RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
CONCERTO ASSET MANAGEMENT, LLC
CRD #153091 CHARLOTTE, NC
SEC
AUM
$91.1M
Employees
4
SEWARD CAPITAL LLC
CRD #313099 CHARLOTTE, NC
SEC Private Funds
AUM
$85M
Employees
7
STRUCTURED CREDIT PARTNERS LLC
CRD #112660 CHARLOTTE, NC
SEC
AUM
$80.7M
Employees
7
OPTSECURITIES, LLC
CRD #47529 CHARLOTTE, NC
SEC
AUM
$80M
Employees
--
OBP CAPITAL LLC
CRD #167619 ROCKY MOUNT, NC
SEC
AUM
$78.5M
Employees
2
YELLOWWOOD WEALTH SOLUTIONS, LLC
CRD #299111 CHARLOTTE, NC
SEC
AUM
$71.1M
Employees
3
BLASER INVESTMENT MANAGEMENT GROUP, LLC
CRD #154185 BURLINGTON, NC
SEC
AUM
$68.9M
Employees
1
PROVIDENCE CAPITAL MANAGEMENT INC
CRD #111625 CHARLOTTE, NC
SEC
AUM
$68.5M
Employees
5
COASTAL INVESTMENT ADVISORS INC
CRD #105243 WILMINGTON, NC
SEC
AUM
$68.4M
Employees
--
SJK INVESTMENT MANAGEMENT LLC
CRD #150746 GREENSBORO, NC
SEC
AUM
$66.7M
Employees
10
PROFESSIONAL ADVISORY SERVICES, LLC
CRD #119148 STATESVILLE, NC
SEC
AUM
$66.7M
Employees
1
FORTUNE MANAGEMENT, LLC
CRD #108930 RALEIGH, NC
SEC
AUM
$64.9M
Employees
1
MILLARD & COMPANY, INC.
CRD #154394 TRYON, NC
SEC
AUM
$62.4M
Employees
1
MILLER PORTFOLIO ADVISORS, LLC
CRD #144543 RALEIGH, NC
SEC
AUM
$62.2M
Employees
5
OHERRON & CO INC
CRD #110714 RALEIGH, NC
SEC
AUM
$61.4M
Employees
5
CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
CRD #150166 DURHAM, NC
SEC
AUM
$60M
Employees
1
CARNEGIE CAPITAL ADVISORS LLC
CRD #109600 CHARLOTTE, NC
SEC
AUM
$57.7M
Employees
1
CONSOLIDATED ASSET MANAGEMENT LTD
CRD #110460 SOUTHPORT, NC
SEC
AUM
$57.1M
Employees
1
STRATFORD ADVISORS, INC.
CRD #132413 WINSTON SALEM, NC
SEC
AUM
$56.8M
Employees
1
SEAMOUNT INVESTMENTS LLC
CRD #136870 CHAPEL HILL, NC
SEC
AUM
$55M
Employees
10
STONEGATE WEALTH MANAGEMENT, LLC
CRD #121412 CARY, NC
SEC
AUM
$54.3M
Employees
2
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
CRD #143805 RALEIGH, NC
SEC Private Funds
AUM
$51.3M
Employees
11
MOTT & ASSOCIATES INC
CRD #109136 DAVIDSON, NC
SEC
AUM
$50.5M
Employees
5
MYERS CAPITAL MANAGEMENT LLC
CRD #111500 CHARLOTTE, NC
SEC
AUM
$50.2M
Employees
5
504 FUND ADVISORS, LLC
CRD #169663 WILMINGTON, NC
SEC
AUM
$49.3M
Employees
4