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
CAROLINA FINANCIAL SERVICES GROUP, INC.
RIAGREENVILLE, NC
AUM $40MTEAM 4REPS 1
FAMILY WEALTH PARTNERS CONCORD, INC
RIACONCORD, NC
AUM $39MTEAM 3REPS 2
CAROLINA WEALTH STRATEGIES, LLC
RIACARY, NC
AUM $38.9MTEAM 1REPS 1
MARQUISE WEALTH MANAGEMENT, LLC
RIACharlotte, NC
AUM $38.9MTEAM 2REPS 3
SILVIS FINANCIAL
RIACharlotte, NC
AUM $36.8MTEAM 2REPS 1
HICKS FINANCIAL PARTNERS, LLC
RIASOUTHERN PINES, NC
AUM $35.4MTEAM 2REPS 2
ENDURANCE FINANCIAL LLC
RIACARY, NC
AUM $34.7MTEAM 5REPS 1
MILLENNIUM PLANNING GROUP, LLC
RIAPITTSBORO, NC
AUM $34.2MTEAM 3REPS 3
CARDINAL WEALTH PARTNERS, LLC
RIACHAPEL HILL, NC
AUM $33.1MTEAM 1REPS 1
TACTICAL INVESTMENT ADVISORS, LLC
RIAHUNTERSVILLE, NC
AUM $33.1MTEAM 3REPS 3
MASTERS TAX AND FINANCIAL PLANNING LLC
RIASTATESVILLE, NC
AUM $32MTEAM 2REPS 2
OTHER SIDE ASSET MANAGEMENT, LLC
RIARALEIGH, NC
AUM $32MTEAM 2REPS 1
VARIANT PERCEPTION
RIACharlotte, NC
AUM $31.9MTEAM 1REPS 4
E2I FINANCIAL GROUP, LLC
RIACharlotte, NC
AUM $31.5MTEAM 1REPS 2
PARK WEALTH MANAGEMENT, LLC
RIAGREENSBORO, NC
AUM $31.5MTEAM 1REPS 1
OPUS FINANCIAL ADVISORS, INC.
RIASTATESVILLE, NC
AUM $30MTEAM 5REPS 5
AURORA STRATEGIC ADVISORS, LLC
RIALUMBERTON, NC
AUM $29.8MTEAM 4REPS 2
DARDA FINANCIAL
RIAWINSTON SALEM, NC
AUM $29.6MTEAM 1REPS 1
DIVERSIFIED INVESTMENT SERVICES LLC
RIADURHAM, NC
AUM $29.3MTEAM 1REPS 1
SHERMAN WEALTH SOLUTIONS LLC
RIACharlotte, NC
AUM $29.2MTEAM 1REPS 1
KIAROS ADVISORS, LLC
RIASOUTHERN PINES, NC
AUM $28.3MTEAM 1REPS 2
CARY FINANCIAL PLANNING, LLC
RIACARY, NC
AUM $26.9MTEAM 2REPS 2
INNOVEST STRATEGIES LLC
RIARALEIGH, NC
AUM $26.8MTEAM 1REPS 1
NC MONEY MANAGEMENT, INC.
RIARALEIGH, NC
AUM $26.6MTEAM 1REPS 1
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