RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
EVERSTAR ASSET MANAGEMENT, LLC
CRD #313334 MOORESVILLE, NC
SEC Private Funds
AUM
$311.5M
Employees
10
ASSIDUOUS STRATEGIC INVESTMENTS, LLC
CRD #137328 CHARLOTTE, NC
SEC
AUM
$309.3M
Employees
10
TAGSTONE CAPITAL, INC.
CRD #158864 CHARLOTTE, NC
SEC
AUM
$309.1M
Employees
1
HARBOR CAPITAL MANAGEMENT INC
CRD #106722 CHARLOTTE, NC
SEC
AUM
$294.1M
Employees
13
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
CRD #174978 DURHAM, NC
SEC
AUM
$293.9M
Employees
6
THE WEALTH GROUP, LTD
CRD #154106 RALEIGH, NC
SEC
AUM
$288.9M
Employees
8
MYERS JAMES M RESEARCH INC
CRD #106853 CHARLOTTE, NC
SEC
AUM
$286.9M
Employees
5
GARDEN CITY MANAGEMENT, LLC
CRD #310518 CHARLOTTE, NC
SEC Private Funds
AUM
$286.3M
Employees
8
MILESTONE ADVISORY PARTNERS, LLC
CRD #277120 SOUTHERN PINES, NC
SEC
AUM
$286M
Employees
4
MODERN CAPITAL ADVISORS, LLC
CRD #131117 RALEIGH, NC
SEC
AUM
$285.4M
Employees
30
JOLLEY ASSET MANAGEMENT, LLC
CRD #113600 ROCKY MOUNT, NC
SEC
AUM
$283.1M
Employees
5
JOEL ADAMS AND ASSOCIATES INC.
CRD #319379 ASHEVILLE, NC
SEC
AUM
$282.1M
Employees
3
KANBRICK LLC
CRD #309288 CHARLOTTE, NC
SEC Private Funds
AUM
$280.1M
Employees
8
MATRIX WEALTH ADVISORS, INC
CRD #109873 CHARLOTTE, NC
SEC Private Funds
AUM
$278.6M
Employees
7
UWHARRIE INVESTMENT ADVISORS, INC.
CRD #117592 ALBEMARLE, NC
SEC
AUM
$278.2M
Employees
16
PRI INVESTMENTS, INC.
CRD #105301 CHAPEL HILL, NC
SEC
AUM
$278.1M
Employees
4
BEACON FINANCIAL STRATEGIES CORP.
CRD #132987 RALEIGH, NC
SEC
AUM
$277.1M
Employees
6
FIRST FINANCIAL GROUP CORPORATION
CRD #134006 RALEIGH, NC
SEC
AUM
$272.8M
Employees
4
FIRST OAK WEALTH MANAGEMENT, LLC
CRD #288316 RALEIGH, NC
SEC
AUM
$267.6M
Employees
6
TOTAL SOLUTIONS ENTERPRISE LLC
CRD #318036 CHARLOTTE, NC
SEC Disclosures
AUM
$265.4M
Employees
5
BEACON WEALTHCARE LLC
CRD #312556 RALEIGH, NC
SEC
AUM
$262.8M
Employees
6
DOVETAIL FINANCIAL GROUP LLC
CRD #311298 WILMINGTON, NC
SEC
AUM
$258.5M
Employees
5
COPPERLEAF CAPITAL, LLC
CRD #117823 CONCORD, NC
SEC
AUM
$249.7M
Employees
8
LIFEPLAN INVESTMENT ADVISORS, INC
CRD #144157 RALEIGH, NC
SEC
AUM
$238.6M
Employees
7
RESOURCE PARTNERS LLC
CRD #114288 HICKORY, NC
SEC
AUM
$236M
Employees
8