RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
PORTUS WEALTH ADVISORS, LLC
CRD #300558 CHARLOTTE, NC
SEC Private Funds
AUM
$162.4M
Employees
5
SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD #336314 HIGH POINT, NC
SEC
AUM
$163.8M
Employees
3
AEGIS CAPITAL, LLC
CRD #125376 CHARLOTTE, NC
SEC
AUM
$165M
Employees
11
CHAPTER IV INVESTORS, LLC
CRD #155435 CHARLOTTE, NC
SEC Private Funds
AUM
$165.3M
Employees
3
KEANE CAPITAL MANAGEMENT, INC.
CRD #159724 CHARLOTTE, NC
SEC Private Funds
AUM
$167M
Employees
9
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD #140777 RALEIGH, NC
SEC
AUM
$167M
Employees
53
COUNTERWEIGHT VENTURES, LLC
CRD #327880 WILMINGTON, NC
SEC
AUM
$167.8M
Employees
3
SAFEBRIDGE LLC
CRD #289485 DENVER, NC
SEC
AUM
$168.6M
Employees
1
HAYDEN HARPER WEALTH ADVISORY, LLC
CRD #152091 CHARLOTTE, NC
SEC Private Funds
AUM
$168.8M
Employees
7
KERUSSO CAPITAL MANAGEMENT, LLC
CRD #316352 WINSTON-SALEM, NC
SEC
AUM
$169.2M
Employees
4
BD INVESTMENT PARTNERS, LLC
CRD #309347 RALEIGH, NC
SEC Private Funds
AUM
$169.5M
Employees
8
SHERCLAR, INC
CRD #166812 CHARLOTTE, NC
SEC
AUM
$170.7M
Employees
4
WEALTH MANAGEMENT GROUP, INC.
CRD #113706 WINSTON-SALEM, NC
SEC
AUM
$173.6M
Employees
3
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD #112231 GREENSBORO, NC
SEC
AUM
$174.5M
Employees
4
EASTOVER CAPITAL MANAGEMENT INC
CRD #105149 CHARLOTTE, NC
SEC
AUM
$175.2M
Employees
10
CHARTER WEALTH MANAGEMENT, INC.
CRD #162299 RALEIGH, NC
SEC
AUM
$175.6M
Employees
4
SECREST BLAKEY & ASSOCIATES, LLC
CRD #151216 RALEIGH, NC
SEC
AUM
$177.8M
Employees
3
EARTH EQUITY ADVISORS, LLC
CRD #285554 ASHEVILLE, NC
SEC
AUM
$178.5M
Employees
5
LEVEL WEALTH MANAGEMENT LLC
CRD #301381 GREENSBORO, NC
SEC
AUM
$181.7M
Employees
3
CIRCLE ONE WEALTH MANAGEMENT, LLC
CRD #152626 CHARLOTTE, NC
SEC
AUM
$182M
Employees
11
IRONGATE PARTNERS, INC.
CRD #118472 WILMINGTON, NC
SEC
AUM
$182.6M
Employees
16
IA NETWORK, LLC
CRD #319096 CHARLOTTE, NC
SEC
AUM
$183.5M
Employees
6
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD #112897 CHAPEL HILL, NC
SEC
AUM
$184M
Employees
3
INDEPENDENT WEALTH ADVISORS, LLC
CRD #328786 CARY, NC
SEC
AUM
$184.2M
Employees
3
KENNETH FRENKE & CO., INC.
CRD #109352 ARDEN, NC
SEC
AUM
$184.7M
Employees
3