RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
OLD PEAK FINANCE LLC
CRD #154804 CHAPEL HILL, NC
SEC
AUM
$575.2M
Employees
8
CAMG SOLAMERE MANAGEMENT, LLC
CRD #150605 CHARLOTTE, NC
SEC
AUM
$578M
Employees
6
HATTERAS ALTERNATIVE MUTUAL FUNDS, LLC
CRD #120325 RALEIGH, NC
SEC
AUM
$578.6M
Employees
11
COLLEGIATE CAPITAL MANAGEMENT, INC.
CRD #118205 RALEIGH, NC
SEC
AUM
$582.3M
Employees
8
HAYDEN ROYAL, LLC
CRD #170037 CHARLOTTE, NC
SEC
AUM
$596.6M
Employees
21
BYRON FINANCIAL, LLC
CRD #141893 CHARLOTTE, NC
SEC
AUM
$600.2M
Employees
6
ALTAVISTA WEALTH MANAGEMENT, INC.
CRD #122326 ASHEVILLE, NC
SEC
AUM
$601.5M
Employees
10
FUND DIRECT ADVISORS INC.
CRD #155363 GREENSBORO, NC
SEC
AUM
$605M
Employees
4
KINGFISHER CAPITAL, LLC
CRD #150484 CHARLOTTE, NC
SEC
AUM
$606.8M
Employees
7
ABS LEGACY PARTNERS, LLC
CRD #325604 HICKORY, NC
SEC
AUM
$615.5M
Employees
3
HOLDERNESS INVESTMENTS CO
CRD #106530 GREENSBORO, NC
SEC
AUM
$621M
Employees
8
OAK HARBOR WEALTH PARTNERS, LLC
CRD #311528 RALEIGH, NC
SEC
AUM
$623.1M
Employees
8
TANGLEWOOD ASSET MANAGEMENT LLC
CRD #120876 WINSTON-SALEM, NC
SEC
AUM
$627.5M
Employees
10
HARBER CAPITAL LLC
CRD #158939 ASHEVILLE, NC
SEC Private Funds
AUM
$631.6M
Employees
5
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP
CRD #158513 CHARLOTTE, NC
SEC Private Funds
AUM
$638M
Employees
--
SHAH CAPITAL MANAGEMENT, INC
CRD #133941 RALEIGH, NC
SEC Private Funds
AUM
$639.3M
Employees
4
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD #297174 CHARLOTTE, NC
SEC Private Funds
AUM
$642.9M
Employees
2
ONE8ZERO8, LLC
CRD #332702 GREENSBORO, NC
SEC Disclosures
AUM
$651M
Employees
5
FOREPOINT CAPITAL MANAGEMENT, LLC
CRD #142549 CHARLOTTE, NC
SEC
AUM
$701.6M
Employees
5
FIRST PERSONAL FINANCIAL SERVICES INC
CRD #107236 CHARLOTTE, NC
SEC
AUM
$709M
Employees
11
CAROLINA WEALTH MANAGEMENT, INC.
CRD #131393 GREENVILLE, NC
SEC
AUM
$711.8M
Employees
10
FCA PARTNERS, LLC
CRD #322393 CHARLOTTE, NC
SEC
AUM
$741.2M
Employees
11
KUHN ADVISORS, INC.
CRD #117816 DURHAM, NC
SEC
AUM
$753.7M
Employees
8
IFC CORE INVESTMENT MANAGEMENT LLC
CRD #302090 RALEIGH, NC
SEC
AUM
$758.2M
Employees
46
BB&T INVESTMENT SERVICES, INC.
CRD #33856 CHARLOTTE, NC
SEC
AUM
$759.3M
Employees
850