Registered investment advisers in North Carolina

AUM: $1.2T
Per adviser: $1.4B
Advisers: 885

No reported disclosures

Allspring Global Investments, LLC

Charlotte, NC · Est. 1984

AUM: $475.8B
Per adviser: $1.6B
Advisers: 301

No reported disclosures

Barings LLC

Charlotte, NC · Est. 1940

AUM: $392.8B
Per adviser: $845M
Advisers: 465

No reported disclosures

Allspring Funds Management, LLC

Charlotte, NC · Est. 2000

AUM: $324.7B
Per adviser: $108.2B
Advisers: 3

No reported disclosures

Brighthouse Investment Advisers, LLC

Charlotte, NC · Est. 1994

AUM: $132.6B
Per adviser: $13.3B
Advisers: 10

No reported disclosures

Sterling Capital Management LLC

Charlotte, NC · Est. 2005

AUM: $69.2B
Per adviser: $1.1B
Advisers: 64

No reported disclosures

Wells Fargo Investment Institute, INC.

Charlotte, NC · Est. 2005

AUM: $43.0B
Per adviser: $301M
Advisers: 143

No reported disclosures

Alight Financial Advisors, LLC

Charlotte, NC · Est. 2011

AUM: $35.1B
Per adviser: $584M
Advisers: 60

No reported disclosures

Stepstone Private Wealth

Charlotte, NC · Est. 2019

AUM: $17.9B
Per adviser: —
Advisers: —

No reported disclosures

Independent Advisor Alliance, LLC

Charlotte, NC · Est. 2013

AUM: $17.2B
Per adviser: $70M
Advisers: 247

No reported disclosures

Global Endowment Management, LP

Charlotte, NC · Est. 2012

AUM: $12.9B
Per adviser: $560M
Advisers: 23

No reported disclosures

Churchill Investment Management, LLC

Charlotte, NC · Est. 2021

AUM: $12.1B
Per adviser: $759M
Advisers: 16

No reported disclosures

Truebridge Capital Partners

Chapel Hill, NC · Est. 2010

AUM: $11.2B
Per adviser: $749M
Advisers: 15

No reported disclosures

Adhesion Wealth Advisor Solutions

Charlotte, NC · Est. 2007

AUM: $11.0B
Per adviser: $737M
Advisers: 15

No reported disclosures

Ridgemont Partners Management, LLC

Charlotte, NC · Est. 2012

AUM: $10.3B
Per adviser: $168M
Advisers: 61

No reported disclosures

Horizon Investments LLC

Charlotte, NC · Est. 2000

AUM: $8.5B
Per adviser: $368M
Advisers: 23

No reported disclosures

Asana Partners, LP

Charlotte, NC · Est. 2016

AUM: $8.4B
Per adviser: $137M
Advisers: 61

No reported disclosures

Wedge Capital Management LLP

Charlotte, NC · Est. 1987

AUM: $7.8B
Per adviser: $369M
Advisers: 21

No reported disclosures

Bell Partners

Greensboro, NC · Est. 2024

AUM: $6.1B
Per adviser: $89M
Advisers: 69

No reported disclosures

Veratis Advisors, INC.

Cary, NC · Est. 2002

AUM: $6.0B
Per adviser: $1.5B
Advisers: 4

No reported disclosures

Pamlico Capital

Charlotte, NC · Est. 2012

AUM: $5.3B
Per adviser: $166M
Advisers: 32

No reported disclosures

Alumina Investment Management

Charlotte, NC · Est. 2012

AUM: $5.3B
Per adviser: $2.6B
Advisers: 2

No reported disclosures

Bragg Financial Advisors INC

Charlotte, NC · Est. 1999

AUM: $4.7B
Per adviser: $311M
Advisers: 15

No reported disclosures

Qhp Capital, L.P.

Raleigh, NC · Est. 2021

AUM: $4.6B
Per adviser: $269M
Advisers: 17

No reported disclosures

Franklin Street Advisors INC.

Chapel Hill, NC · Est. 1991

AUM: $4.5B
Per adviser: $252M
Advisers: 18

No reported disclosures

Salem Investment Counselors INC

Winston Salem, NC · Est. 1979

AUM: $4.2B
Per adviser: $349M
Advisers: 12

No reported disclosures

Plexus Capital

Raleigh, NC · Est. 2022

AUM: $3.8B
Per adviser: $114M
Advisers: 33

No reported disclosures

Falfurrias Management Partners LP

Charlotte, NC · Est. 2015

AUM: $3.7B
Per adviser: $81M
Advisers: 46

No reported disclosures

Biltmore Family Office, LLC

Charlotte, NC · Est. 2013

AUM: $3.5B
Per adviser: $385M
Advisers: 9

No reported disclosures

Colony Family Offices, LLC

Charlotte, NC · Est. 2013

AUM: $3.4B
Per adviser: $841M
Advisers: 4

No reported disclosures

Verger Capital Management

Winston-Salem, NC · Est. 2014

AUM: $3.3B
Per adviser: $469M
Advisers: 7

No reported disclosures

Cornerstone Advisors, LLC

Asheville, NC · Est. 2019

AUM: $3.0B
Per adviser: $434M
Advisers: 7

No reported disclosures

New Republic Partners

Charlotte, NC · Est. 2020

AUM: $3.0B
Per adviser: $144M
Advisers: 21

No reported disclosures

Smith Salley Wealth Management

Greensboro, NC · Est. 2003

AUM: $2.9B
Per adviser: $193M
Advisers: 15

No reported disclosures

Guardian Wealth Advisors, LLC

Raleigh, NC · Est. 2020

AUM: $2.7B
Per adviser: $91M
Advisers: 30

No reported disclosures

First Citizens Investor Services, INC.

Raleigh, NC · Est. 2000

AUM: $2.6B
Per adviser: $16M
Advisers: 164

No reported disclosures

Alphastar Capital Management

Cornelius, NC · Est. 2011

AUM: $2.5B
Per adviser: $19M
Advisers: 130

Cornerstone Wealth

Huntersville, NC · Est. 2017

AUM: $2.5B
Per adviser: $50M
Advisers: 50

No reported disclosures

Capital Investment Advisory Services, LLC

Raleigh, NC · Est. 2009

AUM: $2.4B
Per adviser: $28M
Advisers: 87

Tiverton Advisors, LLC

Raleigh, NC · Est. 2021

AUM: $2.1B
Per adviser: $63M
Advisers: 34

No reported disclosures

Comperio Retirement Consulting, INC.

Cary, NC · Est. 2006

AUM: $2.0B
Per adviser: $993M
Advisers: 2

No reported disclosures

Novare Capital Management

Charlotte, NC · Est. 2003

AUM: $1.9B
Per adviser: $107M
Advisers: 18

No reported disclosures

Carousel Capital Management Company, L.P.

Charlotte, NC · Est. 2012

AUM: $1.9B
Per adviser: $120M
Advisers: 16

No reported disclosures

Halifax Investment Management, L.L.C.

Raleigh, NC · Est. 2010

AUM: $1.9B
Per adviser: $119M
Advisers: 16

No reported disclosures

Eton Advisors

Chapel Hill, NC · Est. 2017

AUM: $1.9B
Per adviser: $377M
Advisers: 5

No reported disclosures

Blueprint Investment Partners LLC

Greensboro, NC · Est. 2016

AUM: $1.9B
Per adviser: $623M
Advisers: 3

No reported disclosures

Westend Advisors, LLC

Charlotte, NC · Est. 2005

AUM: $1.9B
Per adviser: $267M
Advisers: 7

No reported disclosures

Morgan Creek Capital Management, LLC

Chapel Hill, NC · Est. 2006

AUM: $1.8B
Per adviser: $105M
Advisers: 17

No reported disclosures

Linden Thomas Advisory Services, LLC

Charlotte, NC · Est. 2017

AUM: $1.8B
Per adviser: $221M
Advisers: 8

No reported disclosures

Steele Creek Investment Management LLC

Charlotte, NC · Est. 2014

AUM: $1.7B
Per adviser: $145M
Advisers: 12

No reported disclosures

Ally Invest Advisors

Charlotte, NC · Est. 2014

AUM: $1.7B
Per adviser: $216M
Advisers: 8

No reported disclosures

Delegate Advisors, LLC

Chapel Hill, NC · Est. 2012

AUM: $1.7B
Per adviser: $132M
Advisers: 13

No reported disclosures

Fc Capital Management LLC

Charlotte, NC · Est. 2012

AUM: $1.6B
Per adviser: $146M
Advisers: 11

No reported disclosures

Financial Symmetry INC.

Raleigh, NC · Est. 2004

AUM: $1.5B
Per adviser: $103M
Advisers: 15

No reported disclosures

Mill Capital Management, LLC

Concord, NC · Est. 2021

AUM: $1.5B
Per adviser: $498M
Advisers: 3

No reported disclosures

Five Points Capital LLC

Winston-Salem, NC · Est. 2012

AUM: $1.4B
Per adviser: $96M
Advisers: 15

No reported disclosures

Oak City Investment Consulting

Wake Forest, NC · Est. 2012

AUM: $1.4B
Per adviser: $477M
Advisers: 3

No reported disclosures

Ironsides Asset Advisors, LLC

Rocky Mount, NC · Est. 2013

AUM: $1.4B
Per adviser: $475M
Advisers: 3

No reported disclosures

Mbl Advisors

Charlotte, NC · Est. 2019

AUM: $1.4B
Per adviser: $142M
Advisers: 10

No reported disclosures

Corrum Capital Management

Charlotte, NC · Est. 2013

AUM: $1.4B
Per adviser: $139M
Advisers: 10

No reported disclosures

Granville Capital, INC.

Greensboro, NC · Est. 2003

AUM: $1.4B
Per adviser: $196M
Advisers: 7

No reported disclosures

Sheets Smith Wealth Management

Winston Salem, NC · Est. 1988

AUM: $1.4B
Per adviser: $124M
Advisers: 11

No reported disclosures

Live Oak Private Wealth, LLC

Wilmington, NC · Est. 2018

AUM: $1.3B
Per adviser: $110M
Advisers: 12

No reported disclosures

Topsail Wealth Management LLC

Charlotte, NC · Est. 2024

AUM: $1.3B
Per adviser: $327M
Advisers: 4

No reported disclosures

Triangle Wealth Management

Raleigh, NC · Est. 2008

AUM: $1.3B
Per adviser: $143M
Advisers: 9

No reported disclosures

Arbor Investment Advisors

Winston Salem, NC · Est. 2001

AUM: $1.3B
Per adviser: $322M
Advisers: 4

No reported disclosures

Wealthshield Partners, LLC

Cary, NC · Est. 2013

AUM: $1.3B
Per adviser: $97M
Advisers: 13

No reported disclosures

Absher Wealth Management, LLC

Chapel Hill, NC · Est. 2019

AUM: $1.3B
Per adviser: $180M
Advisers: 7

No reported disclosures

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC · Est. 2007

AUM: $1.2B
Per adviser: $173M
Advisers: 7

No reported disclosures

Silverback Asset Management, LLC

Durham, NC · Est. 2006

AUM: $1.2B
Per adviser: $238M
Advisers: 5

No reported disclosures

Founders Financial Alliance, LLC

Raleigh, NC · Est. 2016

AUM: $1.2B
Per adviser: $38M
Advisers: 31

No reported disclosures

Woodard & Co Asset Management Group INC

Bermuda Run, NC · Est. 1985

AUM: $1.2B
Per adviser: $233M
Advisers: 5

No reported disclosures

Verity Asset Management

Durham, NC · Est. 2006

AUM: $1.2B
Per adviser: $21M
Advisers: 54

Laurel Wealth Advisors, LLC

Charlotte, NC · Est. 2008

AUM: $1.1B
Per adviser: $158M
Advisers: 7

No reported disclosures

Kian Capital Partners, LLC

Charlotte, NC · Est. 2024

AUM: $1.1B
Per adviser: $69M
Advisers: 16

No reported disclosures

Providence Capital Advisors, LLC

Charlotte, NC · Est. 2016

AUM: $1.1B
Per adviser: $153M
Advisers: 7

No reported disclosures

Cardinal Capital Management INC

Raleigh, NC · Est. 1992

AUM: $1.0B
Per adviser: $342M
Advisers: 3

No reported disclosures

Capital Investment Counsel INC

Raleigh, NC · Est. 1984

AUM: $1.0B
Per adviser: $256M
Advisers: 4

No reported disclosures

Verum Partners LLC

Charlotte, NC · Est. 2019

AUM: $1.0B
Per adviser: $68M
Advisers: 15

No reported disclosures

First Tryon Advisors

Charlotte, NC · Est. 2024

AUM: $1.0B
Per adviser: $144M
Advisers: 7

No reported disclosures

Bluesky Wealth Advisors, LLC

New Bern, NC · Est. 2013

AUM: $1.0B
Per adviser: $112M
Advisers: 9

No reported disclosures

Blueprint Financial Advisors

Charlotte, NC · Est. 2021

AUM: $967M
Per adviser: $35M
Advisers: 28

No reported disclosures

Fca Partners, LLC

Charlotte, NC · Est. 2023

AUM: $910M
Per adviser: $152M
Advisers: 6

No reported disclosures

Atlantic Private Wealth, LLC

Chapel Hill, NC · Est. 2021

AUM: $894M
Per adviser: $223M
Advisers: 4

No reported disclosures

Tannin Capital, LLC

Charlotte, NC · Est. 2019

AUM: $825M
Per adviser: $137M
Advisers: 6

No reported disclosures

Strathmore Capital Advisors

Charlotte, NC · Est. 2016

AUM: $805M
Per adviser: $73M
Advisers: 11

No reported disclosures

Kuhn Advisors, INC.

Durham, NC · Est. 1993

AUM: $801M
Per adviser: $267M
Advisers: 3

No reported disclosures

Carolina Wealth Management, INC.

Greenville, NC · Est. 2004

AUM: $798M
Per adviser: $100M
Advisers: 8

No reported disclosures

Hale Partnership Capital Management, LLC

Charlotte, NC · Est. 2018

AUM: $788M
Per adviser: $788M
Advisers: 1

No reported disclosures

Shah Capital Management

Raleigh, NC · Est. 2005

AUM: $768M
Per adviser: $384M
Advisers: 2

No reported disclosures

Ifc Core Investment Management LLC

Raleigh, NC · Est. 2019

AUM: $742M
Per adviser: $35M
Advisers: 21

No reported disclosures

Cordgrass Capital Advisors, LLC

Raleigh, NC · Est. 2021

AUM: $730M
Per adviser: $182M
Advisers: 4

No reported disclosures

Colton Groome Financial Advisors, LLC

Asheville, NC · Est. 2018

AUM: $725M
Per adviser: $60M
Advisers: 12

No reported disclosures

Old Peak Finance

Chapel Hill, NC · Est. 2017

AUM: $714M
Per adviser: $102M
Advisers: 7

No reported disclosures

Abs Legacy Partners, LLC

Hickory, NC · Est. 2023

AUM: $671M
Per adviser: $671M
Advisers: 1

No reported disclosures

Allen Wealth Management, LLC

Boone, NC · Est. 2005

AUM: $664M
Per adviser: $166M
Advisers: 4

No reported disclosures

Holderness Investments Co

Greensboro, NC · Est. 1995

AUM: $661M
Per adviser: $110M
Advisers: 6

No reported disclosures

Tradewinds, LLC

Raleigh, NC · Est. 2021

AUM: $659M
Per adviser: $73M
Advisers: 9

No reported disclosures

Collegiate Capital Management, INC.

Raleigh, NC · Est. 2005

AUM: $653M
Per adviser: $163M
Advisers: 4

No reported disclosures

1808 Capital Partners

Greensboro, NC · Est. 2024

AUM: $645M
Per adviser: $161M
Advisers: 4

No reported disclosures

Woodward Financial Advisors, INC.

Chapel Hill, NC · Est. 2009

AUM: $641M
Per adviser: $92M
Advisers: 7

No reported disclosures

Phoenix Wealth Advisors INC.

Chapel Hill, NC · Est. 2001

AUM: $641M
Per adviser: $92M
Advisers: 7

No reported disclosures

Hilltop Wealth Advisors, LLC

Chapel Hill, NC · Est. 2016

AUM: $636M
Per adviser: $64M
Advisers: 10

No reported disclosures

Spp Management Services, LLC

Charlotte, NC · Est. 2016

AUM: $624M
Per adviser: $33M
Advisers: 19

No reported disclosures

Capital Advisers, INC.

Raleigh, NC · Est. 2004

AUM: $620M
Per adviser: $310M
Advisers: 2

No reported disclosures

Alpha Financial Advisors, LLC

Charlotte, NC · Est. 2014

AUM: $619M
Per adviser: $88M
Advisers: 7

No reported disclosures

Safe Harbor Family Capital, LLC

Chapel Hill, NC · Est. 2022

AUM: $614M
Per adviser: $205M
Advisers: 3

No reported disclosures

Auctus Advisors LLC

Charlotte, NC · Est. 2017

AUM: $613M
Per adviser: $306M
Advisers: 2

No reported disclosures

Sapere Wealth Management, LLC

Matthews, NC · Est. 2002

AUM: $605M
Per adviser: $605M
Advisers: 1

No reported disclosures

Whitener Capital Management, INC

Rocky Mount, NC · Est. 1987

AUM: $598M
Per adviser: $120M
Advisers: 5

No reported disclosures

Fund Direct Advisors INC.

Greensboro, NC · Est. 2013

AUM: $593M
Per adviser: $198M
Advisers: 3

No reported disclosures

Fortress Private Ledger, LLC

Raleigh, NC · Est. 2020

AUM: $584M
Per adviser: $45M
Advisers: 13

No reported disclosures

Hobart Wealth

Charlotte, NC · Est. 2016

AUM: $558M
Per adviser: $51M
Advisers: 11

No reported disclosures

Zuraw Financial Advisors, LLC

Greensboro, NC · Est. 2014

AUM: $520M
Per adviser: $260M
Advisers: 2

No reported disclosures

Defender Capital

Charlotte, NC · Est. 2015

AUM: $510M
Per adviser: $255M
Advisers: 2

No reported disclosures

Aspire Private Capital

Cornelius, NC · Est. 2018

AUM: $510M
Per adviser: $57M
Advisers: 9

Capitala Private Advisors, LLC

Charlotte, NC · Est. 2016

AUM: $505M
Per adviser: $36M
Advisers: 14

No reported disclosures

Quantitative Process, LLC

Charlotte, NC · Est. 2014

AUM: $502M
Per adviser: $167M
Advisers: 3

No reported disclosures

Act Advisors

Asheville, NC · Est. 2014

AUM: $499M
Per adviser: $125M
Advisers: 4

No reported disclosures

Piedmont Capital Management, LLC

Greenboro, NC · Est. 2017

AUM: $496M
Per adviser: $165M
Advisers: 3

No reported disclosures

Semmax Financial Advisors, INC.

Winston-Salem, NC · Est. 2017

AUM: $495M
Per adviser: $71M
Advisers: 7

No reported disclosures

Graham Partners

Asheville, NC · Est. 2012

AUM: $493M
Per adviser: $123M
Advisers: 4

No reported disclosures

Three Magnolias Financial Advisors

Winston Salem, NC · Est. 2001

AUM: $487M
Per adviser: $97M
Advisers: 5

No reported disclosures

Cornerstone Wealth Planning

Charlotte, NC · Est. 2020

AUM: $486M
Per adviser: $54M
Advisers: 9

No reported disclosures

The Pines Wealth Management, LLC

Southern Pines, NC · Est. 2024

AUM: $486M
Per adviser: $243M
Advisers: 2

No reported disclosures

Physicians Financial Services, INC.

Raleigh, NC · Est. 2006

AUM: $482M
Per adviser: $161M
Advisers: 3

No reported disclosures

Ip Financial Advisory Services LLC

Charlotte, NC · Est. 2019

AUM: $481M
Per adviser: $4M
Advisers: 112

No reported disclosures

Townsend Asset Management Corp.

Raleigh, NC · Est. 1982

AUM: $480M
Per adviser: $120M
Advisers: 4

No reported disclosures

Sharpvue Capital, LLC

Raleigh, NC · Est. 2019

AUM: $465M
Per adviser: $58M
Advisers: 8

No reported disclosures

First Citizens Asset Management, INC

Raleigh, NC · Est. 2014

AUM: $465M
Per adviser: $15M
Advisers: 32

No reported disclosures

Pursuit Wealth Strategies, LLC

Raleigh, NC · Est. 2025

AUM: $457M
Per adviser: $114M
Advisers: 4

No reported disclosures

Old North State Wealth Management, LLC

Wilmington, NC · Est. 2008

AUM: $453M
Per adviser: $75M
Advisers: 6

No reported disclosures

Timonier

Winston Salem, NC · Est. 2009

AUM: $450M
Per adviser: $113M
Advisers: 4

No reported disclosures

Collwick Funds Gp, LLC

Charlotte, NC · Est. 2019

AUM: $440M
Per adviser: $110M
Advisers: 4

No reported disclosures

Crown Wealth Group LLC

Charlotte, NC · Est. 2021

AUM: $438M
Per adviser: $55M
Advisers: 8

No reported disclosures

Advisorstrust Partners LLC

Raleigh, NC · Est. 2025

AUM: $435M
Per adviser: $109M
Advisers: 4

No reported disclosures

Mauney-Pitt Financial Management, INC.

Shelby, NC · Est. 2026

AUM: $418M
Per adviser: $209M
Advisers: 2

No reported disclosures

Altamont Capital Management

Asheville, NC · Est. 2016

AUM: $412M
Per adviser: $206M
Advisers: 2

No reported disclosures

Namcoa

Mooresville, NC · Est. 2006

AUM: $404M
Per adviser: $51M
Advisers: 8

No reported disclosures

Tilia Fiduciary Partners, INC.

Wilmington, NC · Est. 2021

AUM: $404M
Per adviser: $67M
Advisers: 6

No reported disclosures

H. L. Ormond & Company, LLC

Greenville, NC · Est. 2021

AUM: $401M
Per adviser: $100M
Advisers: 4

No reported disclosures

Tar River Wealth Planning, LLC

Louisburg, NC · Est. 2023

AUM: $401M
Per adviser: $80M
Advisers: 5

No reported disclosures

Raleigh Capital Management INC.

Cary, NC · Est. 2021

AUM: $398M
Per adviser: $33M
Advisers: 12

No reported disclosures

Family Wealth Partners, LLC

Matthews, NC · Est. 2022

AUM: $392M
Per adviser: $65M
Advisers: 6

No reported disclosures

Eastover Capital Management

Charlotte, NC · Est. 2009

AUM: $392M
Per adviser: $131M
Advisers: 3

No reported disclosures

Davis Investment Partners, LLC

Charlotte, NC · Est. 2022

AUM: $390M
Per adviser: $195M
Advisers: 2

No reported disclosures

Spartan Planning Group

Greensboro, NC · Est. 2020

AUM: $384M
Per adviser: $96M
Advisers: 4

No reported disclosures

Cascades Capital Asset Management, LLC

Greensboro, NC · Est. 2018

AUM: $383M
Per adviser: $128M
Advisers: 3

No reported disclosures

Capital Management LLC

Greensboro, NC · Est. 1998

AUM: $383M
Per adviser: $191M
Advisers: 2

No reported disclosures

Tagstone Capital, INC.

Charlotte, NC · Est. 2021

AUM: $369M
Per adviser: $369M
Advisers: 1

No reported disclosures

Kanbrick LLC

Charlotte, NC · Est. 2023

AUM: $362M
Per adviser: $60M
Advisers: 6

No reported disclosures

Armor Investment Advisors, LLC

Raleigh, NC · Est. 2005

AUM: $356M
Per adviser: $89M
Advisers: 4

No reported disclosures

Hcg Fund Management LP

Raleigh, NC · Est. 2016

AUM: $347M
Per adviser: $69M
Advisers: 5

No reported disclosures

Garden City Management, LLC

Charlotte, NC · Est. 2025

AUM: $344M
Per adviser: $86M
Advisers: 4

No reported disclosures

Reichard Capital, LLC

Charlotte, NC · Est. 2019

AUM: $341M
Per adviser: $114M
Advisers: 3

No reported disclosures

Blueprint Fund Management

Greensboro, NC · Est. 2019

AUM: $340M
Per adviser: $170M
Advisers: 2

No reported disclosures

Lewis Financial Management, LLC

Raleigh, NC · Est. 2001

AUM: $339M
Per adviser: $339M
Advisers: 1

No reported disclosures

Uwharrie Investment Advisors, INC.

Albemarle, NC · Est. 2005

AUM: $338M
Per adviser: $28M
Advisers: 12

No reported disclosures

Everstar Asset Management, LLC

Mooresville, NC · Est. 2023

AUM: $337M
Per adviser: $37M
Advisers: 9

No reported disclosures

Insight Folios

Charlotte, NC · Est. 2019

AUM: $331M
Per adviser: $22M
Advisers: 15

No reported disclosures

Lifeplan Group

Raleigh, NC · Est. 2021

AUM: $326M
Per adviser: $65M
Advisers: 5

No reported disclosures

Wsc & Company, LLC

Charlotte, NC · Est. 2023

AUM: $320M
Per adviser: $107M
Advisers: 3

No reported disclosures

First Financial Group

Raleigh, NC · Est. 2018

AUM: $317M
Per adviser: $79M
Advisers: 4

No reported disclosures

First Oak Wealth Management, LLC

Raleigh, NC · Est. 2018

AUM: $316M
Per adviser: $316M
Advisers: 1

No reported disclosures

Lyon Wealth Advisors

Charlotte, NC · Est. 2025

AUM: $311M
Per adviser: $104M
Advisers: 3

No reported disclosures

Beacon Financial Strategies Corp.

Raleigh, NC · Est. 2017

AUM: $309M
Per adviser: $103M
Advisers: 3

No reported disclosures

Beacon Wealthcare LLC

Raleigh, NC · Est. 2021

AUM: $308M
Per adviser: $62M
Advisers: 5

No reported disclosures

Joel Adams And Associates INC.

Asheville, NC · Est. 2022

AUM: $306M
Per adviser: $153M
Advisers: 2

No reported disclosures

Sparta Wealth Partners

Charlotte, NC · Est. 2022

AUM: $305M
Per adviser: $38M
Advisers: 8

Dovetail Financial Group LLC

Wilmington, NC · Est. 2020

AUM: $299M
Per adviser: $100M
Advisers: 3

No reported disclosures

Omnistar Financial Group, INC.

Wilmington, NC · Est. 2016

AUM: $286M
Per adviser: $57M
Advisers: 5

No reported disclosures

Peace Of Mind Wealth Management

Raleigh, NC · Est. 2021

AUM: $283M
Per adviser: $40M
Advisers: 7

No reported disclosures

Wms Advisors, LLC

Charlotte, NC · Est. 2017

AUM: $281M
Per adviser: $56M
Advisers: 5

No reported disclosures

Worth Advisors

Charlotte, NC · Est. 2021

AUM: $281M
Per adviser: $40M
Advisers: 7

No reported disclosures

Milestone Investments, INC.

Charlotte, NC · Est. 2022

AUM: $277M
Per adviser: $139M
Advisers: 2

No reported disclosures

Reliant Investment Partners, LLC

Pinehurst, NC · Est. 2018

AUM: $268M
Per adviser: $89M
Advisers: 3

No reported disclosures

Tassel Capital Management, INC

Matthews, NC · Est. 2021

AUM: $266M
Per adviser: $67M
Advisers: 4

No reported disclosures

Millbank Dartmoor Portsmouth LLC

Asheville, NC · Est. 2020

AUM: $263M
Per adviser: $132M
Advisers: 2

No reported disclosures

Horizon Financial Services, LLC

Winston Salem, NC · Est. 2018

AUM: $262M
Per adviser: $52M
Advisers: 5

No reported disclosures

Horizons Wealth Management

Asheville, NC · Est. 2019

AUM: $258M
Per adviser: $86M
Advisers: 3

No reported disclosures

Muirfield Wealth Advisors LLC

Charlotte, NC · Est. 2021

AUM: $256M
Per adviser: $128M
Advisers: 2

No reported disclosures

Modern Capital Advisors, LLC

Raleigh, NC · Est. 2011

AUM: $255M
Per adviser: $14M
Advisers: 18

No reported disclosures

Cassia Capital Partners LLC

Winston Salem, NC · Est. 2020

AUM: $251M
Per adviser: $63M
Advisers: 4

No reported disclosures

Cannon Wealth Management Services

Winston Salem, NC · Est. 2022

AUM: $245M
Per adviser: $49M
Advisers: 5

No reported disclosures

Carolina Financial Advisors, INC.

Greensboro, NC · Est. 2021

AUM: $241M
Per adviser: $60M
Advisers: 4

No reported disclosures

Lumina Wealth Management, LLC

Wilmington, NC · Est. 2017

AUM: $240M
Per adviser: $80M
Advisers: 3

No reported disclosures

Westhampton Capital

Winston-Salem, NC · Est. 2014

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

Quest 10 Wealth Builders, INC.

Fuquay-Varina, NC · Est. 2022

AUM: $238M
Per adviser: $30M
Advisers: 8

No reported disclosures

Level Wealth Management LLC

Greensboro, NC · Est. 2022

AUM: $237M
Per adviser: $118M
Advisers: 2

No reported disclosures

Powell Wealth

Cornelius, NC · Est. 2015

AUM: $229M
Per adviser: $115M
Advisers: 2

No reported disclosures

Bd Investment Partners, LLC

Raleigh, NC · Est. 2025

AUM: $224M
Per adviser: $25M
Advisers: 9

No reported disclosures

Beacon Capital Advisory Group

Charlotte, NC · Est. 2024

AUM: $224M
Per adviser: $112M
Advisers: 2

No reported disclosures

Crossgen Wealth LLC

Greenville, NC · Est. 2025

AUM: $223M
Per adviser: $74M
Advisers: 3

No reported disclosures

Kerusso Capital Management, LLC

Winston-Salem, NC · Est. 2024

AUM: $222M
Per adviser: $111M
Advisers: 2

No reported disclosures

Octagon Asset Management, LLC

Charlotte, NC · Est. 2017

AUM: $221M
Per adviser: $74M
Advisers: 3

No reported disclosures

Integrated Wealthcare, LLC

Durham, NC · Est. 2021

AUM: $218M
Per adviser: $55M
Advisers: 4

No reported disclosures

Gragg Financial

Shelby, NC · Est. 2020

AUM: $215M
Per adviser: $72M
Advisers: 3

No reported disclosures

A4 Wealth Advisors LLC

Huntersville, NC · Est. 2022

AUM: $214M
Per adviser: $27M
Advisers: 8

No reported disclosures

Gouws Capital LLC

Charlotte, NC · Est. 2021

AUM: $210M
Per adviser: $105M
Advisers: 2

No reported disclosures

Counterweight Private Wealth

Wilmington, NC · Est. 2023

AUM: $207M
Per adviser: $104M
Advisers: 2

No reported disclosures

Kenneth Frenke & Co

Arden, NC · Est. 1999

AUM: $207M
Per adviser: $69M
Advisers: 3

No reported disclosures

Masonboro Advisors

Wilmington, NC · Est. 2025

AUM: $206M
Per adviser: $29M
Advisers: 7

No reported disclosures

Broyhill Asset Management, LLC

Charlotte, NC · Est. 2021

AUM: $205M
Per adviser: $51M
Advisers: 4

No reported disclosures

Portus Wealth Advisors, LLC

Charlotte, NC · Est. 2021

AUM: $204M
Per adviser: $68M
Advisers: 3

No reported disclosures

Ia Network, LLC

Charlotte, NC · Est. 2022

AUM: $200M
Per adviser: $50M
Advisers: 4

No reported disclosures

Accruent Wealth Advisors

Winston-Salem, NC · Est. 2020

AUM: $198M
Per adviser: $66M
Advisers: 3

No reported disclosures

Amphora Wealth Management, LLC

Chapel Hill, NC · Est. 2022

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

Smith Partners Wealth Management, LLC

Greensboro, NC · Est. 2021

AUM: $196M
Per adviser: $98M
Advisers: 2

No reported disclosures

Frazier Financial Consultants, LLC

Chapel Hill, NC · Est. 2016

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

Charter Wealth Management

Raleigh, NC · Est. 2020

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

Independent Wealth Advisors, LLC

Cary, NC · Est. 2024

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Strategic Advisory Partners

Greensboro, NC · Est. 2025

AUM: $191M
Per adviser: $48M
Advisers: 4

No reported disclosures

Ridgeline Wealth Advisors, LLC.

Raleigh, NC · Est. 2024

AUM: $189M
Per adviser: $47M
Advisers: 4

No reported disclosures

Greenway Wealth Advisors, LLC

Charlotte, NC · Est. 2023

AUM: $185M
Per adviser: $46M
Advisers: 4

No reported disclosures

Sledge And Company Wealth Advisors

High Point, NC · Est. 2025

AUM: $183M
Per adviser: $46M
Advisers: 4

No reported disclosures

Clearview Wealth Management

Charlotte, NC · Est. 2018

AUM: $182M
Per adviser: $46M
Advisers: 4

No reported disclosures

Cannon Advisors

Charlotte, NC · Est. 2021

AUM: $182M
Per adviser: $36M
Advisers: 5

No reported disclosures

Front Porch Financial Advisory

Charlotte, NC · Est. 2024

AUM: $181M
Per adviser: $181M
Advisers: 1

No reported disclosures

Broad Reach Capital LLC

Raleigh, NC · Est. 2024

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Dolan Capital Advisors, LLC

Charlotte, NC · Est. 2024

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Hollingsworth Avent Averre & Purvis, Pa

Raleigh, NC · Est. 2018

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Advisorengine Portfolio Solutions INC.

Raleigh, NC · Est. 2025

AUM: $176M
Per adviser: $176M
Advisers: 1

No reported disclosures

Family Legacy Financial Solutions, LLC

Cary, NC · Est. 2025

AUM: $175M
Per adviser: $35M
Advisers: 5

No reported disclosures

Pinafore Wealth Counsel INC.

Durham, NC · Est. 2024

AUM: $174M
Per adviser: $87M
Advisers: 2

No reported disclosures

Investor Advisory Group

Charlotte, NC · Est. 2014

AUM: $172M
Per adviser: $43M
Advisers: 4

No reported disclosures

Granada Wealth Management, LLC

Davidson, NC · Est. 2025

AUM: $171M
Per adviser: $171M
Advisers: 1

No reported disclosures

Hayden Harper Wealth Advisory, LLC

Charlotte, NC · Est. 2010

AUM: $171M
Per adviser: $43M
Advisers: 4

No reported disclosures

Kensington Financial Group, INC.

Winston-Salem, NC · Est. 2021

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Ark Royal Wealth Management LLC

Raleigh, NC · Est. 2025

AUM: $169M
Per adviser: $56M
Advisers: 3

No reported disclosures

Obp Capital

Rocky Mount, NC · Est. 2014

AUM: $169M
Per adviser: $84M
Advisers: 2

No reported disclosures

Hunter Street Investment Advisors LLC

Apex, NC · Est. 2025

AUM: $166M
Per adviser: $24M
Advisers: 7

No reported disclosures

Collie Financial Planning, INC.

Black Mountain, NC · Est. 2022

AUM: $163M
Per adviser: $81M
Advisers: 2

No reported disclosures

Private Wealth Management Of North Carolina LLC

Henderson, NC · Est. 2016

AUM: $163M
Per adviser: $54M
Advisers: 3

No reported disclosures

The Wealth Group, Ltd

Raleigh, NC · Est. 2023

AUM: $160M
Per adviser: $32M
Advisers: 5

No reported disclosures

Pendleton Financial Wealth Management

Raleigh, NC · Est. 2023

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Blue Water Capital Management, LLC

Apex, NC · Est. 2024

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Aim Advisors, LLC

Raleigh, NC · Est. 2023

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Holcombe & Mcgrath

Asheville, NC · Est. 2022

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Bp Asset Management INC.

Charlotte, NC · Est. 2026

AUM: $155M
Per adviser: $52M
Advisers: 3

No reported disclosures

Shining Rock Advisors LLC

Asheville, NC · Est. 2022

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

Terra Wealth

High Point, NC · Est. 2022

AUM: $152M
Per adviser: $25M
Advisers: 6

No reported disclosures

Twin City Private Wealth, LLC

Winston-Salem, NC · Est. 2024

AUM: $151M
Per adviser: $38M
Advisers: 4

No reported disclosures

Dreher Financial Partners

Southern Pines, NC · Est. 2022

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Wealthpoint Advisors

Cramerton, NC · Est. 2024

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

Ascendor Wealth, LLC

Wilmington, NC · Est. 2025

AUM: $146M
Per adviser: $21M
Advisers: 7

No reported disclosures

Blue Financial

Charlotte, NC · Est. 2025

AUM: $145M
Per adviser: $24M
Advisers: 6

No reported disclosures

White Oak Financial Management, INC

Asheville, NC · Est. 2024

AUM: $143M
Per adviser: $48M
Advisers: 3

No reported disclosures

Forest Capital

Concord, NC · Est. 2023

AUM: $143M
Per adviser: $143M
Advisers: 1

No reported disclosures

Calamita Wealth Management

Charlotte, NC · Est. 2023

AUM: $138M
Per adviser: $69M
Advisers: 2

No reported disclosures

Tarheel Advisors, LLC

Chapel Hill, NC · Est. 2025

AUM: $138M
Per adviser: $69M
Advisers: 2

No reported disclosures

Professional Wealth Management Services LLC

Statesville, NC · Est. 2022

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Bsg Advisers

Apex, NC · Est. 2026

AUM: $135M
Per adviser: $22M
Advisers: 6

No reported disclosures

Sound Financial Management, INC.

Raleigh, NC · Est. 2025

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Structural Solutions LLC

Chapel Hill, NC · Est. 2023

AUM: $133M
Per adviser: $66M
Advisers: 2

No reported disclosures

Tricapital Wealth Management, INC.

Charlotte, NC · Est. 2022

AUM: $133M
Per adviser: $44M
Advisers: 3

No reported disclosures

Wells Financial Management, LLC

Asheville, NC · Est. 2022

AUM: $133M
Per adviser: $133M
Advisers: 1

No reported disclosures

The Breit Group

Wrightsville Beach, NC · Est. 2025

AUM: $132M
Per adviser: $132M
Advisers: 1

No reported disclosures

Saber Capital Management LLC

Fuquay Varina, NC · Est. 2022

AUM: $129M
Per adviser: $129M
Advisers: 1

No reported disclosures

Kucharo Wealth

Charlotte, NC · Est. 2026

AUM: $124M
Per adviser: $124M
Advisers: 1

No reported disclosures

Tolley Financial Group, LLC

Raleigh, NC · Est. 2026

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

West Financial Strategies, INC.

Sanford, NC · Est. 2026

AUM: $121M
Per adviser: $61M
Advisers: 2

No reported disclosures

Emerald Asset Management, INC.

Rocky Mount, NC · Est. 2025

AUM: $121M
Per adviser: $60M
Advisers: 2

No reported disclosures

Hicks & Associates Wealth Management, LLC

Cary, NC · Est. 2022

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures

Passport Wealth Management

Cornelius, NC · Est. 2025

AUM: $115M
Per adviser: $58M
Advisers: 2

No reported disclosures

Hatteras Investment Partners, LP

Raleigh, NC · Est. 2014

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Evergreen Wealth Advisors

Raleigh, NC · Est. 2023

AUM: $112M
Per adviser: $16M
Advisers: 7

No reported disclosures

Reh Wealth Advisors LLC

Raleigh, NC · Est. 2024

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

White Oak Wealth Partners

Raleigh, NC · Est. 2026

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

The Financial Legacy Group

Charlotte, NC · Est. 2026

AUM: $107M
Per adviser: $54M
Advisers: 2

No reported disclosures

Eqv Advisory, LLC

Raleigh, NC · Est. 2025

AUM: $107M
Per adviser: $36M
Advisers: 3

No reported disclosures

Thayer Financial, L.L.C.

Hickory, NC · Est. 2026

AUM: $106M
Per adviser: $53M
Advisers: 2

No reported disclosures

Seaside Wealth Advisors LLC

Wilmington, NC · Est. 2026

AUM: $103M
Per adviser: $34M
Advisers: 3

No reported disclosures

Integrative Planning, INC.

Cornelius, NC · Est. 2025

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

Indexperts, LLC

Charlotte, NC · Est. 2021

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

Course Management Investment Advisors, LLC

Pinehurst, NC · Est. 2026

AUM: $100M
Per adviser: $33M
Advisers: 3

No reported disclosures

Intercarolina Financial Services, INC.

Greensboro, NC · Est. 2021

AUM: $85M
Per adviser: $9M
Advisers: 9

Slp Wealth

Durham, NC · Est. 2023

AUM: $64M
Per adviser: $5M
Advisers: 14

No reported disclosures

Vn Capital Management, LLC

Greensboro, NC · Est. 2013

AUM: $63M
Per adviser: $63M
Advisers: 1

No reported disclosures

Variant Perception

Charlotte, NC · Est. 2025

AUM: $32M
Per adviser: $32M
Advisers: 1

No reported disclosures

Innovation Partners LLC

Charlotte, NC · Est. 2013

AUM: $22M
Per adviser: $22M
Advisers: 1

No reported disclosures

Haven Capital Advisors, LLC

Charlotte, NC · Est. 2026

AUM: $5M
Per adviser: $5M
Advisers: 1

No reported disclosures

US Financial Planners, LLC

Asheville, NC · Est. 2026

AUM: —
Per adviser: —
Advisers: 7

No reported disclosures

Vested Finance

Durham, NC · Est. 2018

AUM: —
Per adviser: —
Advisers: 8

No reported disclosures

Naples Private Capital, LLC

Mooresville, NC · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

Castle Wealth Group

Mooresville, NC · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Ifc Investment Management, LLC

Raleigh, NC · Est. 2021

AUM: —
Per adviser: —
Advisers: 21

No reported disclosures

Findicia, INC.

Raleigh, NC · Est. 2026

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Scholar Financial Advising, LLC

Winston-Salem, NC · Est. 2024