RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
PHOENIX HOLDINGS-NC, INC.
CRD #157157 CHARLOTTE, NC
SEC Private Funds
AUM
$384.1M
Employees
15
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD #148659 WILMINGTON, NC
SEC
AUM
$384.5M
Employees
6
ARMOR INVESTMENT ADVISORS, LLC
CRD #134200 RALEIGH, NC
SEC
AUM
$388.6M
Employees
7
TIMONIER FAMILY OFFICE, LTD.
CRD #150748 WINSTON SALEM, NC
SEC
AUM
$388.8M
Employees
8
ATLANTIC CAPITAL MANAGEMENT LLC
CRD #106161 RALEIGH, NC
SEC
AUM
$392.2M
Employees
--
SEMMAX FINANCIAL ADVISORS, INC.
CRD #144978 WINSTON-SALEM, NC
SEC
AUM
$395.3M
Employees
18
PORTFOLIO CAPITAL MANAGEMENT INC
CRD #105694 CHARLOTTE, NC
SEC
AUM
$396.9M
Employees
5
TERRA WEALTH MANAGEMENT, LLC
CRD #320643 HIGH POINT, NC
SEC
AUM
$399.4M
Employees
55
25 CAPITAL PARTNERS, LLC
CRD #158449 CHARLOTTE, NC
SEC Private Funds
AUM
$401.2M
Employees
9
FOUNTAIN FINANCIAL ASSOCIATES, INC.
CRD #174760 WILMINGTON, NC
SEC
AUM
$404.9M
Employees
11
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD #155682 GREENBORO, NC
SEC Private Funds
AUM
$407.7M
Employees
26
GORELICK BROTHERS CAPITAL, LLC
CRD #160517 CHARLOTTE, NC
SEC Private Funds
AUM
$409.7M
Employees
20
TILIA FIDUCIARY PARTNERS, INC.
CRD #157852 WILMINGTON, NC
SEC
AUM
$413.9M
Employees
5
THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD #114471 WINSTON SALEM, NC
SEC
AUM
$414.2M
Employees
7
THE PINES WEALTH MANAGEMENT, LLC
CRD #326353 SOUTHERN PINES, NC
SEC
AUM
$419.5M
Employees
3
MORTON WEALTH MANAGEMENT LLC
CRD #111471 GREENSBORO, NC
SEC
AUM
$426.8M
Employees
9
HOBART PRIVATE CAPITAL, LLC
CRD #168494 CHARLOTTE, NC
SEC
AUM
$429.7M
Employees
16
LEWIS FINANCIAL MANAGEMENT, LLC
CRD #116344 RALEIGH, NC
SEC
AUM
$431.2M
Employees
2
PHYSICIANS FINANCIAL SERVICES, INC.
CRD #118519 RALEIGH, NC
SEC
AUM
$431.8M
Employees
6
ACT ADVISORS, LLC
CRD #173120 ASHEVILLE, NC
SEC
AUM
$434M
Employees
9
DEFENDER CAPITAL LLC
CRD #159607 CHARLOTTE, NC
SEC Private Funds
AUM
$442M
Employees
3
COLTON GROOME FINANCIAL ADVISORS, LLC
CRD #128365 ASHEVILLE, NC
SEC
AUM
$444M
Employees
18
ZURAW FINANCIAL ADVISORS, LLC
CRD #173129 GREENSBORO, NC
SEC
AUM
$444.1M
Employees
3
TOWNSEND ASSET MANAGEMENT CORP.
CRD #108216 RALEIGH, NC
SEC
AUM
$445.6M
Employees
8
QUANTITATIVE PROCESS, LLC
CRD #165699 CHARLOTTE, NC
SEC
AUM
$454.4M
Employees
3