RIAs in North Carolina
464 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina126 FIRMS · $1.6TRALEIGHNorth Carolina70 FIRMS · $1.3TGREENSBORONorth Carolina26 FIRMS · $17.7BCHAPEL HILLNorth Carolina26 FIRMS · $28.6BWINSTON SALEMNorth Carolina24 FIRMS · $14.9BDURHAMNorth Carolina20 FIRMS · $4.1BCARYNorth Carolina20 FIRMS · $10.5BASHEVILLENorth Carolina15 FIRMS · $6.7BWILMINGTONNorth Carolina15 FIRMS · $3.9BCONCORDNorth Carolina8 FIRMS · $2.1BMOORESVILLENorth Carolina7 FIRMS · $890MSTATESVILLENorth Carolina5 FIRMS · $255MCORNELIUSNorth Carolina5 FIRMS · $3.5BSOUTHERN PINESNorth Carolina5 FIRMS · $701MGREENVILLENorth Carolina5 FIRMS · $1.5BMATTHEWSNorth Carolina5 FIRMS · $1.3BAPEXNorth Carolina5 FIRMS · $544MHUNTERSVILLENorth Carolina4 FIRMS · $2.8BFUQUAY VARINANorth Carolina4 FIRMS · $377MPINEHURSTNorth Carolina4 FIRMS · $431MROCKY MOUNTNorth Carolina4 FIRMS · $2.3BHICKORYNorth Carolina4 FIRMS · $791MBOONENorth Carolina3 FIRMS · $732MHOLLY SPRINGSNorth Carolina2 FIRMS · $59MSHELBYNorth Carolina2 FIRMS · $633MNEW BERNNorth Carolina2 FIRMS · $1BWake ForestNorth Carolina2 FIRMS · $1.5BFAYETTEVILLENorth Carolina2 FIRMS · $15.6MDAVIDSONNorth Carolina2 FIRMS · $194MWINTERVILLENorth Carolina2 FIRMS · $130MBERMUDA RUNNorth Carolina2 FIRMS · $1.2BHigh PointNorth Carolina2 FIRMS · $335MHENDERSONVILLENorth Carolina2 FIRMS · $56MSALISBURYNorth Carolina2 FIRMS · $199MWRIGHTSVILLE 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 · $53.8MBURNSVILLENorth 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 · $29.8MMOREHEAD CITYNorth Carolina1 FIRM · $2.5MMOUNT AIRYNorth Carolina1 FIRM · $12.5MNAGS HEADNorth Carolina1 FIRM · $21.3MOAK RIDGENorth Carolina1 FIRM · $22.7MPITTSBORONorth Carolina1 FIRM · $34.2MRESEARCH TRIANGLE PARKNorth Carolina1 FIRMSANFORDNorth Carolina1 FIRM · $121MSHALLOTTENorth Carolina1 FIRM · $5.5MAdvanceNorth Carolina1 FIRM
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 15
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 16
GUARDIAN WEALTH ADVISORS, LLC
RIARALEIGH, NC
AUM $2.7BTEAM 50REPS 32
ALPHASTAR CAPITAL MANAGEMENT
RIACORNELIUS, NC
AUM $2.5BTEAM 150REPS 156
CORNERSTONE WEALTH
RIAHUNTERSVILLE, NC
AUM $2.5BTEAM 50REPS 30
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 9
BLUEPRINT INVESTMENT PARTNERS LLC
RIAGREENSBORO, NC
AUM $1.9BTEAM 9REPS 7
WESTEND ADVISORS, LLC
RIACharlotte, NC
AUM $1.9BTEAM 29REPS 20
MORGAN CREEK CAPITAL MANAGEMENT, LLC
RIACHAPEL HILL, NC
AUM $1.8BTEAM 29REPS 3
LINDEN THOMAS ADVISORY SERVICES, LLC
RIACharlotte, NC
AUM $1.8BTEAM 14REPS 12
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