RIAs in North Carolina
466 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina128 FIRMS · $1.7TRaleighNorth Carolina72 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.6BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina20 FIRMS · $10.5BDurhamNorth Carolina19 FIRMS · $4.1BAshevilleNorth Carolina15 FIRMS · $6.7BWilmingtonNorth Carolina14 FIRMS · $3.8BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina6 FIRMS · $1.6BMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BGreenvilleNorth Carolina5 FIRMS · $1.5BApexNorth Carolina5 FIRMS · $544MSouthern PinesNorth Carolina5 FIRMS · $701MStatesvilleNorth Carolina5 FIRMS · $255MHickoryNorth Carolina4 FIRMS · $791MFuquay VarinaNorth Carolina4 FIRMS · $377MPinehurstNorth Carolina4 FIRMS · $431MRocky MountNorth Carolina4 FIRMS · $2.3BHuntersvilleNorth Carolina4 FIRMS · $2.8BBooneNorth Carolina3 FIRMS · $743MShelbyNorth Carolina2 FIRMS · $633MBermuda RunNorth Carolina2 FIRMS · $1.2BHendersonvilleNorth Carolina2 FIRMS · $56MHolly SpringsNorth Carolina2 FIRMS · $59MWake ForestNorth Carolina2 FIRMS · $1.5BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MWintervilleNorth Carolina2 FIRMS · $130MHigh PointNorth Carolina2 FIRMS · $335MSalisburyNorth Carolina2 FIRMS · $199MTrent WoodsNorth Carolina1 FIRM · $2.4MWest EndNorth Carolina1 FIRMAdvanceNorth Carolina1 FIRMWrightsville BeachNorth Carolina1 FIRM · $132MAlbemarleNorth Carolina1 FIRM · $338MArdenNorth Carolina1 FIRM · $207MAydenNorth Carolina1 FIRM · $17.3MBelmontNorth Carolina1 FIRM · $81.4MBlack MountainNorth Carolina1 FIRM · $163MBrevardNorth Carolina1 FIRM · $46.7MBurlingtonNorth Carolina1 FIRM · $85.2MBurnsvilleNorth Carolina1 FIRMCarthageNorth Carolina1 FIRM · $2.1MClintonNorth Carolina1 FIRM · $69.6MCramertonNorth Carolina1 FIRM · $147MEdenNorth Carolina1 FIRMHendersonNorth Carolina1 FIRM · $163MHighlandsNorth Carolina1 FIRM · $9MKannapolisNorth 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 · $29.8MMarvinNorth Carolina1 FIRMMorehead CityNorth Carolina1 FIRM · $2.5MMount AiryNorth Carolina1 FIRM · $12.5MNags HeadNorth Carolina1 FIRM · $21.3MNew BernNorth Carolina1 FIRM · $1BOak RidgeNorth Carolina1 FIRM · $22.7MPittsboroNorth Carolina1 FIRM · $34.2MResearch Triangle ParkNorth Carolina1 FIRMSanfordNorth Carolina1 FIRM · $121MShallotteNorth Carolina1 FIRM · $5.5M
All RIAs in North Carolina
1618 Advisors LLC
RIACharlotte, NC
AUM $25.3MTEAM 1REPS 1
Compass Financial Services, Inc.
RIAWinston Salem, NC
AUM $24.9MTEAM 2REPS 1
Agile Investments
RIAAsheville, NC
AUM $24.4MTEAM 1REPS 1
Bolin Creek Wealth Advisors LLC
RIAChapel Hill, NC
AUM $23.8MTEAM 2REPS 2
Olde Towne Financial Management Co
RIAGreensboro, NC
AUM $22.9MTEAM 1REPS 1
Parabla, LLC
RIAOak Ridge, NC
AUM $22.7MTEAM 1REPS 1
Bookman Bright, Inc.
RIADavidson, NC
AUM $22.6MTEAM 2REPS 1
Dare Capital Management, LLC
RIANags Head, NC
AUM $21.3MREPS 1
Fryar Financial
RIADurham, NC
AUM $19.4MTEAM 1REPS 2
Jpfg Wealth Management, L.L.C.
RIACharlotte, NC
AUM $19.1MTEAM 1REPS 2
Cone Advisory Group, Inc.
RIAAyden, NC
AUM $17.3MTEAM 2REPS 2
WMC Capital Management, LLC
RIAConcord, NC
AUM $16.2MTEAM 2REPS 2
Leep Asset Management, LLC
RIACharlotte, NC
AUM $16MTEAM 1REPS 1
Newcomb Financial Advisors, LLC
RIAChapel Hill, NC
AUM $15.7MTEAM 1REPS 1
University Financial Strategies, LLC
RIARaleigh, NC
AUM $15.2MTEAM 1REPS 1
Spark Asset Management Group
RIAStatesville, NC
AUM $12.8MTEAM 2REPS 3
Wake Wealth Management Co
RIARaleigh, NC
AUM $12.6MTEAM 2REPS 2
Northside Group Wealth Management, LLC
RIAMount Airy, NC
AUM $12.5MTEAM 1REPS 1
Stone Legacy Capital LLC
RIARaleigh, NC
AUM $12.4MTEAM 2REPS 2
Truststone Wealth Partners, LLC
RIAChapel Hill, NC
AUM $12.3MTEAM 2REPS 2
Hickory Financial Group, LLC
RIAHickory, NC
AUM $10.9MTEAM 1REPS 1
Great Plans Capital Management, LLC
RIACary, NC
AUM $10.5MTEAM 2REPS 2
Envision Planning, LLC
RIAHendersonville, NC
AUM $10.4MREPS 2
Stalwart Financial Planning
RIAFayetteville, NC
AUM $10.3MTEAM 1REPS 1
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