RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
ATLANTIC PRIVATE WEALTH, LLC
CRD #311517 CHAPEL HILL, NC
SEC
AUM
$787.7M
Employees
5
CORNERSTONE FINANCIAL PARTNERS, LLC
CRD #157935 HUNTERSVILLE, NC
SEC
AUM
$805.2M
Employees
49
VERUM PARTNERS LLC
CRD #301058 CHARLOTTE, NC
SEC
AUM
$827.6M
Employees
16
PATHFINDER WEALTH CONSULTING, INC.
CRD #336658 WILMINGTON, NC
SEC
AUM
$847.4M
Employees
17
BLUESKY WEALTH ADVISORS, LLC
CRD #116760 NEW BERN, NC
SEC
AUM
$849.8M
Employees
13
UVEST FINANCIAL SERVICES GROUP, INC.
CRD #13787 CHARLOTTE, NC
SEC
AUM
$850M
Employees
251
TRIAD FINANCIAL ADVISORS, INC.
CRD #118583 GREENSBORO, NC
SEC
AUM
$863.1M
Employees
19
WILLINGDON WEALTH MANAGEMENT LLC
CRD #129613 HUNTERSVILLE, NC
SEC
AUM
$865.1M
Employees
12
PDR ADVISORS, LLC
CRD #143126 CHARLOTTE, NC
SEC
AUM
$887.5M
Employees
4
CAPITAL INVESTMENT COUNSEL INC
CRD #104591 RALEIGH, NC
SEC
AUM
$889.4M
Employees
10
CARDINAL CAPITAL MANAGEMENT INC
CRD #108076 RALEIGH, NC
SEC
AUM
$891.4M
Employees
5
COVENANT CREDIT PARTNERS, LP
CRD #288194 CHARLOTTE, NC
SEC Private Funds
AUM
$907.8M
Employees
9
MAYBRY MCSHANE FAMILY OFFICES, LLC
CRD #281882 CHARLOTTE, NC
SEC
AUM
$908.8M
Employees
4
PROVIDENCE CAPITAL ADVISORS, LLC
CRD #174631 CHARLOTTE, NC
SEC
AUM
$916.3M
Employees
13
NOVANT ASSET MANAGEMENT, LLC
CRD #145050 WINSTON-SALEM, NC
SEC
AUM
$945.8M
Employees
6
LAUREL WEALTH ADVISORS, LLC
CRD #118469 CHARLOTTE, NC
SEC
AUM
$972.7M
Employees
9
KIAN CAPITAL PARTNERS, LLC
CRD #329179 CHARLOTTE, NC
SEC Private Funds
AUM
$985.9M
Employees
17
FOUNDERS FINANCIAL ALLIANCE, LLC
CRD #173011 RALEIGH, NC
SEC
AUM
$1B
Employees
32
TOPSAIL WEALTH MANAGEMENT LLC
CRD #331098 CHARLOTTE, NC
SEC
AUM
$1B
Employees
3
WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD #108199 BERMUDA RUN, NC
SEC
AUM
$1B
Employees
5
VERITY ASSET MANAGEMENT, INC.
CRD #158667 DURHAM, NC
SEC Disclosures
AUM
$1B
Employees
67
SILVERBACK ASSET MANAGEMENT, LLC
CRD #141407 CHAPEL HILL, NC
SEC Private Funds
AUM
$1B
Employees
12
CAPTRUST FINANCIAL ADVISORS, LLC
CRD #41727 CHARLOTTE, NC
SEC
AUM
$1B
Employees
51
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD #144534 CHAPEL HILL, NC
SEC
AUM
$1.1B
Employees
10
LIVE OAK PRIVATE WEALTH, LLC
CRD #297904 WILMINGTON, NC
SEC
AUM
$1.1B
Employees
12