RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
CASCADES CAPITAL ASSET MANAGEMENT, LLC
CRD #167102 GREENSBORO, NC
SEC
AUM
$322M
Employees
3
REICHARD CAPITAL, LLC
CRD #305695 CHARLOTTE, NC
SEC
AUM
$330.3M
Employees
4
CAROLINA CAPITAL CONSULTING, INC.
CRD #116802 CHARLOTTE, NC
SEC Disclosures
AUM
$335.1M
Employees
4
INSIGHT FOLIOS INC
CRD #174411 CHARLOTTE, NC
SEC
AUM
$341.4M
Employees
15
ALTAMONT CAPITAL MANAGEMENT, LLC.
CRD #118979 ASHEVILLE, NC
SEC
AUM
$341.8M
Employees
2
CAPITAL MANAGEMENT LLC
CRD #109416 GREENSBORO, NC
SEC
AUM
$341.9M
Employees
3
GILDER OFFICE FOR GROWTH, LLC
CRD #161346 DURHAM, NC
SEC Private Funds
AUM
$343.9M
Employees
--
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
CRD #166599 GREENSBORO, NC
SEC
AUM
$345.1M
Employees
5
FORTRESS PRIVATE LEDGER, LLC
CRD #290298 RALEIGH, NC
SEC
AUM
$346.1M
Employees
26
SAPERE WEALTH MANAGEMENT, LLC
CRD #119598 MATTHEWS, NC
SEC Private Funds
AUM
$346.2M
Employees
7
GREERWALKER WEALTH LLC
CRD #118154 CHARLOTTE, NC
SEC
AUM
$346.5M
Employees
7
CAPITALA INVESTMENT ADVISORS, LLC
CRD #166301 CHARLOTTE, NC
SEC Private Funds
AUM
$346.6M
Employees
22
CHARLOTTE CAPITAL, LLC
CRD #109467 CHARLOTTE, NC
SEC
AUM
$348.5M
Employees
10
KDI CAPITAL PARTNERS, LLC
CRD #137092 RALEIGH, NC
SEC Private Funds
AUM
$349.7M
Employees
6
SHARPVUE CAPITAL, LLC
CRD #304746 RALEIGH, NC
SEC Private Funds
AUM
$355.7M
Employees
9
H. L. ORMOND & COMPANY, LLC
CRD #313593 GREENVILLE, NC
SEC
AUM
$359.7M
Employees
3
NCM CAPITAL MANAGEMENT GROUP INC
CRD #105312 DURHAM, NC
SEC Disclosures
AUM
$369.5M
Employees
13
COLLWICK FUNDS GP, LLC
CRD #162923 CHARLOTTE, NC
SEC Private Funds
AUM
$369.8M
Employees
5
EASTOVER INVESTMENT ADVISORS, LLC
CRD #150821 CHARLOTTE, NC
SEC
AUM
$370.2M
Employees
5
TAR RIVER WEALTH PLANNING, LLC
CRD #328530 LOUISBURG, NC
SEC
AUM
$370.3M
Employees
9
DAVIS INVESTMENT PARTNERS, LLC
CRD #318783 CHARLOTTE, NC
SEC
AUM
$377.1M
Employees
3
CORNERSTONE PLANNING, LLC
CRD #166886 CHARLOTTE, NC
SEC
AUM
$377.2M
Employees
13
RIVERBANC LLC
CRD #165849 CHARLOTTE, NC
SEC Private Funds
AUM
$379.6M
Employees
12
MID-ATLANTIC SECURITIES, INC.
CRD #18836 RALEIGH, NC
SEC Disclosures
AUM
$380.2M
Employees
25
OLD WELL PARTNERS, LLC
CRD #285195 CHARLOTTE, NC
Private Funds
AUM
$384M
Employees
3