESTMENT PARTNERS, LLC
RIACharlotte, NC
AUM $390MTEAM 3REPS 2
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