Financial advisers in Charlotte , NC

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

National

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

National

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

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

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

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

New Republic Partners

Charlotte, NC · Est. 2020

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

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

Westend Advisors, LLC

Charlotte, NC · Est. 2005

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

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

Fc Capital Management LLC

Charlotte, NC · Est. 2012

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

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

Topsail Wealth Management LLC

Charlotte, NC · Est. 2024

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

No reported disclosures

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

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

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

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

Hale Partnership Capital Management, LLC

Charlotte, NC · Est. 2018

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

No reported disclosures

Spp Management Services, LLC

Charlotte, NC · Est. 2016

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

No reported disclosures

Alpha Financial Advisors, LLC

Charlotte, NC · Est. 2014

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

No reported disclosures

Auctus Advisors LLC

Charlotte, NC · Est. 2017

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

No reported disclosures

Hobart Wealth

Charlotte, NC · Est. 2016

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

No reported disclosures

Defender Capital

Charlotte, NC · Est. 2015

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

No reported disclosures

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

Cornerstone Wealth Planning

Charlotte, NC · Est. 2020

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

No reported disclosures

Ip Financial Advisory Services LLC

Charlotte, NC · Est. 2019

National

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

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

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

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

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

Insight Folios

Charlotte, NC · Est. 2019

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

No reported disclosures

Wsc & Company, LLC

Charlotte, NC · Est. 2023

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

No reported disclosures

Lyon Wealth Advisors

Charlotte, NC · Est. 2025

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

No reported disclosures

Sparta Wealth Partners

Charlotte, NC · Est. 2022

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

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

Muirfield Wealth Advisors LLC

Charlotte, NC · Est. 2021

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

No reported disclosures

Beacon Capital Advisory Group

Charlotte, NC · Est. 2024

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

No reported disclosures

Octagon Asset Management, LLC

Charlotte, NC · Est. 2017

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

No reported disclosures

Gouws Capital LLC

Charlotte, NC · Est. 2021

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

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

Greenway Wealth Advisors, LLC

Charlotte, NC · Est. 2023

AUM: $185M
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

Dolan Capital Advisors, LLC

Charlotte, NC · Est. 2024

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

No reported disclosures

Investor Advisory Group

Charlotte, NC · Est. 2014

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

No reported disclosures

Hayden Harper Wealth Advisory, LLC

Charlotte, NC · Est. 2010

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

No reported disclosures

Bp Asset Management INC.

Charlotte, NC · Est. 2026

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

No reported disclosures

Blue Financial

Charlotte, NC · Est. 2025

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

No reported disclosures

Calamita Wealth Management

Charlotte, NC · Est. 2023

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

No reported disclosures

Tricapital Wealth Management, INC.

Charlotte, NC · Est. 2022

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

No reported disclosures

Kucharo Wealth

Charlotte, NC · Est. 2026

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

No reported disclosures

The Financial Legacy Group

Charlotte, NC · Est. 2026

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

No reported disclosures

Indexperts, LLC

Charlotte, NC · Est. 2021

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

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