RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
RESOURCE INVESTMENTS ADVISORS INC
CRD #107633 CHARLOTTE, NC
SEC
AUM
$540.3M
Employees
5
AKELA CAPITAL LLC
CRD #131715 CARY, NC
SEC
AUM
$536.6M
Employees
10
COOK WEALTH, LLC
CRD #170372 RALEIGH, NC
SEC
AUM
$529.4M
Employees
29
DMJ WEALTH ADVISORS, LLC
CRD #301042 GREENSBORO, NC
SEC
AUM
$529.3M
Employees
15
PIEDMONT FINANCIAL CO INC
CRD #110675 GREENSBORO, NC
SEC
AUM
$527.8M
Employees
--
TANNIN CAPITAL, LLC
CRD #304238 CHARLOTTE, NC
SEC
AUM
$512.3M
Employees
7
WHITENER CAPITAL MANAGEMENT, INC
CRD #106865 ROCKY MOUNT, NC
SEC
AUM
$506.1M
Employees
10
CCP TRANSITION, LLC
CRD #169989 CHARLOTTE, NC
SEC Private Funds
AUM
$505.4M
Employees
9
CAPITAL ADVISERS, INC.
CRD #118442 RALEIGH, NC
SEC
AUM
$503.5M
Employees
5
ALPHA FINANCIAL ADVISORS, LLC
CRD #122545 CHARLOTTE, NC
SEC
AUM
$503.1M
Employees
10
HILLTOP WEALTH ADVISORS, LLC
CRD #283014 CHAPEL HILL, NC
SEC
AUM
$502.8M
Employees
16
CAPITALA PRIVATE ADVISORS, LLC
CRD #283527 CHARLOTTE, NC
SEC Private Funds
AUM
$493.7M
Employees
17
AUCTUS ADVISORS LLC
CRD #289489 CHARLOTTE, NC
SEC
AUM
$480.9M
Employees
3
HCG FUND MANAGEMENT LP
CRD #281615 RALEIGH, NC
SEC Private Funds
AUM
$478.1M
Employees
23
JH PARTNERS, LLC
CRD #161176 RALEIGH, NC
Private Funds Disclosures
AUM
$465.4M
Employees
8
IP FINANCIAL ADVISORY SERVICES LLC
CRD #305772 CHARLOTTE, NC
SEC
AUM
$456.1M
Employees
112
STRATHMORE CAPITAL ADVISORS, INC.
CRD #135008 CHARLOTTE, NC
SEC
AUM
$455.9M
Employees
9
ASPIRE PRIVATE CAPITAL, LLC
CRD #154116 CORNELIUS, NC
SEC Disclosures
AUM
$455.7M
Employees
9
QUANTITATIVE PROCESS, LLC
CRD #165699 CHARLOTTE, NC
SEC
AUM
$454.4M
Employees
3
TOWNSEND ASSET MANAGEMENT CORP.
CRD #108216 RALEIGH, NC
SEC
AUM
$445.6M
Employees
8
ZURAW FINANCIAL ADVISORS, LLC
CRD #173129 GREENSBORO, NC
SEC
AUM
$444.1M
Employees
3
COLTON GROOME FINANCIAL ADVISORS, LLC
CRD #128365 ASHEVILLE, NC
SEC
AUM
$444M
Employees
18
DEFENDER CAPITAL LLC
CRD #159607 CHARLOTTE, NC
SEC Private Funds
AUM
$442M
Employees
3
ACT ADVISORS, LLC
CRD #173120 ASHEVILLE, NC
SEC
AUM
$434M
Employees
9
PHYSICIANS FINANCIAL SERVICES, INC.
CRD #118519 RALEIGH, NC
SEC
AUM
$431.8M
Employees
6