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 CHAPEL HILLNorth Carolina26 FIRMS · $28.6B GREENSBORONorth Carolina26 FIRMS · $17.7B WINSTON SALEMNorth Carolina24 FIRMS · $14.9B DURHAMNorth Carolina20 FIRMS · $4.1B CARYNorth Carolina20 FIRMS · $10.5B WILMINGTONNorth Carolina15 FIRMS · $3.9B ASHEVILLENorth Carolina15 FIRMS · $6.7B CONCORDNorth Carolina8 FIRMS · $2.1B MOORESVILLENorth Carolina7 FIRMS · $890M GREENVILLENorth Carolina5 FIRMS · $1.5B STATESVILLENorth Carolina5 FIRMS · $255M SOUTHERN PINESNorth Carolina5 FIRMS · $701M MATTHEWSNorth Carolina5 FIRMS · $1.3B CORNELIUSNorth Carolina5 FIRMS · $3.5B APEXNorth Carolina5 FIRMS · $544M HUNTERSVILLENorth Carolina4 FIRMS · $2.8B ROCKY MOUNTNorth Carolina4 FIRMS · $2.3B FUQUAY VARINANorth Carolina4 FIRMS · $377M HICKORYNorth Carolina4 FIRMS · $791M PINEHURSTNorth Carolina4 FIRMS · $431M BOONENorth Carolina3 FIRMS · $732M SHELBYNorth Carolina2 FIRMS · $633M BERMUDA RUNNorth Carolina2 FIRMS · $1.2B DAVIDSONNorth Carolina2 FIRMS · $194M FAYETTEVILLENorth Carolina2 FIRMS · $15.6M HENDERSONVILLENorth Carolina2 FIRMS · $56M High PointNorth Carolina2 FIRMS · $335M HOLLY SPRINGSNorth Carolina2 FIRMS · $59M SALISBURYNorth Carolina2 FIRMS · $199M Wake ForestNorth Carolina2 FIRMS · $1.5B WINTERVILLENorth Carolina2 FIRMS · $130M ARDENNorth Carolina1 FIRM · $207M CLINTONNorth Carolina1 FIRM · $69.6M 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 CARTHAGENorth Carolina1 FIRM · $2.1M BURNSVILLENorth 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 BURLINGTONNorth Carolina1 FIRM · $53.8M PITTSBORONorth Carolina1 FIRM · $34.2M BREVARDNorth Carolina1 FIRM · $46.7M RESEARCH TRIANGLE PARKNorth Carolina1 FIRM BLACK MOUNTAINNorth Carolina1 FIRM · $163M ALBEMARLENorth Carolina1 FIRM · $338M SANFORDNorth Carolina1 FIRM · $121M SHALLOTTENorth Carolina1 FIRM · $5.5M AdvanceNorth Carolina1 FIRM BELMONTNorth Carolina1 FIRM · $81.4M AYDENNorth Carolina1 FIRM · $17.3M EDENNorth Carolina1 FIRM HENDERSONNorth Carolina1 FIRM · $163M Trent WoodsNorth Carolina1 FIRM · $2.4M CRAMERTONNorth Carolina1 FIRM · $147M HIGHLANDSNorth Carolina1 FIRM · $9M WRIGHTSVILLE BEACHNorth Carolina1 FIRM · $132M

All RIAs in North Carolina

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 5

THAYER FINANCIAL, L.L.C.

HICKORY, NC

AUM $106MTEAM 3REPS 3

SYCAMORE FINANCIAL PLANNING, LLC

DURHAM, NC

AUM $104MTEAM 5REPS 3

SEASIDE WEALTH ADVISORS LLC

WILMINGTON, NC

AUM $103MTEAM 5REPS 4

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 2

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

CHARLOTTE WEALTH MANAGEMENT, LLC

Charlotte, NC

AUM $86.2MTEAM 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

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