RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
CONSOLIDATED ASSET MANAGEMENT LTD
CRD #110460 SOUTHPORT, NC
SEC
AUM
$57.1M
Employees
1
CARNEGIE CAPITAL ADVISORS LLC
CRD #109600 CHARLOTTE, NC
SEC
AUM
$57.7M
Employees
1
CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
CRD #150166 DURHAM, NC
SEC
AUM
$60M
Employees
1
OHERRON & CO INC
CRD #110714 RALEIGH, NC
SEC
AUM
$61.4M
Employees
5
MILLER PORTFOLIO ADVISORS, LLC
CRD #144543 RALEIGH, NC
SEC
AUM
$62.2M
Employees
5
MILLARD & COMPANY, INC.
CRD #154394 TRYON, NC
SEC
AUM
$62.4M
Employees
1
FORTUNE MANAGEMENT, LLC
CRD #108930 RALEIGH, NC
SEC
AUM
$64.9M
Employees
1
PROFESSIONAL ADVISORY SERVICES, LLC
CRD #119148 STATESVILLE, NC
SEC
AUM
$66.7M
Employees
1
SJK INVESTMENT MANAGEMENT LLC
CRD #150746 GREENSBORO, NC
SEC
AUM
$66.7M
Employees
10
COASTAL INVESTMENT ADVISORS INC
CRD #105243 WILMINGTON, NC
SEC
AUM
$68.4M
Employees
--
PROVIDENCE CAPITAL MANAGEMENT INC
CRD #111625 CHARLOTTE, NC
SEC
AUM
$68.5M
Employees
5
BLASER INVESTMENT MANAGEMENT GROUP, LLC
CRD #154185 BURLINGTON, NC
SEC
AUM
$68.9M
Employees
1
YELLOWWOOD WEALTH SOLUTIONS, LLC
CRD #299111 CHARLOTTE, NC
SEC
AUM
$71.1M
Employees
3
OBP CAPITAL LLC
CRD #167619 ROCKY MOUNT, NC
SEC
AUM
$78.5M
Employees
2
OPTSECURITIES, LLC
CRD #47529 CHARLOTTE, NC
SEC
AUM
$80M
Employees
--
STRUCTURED CREDIT PARTNERS LLC
CRD #112660 CHARLOTTE, NC
SEC
AUM
$80.7M
Employees
7
SEWARD CAPITAL LLC
CRD #313099 CHARLOTTE, NC
SEC Private Funds
AUM
$85M
Employees
7
CONCERTO ASSET MANAGEMENT, LLC
CRD #153091 CHARLOTTE, NC
SEC
AUM
$91.1M
Employees
4
NCM CAPITAL ADVISERS, INC.
CRD #129734 DURHAM, NC
SEC Disclosures
AUM
$92.2M
Employees
13
THE TURLINGTON GROUP, INC.
CRD #317324 RALEIGH, NC
SEC
AUM
$93.2M
Employees
2
NERY ASSET MANAGEMENT, LLC
CRD #112521 ASHEVILLE, NC
Private Funds
AUM
$94.3M
Employees
1
VN CAPITAL MANAGEMENT, LLC
CRD #166761 GREENSBORO, NC
SEC Private Funds
AUM
$96.1M
Employees
2
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #323171 CARY, NC
SEC
AUM
$97.3M
Employees
4
REH WEALTH ADVISORS LLC
CRD #153826 RALEIGH, NC
SEC
AUM
$99.8M
Employees
1
INTEGRATIVE PLANNING, INC.
CRD #336307 CORNELIUS, NC
SEC
AUM
$100.2M
Employees
2