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

Broad Reach Capital LLC

Raleigh, NC

AUM $180MTEAM 4REPS 3

Dolan Capital Advisors, LLC

Charlotte, NC

AUM $179MTEAM 4REPS 2

Hollingsworth Avent Averre & Purvis, Pa

Raleigh, NC

AUM $177MTEAM 3REPS 5

Advisorengine Portfolio Solutions Inc.

Raleigh, NC

AUM $176MTEAM 1REPS 6

Family Legacy Financial Solutions, LLC

Cary, NC

AUM $175MTEAM 7REPS 5

Pinafore Wealth Counsel Inc.

Durham, NC

AUM $174MTEAM 2REPS 3

Investor Advisory Group

Charlotte, NC

AUM $172MTEAM 4REPS 4

Granada Wealth Management, LLC

Davidson, NC

AUM $171MTEAM 1REPS 1

Hayden Harper Wealth Advisory, LLC

Charlotte, NC

AUM $171MTEAM 7REPS 4

Kensington Financial Group, Inc.

Winston Salem, NC

AUM $170MTEAM 2REPS 4

ARK Royal Wealth Management LLC

Raleigh, NC

AUM $169MTEAM 4REPS 3

OBP Capital

Rocky Mount, NC

AUM $169MTEAM 2REPS 2

Hunter Street Investment Advisors LLC

Apex, NC

AUM $166MTEAM 8REPS 7

Collie Financial Planning, Inc.

Black Mountain, NC

AUM $163MTEAM 2REPS 2

Private Wealth Management Of North Carolina LLC

Henderson, NC

AUM $163MTEAM 3REPS 3

The Wealth Group, Ltd

Raleigh, NC

AUM $160MTEAM 8REPS 5

Pendleton Financial Wealth Management

Raleigh, NC

AUM $160MTEAM 4REPS 1

Blue Water Capital Management, LLC

Apex, NC

AUM $160MTEAM 2REPS 2

AIM Advisors, LLC

Raleigh, NC

AUM $158MTEAM 5REPS 3

Holcombe & Mcgrath

Asheville, NC

AUM $156MTEAM 3REPS 2

BP Asset Management Inc.

Charlotte, NC

AUM $155MTEAM 3REPS 3

Shining Rock Advisors LLC

Asheville, NC

AUM $154MTEAM 2REPS 2

Terra Wealth

High Point, NC

AUM $152MTEAM 13REPS 6

Twin City Private Wealth, LLC

Winston Salem, NC

AUM $151MTEAM 10REPS 4

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