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
CAPTRUST
RIARALEIGH, NC
AUM $1.2TTEAM 1841REPS 944
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 91
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 54
ALIGHT FINANCIAL ADVISORS, LLC
RIACharlotte, NC
AUM $35.1BTEAM 70REPS 67
INDEPENDENT ADVISOR ALLIANCE, LLC
RIACharlotte, NC
AUM $17.2BTEAM 251REPS 305
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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