RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
ONE8ZERO8, LLC
CRD #332702 GREENSBORO, NC
SEC Disclosures
AUM
$651M
Employees
5
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD #297174 CHARLOTTE, NC
SEC Private Funds
AUM
$642.9M
Employees
2
SHAH CAPITAL MANAGEMENT, INC
CRD #133941 RALEIGH, NC
SEC Private Funds
AUM
$639.3M
Employees
4
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP
CRD #158513 CHARLOTTE, NC
SEC Private Funds
AUM
$638M
Employees
--
HARBER CAPITAL LLC
CRD #158939 ASHEVILLE, NC
SEC Private Funds
AUM
$631.6M
Employees
5
TANGLEWOOD ASSET MANAGEMENT LLC
CRD #120876 WINSTON-SALEM, NC
SEC
AUM
$627.5M
Employees
10
OAK HARBOR WEALTH PARTNERS, LLC
CRD #311528 RALEIGH, NC
SEC
AUM
$623.1M
Employees
8
HOLDERNESS INVESTMENTS CO
CRD #106530 GREENSBORO, NC
SEC
AUM
$621M
Employees
8
ABS LEGACY PARTNERS, LLC
CRD #325604 HICKORY, NC
SEC
AUM
$615.5M
Employees
3
KINGFISHER CAPITAL, LLC
CRD #150484 CHARLOTTE, NC
SEC
AUM
$606.8M
Employees
7
FUND DIRECT ADVISORS INC.
CRD #155363 GREENSBORO, NC
SEC
AUM
$605M
Employees
4
ALTAVISTA WEALTH MANAGEMENT, INC.
CRD #122326 ASHEVILLE, NC
SEC
AUM
$601.5M
Employees
10
BYRON FINANCIAL, LLC
CRD #141893 CHARLOTTE, NC
SEC
AUM
$600.2M
Employees
6
HAYDEN ROYAL, LLC
CRD #170037 CHARLOTTE, NC
SEC
AUM
$596.6M
Employees
21
COLLEGIATE CAPITAL MANAGEMENT, INC.
CRD #118205 RALEIGH, NC
SEC
AUM
$582.3M
Employees
8
HATTERAS ALTERNATIVE MUTUAL FUNDS, LLC
CRD #120325 RALEIGH, NC
SEC
AUM
$578.6M
Employees
11
CAMG SOLAMERE MANAGEMENT, LLC
CRD #150605 CHARLOTTE, NC
SEC
AUM
$578M
Employees
6
OLD PEAK FINANCE LLC
CRD #154804 CHAPEL HILL, NC
SEC
AUM
$575.2M
Employees
8
WOODWARD FINANCIAL ADVISORS, INC.
CRD #150641 CHAPEL HILL, NC
SEC
AUM
$574.3M
Employees
11
BANBURY PARTNERS LLC
CRD #172773 CHARLOTTE, NC
SEC Private Funds
AUM
$562.3M
Employees
8
TRADEWINDS, LLC
CRD #316415 RALEIGH, NC
SEC
AUM
$560.2M
Employees
11
ALLEN WEALTH MANAGEMENT, LLC
CRD #133038 BOONE, NC
SEC
AUM
$553.9M
Employees
7
PHOENIX WEALTH ADVISORS INC.
CRD #118412 CHAPEL HILL, NC
SEC
AUM
$551M
Employees
8
SPP MANAGEMENT SERVICES, LLC
CRD #164078 CHARLOTTE, NC
SEC Private Funds
AUM
$546M
Employees
20
SAFE HARBOR FAMILY CAPITAL, LLC
CRD #317547 CHAPEL HILL, NC
SEC
AUM
$545.8M
Employees
3