RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
PASSPORT WEALTH MANAGEMENT LLC
CRD #297449 CORNELIUS, NC
SEC
AUM
$112.3M
Employees
2
PRESIDIUM RETIREMENT ADVISERS, INC.
CRD #138132 CHARLOTTE, NC
SEC
AUM
$112M
Employees
1
TMFS-CHARLOTTE, LLC
CRD #133503 CHARLOTTE, NC
SEC
AUM
$111.8M
Employees
3
SOUND FINANCIAL MANAGEMENT, INC.
CRD #122670 RALEIGH, NC
SEC
AUM
$110.7M
Employees
2
ANLYAN & HIVELY PRIVATE CLIENT GROUP, LLC
CRD #150580 WILMINGTON, NC
SEC
AUM
$110.6M
Employees
5
EMERALD ASSET MANAGEMENT, INC.
CRD #174691 ROCKY MOUNT, NC
SEC
AUM
$110.4M
Employees
2
EVERGREEN WEALTH ADVISORS
CRD #326535 RALEIGH, NC
SEC
AUM
$107.6M
Employees
26
VERITY INVESTMENTS, INC.
CRD #41527 DURHAM, NC
SEC
AUM
$107.5M
Employees
--
SABER CAPITAL MANAGEMENT LLC
CRD #166103 FUQUAY VARINA, NC
SEC Private Funds
AUM
$105.7M
Employees
2
AFTON CAPITAL MANAGEMENT LLC
CRD #137854 CHARLOTTE, NC
SEC
AUM
$105M
Employees
5
COLHOUN, ROBINS, DAVENPORT & CO., LLC
CRD #117825 WINSTON-SALEM, NC
SEC
AUM
$104.6M
Employees
5
ATLAS PRINCIPALS, LLC
CRD #285099 CHARLOTTE, NC
Private Funds
AUM
$103.9M
Employees
5
THAYER FINANCIAL, L.L.C.
CRD #304729 HICKORY, NC
SEC
AUM
$103.5M
Employees
3
SEASIDE WEALTH ADVISORS LLC
CRD #327645 WILMINGTON, NC
SEC
AUM
$102.6M
Employees
5
THE BREIT GROUP, LLC
CRD #335020 WRIGHTSVILLE BEACH, NC
SEC
AUM
$102.2M
Employees
2
DAVIS FINANCIAL PLANNING, LLC
CRD #154186 ASHEVILLE, NC
SEC
AUM
$101.4M
Employees
6
DWM ADVISORS, LLC
CRD #150441 DURHAM, NC
SEC
AUM
$100.8M
Employees
2
BLUE WEALTH INC.
CRD #330324 CHARLOTTE, NC
SEC
AUM
$100.4M
Employees
12
INTEGRATIVE PLANNING, INC.
CRD #336307 CORNELIUS, NC
SEC
AUM
$100.2M
Employees
2
REH WEALTH ADVISORS LLC
CRD #153826 RALEIGH, NC
SEC
AUM
$99.8M
Employees
1
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #323171 CARY, NC
SEC
AUM
$97.3M
Employees
4
VN CAPITAL MANAGEMENT, LLC
CRD #166761 GREENSBORO, NC
SEC Private Funds
AUM
$96.1M
Employees
2
NERY ASSET MANAGEMENT, LLC
CRD #112521 ASHEVILLE, NC
Private Funds
AUM
$94.3M
Employees
1
THE TURLINGTON GROUP, INC.
CRD #317324 RALEIGH, NC
SEC
AUM
$93.2M
Employees
2
NCM CAPITAL ADVISERS, INC.
CRD #129734 DURHAM, NC
SEC Disclosures
AUM
$92.2M
Employees
13