RIAs in North Carolina
466 RIAs headquartered in North Carolina managing a combined $3T.
By city
CharlotteNorth Carolina128 FIRMS · $1.7TRaleighNorth Carolina72 FIRMS · $1.3TGreensboroNorth Carolina26 FIRMS · $17.6BChapel HillNorth Carolina25 FIRMS · $28.6BWinston SalemNorth Carolina24 FIRMS · $14.9BCaryNorth Carolina20 FIRMS · $10.5BDurhamNorth Carolina19 FIRMS · $4.1BAshevilleNorth Carolina15 FIRMS · $6.7BWilmingtonNorth Carolina14 FIRMS · $3.8BMooresvilleNorth Carolina8 FIRMS · $890MConcordNorth Carolina6 FIRMS · $1.6BMatthewsNorth Carolina5 FIRMS · $1.3BCorneliusNorth Carolina5 FIRMS · $3.5BGreenvilleNorth Carolina5 FIRMS · $1.5BApexNorth Carolina5 FIRMS · $544MSouthern PinesNorth Carolina5 FIRMS · $701MStatesvilleNorth Carolina5 FIRMS · $255MHickoryNorth Carolina4 FIRMS · $791MFuquay VarinaNorth Carolina4 FIRMS · $377MPinehurstNorth Carolina4 FIRMS · $431MRocky MountNorth Carolina4 FIRMS · $2.3BHuntersvilleNorth Carolina4 FIRMS · $2.8BBooneNorth Carolina3 FIRMS · $743MShelbyNorth Carolina2 FIRMS · $633MBermuda RunNorth Carolina2 FIRMS · $1.2BHendersonvilleNorth Carolina2 FIRMS · $56MHolly SpringsNorth Carolina2 FIRMS · $59MWake ForestNorth Carolina2 FIRMS · $1.5BDavidsonNorth Carolina2 FIRMS · $194MFayettevilleNorth Carolina2 FIRMS · $15.6MWintervilleNorth Carolina2 FIRMS · $130MHigh PointNorth Carolina2 FIRMS · $335MSalisburyNorth Carolina2 FIRMS · $199MTrent 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 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 · $29.8MMarvinNorth 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
Three Magnolias Financial Advisors
RIAWinston Salem, NC
AUM $487MTEAM 7REPS 5
Cornerstone Wealth Planning
RIACharlotte, NC
AUM $486MTEAM 13REPS 11
The Pines Wealth Management, LLC
RIASouthern Pines, NC
AUM $486MTEAM 4REPS 2
Physicians Financial Services, Inc.
RIARaleigh, NC
AUM $482MTEAM 6REPS 3
IP Financial Advisory Services LLC
RIACharlotte, NC
AUM $481MTEAM 112REPS 136
Townsend Asset Management Corp.
RIARaleigh, NC
AUM $480MTEAM 7REPS 5
Sharpvue Capital, LLC
RIARaleigh, NC
AUM $465MTEAM 9REPS 3
First Citizens Asset Management, Inc
RIARaleigh, NC
AUM $465MTEAM 58REPS 69
Pursuit Wealth Strategies, LLC
RIARaleigh, NC
AUM $457MTEAM 7REPS 4
Old North State Wealth Management, LLC
RIAWilmington, NC
AUM $453MTEAM 6REPS 6
Timonier
RIAWinston Salem, NC
AUM $450MTEAM 8REPS 5
Collwick Funds Gp, LLC
RIACharlotte, NC
AUM $440MTEAM 4REPS 3
Crown Wealth Group LLC
RIACharlotte, NC
AUM $438MTEAM 10REPS 8
AdvisorsTrust Partners, LLC
RIARaleigh, NC
AUM $435MTEAM 6REPS 3
Mauney-Pitt Financial Management, Inc.
RIAShelby, NC
AUM $418MTEAM 6REPS 3
Altamont Capital Management
RIAAsheville, NC
AUM $412MTEAM 2REPS 4
Namcoa
RIAMooresville, NC
AUM $404MTEAM 11REPS 9
Tilia Fiduciary Partners, Inc.
RIAWilmington, NC
AUM $404MTEAM 8REPS 5
H. L. Ormond & Company, LLC
RIAGreenville, NC
AUM $401MTEAM 7REPS 6
TAR River Wealth Planning, LLC
RIALouisburg, NC
AUM $401MTEAM 9REPS 5
Raleigh Capital Management Inc.
RIACary, NC
AUM $398MTEAM 20REPS 13
Family Wealth Partners, LLC
RIAMatthews, NC
AUM $392MTEAM 11REPS 6
Eastover Capital Management
RIACharlotte, NC
AUM $392MTEAM 4REPS 4
Davis Investment Partners, LLC
RIACharlotte, NC
AUM $390MTEAM 3REPS 2
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