RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
DAVIDSON ADVISORY GROUP, LLC
CRD #333090 CHARLOTTE, NC
SEC
AUM
$151.7M
Employees
5
AMPHORA WEALTH MANAGEMENT, LLC
CRD #157968 CHAPEL HILL, NC
SEC
AUM
$151.3M
Employees
3
GRANADA WEALTH MANAGEMENT, LLC
CRD #285812 DAVIDSON, NC
SEC
AUM
$151.1M
Employees
1
HUBBELL CONSULTING, LLC
CRD #140327 CHARLOTTE, NC
SEC
AUM
$147M
Employees
4
KENSINGTON FINANCIAL GROUP, INC.
CRD #127658 WINSTON-SALEM, NC
SEC
AUM
$146.8M
Employees
2
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD #149889 HENDERSON, NC
SEC
AUM
$146.7M
Employees
3
DOLAN CAPITAL ADVISORS, LLC
CRD #269886 CHARLOTTE, NC
SEC
AUM
$146M
Employees
4
COLLIE FINANCIAL PLANNING, INC.
CRD #134884 BLACK MOUNTAIN, NC
SEC
AUM
$145.3M
Employees
2
INTEGRATED WEALTHCARE, LLC
CRD #312929 DURHAM, NC
SEC
AUM
$144.9M
Employees
9
FPF FA L.L.C.
CRD #311329 CHARLOTTE, NC
SEC
AUM
$143.7M
Employees
1
CANNON ADVISORS, INC.
CRD #293929 CHARLOTTE, NC
SEC
AUM
$142.4M
Employees
5
PENDLETON FINANCIAL, LLC
CRD #325303 RALEIGH, NC
SEC
AUM
$141.9M
Employees
4
RIDGELINE WEALTH ADVISORS, LLC.
CRD #284843 RALEIGH, NC
SEC
AUM
$141.7M
Employees
5
FINANCIAL PLANNING SERVICES, INC
CRD #108025 RALEIGH, NC
SEC
AUM
$141.5M
Employees
1
TRENT CAPITAL MANAGEMENT INC
CRD #107344 GREENSBORO, NC
SEC Private Funds
AUM
$140.9M
Employees
4
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD #127193 APEX, NC
SEC
AUM
$140.6M
Employees
3
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD #314351 CARY, NC
SEC
AUM
$140M
Employees
4
GREENWAY WEALTH ADVISORS, LLC
CRD #290727 CHARLOTTE, NC
SEC
AUM
$139.8M
Employees
4
ARK ROYAL WEALTH MANAGEMENT LLC
CRD #175151 RALEIGH, NC
SEC
AUM
$139.3M
Employees
4
CHEROKEE INVESTMENT PARTNERS, LLC
CRD #161886 RALEIGH, NC
Private Funds Disclosures
AUM
$139M
Employees
8
AIM ADVISORS, LLC
CRD #325125 RALEIGH, NC
SEC
AUM
$138.2M
Employees
5
H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD #104537 SOUTHERN PINES, NC
SEC
AUM
$135.9M
Employees
2
FOREST CAPITAL OPERATING COMPANY LLC
CRD #325514 CONCORD, NC
SEC
AUM
$134.3M
Employees
4
HUNTER STREET INVESTMENT ADVISORS LLC
CRD #145334 APEX, NC
SEC
AUM
$133.6M
Employees
8
PINAFORE WEALTH COUNSEL INC.
CRD #170540 DURHAM, NC
SEC
AUM
$132.8M
Employees
2