RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
FIRST FINANCIAL GROUP CORPORATION
CRD #134006 RALEIGH, NC
SEC
AUM
$272.8M
Employees
4
BEACON FINANCIAL STRATEGIES CORP.
CRD #132987 RALEIGH, NC
SEC
AUM
$277.1M
Employees
6
PRI INVESTMENTS, INC.
CRD #105301 CHAPEL HILL, NC
SEC
AUM
$278.1M
Employees
4
UWHARRIE INVESTMENT ADVISORS, INC.
CRD #117592 ALBEMARLE, NC
SEC
AUM
$278.2M
Employees
16
MATRIX WEALTH ADVISORS, INC
CRD #109873 CHARLOTTE, NC
SEC Private Funds
AUM
$278.6M
Employees
7
KANBRICK LLC
CRD #309288 CHARLOTTE, NC
SEC Private Funds
AUM
$280.1M
Employees
8
JOEL ADAMS AND ASSOCIATES INC.
CRD #319379 ASHEVILLE, NC
SEC
AUM
$282.1M
Employees
3
JOLLEY ASSET MANAGEMENT, LLC
CRD #113600 ROCKY MOUNT, NC
SEC
AUM
$283.1M
Employees
5
MODERN CAPITAL ADVISORS, LLC
CRD #131117 RALEIGH, NC
SEC
AUM
$285.4M
Employees
30
MILESTONE ADVISORY PARTNERS, LLC
CRD #277120 SOUTHERN PINES, NC
SEC
AUM
$286M
Employees
4
GARDEN CITY MANAGEMENT, LLC
CRD #310518 CHARLOTTE, NC
SEC Private Funds
AUM
$286.3M
Employees
8
MYERS JAMES M RESEARCH INC
CRD #106853 CHARLOTTE, NC
SEC
AUM
$286.9M
Employees
5
THE WEALTH GROUP, LTD
CRD #154106 RALEIGH, NC
SEC
AUM
$288.9M
Employees
8
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
CRD #174978 DURHAM, NC
SEC
AUM
$293.9M
Employees
6
HARBOR CAPITAL MANAGEMENT INC
CRD #106722 CHARLOTTE, NC
SEC
AUM
$294.1M
Employees
13
TAGSTONE CAPITAL, INC.
CRD #158864 CHARLOTTE, NC
SEC
AUM
$309.1M
Employees
1
ASSIDUOUS STRATEGIC INVESTMENTS, LLC
CRD #137328 CHARLOTTE, NC
SEC
AUM
$309.3M
Employees
10
EVERSTAR ASSET MANAGEMENT, LLC
CRD #313334 MOORESVILLE, NC
SEC Private Funds
AUM
$311.5M
Employees
10
FAMILY WEALTH PARTNERS, LLC
CRD #317764 MATTHEWS, NC
SEC
AUM
$312.1M
Employees
9
NAPLES ASSET MANAGEMENT CO., LLC
CRD #133978 MOORESVILLE, NC
SEC
AUM
$312.3M
Employees
16
WSC & COMPANY, LLC
CRD #289138 CHARLOTTE, NC
SEC Private Funds
AUM
$313.3M
Employees
5
CROWN WEALTH GROUP LLC
CRD #299732 CHARLOTTE, NC
SEC
AUM
$316.5M
Employees
11
BLUEPRINT FUND MANAGEMENT LLC
CRD #306419 GREENSBORO, NC
SEC
AUM
$318.9M
Employees
9
CORIGLIANO INVESTMENT ADVISERS, LLC
CRD #331908 RALEIGH, NC
SEC Private Funds
AUM
$318.9M
Employees
4
RALEIGH CAPITAL MANAGEMENT INC.
CRD #149538 CARY, NC
SEC
AUM
$320.6M
Employees
20