RIAs in North Carolina

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

By city

CharlotteNorth Carolina128 FIRMS · $1.7T RaleighNorth Carolina72 FIRMS · $1.3T GreensboroNorth Carolina26 FIRMS · $17.6B Chapel HillNorth Carolina25 FIRMS · $28.6B Winston SalemNorth Carolina24 FIRMS · $14.9B CaryNorth Carolina20 FIRMS · $10.5B DurhamNorth Carolina19 FIRMS · $4.1B AshevilleNorth Carolina15 FIRMS · $6.7B WilmingtonNorth Carolina14 FIRMS · $3.8B MooresvilleNorth Carolina8 FIRMS · $890M ConcordNorth Carolina6 FIRMS · $1.6B MatthewsNorth Carolina5 FIRMS · $1.3B CorneliusNorth Carolina5 FIRMS · $3.5B GreenvilleNorth Carolina5 FIRMS · $1.5B ApexNorth Carolina5 FIRMS · $544M Southern PinesNorth Carolina5 FIRMS · $701M StatesvilleNorth Carolina5 FIRMS · $255M HickoryNorth Carolina4 FIRMS · $791M Fuquay VarinaNorth Carolina4 FIRMS · $377M PinehurstNorth Carolina4 FIRMS · $431M Rocky MountNorth Carolina4 FIRMS · $2.3B HuntersvilleNorth Carolina4 FIRMS · $2.8B BooneNorth Carolina3 FIRMS · $743M ShelbyNorth Carolina2 FIRMS · $633M Bermuda RunNorth Carolina2 FIRMS · $1.2B HendersonvilleNorth Carolina2 FIRMS · $56M Holly SpringsNorth Carolina2 FIRMS · $59M Wake ForestNorth Carolina2 FIRMS · $1.5B DavidsonNorth Carolina2 FIRMS · $194M FayettevilleNorth Carolina2 FIRMS · $15.6M WintervilleNorth Carolina2 FIRMS · $130M High PointNorth Carolina2 FIRMS · $335M SalisburyNorth Carolina2 FIRMS · $199M Trent WoodsNorth Carolina1 FIRM · $2.4M West EndNorth Carolina1 FIRM AdvanceNorth Carolina1 FIRM 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 · $85.2M 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 MarvinNorth Carolina1 FIRM Morehead CityNorth Carolina1 FIRM · $2.5M Mount AiryNorth Carolina1 FIRM · $12.5M Nags HeadNorth Carolina1 FIRM · $21.3M New BernNorth Carolina1 FIRM · $1B 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

All RIAs in North Carolina

Spartan Planning Group

Greensboro, NC

AUM $384MTEAM 5REPS 6

Cascades Capital Asset Management, LLC

Greensboro, NC

AUM $383MTEAM 3REPS 3

Capital Management LLC

Greensboro, NC

AUM $383MTEAM 3REPS 3

Tagstone Capital, Inc.

Charlotte, NC

AUM $369MTEAM 1REPS 1

Kanbrick LLC

Charlotte, NC

AUM $362MTEAM 8REPS 2

Armor Investment Advisors, LLC

Raleigh, NC

AUM $356MTEAM 6REPS 4

HCG Fund Management LP

Raleigh, NC

AUM $347MTEAM 11REPS 2

Garden City Management, LLC

Charlotte, NC

AUM $344MTEAM 5REPS 2

Reichard Capital, LLC

Charlotte, NC

AUM $341MTEAM 4REPS 3

Blueprint Fund Management

Greensboro, NC

AUM $340MTEAM 9REPS 8

Lewis Financial Management, LLC

Raleigh, NC

AUM $339MTEAM 2REPS 3

Uwharrie Investment Advisors, Inc.

Albemarle, NC

AUM $338MTEAM 14REPS 15

Everstar Asset Management, LLC

Mooresville, NC

AUM $337MTEAM 13REPS 11

Insight Folios

Charlotte, NC

AUM $331MTEAM 15REPS 21

Lifeplan Group

Raleigh, NC

AUM $326MTEAM 9REPS 4

WSC & Company, LLC

Charlotte, NC

AUM $320MTEAM 6REPS 2

First Financial Group

Raleigh, NC

AUM $317MTEAM 4REPS 4

First Oak Wealth Management, LLC

Raleigh, NC

AUM $316MTEAM 3REPS 1

Gibert Wealth Management

Charlotte, NC

AUM $316MTEAM 2REPS 2

Sparta Wealth Partners

Charlotte, NC

AUM $316MTEAM 8REPS 7

Lyon Wealth Advisors

Charlotte, NC

AUM $311MTEAM 3REPS 3

Beacon Financial Strategies Corp.

Raleigh, NC

AUM $309MTEAM 7REPS 4

Beacon Wealthcare LLC

Raleigh, NC

AUM $308MTEAM 6REPS 6

Joel Adams And Associates Inc.

Asheville, NC

AUM $306MTEAM 3REPS 3

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