RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
GREENWAY WEALTH ADVISORS, LLC
CRD #290727 CHARLOTTE, NC
SEC
AUM
$139.8M
Employees
4
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD #314351 CARY, NC
SEC
AUM
$140M
Employees
4
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD #127193 APEX, NC
SEC
AUM
$140.6M
Employees
3
TRENT CAPITAL MANAGEMENT INC
CRD #107344 GREENSBORO, NC
SEC Private Funds
AUM
$140.9M
Employees
4
FINANCIAL PLANNING SERVICES, INC
CRD #108025 RALEIGH, NC
SEC
AUM
$141.5M
Employees
1
RIDGELINE WEALTH ADVISORS, LLC.
CRD #284843 RALEIGH, NC
SEC
AUM
$141.7M
Employees
5
PENDLETON FINANCIAL, LLC
CRD #325303 RALEIGH, NC
SEC
AUM
$141.9M
Employees
4
CANNON ADVISORS, INC.
CRD #293929 CHARLOTTE, NC
SEC
AUM
$142.4M
Employees
5
FPF FA L.L.C.
CRD #311329 CHARLOTTE, NC
SEC
AUM
$143.7M
Employees
1
INTEGRATED WEALTHCARE, LLC
CRD #312929 DURHAM, NC
SEC
AUM
$144.9M
Employees
9
COLLIE FINANCIAL PLANNING, INC.
CRD #134884 BLACK MOUNTAIN, NC
SEC
AUM
$145.3M
Employees
2
DOLAN CAPITAL ADVISORS, LLC
CRD #269886 CHARLOTTE, NC
SEC
AUM
$146M
Employees
4
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD #149889 HENDERSON, NC
SEC
AUM
$146.7M
Employees
3
KENSINGTON FINANCIAL GROUP, INC.
CRD #127658 WINSTON-SALEM, NC
SEC
AUM
$146.8M
Employees
2
HUBBELL CONSULTING, LLC
CRD #140327 CHARLOTTE, NC
SEC
AUM
$147M
Employees
4
GRANADA WEALTH MANAGEMENT, LLC
CRD #285812 DAVIDSON, NC
SEC
AUM
$151.1M
Employees
1
AMPHORA WEALTH MANAGEMENT, LLC
CRD #157968 CHAPEL HILL, NC
SEC
AUM
$151.3M
Employees
3
DAVIDSON ADVISORY GROUP, LLC
CRD #333090 CHARLOTTE, NC
SEC
AUM
$151.7M
Employees
5
INVESTOR ADVISORY GROUP, LLC
CRD #106837 CHARLOTTE, NC
SEC
AUM
$152.7M
Employees
4
CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC
CRD #152536 CHARLOTTE, NC
SEC Private Funds
AUM
$152.8M
Employees
5
KEATLEY WEALTH MANAGEMENT, LLC
CRD #127980 CHARLOTTE, NC
SEC
AUM
$152.9M
Employees
5
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
CRD #118943 RALEIGH, NC
SEC
AUM
$154.5M
Employees
3
GLASGOW & ASSOCIATES, LLC
CRD #145151 WILMINGTON, NC
SEC
AUM
$155.9M
Employees
8
BRC WEALTH MANAGEMENT, LLC
CRD #306360 CONCORD, NC
SEC
AUM
$157M
Employees
3
GOUWS CAPITAL LLC
CRD #153812 CHARLOTTE, NC
SEC
AUM
$158.7M
Employees
3