RIAs in North Carolina

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

By city

CharlotteNorth Carolina126 FIRMS · $1.6T RALEIGHNorth Carolina70 FIRMS · $1.3T GREENSBORONorth Carolina26 FIRMS · $17.7B CHAPEL HILLNorth Carolina26 FIRMS · $28.6B WINSTON SALEMNorth Carolina24 FIRMS · $14.9B DURHAMNorth Carolina20 FIRMS · $4.1B CARYNorth Carolina20 FIRMS · $10.5B ASHEVILLENorth Carolina15 FIRMS · $6.7B WILMINGTONNorth Carolina15 FIRMS · $3.9B CONCORDNorth Carolina8 FIRMS · $2.1B MOORESVILLENorth Carolina7 FIRMS · $890M STATESVILLENorth Carolina5 FIRMS · $255M CORNELIUSNorth Carolina5 FIRMS · $3.5B SOUTHERN PINESNorth Carolina5 FIRMS · $701M GREENVILLENorth Carolina5 FIRMS · $1.5B MATTHEWSNorth Carolina5 FIRMS · $1.3B APEXNorth Carolina5 FIRMS · $544M HUNTERSVILLENorth Carolina4 FIRMS · $2.8B FUQUAY VARINANorth Carolina4 FIRMS · $377M PINEHURSTNorth Carolina4 FIRMS · $431M ROCKY MOUNTNorth Carolina4 FIRMS · $2.3B HICKORYNorth Carolina4 FIRMS · $791M BOONENorth Carolina3 FIRMS · $732M HOLLY SPRINGSNorth Carolina2 FIRMS · $59M SHELBYNorth Carolina2 FIRMS · $633M NEW BERNNorth Carolina2 FIRMS · $1B Wake ForestNorth Carolina2 FIRMS · $1.5B FAYETTEVILLENorth Carolina2 FIRMS · $15.6M DAVIDSONNorth Carolina2 FIRMS · $194M WINTERVILLENorth Carolina2 FIRMS · $130M BERMUDA RUNNorth Carolina2 FIRMS · $1.2B High PointNorth Carolina2 FIRMS · $335M HENDERSONVILLENorth Carolina2 FIRMS · $56M SALISBURYNorth Carolina2 FIRMS · $199M 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 · $53.8M 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 MOREHEAD CITYNorth Carolina1 FIRM · $2.5M MOUNT AIRYNorth Carolina1 FIRM · $12.5M NAGS HEADNorth Carolina1 FIRM · $21.3M 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 AdvanceNorth Carolina1 FIRM

All RIAs in North Carolina

LAUREL WEALTH ADVISORS, LLC

Charlotte, NC

AUM $1.1BTEAM 9REPS 10

KIAN CAPITAL PARTNERS, LLC

Charlotte, NC

AUM $1.1BTEAM 19REPS 4

PROVIDENCE CAPITAL ADVISORS, LLC

Charlotte, NC

AUM $1.1BTEAM 14REPS 7

CARDINAL CAPITAL MANAGEMENT INC

RALEIGH, NC

AUM $1BTEAM 4REPS 3

CAPITAL INVESTMENT COUNSEL INC

RALEIGH, NC

AUM $1BTEAM 11REPS 6

VERUM PARTNERS LLC

Charlotte, NC

AUM $1BTEAM 17REPS 14

FIRST TRYON ADVISORS

Charlotte, NC

AUM $1BTEAM 13REPS 2

BLUESKY WEALTH ADVISORS, LLC

NEW BERN, NC

AUM $1BTEAM 14REPS 9

BLUEPRINT FINANCIAL ADVISORS

Charlotte, NC

AUM $967MTEAM 35REPS 40

FCA PARTNERS, LLC

Charlotte, NC

AUM $910MTEAM 11REPS 3

ATLANTIC PRIVATE WEALTH, LLC

CHAPEL HILL, NC

AUM $894MTEAM 5REPS 5

TANNIN CAPITAL, LLC

Charlotte, NC

AUM $825MTEAM 7REPS 2

STRATHMORE CAPITAL ADVISORS

Charlotte, NC

AUM $805MTEAM 17REPS 12

KUHN ADVISORS, INC.

DURHAM, NC

AUM $801MTEAM 8REPS 4

CAROLINA WEALTH MANAGEMENT, INC.

GREENVILLE, NC

AUM $798MTEAM 10REPS 9

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Charlotte, NC

AUM $788MTEAM 2REPS 2

SHAH CAPITAL MANAGEMENT

RALEIGH, NC

AUM $768MTEAM 4REPS 2

IFC CORE INVESTMENT MANAGEMENT LLC

RALEIGH, NC

AUM $742MTEAM 44REPS 4

CORDGRASS CAPITAL ADVISORS, LLC

RALEIGH, NC

AUM $730MTEAM 8REPS 3

COLTON GROOME FINANCIAL ADVISORS, LLC

ASHEVILLE, NC

AUM $725MTEAM 18REPS 11

OLD PEAK FINANCE

CHAPEL HILL, NC

AUM $714MTEAM 9REPS 8

ABS LEGACY PARTNERS, LLC

HICKORY, NC

AUM $671MTEAM 3REPS 1

ALLEN WEALTH MANAGEMENT, LLC

BOONE, NC

AUM $664MTEAM 7REPS 4

HOLDERNESS INVESTMENTS CO

GREENSBORO, NC

AUM $661MTEAM 8REPS 6

FINTRX platform

Need contacts and allocation intelligence for these firms?