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

OCTAGON ASSET MANAGEMENT, LLC

Charlotte, NC

AUM $221MTEAM 4REPS 2

INTEGRATED WEALTHCARE, LLC

DURHAM, NC

AUM $218MTEAM 11REPS 4

GRAGG FINANCIAL

SHELBY, NC

AUM $215MTEAM 12REPS 3

A4 WEALTH ADVISORS LLC

HUNTERSVILLE, NC

AUM $214MTEAM 8REPS 8

GOUWS CAPITAL LLC

Charlotte, NC

AUM $210MTEAM 3REPS 2

COUNTERWEIGHT PRIVATE WEALTH

WILMINGTON, NC

AUM $207MTEAM 3REPS 3

KENNETH FRENKE & CO

ARDEN, NC

AUM $207MTEAM 3REPS 2

MASONBORO ADVISORS

WILMINGTON, NC

AUM $206MTEAM 9REPS 8

BROYHILL ASSET MANAGEMENT, LLC

Charlotte, NC

AUM $205MTEAM 6REPS 4

PORTUS WEALTH ADVISORS, LLC

Charlotte, NC

AUM $204MTEAM 4REPS 3

IA NETWORK, LLC

Charlotte, NC

AUM $200MTEAM 5REPS 4

ACCRUENT WEALTH ADVISORS

WINSTON SALEM, NC

AUM $198MTEAM 3REPS 3

AMPHORA WEALTH MANAGEMENT, LLC

CHAPEL HILL, NC

AUM $196MTEAM 3REPS 3

SMITH PARTNERS WEALTH MANAGEMENT, LLC

GREENSBORO, NC

AUM $196MTEAM 4REPS 3

FRAZIER FINANCIAL CONSULTANTS, LLC

CHAPEL HILL, NC

AUM $196MTEAM 3REPS 3

CHARTER WEALTH MANAGEMENT

RALEIGH, NC

AUM $196MTEAM 4REPS 4

INDEPENDENT WEALTH ADVISORS, LLC

CARY, NC

AUM $195MTEAM 4REPS 4

STRATEGIC ADVISORY PARTNERS

GREENSBORO, NC

AUM $191MTEAM 8REPS 5

RIDGELINE WEALTH ADVISORS, LLC.

RALEIGH, NC

AUM $189MTEAM 7REPS 4

GREENWAY WEALTH ADVISORS, LLC

Charlotte, NC

AUM $185MTEAM 4REPS 4

SLEDGE AND COMPANY WEALTH ADVISORS

High Point, NC

AUM $183MTEAM 4REPS 4

CLEARVIEW WEALTH MANAGEMENT

Charlotte, NC

AUM $182MTEAM 4REPS 4

CANNON ADVISORS

Charlotte, NC

AUM $182MTEAM 5REPS 7

FRONT PORCH FINANCIAL ADVISORY

Charlotte, NC

AUM $181MTEAM 1REPS 1

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