RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
GLENWOOD CAPITAL MANAGEMENT, INC.
CRD #111222 RALEIGH, NC
SEC
AUM
$0
Employees
10
BELMONT HATTERAS LLC
CRD #286457 RALEIGH, NC
SEC
AUM
$0
Employees
31
OCEANSIDE SECURITIES, LLC
CRD #287679 RALEIGH, NC
SEC
AUM
$0
Employees
2
ZERMATT WEALTH PARTNERS, LLC
CRD #290949 RALEIGH, NC
SEC
AUM
$0
Employees
1
PCIDX GROUP LLC
CRD #324662 RALEIGH, NC
SEC
AUM
$0
Employees
1
PURSUIT WEALTH MANAGEMENT, LLC
CRD #337709 RALEIGH, NC
SEC
AUM
$0
Employees
7
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD #337870 SHELBY, NC
SEC
AUM
$0
Employees
5
OLD BAILEY INVESTMENTS, LLC
CRD #165489 TRYON, NC
SEC
AUM
$0
Employees
--
BANYAN CAPITAL MANAGEMENT LLC
CRD #291107 WAXHAW, NC
SEC
AUM
$45K
Employees
1
RALEIGH INVESTMENT CONSULTANT LLC
CRD #298775 RALEIGH, NC
SEC
AUM
$252K
Employees
0
SOUTHEAST VENTURE PARTNERS LLC
CRD #106395 MORRISVILLE, NC
SEC
AUM
$286.6K
Employees
--
TMFS-RALEIGH LLC
CRD #145374 RALEIGH, NC
SEC
AUM
$750K
Employees
5
IRONSTONE SECURITIES, INC.
CRD #130335 RALEIGH, NC
SEC
AUM
$1.6M
Employees
--
GOLDEN CAPITAL PARTNERS, LLC
CRD #133637 CHARLOTTE, NC
SEC
AUM
$2M
Employees
10
BREEN FINANCIAL CORPORATION
CRD #116296 CHARLOTTE, NC
SEC
AUM
$3.9M
Employees
1
CHARIOT ADVISORS, LLC
CRD #146652 CARY, NC
SEC
AUM
$4M
Employees
1
HICKORY FINANCIAL GROUP, LLC
CRD #306201 HICKORY, NC
SEC
AUM
$4.5M
Employees
1
FREEMAN CAPITAL ADVISORS, LLC
CRD #300025 CHARLOTTE, NC
SEC
AUM
$4.9M
Employees
5
HAVEN CAPITAL ADVISORS, LLC
CRD #338419 CHARLOTTE, NC
SEC Private Funds
AUM
$5.4M
Employees
2
CARITAS CAPITAL, LLC
CRD #149970 CHARLOTTE, NC
SEC
AUM
$7.4M
Employees
3
PENSION PLANNING SOLUTIONS, INC.
CRD #126393 GREENSBORO, NC
SEC
AUM
$9.1M
Employees
1
SYNOBIS ADVISORS, INC.
CRD #281488 CARY, NC
SEC
AUM
$10.4M
Employees
7
RETIREMENT EDUCATIONAL SERVICES, LLC.
CRD #139357 GREENVILLE, NC
SEC
AUM
$11.2M
Employees
5
SYNERGY INVESTMENT GROUP, LLC
CRD #46035 KANNAPOLIS, NC
SEC Disclosures
AUM
$11.5M
Employees
11
MAVEN CAPITAL, LLC
CRD #297219 CHARLOTTE, NC
SEC
AUM
$11.9M
Employees
2