RIAs in North Carolina
463 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina126 FIRMS · $1.6TRaleighNorth Carolina71 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.7BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina20 FIRMS · $10.5BDurhamNorth Carolina19 FIRMS · $4.1BWilmingtonNorth Carolina15 FIRMS · $3.9BAshevilleNorth Carolina15 FIRMS · $6.7BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina7 FIRMS · $1.8BGreenvilleNorth Carolina5 FIRMS · $1.5BStatesvilleNorth Carolina5 FIRMS · $255MSouthern PinesNorth Carolina5 FIRMS · $701MMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BApexNorth Carolina5 FIRMS · $544MHuntersvilleNorth Carolina4 FIRMS · $2.8BRocky MountNorth Carolina4 FIRMS · $2.3BFuquay VarinaNorth Carolina4 FIRMS · $377MHickoryNorth Carolina4 FIRMS · $791MPinehurstNorth Carolina4 FIRMS · $431MBooneNorth Carolina3 FIRMS · $732MShelbyNorth Carolina2 FIRMS · $633MBermuda RunNorth Carolina2 FIRMS · $1.2BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MHendersonvilleNorth Carolina2 FIRMS · $56MHigh PointNorth Carolina2 FIRMS · $335MHolly SpringsNorth Carolina2 FIRMS · $59MSalisburyNorth Carolina2 FIRMS · $199MWake ForestNorth Carolina2 FIRMS · $1.5BWintervilleNorth Carolina2 FIRMS · $130MArdenNorth Carolina1 FIRM · $207MClintonNorth Carolina1 FIRM · $69.6MKannapolisNorth 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 · $29.8MCarthageNorth Carolina1 FIRM · $2.1MBurnsvilleNorth Carolina1 FIRMMorehead CityNorth Carolina1 FIRM · $2.5MMount AiryNorth Carolina1 FIRM · $12.5MNags HeadNorth Carolina1 FIRM · $21.3MNew BernNorth Carolina1 FIRM · $1BOak RidgeNorth Carolina1 FIRM · $22.7MBurlingtonNorth Carolina1 FIRM · $53.8MPittsboroNorth Carolina1 FIRM · $34.2MBrevardNorth Carolina1 FIRM · $46.7MResearch Triangle ParkNorth Carolina1 FIRMBlack MountainNorth Carolina1 FIRM · $163MAlbemarleNorth Carolina1 FIRM · $338MSanfordNorth Carolina1 FIRM · $121MShallotteNorth Carolina1 FIRM · $5.5MAdvanceNorth Carolina1 FIRMBelmontNorth Carolina1 FIRM · $81.4MAydenNorth Carolina1 FIRM · $17.3MEdenNorth Carolina1 FIRMHendersonNorth Carolina1 FIRM · $163MTrent WoodsNorth Carolina1 FIRM · $2.4MCramertonNorth Carolina1 FIRM · $147MHighlandsNorth Carolina1 FIRM · $9MWrightsville BeachNorth Carolina1 FIRM · $132M
All RIAs in North Carolina
Captrust
RIARaleigh, NC
AUM $1.2TTEAM 1841REPS 947
Allspring Global Investments, LLC
RIACharlotte, NC
AUM $476BTEAM 956REPS 4
Barings LLC
RIACharlotte, NC
AUM $393BTEAM 1101REPS 18
Allspring Funds Management, LLC
RIACharlotte, NC
AUM $325BTEAM 714REPS 92
Brighthouse Investment Advisers, LLC
RIACharlotte, NC
AUM $133BTEAM 29REPS 6
Sterling Capital Management LLC
RIACharlotte, NC
AUM $69.2BTEAM 186REPS 41
Wells Fargo Investment Institute, Inc.
RIACharlotte, NC
AUM $43BTEAM 225REPS 56
Alight Financial Advisors, LLC
RIACharlotte, NC
AUM $35.1BTEAM 70REPS 67
Independent Advisor Alliance, LLC
RIACharlotte, NC
AUM $17.2BTEAM 251REPS 308
Global Endowment Management, LP
RIACharlotte, NC
AUM $12.9BTEAM 82REPS 6
Churchill Investment Management, LLC
RIACharlotte, NC
AUM $12.1BTEAM 101REPS 6
Truebridge Capital Partners
RIAChapel Hill, NC
AUM $11.2BTEAM 43REPS 2
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
AUM $11BTEAM 60REPS 13
Ridgemont Partners Management, LLC
RIACharlotte, NC
AUM $10.3BTEAM 61REPS 10
Horizon Investments LLC
RIACharlotte, NC
AUM $8.5BTEAM 76REPS 31
Asana Partners, LP
RIACharlotte, NC
AUM $8.4BTEAM 125REPS 12
Stepstone Private Wealth
RIACharlotte, NC
AUM $8.2BTEAM 97REPS 4
Wedge Capital Management LLP
RIACharlotte, NC
AUM $7.8BTEAM 26REPS 23
Bell Partners
RIAGreensboro, NC
AUM $6.1BTEAM 69REPS 9
Veratis Advisors, Inc.
RIACary, NC
AUM $6BTEAM 8REPS 6
Pamlico Capital
RIACharlotte, NC
AUM $5.3BTEAM 41REPS 9
Alumina Investment Management
RIACharlotte, NC
AUM $5.3BTEAM 2REPS 2
Bragg Financial Advisors Inc
RIACharlotte, NC
AUM $4.7BTEAM 39REPS 17
QHP Capital, L.P.
RIARaleigh, NC
AUM $4.6BTEAM 25REPS 6
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