RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
QUEST 10 WEALTH BUILDERS, INC.
CRD #154092 FUQUAY-VARINA, NC
SEC
AUM
$187.7M
Employees
5
HATTERAS INVESTMENT PARTNERS, LP
CRD #170628 RALEIGH, NC
SEC Private Funds
AUM
$187.8M
Employees
12
A4 WEALTH ADVISORS LLC
CRD #152397 HUNTERSVILLE, NC
SEC
AUM
$190M
Employees
6
PARK RIDGE ASSET MANAGEMENT LLC
CRD #147827 RALEIGH, NC
SEC
AUM
$190.9M
Employees
3
OCTAGON ASSET MANAGEMENT, LLC
CRD #286248 CHARLOTTE, NC
SEC Private Funds
AUM
$191.9M
Employees
4
BEACON WEALTHCARE, INC.
CRD #108103 RALEIGH, NC
SEC
AUM
$191.9M
Employees
5
VISIONQUEST WEALTH MANAGEMENT, LLC
CRD #135581 RALEIGH, NC
SEC
AUM
$192M
Employees
13
FOREST CAPITAL CORP.
CRD #130073 CONCORD, NC
SEC
AUM
$192.6M
Employees
4
OAK VALUE CAPITAL MANAGEMENT, INC
CRD #106803 CHAPEL HILL, NC
SEC
AUM
$192.9M
Employees
--
LUMINA WEALTH MANAGEMENT, LLC
CRD #291548 WILMINGTON, NC
SEC
AUM
$196.8M
Employees
3
DAVIDSON CAPITAL CORPORATION
CRD #118725 DAVIDSON, NC
SEC
AUM
$197.3M
Employees
4
LYON WEALTH ADVISORS GROUP, LLC
CRD #325041 CHARLOTTE, NC
SEC
AUM
$198.4M
Employees
3
CAPITAL DEVELOPERS, LLC
CRD #292797 GREENVILLE, NC
SEC
AUM
$198.4M
Employees
4
TRIANGLE SECURITIES, LLC
CRD #104039 RALEIGH, NC
SEC
AUM
$198.5M
Employees
--
GORDON ASSET MANAGEMENT, LLC
CRD #118471 DURHAM, NC
SEC
AUM
$199.4M
Employees
5
BPP CAPITAL, LLC
CRD #281455 CHARLOTTE, NC
SEC
AUM
$199.9M
Employees
1
BLUEPRINT FINANCIAL ADVISORS LLC
CRD #315570 CHARLOTTE, NC
SEC
AUM
$201.5M
Employees
24
POWELL FINANCIAL, INC.
CRD #144230 CORNELIUS, NC
SEC
AUM
$202.6M
Employees
4
GRAGG & GRAGG, L.L.P.
CRD #110592 SHELBY, NC
SEC
AUM
$205.2M
Employees
12
KEANE CAPITAL MANAGEMENT, INC.
CRD #138100 CHARLOTTE, NC
SEC
AUM
$205.6M
Employees
501
CASSIA CAPITAL PARTNERS LLC
CRD #159911 WINSTON SALEM, NC
SEC
AUM
$206M
Employees
5
CAROLINA FINANCIAL ADVISORS, INC.
CRD #118823 GREENSBORO, NC
SEC
AUM
$211.6M
Employees
7
CROSSGEN WEALTH LLC
CRD #336270 GREENVILLE, NC
SEC
AUM
$212.2M
Employees
3
HORIZON FINANCIAL SERVICES, LLC
CRD #158798 WINSTON SALEM, NC
SEC
AUM
$212.6M
Employees
8
CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD #323302 WINSTON SALEM, NC
SEC
AUM
$213.1M
Employees
11