RIAs in North Carolina
465 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina128 FIRMS · $1.7TRaleighNorth Carolina74 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.6BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina19 FIRMS · $9.2BDurhamNorth Carolina19 FIRMS · $4.1BAshevilleNorth Carolina14 FIRMS · $6.7BWilmingtonNorth Carolina14 FIRMS · $3.8BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina6 FIRMS · $1.6BMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BGreenvilleNorth Carolina5 FIRMS · $1.5BStatesvilleNorth Carolina5 FIRMS · $255MApexNorth Carolina5 FIRMS · $544MSouthern PinesNorth Carolina5 FIRMS · $701MHickoryNorth Carolina4 FIRMS · $791MPinehurstNorth Carolina4 FIRMS · $431MRocky MountNorth Carolina4 FIRMS · $2.3BHuntersvilleNorth Carolina4 FIRMS · $2.8BFuquay VarinaNorth Carolina3 FIRMS · $367MBooneNorth Carolina3 FIRMS · $743MShelbyNorth Carolina2 FIRMS · $633MHendersonvilleNorth Carolina2 FIRMS · $56MHolly SpringsNorth Carolina2 FIRMS · $59MWake ForestNorth Carolina2 FIRMS · $1.5BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MWintervilleNorth Carolina2 FIRMS · $130MBermuda RunNorth Carolina2 FIRMS · $1.2BSalisburyNorth Carolina2 FIRMS · $199MHigh PointNorth Carolina2 FIRMS · $335MTrent 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 FIRM · $2.5MHendersonNorth 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
Independent Financial Solutions Group
RIAMorehead City, NC
AUM $2.5MTEAM 1REPS 1
Hyperion Management Holdings, LLC
RIAEden, NC
AUM $2.5MTEAM 1REPS 1
Tayloe Financial Services, LLC
RIATrent Woods, NC
AUM $2.4MTEAM 1REPS 1
Fedway Financial LLC
RIACharlotte, NC
AUM $2.3MTEAM 1REPS 1
Mark R. Lemmond Cpa, Pllc
RIACarthage, NC
AUM $2.1MTEAM 4REPS 1
Alluvial Wealth Management
RIAMatthews, NC
AUM $1.8MTEAM 1REPS 1
PB Wealth, LLC
RIACharlotte, NC
AUM $1.1MTEAM 1REPS 1
Legacy Wealth Management
RIACharlotte, NC
AUM $818KTEAM 1REPS 1
Third Day Capital, Inc.
RIACharlotte, NC
AUM $579KTEAM 1REPS 2
Brodie Wealth Management
RIACary, NC
AUM $379KTEAM 1REPS 1
Holland Capital Advisors, LLC
RIACharlotte, NC
AUM $353KTEAM 1REPS 1
Mike Adams Financial Advisors, Inc.
RIAMooresville, NC
AUM $125KTEAM 1REPS 1
Capital Solutions Advisors, LLC
RIADurham, NC
AUM $119KTEAM 1REPS 1
Credit Union Investment Services
RIARaleigh, NC
AUM $111KTEAM 258REPS 254
Naples Private Capital, LLC
RIAMooresville, NC
AUM —TEAM 9REPS 3
IFC Investment Management, LLC
RIARaleigh, NC
AUM —TEAM 44REPS 10
RPO Wealth Partners LLC
RIACharlotte, NC
AUM —TEAM 2REPS 2
Trident Advisory Partners, LLC
RIACharlotte, NC
AUM —TEAM 3REPS 4
Capital Financial Advisory Group, LLC
RIAApex, NC
AUM —TEAM 5REPS 4
C2 Investment Group
RIAMooresville, NC
AUM —TEAM 4REPS 3
H&H Investment Planners, Inc.
RIABermuda Run, NC
AUM —TEAM 2REPS 2
Omega Wealth Management, LLC
RIACharlotte, NC
AUM —TEAM 1REPS 1
Tilly, Inc.
RIARaleigh, NC
AUM —TEAM 2REPS 2
The Financial Coaching Center, LLC
RIABurnsville, NC
AUM —TEAM 1REPS 1
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