RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
STARKS FINANCIAL GROUP, INC.
CRD #118696 ASHEVILLE, NC
SEC
AUM
$130.8M
Employees
4
INTERCAROLINA FINANCIAL SERVICES, INC.
CRD #19475 GREENSBORO, NC
SEC
AUM
$130.8M
Employees
14
AFTON CAPITAL MANAGEMENT, LLC
CRD #159797 CHARLOTTE, NC
Private Funds
AUM
$130.7M
Employees
3
CAMBIUM CAPITAL MANAGEMENT, LLC
CRD #130845 CHARLOTTE, NC
SEC
AUM
$130.2M
Employees
10
TWIN CITY PRIVATE WEALTH, LLC
CRD #315836 WINSTON-SALEM, NC
SEC
AUM
$129.9M
Employees
8
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD #150266 STATESVILLE, NC
SEC
AUM
$128.8M
Employees
3
FUNDAMENTAL GLOBAL INVESTORS, LLC
CRD #164299 MOORESVILLE, NC
SEC Private Funds
AUM
$127.8M
Employees
6
GUARDIAN CAPITAL ADVISORS, LLC
CRD #150636 RALEIGH, NC
SEC
AUM
$127.3M
Employees
3
MCMILLION CAPITAL MANAGEMENT INC
CRD #110854 GREENSBORO, NC
SEC
AUM
$126.7M
Employees
3
WELLS FINANCIAL MANAGEMENT, LLC
CRD #158030 ASHEVILLE, NC
SEC
AUM
$126.3M
Employees
2
BROAD REACH CAPITAL LLC
CRD #144686 RALEIGH, NC
SEC
AUM
$126M
Employees
4
CALAMITA WEALTH MANAGEMENT INC.
CRD #153316 CHARLOTTE, NC
SEC
AUM
$124.5M
Employees
4
STRATEGIC ADVISORY PARTNERS, LLC
CRD #314842 GREENSBORO, NC
SEC
AUM
$124.3M
Employees
3
FTA ASSET MANAGEMENT, LLC
CRD #332377 CHARLOTTE, NC
SEC
AUM
$123.2M
Employees
10
MCGRATH & ASSOCIATES, INC.
CRD #121197 ASHEVILLE, NC
SEC
AUM
$121.1M
Employees
3
VISION CAPITAL MANAGEMENT CORPORATION
CRD #118363 DAVIDSON, NC
SEC
AUM
$120.9M
Employees
6
WEALTHPOINT FINANCIAL LLC
CRD #332312 CRAMERTON, NC
SEC
AUM
$119.3M
Employees
7
BULL CITY ADVISORS, LLC
CRD #162049 DURHAM, NC
SEC
AUM
$118.9M
Employees
3
TRICAPITAL WEALTH MANAGEMENT, INC.
CRD #118788 CHARLOTTE, NC
SEC
AUM
$118.7M
Employees
4
STRUCTURAL SOLUTIONS LLC
CRD #319155 CHAPEL HILL, NC
SEC Private Funds
AUM
$118.2M
Employees
3
TARHEEL ADVISORS, LLC
CRD #149308 GREENSBORO, NC
SEC
AUM
$117.6M
Employees
2
ASCENDOR WEALTH, LLC
CRD #148969 WILMINGTON, NC
SEC
AUM
$116.8M
Employees
5
BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD #297243 APEX, NC
SEC
AUM
$115M
Employees
10
STATON FINANCIAL ADVISORS, LLC
CRD #120238 CHARLOTTE, NC
SEC
AUM
$113.9M
Employees
4
WHITE OAK FINANCIAL MANAGEMENT, INC
CRD #142615 ASHEVILLE, NC
SEC
AUM
$112.7M
Employees
4