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

OMNISTAR FINANCIAL GROUP, INC.

WILMINGTON, NC

AUM $286MTEAM 7REPS 6

PEACE OF MIND WEALTH MANAGEMENT

RALEIGH, NC

AUM $283MTEAM 18REPS 9

COPPERLEAF CAPITAL, LLC

CONCORD, NC

AUM $282MTEAM 7REPS 4

WMS ADVISORS, LLC

Charlotte, NC

AUM $281MTEAM 7REPS 5

WORTH ADVISORS

Charlotte, NC

AUM $281MTEAM 15REPS 7

RELIANT INVESTMENT PARTNERS, LLC

PINEHURST, NC

AUM $268MTEAM 6REPS 3

TASSEL CAPITAL MANAGEMENT, INC

MATTHEWS, NC

AUM $266MTEAM 5REPS 4

MILLBANK DARTMOOR PORTSMOUTH LLC

ASHEVILLE, NC

AUM $263MTEAM 3REPS 3

HORIZON FINANCIAL SERVICES, LLC

WINSTON SALEM, NC

AUM $262MTEAM 8REPS 5

HORIZONS WEALTH MANAGEMENT

ASHEVILLE, NC

AUM $258MTEAM 4REPS 3

MUIRFIELD WEALTH ADVISORS LLC

Charlotte, NC

AUM $256MTEAM 3REPS 2

MODERN CAPITAL ADVISORS, LLC

RALEIGH, NC

AUM $255MTEAM 19REPS 22

CASSIA CAPITAL PARTNERS LLC

WINSTON SALEM, NC

AUM $251MTEAM 5REPS 4

CANNON WEALTH MANAGEMENT SERVICES

WINSTON SALEM, NC

AUM $245MTEAM 8REPS 6

CAROLINA FINANCIAL ADVISORS, INC.

GREENSBORO, NC

AUM $241MTEAM 7REPS 5

LUMINA WEALTH MANAGEMENT, LLC

WILMINGTON, NC

AUM $240MTEAM 4REPS 3

WESTHAMPTON CAPITAL

WINSTON SALEM, NC

AUM $239MTEAM 4REPS 4

QUEST 10 WEALTH BUILDERS, INC.

FUQUAY VARINA, NC

AUM $238MTEAM 8REPS 5

LEVEL WEALTH MANAGEMENT LLC

GREENSBORO, NC

AUM $237MTEAM 3REPS 2

POWELL WEALTH

CORNELIUS, NC

AUM $229MTEAM 3REPS 2

BD INVESTMENT PARTNERS, LLC

RALEIGH, NC

AUM $224MTEAM 9REPS 2

BEACON CAPITAL ADVISORY GROUP

Charlotte, NC

AUM $224MTEAM 4REPS 2

CROSSGEN WEALTH LLC

GREENVILLE, NC

AUM $223MTEAM 3REPS 3

KERUSSO CAPITAL MANAGEMENT, LLC

WINSTON SALEM, NC

AUM $222MTEAM 3REPS 3

FINTRX platform

Need contacts and allocation intelligence for these firms?