RIAs in North Carolina

464 RIAs headquartered in North Carolina managing a combined $3T.

By city

CharlotteNorth Carolina126 FIRMS · $1.6T RALEIGHNorth Carolina70 FIRMS · $1.3T GREENSBORONorth Carolina26 FIRMS · $17.7B CHAPEL HILLNorth Carolina26 FIRMS · $28.6B WINSTON SALEMNorth Carolina24 FIRMS · $14.9B DURHAMNorth Carolina20 FIRMS · $4.1B CARYNorth Carolina20 FIRMS · $10.5B ASHEVILLENorth Carolina15 FIRMS · $6.7B WILMINGTONNorth Carolina15 FIRMS · $3.9B CONCORDNorth Carolina8 FIRMS · $2.1B MOORESVILLENorth Carolina7 FIRMS · $890M STATESVILLENorth Carolina5 FIRMS · $255M CORNELIUSNorth Carolina5 FIRMS · $3.5B SOUTHERN PINESNorth Carolina5 FIRMS · $701M GREENVILLENorth Carolina5 FIRMS · $1.5B MATTHEWSNorth Carolina5 FIRMS · $1.3B APEXNorth Carolina5 FIRMS · $544M HUNTERSVILLENorth Carolina4 FIRMS · $2.8B FUQUAY VARINANorth Carolina4 FIRMS · $377M PINEHURSTNorth Carolina4 FIRMS · $431M ROCKY MOUNTNorth Carolina4 FIRMS · $2.3B HICKORYNorth Carolina4 FIRMS · $791M BOONENorth Carolina3 FIRMS · $732M HOLLY SPRINGSNorth Carolina2 FIRMS · $59M SHELBYNorth Carolina2 FIRMS · $633M NEW BERNNorth Carolina2 FIRMS · $1B Wake ForestNorth Carolina2 FIRMS · $1.5B FAYETTEVILLENorth Carolina2 FIRMS · $15.6M DAVIDSONNorth Carolina2 FIRMS · $194M WINTERVILLENorth Carolina2 FIRMS · $130M BERMUDA RUNNorth Carolina2 FIRMS · $1.2B High PointNorth Carolina2 FIRMS · $335M HENDERSONVILLENorth Carolina2 FIRMS · $56M SALISBURYNorth Carolina2 FIRMS · $199M 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 · $53.8M 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 MOREHEAD CITYNorth Carolina1 FIRM · $2.5M MOUNT AIRYNorth Carolina1 FIRM · $12.5M NAGS HEADNorth Carolina1 FIRM · $21.3M 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 AdvanceNorth Carolina1 FIRM

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

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 8

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 8

TWIN CITY PRIVATE WEALTH, LLC

WINSTON SALEM, NC

AUM $151MTEAM 10REPS 4

DREHER FINANCIAL PARTNERS

SOUTHERN PINES, NC

AUM $148MTEAM 2REPS 2

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