RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
ASPIRE PRIVATE CAPITAL, LLC
CRD #154116 CORNELIUS, NC
SEC Disclosures
AUM
$455.7M
Employees
9
STRATHMORE CAPITAL ADVISORS, INC.
CRD #135008 CHARLOTTE, NC
SEC
AUM
$455.9M
Employees
9
IP FINANCIAL ADVISORY SERVICES LLC
CRD #305772 CHARLOTTE, NC
SEC
AUM
$456.1M
Employees
112
JH PARTNERS, LLC
CRD #161176 RALEIGH, NC
Private Funds Disclosures
AUM
$465.4M
Employees
8
HCG FUND MANAGEMENT LP
CRD #281615 RALEIGH, NC
SEC Private Funds
AUM
$478.1M
Employees
23
AUCTUS ADVISORS LLC
CRD #289489 CHARLOTTE, NC
SEC
AUM
$480.9M
Employees
3
CAPITALA PRIVATE ADVISORS, LLC
CRD #283527 CHARLOTTE, NC
SEC Private Funds
AUM
$493.7M
Employees
17
HILLTOP WEALTH ADVISORS, LLC
CRD #283014 CHAPEL HILL, NC
SEC
AUM
$502.8M
Employees
16
ALPHA FINANCIAL ADVISORS, LLC
CRD #122545 CHARLOTTE, NC
SEC
AUM
$503.1M
Employees
10
CAPITAL ADVISERS, INC.
CRD #118442 RALEIGH, NC
SEC
AUM
$503.5M
Employees
5
CCP TRANSITION, LLC
CRD #169989 CHARLOTTE, NC
SEC Private Funds
AUM
$505.4M
Employees
9
WHITENER CAPITAL MANAGEMENT, INC
CRD #106865 ROCKY MOUNT, NC
SEC
AUM
$506.1M
Employees
10
TANNIN CAPITAL, LLC
CRD #304238 CHARLOTTE, NC
SEC
AUM
$512.3M
Employees
7
PIEDMONT FINANCIAL CO INC
CRD #110675 GREENSBORO, NC
SEC
AUM
$527.8M
Employees
--
DMJ WEALTH ADVISORS, LLC
CRD #301042 GREENSBORO, NC
SEC
AUM
$529.3M
Employees
15
COOK WEALTH, LLC
CRD #170372 RALEIGH, NC
SEC
AUM
$529.4M
Employees
29
AKELA CAPITAL LLC
CRD #131715 CARY, NC
SEC
AUM
$536.6M
Employees
10
RESOURCE INVESTMENTS ADVISORS INC
CRD #107633 CHARLOTTE, NC
SEC
AUM
$540.3M
Employees
5
SAFE HARBOR FAMILY CAPITAL, LLC
CRD #317547 CHAPEL HILL, NC
SEC
AUM
$545.8M
Employees
3
SPP MANAGEMENT SERVICES, LLC
CRD #164078 CHARLOTTE, NC
SEC Private Funds
AUM
$546M
Employees
20
PHOENIX WEALTH ADVISORS INC.
CRD #118412 CHAPEL HILL, NC
SEC
AUM
$551M
Employees
8
ALLEN WEALTH MANAGEMENT, LLC
CRD #133038 BOONE, NC
SEC
AUM
$553.9M
Employees
7
TRADEWINDS, LLC
CRD #316415 RALEIGH, NC
SEC
AUM
$560.2M
Employees
11
BANBURY PARTNERS LLC
CRD #172773 CHARLOTTE, NC
SEC Private Funds
AUM
$562.3M
Employees
8
WOODWARD FINANCIAL ADVISORS, INC.
CRD #150641 CHAPEL HILL, NC
SEC
AUM
$574.3M
Employees
11