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
Franklin Street Advisors Inc.
RIAChapel Hill, NC
AUM $4.5BTEAM 40REPS 24
Salem Investment Counselors Inc
RIAWinston Salem, NC
AUM $4.2BTEAM 18REPS 14
Plexus Capital
RIARaleigh, NC
AUM $3.8BTEAM 50REPS 13
Falfurrias Management Partners LP
RIACharlotte, NC
AUM $3.7BTEAM 55REPS 3
Biltmore Family Office, LLC
RIACharlotte, NC
AUM $3.5BTEAM 24REPS 16
Colony Family Offices, LLC
RIACharlotte, NC
AUM $3.4BTEAM 16REPS 9
Verger Capital Management
RIAWinston Salem, NC
AUM $3.3BTEAM 18REPS 13
Cornerstone Advisors, LLC
RIAAsheville, NC
AUM $3BTEAM 7REPS 6
New Republic Partners
RIACharlotte, NC
AUM $3BTEAM 28REPS 10
Smith Salley Wealth Management
RIAGreensboro, NC
AUM $2.9BTEAM 18REPS 17
Guardian Wealth Advisors, LLC
RIARaleigh, NC
AUM $2.7BTEAM 50REPS 34
Alphastar Capital Management
RIACornelius, NC
AUM $2.5BTEAM 150REPS 160
Cornerstone Wealth
RIAHuntersville, NC
AUM $2.5BTEAM 50REPS 31
Capital Investment Advisory Services, LLC
RIARaleigh, NC
AUM $2.4BTEAM 91REPS 104
Tiverton Advisors, LLC
RIARaleigh, NC
AUM $2.1BTEAM 41REPS 4
Comperio Retirement Consulting, Inc.
RIACary, NC
AUM $2BTEAM 4REPS 2
Novare Capital Management
RIACharlotte, NC
AUM $1.9BTEAM 23REPS 20
Carousel Capital Management Company, L.P.
RIACharlotte, NC
AUM $1.9BTEAM 19REPS 5
Halifax Investment Management, L.L.C.
RIARaleigh, NC
AUM $1.9BTEAM 18REPS 5
Eton Advisors
RIAChapel Hill, NC
AUM $1.9BTEAM 11REPS 10
Morgan Creek Capital Management, LLC
RIAChapel Hill, NC
AUM $1.8BTEAM 29REPS 3
Blueprint Investment Partners LLC
RIAGreensboro, NC
AUM $1.8BTEAM 9REPS 7
Linden Thomas Advisory Services, LLC
RIACharlotte, NC
AUM $1.8BTEAM 14REPS 11
Steele Creek Investment Management LLC
RIACharlotte, NC
AUM $1.7BTEAM 12REPS 3
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