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
BUTTON & BUTTON WEALTH MANAGEMENT LLC
RIAGREENSBORO, NC
AUM $3.3MTEAM 2REPS 2
CLEF FINANCIAL, LLC
RIAGREENSBORO, NC
AUM $3.3MTEAM 1REPS 1
ARGOSY INVESTORS
RIAHICKORY, NC
AUM $3MTEAM 1REPS 1
ALIGN FINANCIAL PLANNING
RIASOUTHERN PINES, NC
AUM $2.8MTEAM 1REPS 1
INDEPENDENT FINANCIAL SOLUTIONS GROUP
RIAMOREHEAD CITY, 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
TODD WASHBURN SOLUTIONS, LLC
RIADURHAM, NC
AUM $1.7MTEAM 1REPS 1
PB WEALTH, LLC
RIACharlotte, NC
AUM $1.1MTEAM 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 259
RCX CAPITAL GROUP ADVISORS, LLC
RIABOONE, NC
AUM —TEAM 2REPS 2
TILLY, INC.
RIARALEIGH, NC
AUM —TEAM 2REPS 2
TIMELESS WEALTH MANAGEMENT
RIARALEIGH, NC
AUM —TEAM 2REPS 2
SCHOLAR FINANCIAL ADVISING, LLC
RIAWINSTON SALEM, NC
AUM —TEAM 7REPS 4
KAIROS RIA, LLC
RIARALEIGH, NC
AUM —TEAM 3REPS 2
BRIAN B. BUNN CPA, PLLC
RIARALEIGH, NC
AUM —TEAM 2REPS 1
PHOENIX FINANCIAL SOLUTIONS, INC.
RIAGREENSBORO, NC
AUM —TEAM 1REPS 1
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