RIA Intelligence

Investment Advisers in North Carolina

593 registered firms

Sort by: AUM Name Employees Last Updated
COLLWICK FUNDS GP, LLC
CRD #162923 CHARLOTTE, NC
SEC Private Funds
AUM
$369.8M
Employees
5
NCM CAPITAL MANAGEMENT GROUP INC
CRD #105312 DURHAM, NC
SEC Disclosures
AUM
$369.5M
Employees
13
H. L. ORMOND & COMPANY, LLC
CRD #313593 GREENVILLE, NC
SEC
AUM
$359.7M
Employees
3
SHARPVUE CAPITAL, LLC
CRD #304746 RALEIGH, NC
SEC Private Funds
AUM
$355.7M
Employees
9
KDI CAPITAL PARTNERS, LLC
CRD #137092 RALEIGH, NC
SEC Private Funds
AUM
$349.7M
Employees
6
CHARLOTTE CAPITAL, LLC
CRD #109467 CHARLOTTE, NC
SEC
AUM
$348.5M
Employees
10
CAPITALA INVESTMENT ADVISORS, LLC
CRD #166301 CHARLOTTE, NC
SEC Private Funds
AUM
$346.6M
Employees
22
GREERWALKER WEALTH LLC
CRD #118154 CHARLOTTE, NC
SEC
AUM
$346.5M
Employees
7
SAPERE WEALTH MANAGEMENT, LLC
CRD #119598 MATTHEWS, NC
SEC Private Funds
AUM
$346.2M
Employees
7
FORTRESS PRIVATE LEDGER, LLC
CRD #290298 RALEIGH, NC
SEC
AUM
$346.1M
Employees
26
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
CRD #166599 GREENSBORO, NC
SEC
AUM
$345.1M
Employees
5
GILDER OFFICE FOR GROWTH, LLC
CRD #161346 DURHAM, NC
SEC Private Funds
AUM
$343.9M
Employees
--
CAPITAL MANAGEMENT LLC
CRD #109416 GREENSBORO, NC
SEC
AUM
$341.9M
Employees
3
ALTAMONT CAPITAL MANAGEMENT, LLC.
CRD #118979 ASHEVILLE, NC
SEC
AUM
$341.8M
Employees
2
INSIGHT FOLIOS INC
CRD #174411 CHARLOTTE, NC
SEC
AUM
$341.4M
Employees
15
CAROLINA CAPITAL CONSULTING, INC.
CRD #116802 CHARLOTTE, NC
SEC Disclosures
AUM
$335.1M
Employees
4
REICHARD CAPITAL, LLC
CRD #305695 CHARLOTTE, NC
SEC
AUM
$330.3M
Employees
4
CASCADES CAPITAL ASSET MANAGEMENT, LLC
CRD #167102 GREENSBORO, NC
SEC
AUM
$322M
Employees
3
RALEIGH CAPITAL MANAGEMENT INC.
CRD #149538 CARY, NC
SEC
AUM
$320.6M
Employees
20
CORIGLIANO INVESTMENT ADVISERS, LLC
CRD #331908 RALEIGH, NC
SEC Private Funds
AUM
$318.9M
Employees
4
BLUEPRINT FUND MANAGEMENT LLC
CRD #306419 GREENSBORO, NC
SEC
AUM
$318.9M
Employees
9
CROWN WEALTH GROUP LLC
CRD #299732 CHARLOTTE, NC
SEC
AUM
$316.5M
Employees
11
WSC & COMPANY, LLC
CRD #289138 CHARLOTTE, NC
SEC Private Funds
AUM
$313.3M
Employees
5
NAPLES ASSET MANAGEMENT CO., LLC
CRD #133978 MOORESVILLE, NC
SEC
AUM
$312.3M
Employees
16
FAMILY WEALTH PARTNERS, LLC
CRD #317764 MATTHEWS, NC
SEC
AUM
$312.1M
Employees
9