RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
EARTH EQUITY ADVISORS, LLC
CRD #285554 ASHEVILLE, NC
SEC
AUM
$178.5M
Employees
5
SECREST BLAKEY & ASSOCIATES, LLC
CRD #151216 RALEIGH, NC
SEC
AUM
$177.8M
Employees
3
CHARTER WEALTH MANAGEMENT, INC.
CRD #162299 RALEIGH, NC
SEC
AUM
$175.6M
Employees
4
EASTOVER CAPITAL MANAGEMENT INC
CRD #105149 CHARLOTTE, NC
SEC
AUM
$175.2M
Employees
10
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD #112231 GREENSBORO, NC
SEC
AUM
$174.5M
Employees
4
WEALTH MANAGEMENT GROUP, INC.
CRD #113706 WINSTON-SALEM, NC
SEC
AUM
$173.6M
Employees
3
SHERCLAR, INC
CRD #166812 CHARLOTTE, NC
SEC
AUM
$170.7M
Employees
4
BD INVESTMENT PARTNERS, LLC
CRD #309347 RALEIGH, NC
SEC Private Funds
AUM
$169.5M
Employees
8
KERUSSO CAPITAL MANAGEMENT, LLC
CRD #316352 WINSTON-SALEM, NC
SEC
AUM
$169.2M
Employees
4
HAYDEN HARPER WEALTH ADVISORY, LLC
CRD #152091 CHARLOTTE, NC
SEC Private Funds
AUM
$168.8M
Employees
7
SAFEBRIDGE LLC
CRD #289485 DENVER, NC
SEC
AUM
$168.6M
Employees
1
COUNTERWEIGHT VENTURES, LLC
CRD #327880 WILMINGTON, NC
SEC
AUM
$167.8M
Employees
3
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD #140777 RALEIGH, NC
SEC
AUM
$167M
Employees
53
KEANE CAPITAL MANAGEMENT, INC.
CRD #159724 CHARLOTTE, NC
SEC Private Funds
AUM
$167M
Employees
9
CHAPTER IV INVESTORS, LLC
CRD #155435 CHARLOTTE, NC
SEC Private Funds
AUM
$165.3M
Employees
3
AEGIS CAPITAL, LLC
CRD #125376 CHARLOTTE, NC
SEC
AUM
$165M
Employees
11
SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD #336314 HIGH POINT, NC
SEC
AUM
$163.8M
Employees
3
PORTUS WEALTH ADVISORS, LLC
CRD #300558 CHARLOTTE, NC
SEC Private Funds
AUM
$162.4M
Employees
5
GOUWS CAPITAL LLC
CRD #153812 CHARLOTTE, NC
SEC
AUM
$158.7M
Employees
3
BRC WEALTH MANAGEMENT, LLC
CRD #306360 CONCORD, NC
SEC
AUM
$157M
Employees
3
GLASGOW & ASSOCIATES, LLC
CRD #145151 WILMINGTON, NC
SEC
AUM
$155.9M
Employees
8
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
CRD #118943 RALEIGH, NC
SEC
AUM
$154.5M
Employees
3
KEATLEY WEALTH MANAGEMENT, LLC
CRD #127980 CHARLOTTE, NC
SEC
AUM
$152.9M
Employees
5
CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC
CRD #152536 CHARLOTTE, NC
SEC Private Funds
AUM
$152.8M
Employees
5
INVESTOR ADVISORY GROUP, LLC
CRD #106837 CHARLOTTE, NC
SEC
AUM
$152.7M
Employees
4