RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
POM INVESTMENT STRATEGIES, LLC
CRD #317067 RALEIGH, NC
SEC
AUM
$214.1M
Employees
7
ADVISORTRUST PARTNERS, LLC
CRD #304967 RALEIGH, NC
SEC
AUM
$216.8M
Employees
5
HORIZONS WEALTH MANAGEMENT, INC.
CRD #127457 ASHEVILLE, NC
SEC
AUM
$219.5M
Employees
4
WMS ADVISORS, LLC
CRD #122224 CHARLOTTE, NC
SEC
AUM
$221.4M
Employees
5
WESTHAMPTON CAPITAL, LLC
CRD #119176 WINSTON-SALEM, NC
SEC
AUM
$222.6M
Employees
4
BROYHILL ASSET MANAGEMENT, LLC
CRD #120462 CHARLOTTE, NC
SEC Private Funds
AUM
$225M
Employees
7
SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC
CRD #329038 RALEIGH, NC
SEC
AUM
$225.2M
Employees
37
TASSEL CAPITAL MANAGEMENT, INC.
CRD #121112 MATTHEWS, NC
SEC
AUM
$225.4M
Employees
4
WRENN FINANCIAL STRATEGIES, INC.
CRD #109214 RALEIGH, NC
SEC
AUM
$225.4M
Employees
3
MILESTONE INVESTMENTS, INC.
CRD #47090 CHARLOTTE, NC
SEC
AUM
$227.5M
Employees
2
OMNISTAR FINANCIAL GROUP, INC.
CRD #138515 WILMINGTON, NC
SEC
AUM
$228.8M
Employees
7
SCHALLER INVESTMENT GROUP, INC.
CRD #107297 WINSTON SALEM, NC
SEC Private Funds
AUM
$230.8M
Employees
2
WORTH FINANCIAL ADVISORY GROUP, LLC
CRD #156564 CHARLOTTE, NC
SEC
AUM
$232.9M
Employees
15
MILLBANK DARTMOOR PORTSMOUTH LLC
CRD #311046 ASHEVILLE, NC
SEC
AUM
$233.7M
Employees
3
RELIANT INVESTMENT PARTNERS, LLC
CRD #297369 PINEHURST, NC
SEC
AUM
$234.8M
Employees
6
MUIRFIELD WEALTH ADVISORS LLC
CRD #316071 CHARLOTTE, NC
SEC
AUM
$234.9M
Employees
4
RIVER SOURCE WEALTH MANAGEMENT, LLC
CRD #150852 WAYNESVILLE, NC
SEC
AUM
$235.6M
Employees
3
OLD NORTH STATE TRUST, LLC
CRD #106155 GREENSBORO, NC
SEC
AUM
$236M
Employees
16
RESOURCE PARTNERS LLC
CRD #114288 HICKORY, NC
SEC
AUM
$236M
Employees
8
LIFEPLAN INVESTMENT ADVISORS, INC
CRD #144157 RALEIGH, NC
SEC
AUM
$238.6M
Employees
7
COPPERLEAF CAPITAL, LLC
CRD #117823 CONCORD, NC
SEC
AUM
$249.7M
Employees
8
DOVETAIL FINANCIAL GROUP LLC
CRD #311298 WILMINGTON, NC
SEC
AUM
$258.5M
Employees
5
BEACON WEALTHCARE LLC
CRD #312556 RALEIGH, NC
SEC
AUM
$262.8M
Employees
6
TOTAL SOLUTIONS ENTERPRISE LLC
CRD #318036 CHARLOTTE, NC
SEC Disclosures
AUM
$265.4M
Employees
5
FIRST OAK WEALTH MANAGEMENT, LLC
CRD #288316 RALEIGH, NC
SEC
AUM
$267.6M
Employees
6