RIAs in North Carolina
465 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina127 FIRMS · $1.6TRaleighNorth Carolina72 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.7BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina20 FIRMS · $10.5BDurhamNorth Carolina19 FIRMS · $4.1BAshevilleNorth Carolina15 FIRMS · $6.7BWilmingtonNorth Carolina14 FIRMS · $3.8BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina6 FIRMS · $1.6BMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BGreenvilleNorth Carolina5 FIRMS · $1.5BApexNorth Carolina5 FIRMS · $544MSouthern PinesNorth Carolina5 FIRMS · $701MStatesvilleNorth Carolina5 FIRMS · $255MHickoryNorth Carolina4 FIRMS · $791MFuquay VarinaNorth Carolina4 FIRMS · $377MPinehurstNorth Carolina4 FIRMS · $431MRocky MountNorth Carolina4 FIRMS · $2.3BHuntersvilleNorth Carolina4 FIRMS · $2.8BBooneNorth Carolina3 FIRMS · $732MShelbyNorth Carolina2 FIRMS · $633MBermuda RunNorth Carolina2 FIRMS · $1.2BHendersonvilleNorth Carolina2 FIRMS · $56MHolly SpringsNorth Carolina2 FIRMS · $59MWake ForestNorth Carolina2 FIRMS · $1.5BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MWintervilleNorth Carolina2 FIRMS · $130MHigh PointNorth Carolina2 FIRMS · $335MSalisburyNorth Carolina2 FIRMS · $199MTrent WoodsNorth Carolina1 FIRM · $2.4MWest EndNorth Carolina1 FIRMAdvanceNorth Carolina1 FIRMWrightsville 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 · $29.8MMarvinNorth Carolina1 FIRMMorehead CityNorth Carolina1 FIRM · $2.5MMount AiryNorth Carolina1 FIRM · $12.5MNags HeadNorth Carolina1 FIRM · $21.3MNew BernNorth Carolina1 FIRM · $1BOak RidgeNorth Carolina1 FIRM · $22.7MPittsboroNorth Carolina1 FIRM · $34.2MResearch Triangle ParkNorth Carolina1 FIRMSanfordNorth Carolina1 FIRM · $121MShallotteNorth Carolina1 FIRM · $5.5M
All RIAs in North Carolina
Captrust
RIARaleigh, NC
AUM $1.2TTEAM 1841REPS 945
Allspring Global Investments, LLC
RIACharlotte, NC
AUM $476BTEAM 956REPS 4
Barings LLC
RIACharlotte, NC
AUM $393BTEAM 1101REPS 19
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 39
Wells Fargo Investment Institute, Inc.
RIACharlotte, NC
AUM $43BTEAM 225REPS 57
Alight Financial Advisors, LLC
RIACharlotte, NC
AUM $35.1BTEAM 70REPS 65
Stepstone Private Wealth
RIACharlotte, NC
AUM $17.9BTEAM 128REPS 5
Independent Advisor Alliance, LLC
RIACharlotte, NC
AUM $17.2BTEAM 251REPS 309
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
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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