Financial advisers in Chapel Hill, NC
17 registered investment adviser firms in Chapel Hill managing $28.4B in assets, based on public SEC Form ADV filings.
Truebridge Capital Partners
Chapel Hill, NC · Est. 2010
- AUM
- $11.2B
- Per adviser
- $749M
- Advisers
- 15
No reported disclosures
Franklin Street Advisors INC.
Chapel Hill, NC · Est. 1991
- AUM
- $4.5B
- Per adviser
- $252M
- Advisers
- 18
No reported disclosures
Eton Advisors
Chapel Hill, NC · Est. 2017
- AUM
- $1.9B
- Per adviser
- $377M
- Advisers
- 5
No reported disclosures
Morgan Creek Capital Management, LLC
Chapel Hill, NC · Est. 2006
- AUM
- $1.8B
- Per adviser
- $105M
- Advisers
- 17
No reported disclosures
Delegate Advisors, LLC
Chapel Hill, NC · Est. 2012
- AUM
- $1.7B
- Per adviser
- $132M
- 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
Atlantic Private Wealth, LLC
Chapel Hill, NC · Est. 2021
- AUM
- $894M
- Per adviser
- $223M
- Advisers
- 4
No reported disclosures
Old Peak Finance
Chapel Hill, NC · Est. 2017
- AUM
- $714M
- Per adviser
- $102M
- Advisers
- 7
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
Safe Harbor Family Capital, LLC
Chapel Hill, NC · Est. 2022
- AUM
- $614M
- Per adviser
- $205M
- Advisers
- 3
No reported disclosures
Amphora Wealth Management, LLC
Chapel Hill, NC · Est. 2022
- AUM
- $196M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
Frazier Financial Consultants, LLC
Chapel Hill, NC · Est. 2016
- AUM
- $196M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
Tarheel Advisors, LLC
Chapel Hill, NC · Est. 2025
- AUM
- $138M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Structural Solutions LLC
Chapel Hill, NC · Est. 2023
- AUM
- $133M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures