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
TRADEWINDS, LLC
RIARALEIGH, NC
AUM $659MTEAM 12REPS 11
COLLEGIATE CAPITAL MANAGEMENT, INC.
RIARALEIGH, NC
AUM $653MTEAM 8REPS 5
1808 CAPITAL PARTNERS
RIAGREENSBORO, NC
AUM $645MTEAM 5REPS 4
WOODWARD FINANCIAL ADVISORS, INC.
RIACHAPEL HILL, NC
AUM $641MTEAM 10REPS 6
PHOENIX WEALTH ADVISORS INC.
RIACHAPEL HILL, NC
AUM $641MTEAM 8REPS 8
HILLTOP WEALTH ADVISORS, LLC
RIACHAPEL HILL, NC
AUM $636MTEAM 15REPS 8
SPP MANAGEMENT SERVICES, LLC
RIACharlotte, NC
AUM $624MTEAM 23REPS 3
CAPITAL ADVISERS, INC.
RIARALEIGH, NC
AUM $620MTEAM 5REPS 4
ALPHA FINANCIAL ADVISORS, LLC
RIACharlotte, NC
AUM $619MTEAM 9REPS 6
SAFE HARBOR FAMILY CAPITAL, LLC
RIACHAPEL HILL, NC
AUM $614MTEAM 3REPS 1
AUCTUS ADVISORS LLC
RIACharlotte, NC
AUM $613MTEAM 3REPS 2
SAPERE WEALTH MANAGEMENT, LLC
RIAMATTHEWS, NC
AUM $605MTEAM 7REPS 10
WHITENER CAPITAL MANAGEMENT, INC
RIAROCKY MOUNT, NC
AUM $598MTEAM 9REPS 7
FUND DIRECT ADVISORS INC.
RIAGREENSBORO, NC
AUM $593MTEAM 4REPS 5
HOBART WEALTH
RIACharlotte, NC
AUM $558MTEAM 18REPS 11
ZURAW FINANCIAL ADVISORS, LLC
RIAGREENSBORO, NC
AUM $520MTEAM 3REPS 2
DEFENDER CAPITAL
RIACharlotte, NC
AUM $510MTEAM 3REPS 2
ASPIRE PRIVATE CAPITAL
RIACORNELIUS, NC
AUM $510MTEAM 9REPS 9
CAPITALA PRIVATE ADVISORS, LLC
RIACharlotte, NC
AUM $505MTEAM 16REPS 4
QUANTITATIVE PROCESS, LLC
RIACharlotte, NC
AUM $502MTEAM 3REPS 3
ACT ADVISORS
RIAASHEVILLE, NC
AUM $499MTEAM 10REPS 5
PIEDMONT CAPITAL MANAGEMENT, LLC
RIAGREENSBORO, NC
AUM $496MTEAM 24REPS 6
SEMMAX FINANCIAL ADVISORS, INC.
RIAWINSTON SALEM, NC
AUM $495MTEAM 18REPS 8
GRAHAM PARTNERS
RIAASHEVILLE, NC
AUM $493MTEAM 4REPS 3
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