RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
LEWIS FINANCIAL MANAGEMENT, LLC
CRD #116344 RALEIGH, NC
SEC
AUM
$431.2M
Employees
2
HOBART PRIVATE CAPITAL, LLC
CRD #168494 CHARLOTTE, NC
SEC
AUM
$429.7M
Employees
16
MORTON WEALTH MANAGEMENT LLC
CRD #111471 GREENSBORO, NC
SEC
AUM
$426.8M
Employees
9
THE PINES WEALTH MANAGEMENT, LLC
CRD #326353 SOUTHERN PINES, NC
SEC
AUM
$419.5M
Employees
3
THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD #114471 WINSTON SALEM, NC
SEC
AUM
$414.2M
Employees
7
TILIA FIDUCIARY PARTNERS, INC.
CRD #157852 WILMINGTON, NC
SEC
AUM
$413.9M
Employees
5
GORELICK BROTHERS CAPITAL, LLC
CRD #160517 CHARLOTTE, NC
SEC Private Funds
AUM
$409.7M
Employees
20
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD #155682 GREENBORO, NC
SEC Private Funds
AUM
$407.7M
Employees
26
FOUNTAIN FINANCIAL ASSOCIATES, INC.
CRD #174760 WILMINGTON, NC
SEC
AUM
$404.9M
Employees
11
25 CAPITAL PARTNERS, LLC
CRD #158449 CHARLOTTE, NC
SEC Private Funds
AUM
$401.2M
Employees
9
TERRA WEALTH MANAGEMENT, LLC
CRD #320643 HIGH POINT, NC
SEC
AUM
$399.4M
Employees
55
PORTFOLIO CAPITAL MANAGEMENT INC
CRD #105694 CHARLOTTE, NC
SEC
AUM
$396.9M
Employees
5
SEMMAX FINANCIAL ADVISORS, INC.
CRD #144978 WINSTON-SALEM, NC
SEC
AUM
$395.3M
Employees
18
ATLANTIC CAPITAL MANAGEMENT LLC
CRD #106161 RALEIGH, NC
SEC
AUM
$392.2M
Employees
--
TIMONIER FAMILY OFFICE, LTD.
CRD #150748 WINSTON SALEM, NC
SEC
AUM
$388.8M
Employees
8
ARMOR INVESTMENT ADVISORS, LLC
CRD #134200 RALEIGH, NC
SEC
AUM
$388.6M
Employees
7
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD #148659 WILMINGTON, NC
SEC
AUM
$384.5M
Employees
6
PHOENIX HOLDINGS-NC, INC.
CRD #157157 CHARLOTTE, NC
SEC Private Funds
AUM
$384.1M
Employees
15
OLD WELL PARTNERS, LLC
CRD #285195 CHARLOTTE, NC
Private Funds
AUM
$384M
Employees
3
MID-ATLANTIC SECURITIES, INC.
CRD #18836 RALEIGH, NC
SEC Disclosures
AUM
$380.2M
Employees
25
RIVERBANC LLC
CRD #165849 CHARLOTTE, NC
SEC Private Funds
AUM
$379.6M
Employees
12
CORNERSTONE PLANNING, LLC
CRD #166886 CHARLOTTE, NC
SEC
AUM
$377.2M
Employees
13
DAVIS INVESTMENT PARTNERS, LLC
CRD #318783 CHARLOTTE, NC
SEC
AUM
$377.1M
Employees
3
TAR RIVER WEALTH PLANNING, LLC
CRD #328530 LOUISBURG, NC
SEC
AUM
$370.3M
Employees
9
EASTOVER INVESTMENT ADVISORS, LLC
CRD #150821 CHARLOTTE, NC
SEC
AUM
$370.2M
Employees
5