RIAs in North Carolina
464 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina126 FIRMS · $1.6TRALEIGHNorth Carolina70 FIRMS · $1.3TCHAPEL HILLNorth Carolina26 FIRMS · $28.6BGREENSBORONorth Carolina26 FIRMS · $17.7BWINSTON SALEMNorth Carolina24 FIRMS · $14.9BDURHAMNorth Carolina20 FIRMS · $4.1BCARYNorth Carolina20 FIRMS · $10.5BWILMINGTONNorth Carolina15 FIRMS · $3.9BASHEVILLENorth Carolina15 FIRMS · $6.7BCONCORDNorth Carolina8 FIRMS · $2.1BMOORESVILLENorth Carolina7 FIRMS · $890MGREENVILLENorth Carolina5 FIRMS · $1.5BSTATESVILLENorth Carolina5 FIRMS · $255MSOUTHERN PINESNorth Carolina5 FIRMS · $701MMATTHEWSNorth Carolina5 FIRMS · $1.3BCORNELIUSNorth Carolina5 FIRMS · $3.5BAPEXNorth Carolina5 FIRMS · $544MHUNTERSVILLENorth Carolina4 FIRMS · $2.8BROCKY MOUNTNorth Carolina4 FIRMS · $2.3BFUQUAY VARINANorth Carolina4 FIRMS · $377MHICKORYNorth Carolina4 FIRMS · $791MPINEHURSTNorth Carolina4 FIRMS · $431MBOONENorth Carolina3 FIRMS · $732MSHELBYNorth Carolina2 FIRMS · $633MBERMUDA RUNNorth Carolina2 FIRMS · $1.2BDAVIDSONNorth Carolina2 FIRMS · $194MFAYETTEVILLENorth Carolina2 FIRMS · $15.6MHENDERSONVILLENorth Carolina2 FIRMS · $56MHigh PointNorth Carolina2 FIRMS · $335MHOLLY SPRINGSNorth Carolina2 FIRMS · $59MSALISBURYNorth Carolina2 FIRMS · $199MWake ForestNorth Carolina2 FIRMS · $1.5BWINTERVILLENorth Carolina2 FIRMS · $130MARDENNorth Carolina1 FIRM · $207MCLINTONNorth Carolina1 FIRM · $69.6MKANNAPOLISNorth 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 · $29.8MCARTHAGENorth Carolina1 FIRM · $2.1MBURNSVILLENorth Carolina1 FIRMMOREHEAD CITYNorth Carolina1 FIRM · $2.5MMOUNT AIRYNorth Carolina1 FIRM · $12.5MNAGS HEADNorth Carolina1 FIRM · $21.3MNEW BERNNorth Carolina1 FIRM · $1BOAK RIDGENorth Carolina1 FIRM · $22.7MBURLINGTONNorth Carolina1 FIRM · $53.8MPITTSBORONorth Carolina1 FIRM · $34.2MBREVARDNorth Carolina1 FIRM · $46.7MRESEARCH TRIANGLE PARKNorth Carolina1 FIRMBLACK MOUNTAINNorth Carolina1 FIRM · $163MALBEMARLENorth Carolina1 FIRM · $338MSANFORDNorth Carolina1 FIRM · $121MSHALLOTTENorth Carolina1 FIRM · $5.5MAdvanceNorth Carolina1 FIRMBELMONTNorth Carolina1 FIRM · $81.4MAYDENNorth Carolina1 FIRM · $17.3MEDENNorth Carolina1 FIRMHENDERSONNorth Carolina1 FIRM · $163MTrent WoodsNorth Carolina1 FIRM · $2.4MCRAMERTONNorth Carolina1 FIRM · $147MHIGHLANDSNorth Carolina1 FIRM · $9MWRIGHTSVILLE BEACHNorth Carolina1 FIRM · $132M
All RIAs in North Carolina
RHINO WEALTH MANAGEMENT
RIABELMONT, NC
AUM $81.4MTEAM 3REPS 1
HERITAGE CAPITAL PARTNERS,INC.
RIACharlotte, NC
AUM $78.5MTEAM 1REPS 2
HUTCHINS CANNING & COMPANY PA
RIAKITTY HAWK, NC
AUM $78.5MTEAM 10REPS 2
TRUSTTREE FINANCIAL LLC
RIAHUNTERSVILLE, NC
AUM $78MTEAM 2REPS 2
MOORE INVESTMENT PARTNERS, LLC
RIACharlotte, NC
AUM $75.6MTEAM 1REPS 1
SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
RIAWILMINGTON, NC
AUM $75.5MTEAM 2REPS 2
KEEL & LONG FINANCIAL MANAGEMENT, LLC
RIAGREENVILLE, NC
AUM $75MTEAM 2REPS 2
GILDER PARTNERS FOR GROWTH, LLC
RIARALEIGH, NC
AUM $73.4MTEAM 5REPS 5
DYER & COMPANY, L.L.C.
RIACharlotte, NC
AUM $73.2MTEAM 2REPS 2
LEGEND PRIVATE WEALTH, LLC
RIACharlotte, NC
AUM $71MTEAM 2REPS 2
FULBRIGHT FINANCIAL CONSULTING, PA
RIADURHAM, NC
AUM $70.8MTEAM 1REPS 1
CP ADVISORS, INC.
RIACLINTON, NC
AUM $69.6MTEAM 7REPS 5
MAZE FINANCIAL PLANNING
RIACHAPEL HILL, NC
AUM $69MTEAM 1REPS 1
PIECAPITAL
RIARALEIGH, NC
AUM $69MTEAM 2REPS 1
FORTIS WEALTH MANAGEMENT
RIABOONE, NC
AUM $67.7MTEAM 3REPS 3
TYNDALL STROUD WEALTH MANAGEMENT, LLC
RIAWINTERVILLE, NC
AUM $67.1MTEAM 3REPS 3
TACKETT WEALTH MANAGEMENT, LLC
RIACARY, NC
AUM $66.6MTEAM 3REPS 2
CENTER PEAK FINANCIAL
RIADURHAM, NC
AUM $65.5MTEAM 2REPS 1
HOLLAND CAPITAL MANAGEMENT LLC
RIACharlotte, NC
AUM $65.1MTEAM 1REPS 1
SLP WEALTH
RIADURHAM, NC
AUM $63.7MTEAM 22REPS 16
CROWN PRIVATE WEALTH, LLC
RIAMOORESVILLE, NC
AUM $63.6MTEAM 3REPS 2
VN CAPITAL MANAGEMENT, LLC
RIAGREENSBORO, NC
AUM $63MTEAM 1REPS 1
THE JOURNEYS GROUP, INC.
RIAWINTERVILLE, NC
AUM $63MTEAM 2REPS 3
BRYANT & BRANNOCK, LLC.
RIADURHAM, NC
AUM $62.9MTEAM 3REPS 3
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