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

Evergreen Wealth Advisors

Raleigh, NC

AUM $112MTEAM 18REPS 7

REH Wealth Advisors LLC

Raleigh, NC

AUM $110MTEAM 1REPS 1

White Oak Wealth Partners

Raleigh, NC

AUM $110MTEAM 2REPS 2

Wessel Investment Counsel, L.L.C.

Asheville, NC

AUM $109MTEAM 2REPS 1

The Financial Legacy Group

Charlotte, NC

AUM $107MTEAM 3REPS 2

EQV Advisory, LLC

Raleigh, NC

AUM $107MTEAM 6REPS 6

Thayer Financial, L.L.C.

Hickory, NC

AUM $106MTEAM 3REPS 3

Sycamore Financial Planning, LLC

Durham, NC

AUM $104MTEAM 5REPS 3

Atticus Capital Advisors LLC

Charlotte, NC

AUM $103MTEAM 1REPS 1

Integrative Planning, Inc.

Cornelius, NC

AUM $101MTEAM 6REPS 3

Falcon Financial

Salisbury, NC

AUM $101MTEAM 4REPS 4

Indexperts, LLC

Charlotte, NC

AUM $101MTEAM 4REPS 4

Course Management Investment Advisors, LLC

Pinehurst, NC

AUM $100MTEAM 4REPS 4

Lucid Wealth Planning LLC

Wake Forest, NC

AUM $98.1MTEAM 1REPS 1

C F Parks Inc

Salisbury, NC

AUM $97.7MTEAM 7REPS 1

Provision Wealth Management, Inc

Raleigh, NC

AUM $97.6MTEAM 4REPS 4

Forward Wealth Management, LLC

Charlotte, NC

AUM $94.1MTEAM 1REPS 1

Realm Investment Consulting LLC

Cary, NC

AUM $88.9MTEAM 1REPS 2

Wolfbridge Wealth

Durham, NC

AUM $88.9MTEAM 3REPS 2

Turning Point Financial, Inc.

Charlotte, NC

AUM $88MTEAM 2REPS 1

Jones Gregg Financial, LLC

Charlotte, NC

AUM $85.6MTEAM 2REPS 1

Jarrod Adams Investing, LLC

Mooresville, NC

AUM $85.2MTEAM 3REPS 3

Crutchfield Advisors, Inc

Apex, NC

AUM $83MTEAM 2REPS 2

Rhino Wealth Management

Belmont, NC

AUM $81.4MTEAM 3REPS 1

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