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

Dovetail Financial Group LLC

Wilmington, NC

AUM $299MTEAM 6REPS 4

Omnistar Financial Group, Inc.

Wilmington, NC

AUM $286MTEAM 7REPS 6

Peace Of Mind Wealth Management

Raleigh, NC

AUM $283MTEAM 18REPS 9

WMS Advisors, LLC

Charlotte, NC

AUM $281MTEAM 7REPS 6

Worth Advisors

Charlotte, NC

AUM $281MTEAM 15REPS 7

Reliant Investment Partners, LLC

Pinehurst, NC

AUM $268MTEAM 6REPS 3

Tassel Capital Management, Inc

Matthews, NC

AUM $266MTEAM 5REPS 4

Millbank Dartmoor Portsmouth LLC

Asheville, NC

AUM $263MTEAM 3REPS 3

Horizon Financial Services, LLC

Winston Salem, NC

AUM $262MTEAM 8REPS 5

Horizons Wealth Management

Asheville, NC

AUM $258MTEAM 4REPS 3

Muirfield Wealth Advisors LLC

Charlotte, NC

AUM $256MTEAM 3REPS 2

Modern Capital Advisors, LLC

Raleigh, NC

AUM $255MTEAM 19REPS 21

Cassia Capital Partners LLC

Winston Salem, NC

AUM $251MTEAM 5REPS 4

Cannon Wealth Management Services

Winston Salem, NC

AUM $245MTEAM 8REPS 5

Carolina Financial Advisors, Inc.

Greensboro, NC

AUM $241MTEAM 7REPS 5

Lumina Wealth Management, LLC

Wilmington, NC

AUM $240MTEAM 3REPS 3

Westhampton Capital

Winston Salem, NC

AUM $239MTEAM 4REPS 4

Quest 10 Wealth Builders, Inc.

Fuquay Varina, NC

AUM $238MTEAM 8REPS 5

Level Wealth Management LLC

Greensboro, NC

AUM $237MTEAM 3REPS 2

Powell Wealth

Cornelius, NC

AUM $229MTEAM 3REPS 2

BD Investment Partners, LLC

Raleigh, NC

AUM $224MTEAM 9REPS 2

Beacon Capital Advisory Group

Charlotte, NC

AUM $224MTEAM 4REPS 2

Crossgen Wealth LLC

Greenville, NC

AUM $223MTEAM 3REPS 3

Kerusso Capital Management, LLC

Winston Salem, NC

AUM $222MTEAM 3REPS 3

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