RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
MAIN STREET FINANCIAL GROUP, INC
CRD #118849 TRYON, NC
SEC
AUM
$47.3M
Employees
--
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
CRD #129807 CHAPEL HILL, NC
SEC
AUM
$46.6M
Employees
1
LINDA P. ERICKSON, CFP, INC.
CRD #118620 GREENSBORO, NC
SEC
AUM
$45.7M
Employees
1
CORNERSTONE CAPITAL MANAGEMENT, LLC
CRD #115653 DURHAM, NC
SEC
AUM
$44.5M
Employees
1
LAIN, STEPHEN PAUL
CRD #116840 HIGH POINT, NC
SEC
AUM
$44.5M
Employees
1
BUCKHORN CAPITAL MANAGEMENT LLC
CRD #108457 CHARLOTTE, NC
SEC
AUM
$44.2M
Employees
1
SQUARE 1 VENTURES, LLC
CRD #163231 DURHAM, NC
Private Funds
AUM
$43.3M
Employees
2
C.F. PARKS & CO., INC.
CRD #109843 SALISBURY, NC
SEC
AUM
$42.9M
Employees
6
WEST END PARTNERS, LLC
CRD #126455 CHARLOTTE, NC
SEC
AUM
$42.5M
Employees
10
WESSEL INVESTMENT COUNSEL, L.L.C.
CRD #129911 ASHEVILLE, NC
SEC
AUM
$41.3M
Employees
1
OLIN RON INVESTMENT MANAGEMENT CO
CRD #105980 ASHEVILLE, NC
SEC
AUM
$41.2M
Employees
5
JAMES EVON HAMLETT
CRD #118698 HENDERSON, NC
SEC
AUM
$39.4M
Employees
5
CRENSHAW CHRISTOPHER CARROL
CRD #107647 DURHAM, NC
SEC
AUM
$39.3M
Employees
5
MIMOSA INVESTMENT MANAGEMENT, LLC
CRD #114315 WINSTON-SALEM, NC
SEC
AUM
$35.8M
Employees
1
CHAPEL HILL INVESTMENT ADVISORS, LTD.
CRD #118530 CHAPEL HILL, NC
SEC
AUM
$35.8M
Employees
1
BAILEY, PHILIP R.
CRD #117912 CHARLOTTE, NC
SEC
AUM
$35.5M
Employees
5
WOODWARD FINANCIAL ADVISORS, LLC
CRD #116828 CHAPEL HILL, NC
SEC
AUM
$34.6M
Employees
5
PRESTIGE CAPITAL ADVISORS, LLC
CRD #151295 CHARLOTTE, NC
SEC
AUM
$34.3M
Employees
11
POTERACK CAPITAL ADVISORY, INC.
CRD #145340 CHARLOTTE, NC
SEC
AUM
$34.2M
Employees
6
CAPITAL ASSET MANAGEMENT CORPORATION
CRD #118337 RALEIGH, NC
SEC
AUM
$32.4M
Employees
1
QMS CAPITAL MANAGEMENT LP
CRD #171152 DURHAM, NC
SEC Private Funds
AUM
$31.7M
Employees
23
MONTAG MANANGEMENT CORP
CRD #109323 CHARLOTTE, NC
SEC
AUM
$31M
Employees
5
TEAMVEST INC
CRD #106486 CHARLOTTE, NC
SEC
AUM
$30.8M
Employees
--
CHATHAM ADVISORS, LLC
CRD #146937 DURHAM, NC
SEC
AUM
$30.5M
Employees
1
FRANK BLACK INC.
CRD #132561 CHARLOTTE, NC
SEC
AUM
$30M
Employees
5