Financial advisers in Wilmington, NC

10 registered investment adviser firms in Wilmington managing $3.7B in assets, based on public SEC Form ADV filings.

Live Oak Private Wealth, LLC

Wilmington, NC · Est. 2018

LocalInternational

Fee-based

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

No reported disclosures

Old North State Wealth Management, LLC

Wilmington, NC · Est. 2008

Local

Fee-based

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

No reported disclosures

Tilia Fiduciary Partners, INC.

Wilmington, NC · Est. 2021

Local

Fee-based

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

No reported disclosures

Dovetail Financial Group LLC

Wilmington, NC · Est. 2020

LocalInternational

Fee-based

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

No reported disclosures

Omnistar Financial Group, INC.

Wilmington, NC · Est. 2016

Local

Fee-based

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

No reported disclosures

Lumina Wealth Management, LLC

Wilmington, NC · Est. 2017

LocalInternational

Fee-based

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

No reported disclosures

Counterweight Private Wealth

Wilmington, NC · Est. 2023

Local

Fee-based

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

No reported disclosures

Masonboro Advisors

Wilmington, NC · Est. 2025

Regional

Fee-based

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

No reported disclosures

Ascendor Wealth, LLC

Wilmington, NC · Est. 2025

Local

Fee-based

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

No reported disclosures

Seaside Wealth Advisors LLC

Wilmington, NC · Est. 2026

Local

Fee-based

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

No reported disclosures