Cary Street Partners

Overview

Cary Street Partners is an independent registered investment adviser organized as an LLC and operating under SEC registration since 2005. It serves both individual and institutional clients and describes itself as a capital allocator that combines financial planning and discretionary portfolio management with services for businesses and small institutions. The firm offers a range of billing arrangements (percentage of AUM, hourly, fixed fees and performance-based fees) and runs educational workshops and adviser-selection mandates in addition to traditional wealth management work. The firm reports being an active ESG investor and maintains multiple industry affiliations that go beyond pure advisory activity: relationships with broker‑dealers, accounting firms, insurance companies and roles as sponsor/GP or managing member of pooled investment vehicles are all part of its operating footprint. Cary Street Partners has been recognized by several industry outlets: it appeared in Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIAs (2021, 2022, 2023), Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024), and was named among Citywire’s 50 Growers Across America in both 2025 and 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices