RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
OLD NORTH STATE TRUST, LLC
CRD #106155 GREENSBORO, NC
SEC
AUM
$236M
Employees
16
RIVER SOURCE WEALTH MANAGEMENT, LLC
CRD #150852 WAYNESVILLE, NC
SEC
AUM
$235.6M
Employees
3
MUIRFIELD WEALTH ADVISORS LLC
CRD #316071 CHARLOTTE, NC
SEC
AUM
$234.9M
Employees
4
RELIANT INVESTMENT PARTNERS, LLC
CRD #297369 PINEHURST, NC
SEC
AUM
$234.8M
Employees
6
MILLBANK DARTMOOR PORTSMOUTH LLC
CRD #311046 ASHEVILLE, NC
SEC
AUM
$233.7M
Employees
3
WORTH FINANCIAL ADVISORY GROUP, LLC
CRD #156564 CHARLOTTE, NC
SEC
AUM
$232.9M
Employees
15
SCHALLER INVESTMENT GROUP, INC.
CRD #107297 WINSTON SALEM, NC
SEC Private Funds
AUM
$230.8M
Employees
2
OMNISTAR FINANCIAL GROUP, INC.
CRD #138515 WILMINGTON, NC
SEC
AUM
$228.8M
Employees
7
MILESTONE INVESTMENTS, INC.
CRD #47090 CHARLOTTE, NC
SEC
AUM
$227.5M
Employees
2
WRENN FINANCIAL STRATEGIES, INC.
CRD #109214 RALEIGH, NC
SEC
AUM
$225.4M
Employees
3
TASSEL CAPITAL MANAGEMENT, INC.
CRD #121112 MATTHEWS, NC
SEC
AUM
$225.4M
Employees
4
SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC
CRD #329038 RALEIGH, NC
SEC
AUM
$225.2M
Employees
37
BROYHILL ASSET MANAGEMENT, LLC
CRD #120462 CHARLOTTE, NC
SEC Private Funds
AUM
$225M
Employees
7
WESTHAMPTON CAPITAL, LLC
CRD #119176 WINSTON-SALEM, NC
SEC
AUM
$222.6M
Employees
4
WMS ADVISORS, LLC
CRD #122224 CHARLOTTE, NC
SEC
AUM
$221.4M
Employees
5
HORIZONS WEALTH MANAGEMENT, INC.
CRD #127457 ASHEVILLE, NC
SEC
AUM
$219.5M
Employees
4
ADVISORTRUST PARTNERS, LLC
CRD #304967 RALEIGH, NC
SEC
AUM
$216.8M
Employees
5
POM INVESTMENT STRATEGIES, LLC
CRD #317067 RALEIGH, NC
SEC
AUM
$214.1M
Employees
7
CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD #323302 WINSTON SALEM, NC
SEC
AUM
$213.1M
Employees
11
HORIZON FINANCIAL SERVICES, LLC
CRD #158798 WINSTON SALEM, NC
SEC
AUM
$212.6M
Employees
8
CROSSGEN WEALTH LLC
CRD #336270 GREENVILLE, NC
SEC
AUM
$212.2M
Employees
3
CAROLINA FINANCIAL ADVISORS, INC.
CRD #118823 GREENSBORO, NC
SEC
AUM
$211.6M
Employees
7
CASSIA CAPITAL PARTNERS LLC
CRD #159911 WINSTON SALEM, NC
SEC
AUM
$206M
Employees
5
KEANE CAPITAL MANAGEMENT, INC.
CRD #138100 CHARLOTTE, NC
SEC
AUM
$205.6M
Employees
501
GRAGG & GRAGG, L.L.P.
CRD #110592 SHELBY, NC
SEC
AUM
$205.2M
Employees
12