RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
BLUE WEALTH INC.
CRD #330324 CHARLOTTE, NC
SEC
AUM
$100.4M
Employees
12
DWM ADVISORS, LLC
CRD #150441 DURHAM, NC
SEC
AUM
$100.8M
Employees
2
DAVIS FINANCIAL PLANNING, LLC
CRD #154186 ASHEVILLE, NC
SEC
AUM
$101.4M
Employees
6
THE BREIT GROUP, LLC
CRD #335020 WRIGHTSVILLE BEACH, NC
SEC
AUM
$102.2M
Employees
2
SEASIDE WEALTH ADVISORS LLC
CRD #327645 WILMINGTON, NC
SEC
AUM
$102.6M
Employees
5
THAYER FINANCIAL, L.L.C.
CRD #304729 HICKORY, NC
SEC
AUM
$103.5M
Employees
3
ATLAS PRINCIPALS, LLC
CRD #285099 CHARLOTTE, NC
Private Funds
AUM
$103.9M
Employees
5
COLHOUN, ROBINS, DAVENPORT & CO., LLC
CRD #117825 WINSTON-SALEM, NC
SEC
AUM
$104.6M
Employees
5
AFTON CAPITAL MANAGEMENT LLC
CRD #137854 CHARLOTTE, NC
SEC
AUM
$105M
Employees
5
SABER CAPITAL MANAGEMENT LLC
CRD #166103 FUQUAY VARINA, NC
SEC Private Funds
AUM
$105.7M
Employees
2
VERITY INVESTMENTS, INC.
CRD #41527 DURHAM, NC
SEC
AUM
$107.5M
Employees
--
EVERGREEN WEALTH ADVISORS
CRD #326535 RALEIGH, NC
SEC
AUM
$107.6M
Employees
26
EMERALD ASSET MANAGEMENT, INC.
CRD #174691 ROCKY MOUNT, NC
SEC
AUM
$110.4M
Employees
2
ANLYAN & HIVELY PRIVATE CLIENT GROUP, LLC
CRD #150580 WILMINGTON, NC
SEC
AUM
$110.6M
Employees
5
SOUND FINANCIAL MANAGEMENT, INC.
CRD #122670 RALEIGH, NC
SEC
AUM
$110.7M
Employees
2
TMFS-CHARLOTTE, LLC
CRD #133503 CHARLOTTE, NC
SEC
AUM
$111.8M
Employees
3
PRESIDIUM RETIREMENT ADVISERS, INC.
CRD #138132 CHARLOTTE, NC
SEC
AUM
$112M
Employees
1
PASSPORT WEALTH MANAGEMENT LLC
CRD #297449 CORNELIUS, NC
SEC
AUM
$112.3M
Employees
2
WHITE OAK FINANCIAL MANAGEMENT, INC
CRD #142615 ASHEVILLE, NC
SEC
AUM
$112.7M
Employees
4
STATON FINANCIAL ADVISORS, LLC
CRD #120238 CHARLOTTE, NC
SEC
AUM
$113.9M
Employees
4
BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD #297243 APEX, NC
SEC
AUM
$115M
Employees
10
ASCENDOR WEALTH, LLC
CRD #148969 WILMINGTON, NC
SEC
AUM
$116.8M
Employees
5
TARHEEL ADVISORS, LLC
CRD #149308 GREENSBORO, NC
SEC
AUM
$117.6M
Employees
2
STRUCTURAL SOLUTIONS LLC
CRD #319155 CHAPEL HILL, NC
SEC Private Funds
AUM
$118.2M
Employees
3
TRICAPITAL WEALTH MANAGEMENT, INC.
CRD #118788 CHARLOTTE, NC
SEC
AUM
$118.7M
Employees
4