RIAs in North Carolina

466 RIAs headquartered in North Carolina managing a combined $3T.

By city

CharlotteNorth Carolina128 FIRMS · $1.7T RaleighNorth Carolina72 FIRMS · $1.3T GreensboroNorth Carolina26 FIRMS · $17.6B Chapel HillNorth Carolina25 FIRMS · $28.6B Winston SalemNorth Carolina24 FIRMS · $14.9B CaryNorth Carolina20 FIRMS · $10.5B DurhamNorth Carolina19 FIRMS · $4.1B AshevilleNorth Carolina15 FIRMS · $6.7B WilmingtonNorth Carolina14 FIRMS · $3.8B MooresvilleNorth Carolina8 FIRMS · $890M ConcordNorth Carolina6 FIRMS · $1.6B MatthewsNorth Carolina5 FIRMS · $1.3B CorneliusNorth Carolina5 FIRMS · $3.5B GreenvilleNorth Carolina5 FIRMS · $1.5B ApexNorth Carolina5 FIRMS · $544M Southern PinesNorth Carolina5 FIRMS · $701M StatesvilleNorth Carolina5 FIRMS · $255M HickoryNorth Carolina4 FIRMS · $791M Fuquay VarinaNorth Carolina4 FIRMS · $377M PinehurstNorth Carolina4 FIRMS · $431M Rocky MountNorth Carolina4 FIRMS · $2.3B HuntersvilleNorth Carolina4 FIRMS · $2.8B BooneNorth Carolina3 FIRMS · $743M ShelbyNorth Carolina2 FIRMS · $633M Bermuda RunNorth Carolina2 FIRMS · $1.2B HendersonvilleNorth Carolina2 FIRMS · $56M Holly SpringsNorth Carolina2 FIRMS · $59M Wake ForestNorth Carolina2 FIRMS · $1.5B DavidsonNorth Carolina2 FIRMS · $194M FayettevilleNorth Carolina2 FIRMS · $15.6M WintervilleNorth Carolina2 FIRMS · $130M High PointNorth Carolina2 FIRMS · $335M SalisburyNorth Carolina2 FIRMS · $199M Trent WoodsNorth Carolina1 FIRM · $2.4M West EndNorth Carolina1 FIRM AdvanceNorth Carolina1 FIRM Wrightsville BeachNorth Carolina1 FIRM · $132M AlbemarleNorth Carolina1 FIRM · $338M ArdenNorth Carolina1 FIRM · $207M AydenNorth Carolina1 FIRM · $17.3M BelmontNorth Carolina1 FIRM · $81.4M Black MountainNorth Carolina1 FIRM · $163M BrevardNorth Carolina1 FIRM · $46.7M BurlingtonNorth Carolina1 FIRM · $85.2M BurnsvilleNorth Carolina1 FIRM CarthageNorth Carolina1 FIRM · $2.1M ClintonNorth Carolina1 FIRM · $69.6M CramertonNorth Carolina1 FIRM · $147M EdenNorth Carolina1 FIRM HendersonNorth Carolina1 FIRM · $163M HighlandsNorth Carolina1 FIRM · $9M 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 MarvinNorth 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 PittsboroNorth Carolina1 FIRM · $34.2M Research Triangle ParkNorth Carolina1 FIRM SanfordNorth Carolina1 FIRM · $121M ShallotteNorth Carolina1 FIRM · $5.5M

All RIAs in North Carolina

Align Financial Planning

Southern Pines, NC

AUM $2.8MTEAM 1REPS 1

Independent Financial Solutions Group

Morehead City, NC

AUM $2.5MTEAM 1REPS 1

Tayloe Financial Services, LLC

Trent Woods, NC

AUM $2.4MTEAM 1REPS 1

Fedway Financial LLC

Charlotte, NC

AUM $2.3MTEAM 1REPS 1

Mark R. Lemmond Cpa, Pllc

Carthage, NC

AUM $2.1MTEAM 4REPS 1

Alluvial Wealth Management

Matthews, NC

AUM $1.8MTEAM 1REPS 1

Todd Washburn Solutions, LLC

Durham, NC

AUM $1.7MTEAM 1REPS 1

PB Wealth, LLC

Charlotte, NC

AUM $1.1MTEAM 1REPS 1

Legacy Wealth Management

Charlotte, NC

AUM $818KTEAM 1REPS 1

Third Day Capital, Inc.

Charlotte, NC

AUM $579KTEAM 1REPS 2

Brodie Wealth Management

Cary, NC

AUM $379KTEAM 1REPS 1

Holland Capital Advisors, LLC

Charlotte, NC

AUM $353KTEAM 1REPS 1

Mike Adams Financial Advisors, Inc.

Mooresville, NC

AUM $125KTEAM 1REPS 1

Capital Solutions Advisors, LLC

Durham, NC

AUM $119KTEAM 1REPS 1

Credit Union Investment Services

Raleigh, NC

AUM $111KTEAM 258REPS 258

Castle Wealth Group

Mooresville, NC

AUM —TEAM 3REPS 3

Golden Pine Advisory, LLC

Pinehurst, NC

AUM —TEAM 3REPS 1

Invest With A Goal

Research Triangle Park, NC

AUM —TEAM 1REPS 1

Capital Financial Advisory Group, LLC

Apex, NC

AUM —TEAM 5REPS 4

Carolina Financial Advisory, Inc.

Chapel Hill, NC

AUM —TEAM 1REPS 1

Naples Private Capital, LLC

Mooresville, NC

AUM —TEAM 9REPS 0

Eustace Advisors

Cary, NC

AUM —TEAM 1REPS 2

Azimuth Planning Group, LLC

Chapel Hill, NC

AUM —TEAM 1REPS 1

Deliberate Wealth

Advance, NC

AUM —TEAM 1REPS 1

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