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

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 16

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 5

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

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

SPARTA WEALTH PARTNERS

Charlotte, NC

AUM $305MTEAM 8REPS 8

DOVETAIL FINANCIAL GROUP LLC

WILMINGTON, NC

AUM $299MTEAM 6REPS 4

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