RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
BULL CITY ADVISORS, LLC
CRD #162049 DURHAM, NC
SEC
AUM
$118.9M
Employees
3
WEALTHPOINT FINANCIAL LLC
CRD #332312 CRAMERTON, NC
SEC
AUM
$119.3M
Employees
7
VISION CAPITAL MANAGEMENT CORPORATION
CRD #118363 DAVIDSON, NC
SEC
AUM
$120.9M
Employees
6
MCGRATH & ASSOCIATES, INC.
CRD #121197 ASHEVILLE, NC
SEC
AUM
$121.1M
Employees
3
FTA ASSET MANAGEMENT, LLC
CRD #332377 CHARLOTTE, NC
SEC
AUM
$123.2M
Employees
10
STRATEGIC ADVISORY PARTNERS, LLC
CRD #314842 GREENSBORO, NC
SEC
AUM
$124.3M
Employees
3
CALAMITA WEALTH MANAGEMENT INC.
CRD #153316 CHARLOTTE, NC
SEC
AUM
$124.5M
Employees
4
BROAD REACH CAPITAL LLC
CRD #144686 RALEIGH, NC
SEC
AUM
$126M
Employees
4
WELLS FINANCIAL MANAGEMENT, LLC
CRD #158030 ASHEVILLE, NC
SEC
AUM
$126.3M
Employees
2
MCMILLION CAPITAL MANAGEMENT INC
CRD #110854 GREENSBORO, NC
SEC
AUM
$126.7M
Employees
3
GUARDIAN CAPITAL ADVISORS, LLC
CRD #150636 RALEIGH, NC
SEC
AUM
$127.3M
Employees
3
FUNDAMENTAL GLOBAL INVESTORS, LLC
CRD #164299 MOORESVILLE, NC
SEC Private Funds
AUM
$127.8M
Employees
6
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD #150266 STATESVILLE, NC
SEC
AUM
$128.8M
Employees
3
TWIN CITY PRIVATE WEALTH, LLC
CRD #315836 WINSTON-SALEM, NC
SEC
AUM
$129.9M
Employees
8
CAMBIUM CAPITAL MANAGEMENT, LLC
CRD #130845 CHARLOTTE, NC
SEC
AUM
$130.2M
Employees
10
AFTON CAPITAL MANAGEMENT, LLC
CRD #159797 CHARLOTTE, NC
Private Funds
AUM
$130.7M
Employees
3
INTERCAROLINA FINANCIAL SERVICES, INC.
CRD #19475 GREENSBORO, NC
SEC
AUM
$130.8M
Employees
14
STARKS FINANCIAL GROUP, INC.
CRD #118696 ASHEVILLE, NC
SEC
AUM
$130.8M
Employees
4
PINAFORE WEALTH COUNSEL INC.
CRD #170540 DURHAM, NC
SEC
AUM
$132.8M
Employees
2
HUNTER STREET INVESTMENT ADVISORS LLC
CRD #145334 APEX, NC
SEC
AUM
$133.6M
Employees
8
FOREST CAPITAL OPERATING COMPANY LLC
CRD #325514 CONCORD, NC
SEC
AUM
$134.3M
Employees
4
H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD #104537 SOUTHERN PINES, NC
SEC
AUM
$135.9M
Employees
2
AIM ADVISORS, LLC
CRD #325125 RALEIGH, NC
SEC
AUM
$138.2M
Employees
5
CHEROKEE INVESTMENT PARTNERS, LLC
CRD #161886 RALEIGH, NC
Private Funds Disclosures
AUM
$139M
Employees
8
ARK ROYAL WEALTH MANAGEMENT LLC
CRD #175151 RALEIGH, NC
SEC
AUM
$139.3M
Employees
4