RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
POWELL FINANCIAL, INC.
CRD #144230 CORNELIUS, NC
SEC
AUM
$202.6M
Employees
4
BLUEPRINT FINANCIAL ADVISORS LLC
CRD #315570 CHARLOTTE, NC
SEC
AUM
$201.5M
Employees
24
BPP CAPITAL, LLC
CRD #281455 CHARLOTTE, NC
SEC
AUM
$199.9M
Employees
1
GORDON ASSET MANAGEMENT, LLC
CRD #118471 DURHAM, NC
SEC
AUM
$199.4M
Employees
5
TRIANGLE SECURITIES, LLC
CRD #104039 RALEIGH, NC
SEC
AUM
$198.5M
Employees
--
CAPITAL DEVELOPERS, LLC
CRD #292797 GREENVILLE, NC
SEC
AUM
$198.4M
Employees
4
LYON WEALTH ADVISORS GROUP, LLC
CRD #325041 CHARLOTTE, NC
SEC
AUM
$198.4M
Employees
3
DAVIDSON CAPITAL CORPORATION
CRD #118725 DAVIDSON, NC
SEC
AUM
$197.3M
Employees
4
LUMINA WEALTH MANAGEMENT, LLC
CRD #291548 WILMINGTON, NC
SEC
AUM
$196.8M
Employees
3
OAK VALUE CAPITAL MANAGEMENT, INC
CRD #106803 CHAPEL HILL, NC
SEC
AUM
$192.9M
Employees
--
FOREST CAPITAL CORP.
CRD #130073 CONCORD, NC
SEC
AUM
$192.6M
Employees
4
VISIONQUEST WEALTH MANAGEMENT, LLC
CRD #135581 RALEIGH, NC
SEC
AUM
$192M
Employees
13
BEACON WEALTHCARE, INC.
CRD #108103 RALEIGH, NC
SEC
AUM
$191.9M
Employees
5
OCTAGON ASSET MANAGEMENT, LLC
CRD #286248 CHARLOTTE, NC
SEC Private Funds
AUM
$191.9M
Employees
4
PARK RIDGE ASSET MANAGEMENT LLC
CRD #147827 RALEIGH, NC
SEC
AUM
$190.9M
Employees
3
A4 WEALTH ADVISORS LLC
CRD #152397 HUNTERSVILLE, NC
SEC
AUM
$190M
Employees
6
HATTERAS INVESTMENT PARTNERS, LP
CRD #170628 RALEIGH, NC
SEC Private Funds
AUM
$187.8M
Employees
12
QUEST 10 WEALTH BUILDERS, INC.
CRD #154092 FUQUAY-VARINA, NC
SEC
AUM
$187.7M
Employees
5
KENNETH FRENKE & CO., INC.
CRD #109352 ARDEN, NC
SEC
AUM
$184.7M
Employees
3
INDEPENDENT WEALTH ADVISORS, LLC
CRD #328786 CARY, NC
SEC
AUM
$184.2M
Employees
3
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD #112897 CHAPEL HILL, NC
SEC
AUM
$184M
Employees
3
IA NETWORK, LLC
CRD #319096 CHARLOTTE, NC
SEC
AUM
$183.5M
Employees
6
IRONGATE PARTNERS, INC.
CRD #118472 WILMINGTON, NC
SEC
AUM
$182.6M
Employees
16
CIRCLE ONE WEALTH MANAGEMENT, LLC
CRD #152626 CHARLOTTE, NC
SEC
AUM
$182M
Employees
11
LEVEL WEALTH MANAGEMENT LLC
CRD #301381 GREENSBORO, NC
SEC
AUM
$181.7M
Employees
3