RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
FOUNDERS FINANCIAL ALLIANCE, LLC
CRD #173011 RALEIGH, NC
SEC
AUM
$1B
Employees
32
KIAN CAPITAL PARTNERS, LLC
CRD #329179 CHARLOTTE, NC
SEC Private Funds
AUM
$985.9M
Employees
17
LAUREL WEALTH ADVISORS, LLC
CRD #118469 CHARLOTTE, NC
SEC
AUM
$972.7M
Employees
9
NOVANT ASSET MANAGEMENT, LLC
CRD #145050 WINSTON-SALEM, NC
SEC
AUM
$945.8M
Employees
6
PROVIDENCE CAPITAL ADVISORS, LLC
CRD #174631 CHARLOTTE, NC
SEC
AUM
$916.3M
Employees
13
MAYBRY MCSHANE FAMILY OFFICES, LLC
CRD #281882 CHARLOTTE, NC
SEC
AUM
$908.8M
Employees
4
COVENANT CREDIT PARTNERS, LP
CRD #288194 CHARLOTTE, NC
SEC Private Funds
AUM
$907.8M
Employees
9
CARDINAL CAPITAL MANAGEMENT INC
CRD #108076 RALEIGH, NC
SEC
AUM
$891.4M
Employees
5
CAPITAL INVESTMENT COUNSEL INC
CRD #104591 RALEIGH, NC
SEC
AUM
$889.4M
Employees
10
PDR ADVISORS, LLC
CRD #143126 CHARLOTTE, NC
SEC
AUM
$887.5M
Employees
4
WILLINGDON WEALTH MANAGEMENT LLC
CRD #129613 HUNTERSVILLE, NC
SEC
AUM
$865.1M
Employees
12
TRIAD FINANCIAL ADVISORS, INC.
CRD #118583 GREENSBORO, NC
SEC
AUM
$863.1M
Employees
19
UVEST FINANCIAL SERVICES GROUP, INC.
CRD #13787 CHARLOTTE, NC
SEC
AUM
$850M
Employees
251
BLUESKY WEALTH ADVISORS, LLC
CRD #116760 NEW BERN, NC
SEC
AUM
$849.8M
Employees
13
PATHFINDER WEALTH CONSULTING, INC.
CRD #336658 WILMINGTON, NC
SEC
AUM
$847.4M
Employees
17
VERUM PARTNERS LLC
CRD #301058 CHARLOTTE, NC
SEC
AUM
$827.6M
Employees
16
CORNERSTONE FINANCIAL PARTNERS, LLC
CRD #157935 HUNTERSVILLE, NC
SEC
AUM
$805.2M
Employees
49
ATLANTIC PRIVATE WEALTH, LLC
CRD #311517 CHAPEL HILL, NC
SEC
AUM
$787.7M
Employees
5
BB&T INVESTMENT SERVICES, INC.
CRD #33856 CHARLOTTE, NC
SEC
AUM
$759.3M
Employees
850
IFC CORE INVESTMENT MANAGEMENT LLC
CRD #302090 RALEIGH, NC
SEC
AUM
$758.2M
Employees
46
KUHN ADVISORS, INC.
CRD #117816 DURHAM, NC
SEC
AUM
$753.7M
Employees
8
FCA PARTNERS, LLC
CRD #322393 CHARLOTTE, NC
SEC
AUM
$741.2M
Employees
11
CAROLINA WEALTH MANAGEMENT, INC.
CRD #131393 GREENVILLE, NC
SEC
AUM
$711.8M
Employees
10
FIRST PERSONAL FINANCIAL SERVICES INC
CRD #107236 CHARLOTTE, NC
SEC
AUM
$709M
Employees
11
FOREPOINT CAPITAL MANAGEMENT, LLC
CRD #142549 CHARLOTTE, NC
SEC
AUM
$701.6M
Employees
5