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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
25 Capital Partners, LLC Charlotte NC US 529.6 
504 Fund Advisors, LLC Wilmington NC US 52.5 
A4 Wealth Advisors LLC Huntersville NC US 11.0 
Aaron David Wealth Management Huntersville NC US 0.0 
Act Advisors Asheville NC US 127.7 
Adams Chetwood Wealth Management LLC Durham NC USA 149.4 
Adhesion Wealth Advisor Solutions Charlotte NC US 2346.1 
Afton Capital Management Charlotte NC US 0.0 
Allen Wealth Management, LLC Boone NC US 171.6 
Alpha Financial Advisors, LLC Charlotte NC US 125.9 
Alphastar Capital Management, LLC Cornelius NC US 216.4 
Altamont Capital Management, LLC. Asheville NC US 103.3 
Altavista Wealth Management, Inc. Asheville NC US 360.2 
Altrius Capital Management, Inc. New Bern NC US 182.6 
Alumina Investment Management Charlotte NC US 4058.4 
Ameritrust Investments Of North Carolina, LLC Fayetteville NC US 3.5 
Amphora Wealth Management, LLC Chapel Hill NC US 38.6 
Amundi Smith Breeden LLC Durham NC US 11757.1 
Anlyan & Hively Private Client Group, LLC Wilmington NC US 110.6 
Aon Hewitt Financial Advisors, LLC Charlotte NC US 11577.5 
Arbor Investment Advisors Winston Salem NC US 464.9 
Ariel Krishun, LLC Charlotte NC US 0.0 
Arjuna Capital, LLC Durham NC US 169.8 
Ark Royal Wealth Management LLC Raleigh NC US 44.6 
Armor Investment Advisors, LLC Raleigh NC US 181.7 
Artifex Advisory Group, Inc. Cary NC US 19.0 
Asana Partners, LP Charlotte NC USA 694.2 
Ascendor Wealth, LLC Wilmington NC US 34.3 
Aspentree Capital Corporation Research Triangle Park NC US 18.5 
Aspire Private Capital Cornelius NC US 0.0 
Atlas Principals, LLC Charlotte NC US 0.0 
Aurora Strategic Advisors, LLC Lumberton NC US 1.1 
Aventus Investment Advisors, Inc. Cornelius NC US 55.7 
Banbury Partners LLC Charlotte NC US 557.7 
Barings LLC Charlotte NC US 217818.0 
Bass Financial Strategies, Inc. Greensboro NC US 0.0 
Bb&t Investment Service, Inc. Charlotte NC USA 759.3 
Beacon Financial Strategies Corporation. Raleigh NC US 54.6 
Beacon Wealthcare, Inc. Raleigh NC US 89.4 
Biltmore Family Office, LLC Charlotte NC US 1597.5 
Blue Rock Wealth Management, LLC Winston Salem NC US 205.1 
Blueprint Investment Partners LLC Greensboro NC US 111.0 
Bluesky Wealth Advisors, LLC New Bern NC US 335.7 
Bmf Investments, Inc. Charlotte NC US 16.8 
Boundary Street Partners LP Chapel Hill NC US 55.5 
Boyles Asset Management, LLC Charlotte NC US 0.0 
Boys Arnold & Co. Inc. Asheville NC USA 1047.7 
Bpp Capital, LLC Charlotte NC US 201.6 
Bragg Financial Advisors Inc Charlotte NC US 1118.8 
Brendle Financial Group, LLC Winston-salem NC US 37.6 
Brick Street Equity Management Asheville NC US 108.4 
Broadsword Capital, LLC Charlotte NC US 1.0 
Broyhill Asset Management, LLC Lenoir NC US 57.4 
Bryant & Brannock, LLC. Durham NC US 36.8 
Buie Investment Advisors, LLC Charlotte NC US 13.2 
Bull City Advisors, LLC Durham NC US 137.2 
Byron Financial, LLC Charlotte NC US 255.1 
C. F. Parks & Co., Inc. Salisbury NC US 54.1 
C2 Investment Group Mooresville NC US 0.0 
Calamita Wealth Management Charlotte NC US 49.5 
Camden Financial Management, Inc. Asheville NC US 95.6 
Capital Advisers, Inc. Raleigh NC US 253.1 
Capital Asset Management Corporation Raleigh NC US 43.0 
Capital Financial Advisory Group, LLC Apex NC US 0.0 
Capital Financial Management Nc, Inc Fuquay Varina NC US 5.0 
Capital Guardian Wealth Management, LLC Charlotte NC USA 593.2 
Capital Investment Advisory Service, LLC Raleigh NC US 380.0 
Capital Investment Counsel Inc Raleigh NC USA 223.4 
Capital Management & Planning, Inc. High Point NC US 24.7 
Capital Management LLC Greensboro NC US 183.4 
Capitala Investment Advisors, LLC Charlotte NC US 641.0 
Capitala Private Advisors, LLC Charlotte NC US 218.1 
Captrust Raleigh NC USA 213461.2 
Cardinal Capital Management Inc Raleigh NC US 290.4 
Cardinal Retirement Planning, Inc. Cary NC US 0.0 
Carolina Capital Consulting, Inc. Charlotte NC US 250.9 
Carolina Financial Advisors, Inc. Greensboro NC US 90.7 
Carolina Financial Advisory, Inc. Chapel Hill NC US 0.0 
Carolina Financial Service Group, Inc. Greenville NC US 37.0 
Carolina Wealth Management, Inc. Greenville NC US 183.9 
Carolina Wealth Strategies Cary NC US 7.6 
Carolinas Investment Consulting LLC Charlotte NC US 1063.0 
Carousel Capital Management Company, L.P. Charlotte NC US 501.6 
Carroll Financial Associates Inc Charlotte NC US 1792.7 
Cascades Capital Asset Management, LLC Greensboro NC US 95.5 
Cassia Capital Partners LLC Winston Salem NC US 55.6 
Catalysta Ventures, LLC Durham NC US 0.0 
Ccp Transition, LLC Charlotte NC USA 505.4 
Ch Capital Management, LLC Pinehurst NC US 5.4 
Chapter Iv Investors, LLC Charlotte NC US 226.4 
Charter Wealth Management Raleigh NC US 69.6 
Cherokee Investment Partners, LLC Raleigh NC US 382.2 
Chris C Crenshaw Financial Service, LLC Durham NC US 69.0 
Clearbrook Advisory Service, LLC Belmont NC US 30.9 
Clearview Wealth Management Charlotte NC US 78.0 
Clifton, Roger Lambert Columbus NC US 56.0 
Coastal Capital Management LLC Wilmington NC US 4.3 
Collegiate Capital Management, Inc. Raleigh NC US 270.2 
Collie Financial Planning, Inc. Asheville NC US 32.9 
Collins Financial Management, Inc. Wilson NC US 5.8 
Collwick Funds GP, LLC Charlotte NC US 0.0 
Colony Family Offices, LLC Charlotte NC US 1105.0 
Colton Groome Financial Advisors, LLC Asheville NC US 0.0 
Compass Financial Service, Inc. Winston Salem NC US 10.1 
Comperio Retirement Consulting, Inc. Cary NC US 1181.0 
Concorde Financial Resources, LLC Wilkesboro NC US 75.3 
Consolidated Asset Management, Limited. Southport NC US 53.1 
Consolidated Investment Advisors Charlotte NC US 284.2 
Cook Wealth Management Group LLC Raleigh NC USA 289.6 
Copeley Capital Charlotte NC US 0.0 
Copley Investment Management, LLC Wilmington NC US 80.0 
Copperleaf Capital, LLC Raleigh NC US 162.3 
Cornerstone Advisors, Inc. Asheville NC US 437.7 
Cornerstone Investment Service, Inc. Charlotte NC US 26.5 
Cornerstone Wealth Huntersville NC USA 805.2 
Cornerstone Wealth Planning Matthews NC US 63.1 
Corrum Capital Management Charlotte NC US 1484.0 
Covest Raleigh NC US 0.0 
Cp Advisors, Inc Warsaw NC US 24.4 
Creciente Partners Investment Management, LLC Chapel Hill NC US 0.0 
Credit Union Investment Service Raleigh NC US 0.0 
Crutchfield Advisors, Inc Apex NC US 52.0 
Cygnus Group LLC Charlotte NC US 29.9 
Darda Financial Service, LLC Winston-salem NC US 13.1 
Dare Capital Management, LLC Nags Head NC US 4.2 
Davidson Capital Davidson NC US 173.8 
Davis Financial Planning Asheville NC US 0.0 
Davis Wealth Management Durham NC US 100.8 
Dba Miller & Co. Winston-salem NC US 60.0 
Deep River Capital Advisors, LLC Bennett NC US 6.3 
Defender Capital Charlotte NC US 117.0 
Delegate Advisors, LLC Chapel Hill NC USA 1768.0 
Dixon & Company Wealth Management, LLC Winston-salem NC US 17.2 
Dixon Hughes Goodman Wealth Advisors LLC Asheville NC US 1334.6 
Dolan Capital Advisors, Inc. Charlotte NC US 24.3 
Double Time Capital Management, LP Charlotte NC US 0.0 
Eastover Capital Management Charlotte NC US 145.0 
Ebner Financial Group Durham NC US 10.0 
Edwards Global Investments Charlotte NC US 0.0 
Elan Wealth Management, LLC Harbinger NC US 87.1 
Elevated Performance Investment Group, LLC Charlotte NC US 0.0 
Emerald Asset Management, Inc. Rocky Mount NC US 52.4 
Emerald Investment Partners, LLC Cary NC USA 133.8 
Encompass Advisors, Limited. Brevard NC US 34.4 
Erickson Advisors Greensboro NC US 54.6 
Eton Advisors, LP Chapel Hill NC US 1726.2 
Ewing Asset Management, LLC Charlotte NC US 106.0 
Executive Financial Resources, Inc. North Wilkesboro NC US 12.8 
Fairview Financial LLC Charlotte NC US 20.7 
Fairview Investment Advisors, LLC Charlotte NC US 5.8 
Falcon Investments Salisbury NC US 6.3 
Falfurrias Management Partners LLC Charlotte NC US 232.1 
Family Legacy Wealth Management, LLC Charlotte NC US 5.2 
Family Wealth Partners Concord, Inc Concord NC US 12.0 
Fat Pitch Management, L. P. Charlotte NC US 5.7 
Favored Financial Planning Greensboro NC US 0.0 
Fc Capital Management LLC Charlotte NC US 851.4 
Fidelity Private Advisors Concord NC US 7.0 
Financial Planning Service, Inc. Raleigh NC US 98.9 
Financial Symmetry Inc. Raleigh NC US 228.0 
First Citizens Investor Service, Inc. Raleigh NC US 559.0 
First Fidelity Wealth Advisors, Inc. Jamestown NC US 4.8 
First Financial Group Raleigh NC US 89.0 
Five Points Capital, Inc. Winston-salem NC US 778.5 
Forest Capital Charlotte NC US 113.4 
Forward Wealth Management, LLC Charlotte NC US 20.8 
Foss Wealth Management, Inc. La Grange NC US 0.0 
Founders Financial Alliance, LLC Chapel Hill NC USA 69.3 
Fountain Financial Associates, Inc. Wilmington NC USA 335.4 
Franklin Street Advisors Inc. Chapel Hill NC US 2032.5 
Frazier Capital Management LLC Winston Salem NC US 18.6 
Frazier Financial Consultants, LLC Chapel Hill NC US 102.7 
Freitag Financial Group, LLC Charlotte NC US 15.7 
French Broad Global Investors, LLC Asheville NC US 10.2 
Fulbright Financial Consulting, Pa Durham NC US 36.4 
Fund Direct Advisors Inc. Greensboro NC USA 650.0 
Fundamental Global Investors, LLC Charlotte NC US 97.9 
Glasgow & Associates, LLC Wilmington NC US 22.0 
Global Endowment Management, LP Charlotte NC US 7726.8 
Golden Capital Management, LLC Charlotte NC USA 9715.7 
Gordon Asset Management, LLC Durham NC US 1001.6 
Gorelick Brothers Capital, LLC Charlotte NC US 236.6 
Gouws Capital LLC Charlotte NC US 77.3 
Gragg & Gragg, L.L.P. Shelby NC US 54.9 
Grand Street Capital Management, LLC. Winston Salem NC US 1.4 
Granville Capital, Inc. Greensboro NC US 522.1 
Great Lakes & Atlantic Wealth Management And Advisory Partners Charlotte NC USA 514.0 
Green Sprig Investments, LLC Wilmington NC US 0.7 
Greerwalker Wealth Management LLC Charlotte NC US 332.8 
Gulfstream Capital, LLC Raleigh NC US 15.0 
H. S. Dreher Capital Management LLC Southern Pines NC US 70.3 
Hamilton Point Investment Advisors, LLC Chapel Hill NC US 303.9 
Harbor Capital Management Inc Charlotte NC US 210.9 
Hatteras Funds, LP Raleigh NC US 2139.7 
Hatteras Venture Advisors Iii, LLC Durham NC US 0.0 
Hatteras Venture Advisors Iv, LLC Durham NC US 0.0 
Hayden Harper Advisory, LLC Charlotte NC US 101.5 
Hcg Fund Management LP Raleigh NC US 191.8 
Heritage Capital Partners,Inc. Charlotte NC US 28.0 
Hilltop Wealth Advisors, LLC Chapel Hill NC US 143.4 
Hobart Private Capital, LLC Charlotte NC US 134.8 
Holcombe & Mcgrath Asheville NC US 66.1 
Holderness Investments Co Greensboro NC US 116.4 
Hollingsworth Avent Averre & Purvis, Pa Raleigh NC US 61.6 
Horizon Financial Service, LLC Winston Salem NC US 58.9 
Horizon Investments LLC Charlotte NC USA 3024.7 
Horizons Wealth Management Asheville NC US 28.3 
Hubbell Consulting, LLC Charlotte NC US 103.2 
Hutchins Canning & Company, Pa Kitty Hawk NC US 15.1 
Idea Fund Partners, LLC Durham NC US 0.0 
Independent Advisor Alliance, LLC Charlotte NC USA 1529.4 
Independent Financial Solutions Group Morehead City NC US 1.0 
Innovation Partners LLC Charlotte NC USA 110.7 
Integrated Financial Strategies, LLC Charlotte NC US 197.0 
Intercarolina Financial Service, Inc. Greensboro NC US 22.3 
Intersouth Advisors, Inc. Durham NC US 0.0 
Investor Advisory Group Charlotte NC US 100.9 
Ironsides Asset Advisors, LLC Rocky Mount NC US 490.8 
Jarrod Adams Investing, LLC Charlotte NC US 13.2 
Jds Wealth Management Corporation. Mooresville NC US 0.0 
Jolley Asset Management, LLC Rocky Mount NC US 230.0 
Jonathan Smith & Co. Greensboro NC US 43.7 
Jones Gregg Financial LLC Charlotte NC US 41.9 
Kdi Capital Partners, LLC Raleigh NC US 359.3 
Keane Capital Partners LLC Charlotte NC US 0.0 
Keatley Wealth Management, LLC Charlotte NC US 54.8 
Kenneth Frenke & Co Arden NC USA 124.0 
Kensington Financial Group, Corporation Winston-salem NC US 63.9 
Kingfisher Capital, LLC Charlotte NC US 272.1 
Kuhn Advisors, Inc. Durham NC US 272.1 
L&a Capital Advisors, LLC Raleigh NC US 2.2 
Lakeside Financial Service, LLC Cornelius NC US 10.0 
Laurel Wealth Advisors, LLC Charlotte NC US 305.4 
Lewis Financial Management, LLC Raleigh NC USA 287.3 
Liberated Investor Advisors, LLC Old Fort NC US 0.0 
Lifeplan Group dba Raleigh NC US 0.0 
Locke Partners Investment Manager LLC Charlotte NC US 0.0 
Lonano Financial Advisors, Inc. Greensboro NC US 48.9 
M. Grier Investment Counsel, Inc. New Bern NC US 13.0 
M3alpha LLC Charlotte NC US 0.0 
Man Global Private Markets usa Inc. Charlotte NC US 1275.2 
Mannix Wealth Management Charlotte NC US 4.5 
Mark R. Lemmond Cpa, Pllc Carthage NC US 2.5 
Marquise Wealth Management, LLC Charlotte NC US 14.5 
Masse, J. Pierre Chapel Hill NC US 3.6 
Matrix Wealth Advisors, Inc. Charlotte NC US 248.5 
Matthews & Co. Private Wealth Advisors LLC Cornelius NC US 0.4 
Maybry Mcshane Family Offices, LLC Charlotte NC US 660.6 
Maze Financial Planning, LLC Chapel Hill NC US 60.3 
Mcgehee Wealth Advisory Group, Inc. Charlotte NC US 52.5 
Mcgill Advisors, Inc. Charlotte NC US 1360.0 
Mcmillion Capital Management Inc Greensboro NC US 183.5 
Mid-atlantic Securities, Inc. Raleigh NC US 83.3 
Milestone Advisory Partners, LLC Southern Pines NC US 208.7 
Milestone Investments, Inc. Charlotte NC US 46.0 
Millennium Investment And Retirement Advisors, LLC Charlotte NC US 570.4 
Mimosa Investment Management, LLC Winston-salem NC US 73.4 
Morgan Creek Capital Management, LLC Chapel Hill NC US 3317.6 
Morton Wealth Management LLC Greensboro NC US 321.8 
Myers Park Capital Management, LLC Charlotte NC US 0.0 
N.c. Money Management, Inc. Raleigh NC US 13.1 
Newcomb Financial Advisors, LLC Chapel Hill NC US 1.1 
Northside Group Wealth Management, LLC Mount Airy NC US 4.0 
Northstar Wealth Management, LLC Wake Forest NC US 8.4 
Novant Asset Management, LLC Winston-salem NC US 580.0 
Novaquest Capital Management, LLC. Raleigh NC US 1627.3 
Novare Capital Management Charlotte NC US 804.8 
Oak City Consulting, LLC Raleigh NC US 346.8 
Obp Capital Rocky Mount NC US 28.0 
Ocean Advisors Charlotte NC US 14.0 
Octagon Asset Management, LLC Charlotte NC USA 40.0 
Old North State Trust, LLC Greensboro NC US 201.7 
Old North State Wealth Management, LLC Wilmington NC US 105.5 
Old Peak Finance Chapel Hill NC US 102.3 
Old Well Partners, LLC Charlotte NC US 0.0 
Omnistar Financial Group, Inc. Hickory NC US 131.3 
One Providence Capital Cary NC US 15.5 
Opus Financial Advisors, Inc. Statesville NC US 68.5 
Pamlico Capital Charlotte NC US 1718.6 
Pappas Ventures Durham NC US 0.0 
Park Ridge Asset Management Raleigh NC US 84.9 
Park Wealth Management, LLC Greensboro NC US 5.2 
Parsec Financial Management, Inc Asheville NC US 1722.3 
Pdr Advisors, LLC Charlotte NC US 729.5 
Pension Planning Solutions, Inc. Greensboro NC US 149.8 
Peter Law Stippich, Registered Investment Advisor Hendersonville NC US 49.0 
Phoenix Financial Inc. Chapel Hill NC US 174.7 
Phoenix Financial Solutions, Inc. Greensboro NC US 0.0 
Physicians Financial Service, Inc. Raleigh NC US 150.7 
Piedmont Capital Management, LLC Greenboro NC US 109.9 
Piedmont Investment Advisors, LLC Durham NC US 5576.6 
Pilot Investment Service, LLC Charlotte NC US 1.9 
Pinafore Wealth Counsel, Inc. Durham NC US 45.3 
Pinehurst Capital Pinehurst NC US 16.2 
Pohlman Capital Advisors, LLC Chapel Hill NC US 38.8 
Portfoliopro, LLC dba Portfoliopro.com Charlotte NC US 1.4 
Pottle Financial Service, Inc Pinehurst NC US 0.0 
Powell Wealth Cornelius NC USA 90.3 
Premier Financial Service Of North Carolina Clayton NC US 0.0 
Preservation Financial Partners, Inc Concord NC US 0.0 
Presidium Charlotte NC US 112.0 
Private Wealth Management Of North Carolina LLC Henderson NC US 126.1 
Professional Wealth Management Service LLC Statesville NC US 68.2 
Prosperity Capital Group Inc Raleigh NC US 34.2 
Providence Capital Advisors, LLC Charlotte NC US 109.9 
Providence Investment Advisors, LLC Wilmington NC US 0.0 
Qbi Financial, LLC Charlotte NC USA 4.3 
Qms Capital Management LP Durham NC US 0.0 
Quantitative Process, LLC Charlotte NC USA 158.0 
Queens Oak Advisors Charlotte NC US 342.6 
Quest 10 Wealth Builders, Inc. Fuquay-varina NC US 22.5 
Raleigh Capital Management, Inc. Cary NC US 24.2 
Raleigh Investment Advisors, Inc. Raleigh NC US 23.0 
Realm Investment Consulting LLC Cary NC US 2.8 
Red Oak Capital Advisors Fuquay Varina NC US 10.5 
Redwood Wealth Management, LLC Charlotte NC US 91.0 
Reliance Financial Group, Inc. Durham NC US 26.9 
Resource Partners LLC Hickory NC US 125.0 
Rhino Wealth Management Belmont NC US 31.2 
Ridgemont Partners Management, LLC Charlotte NC US 2223.7 
Rinehart Wealth Management Charlotte NC US 342.3 
Rj20, Inc. Morrisville NC US 0.0 
Rjm Financial Clemmons NC US 14.5 
Rnc Financial Service, LLC High Point NC US 7.0 
Rowe, Holland & Troutman Pllc Cpas Hickory NC US 0.0 
Rs Wealth Management, LLC Wrightsville Beach NC US 28.4 
Saber Capital Management LLC Fuquay Varina NC US 7.1 
Salem Investment Counselors Inc Winston Salem NC US 1276.0 
Sapere Wealth Management, LLC Matthews NC US 780.9 
Schaller Investment Group, Inc. Winston Salem NC US 186.9 
Scharl Advisory Service, Inc. Durham NC US 0.0 
Secrest Blakey & Associates, LLC Durham NC USA 165.2 
Semmax Financial Advisors, Inc. Windston-salem NC US 110.3 
Sentry Wealth, Inc. Asheville NC US 2.1 
Shah Capital Management Raleigh NC US 248.2 
Sharpvue Capital Raleigh NC US 208.9 
Sheets Smith Wealth Management Winston Salem NC US 700.3 
Sikes Capital, Inc. Chapel Hill NC US 10.0 
Silverback Asset Management, LLC Chapel Hill NC US 782.8 
Simarian Ent LLC Charlotte NC US 39.3 
Sjbenen Advisory, LLC Chapel Hill NC US 25.7 
Sjf Management LLC Durham NC US 0.0 
Smith, O. Franklin Raleigh NC US 24.0 
Smith, Salley & Associates, LLC Greensboro NC US 1227.4 
Soje Capital, LLC Durham NC US 46.6 
Sound Financial Management, Inc. Raleigh NC US 46.7 
South Atlantic Capital Management Group, Inc. Wilmington NC US 40.7 
Southeast Investments, N.c., Inc. Charlotte NC US 0.0 
Southeast Venture Partners Iii, Inc. Raleigh NC US 0.0 
Sovereign Financial Group Raleigh NC US 20.8 
Spark Asset Management Group Statesville NC US 3.5 
Spartan Planning & Wealth Management Greensboro NC US 52.8 
Spd Group LLP Huntersville NC US 1.5 
Spp Management Service, LLC Charlotte NC US 154.9 
St. Marie Financial Advisors, LLC Brevard NC US 8.8 
Stalwart Financial Planning Fayetteville NC US 1.5 
Staton Financial Advisors, LLC Charlotte NC US 113.9 
Stearns Financial Group Greensboro NC US 802.2 
Steele Creek Investment Management LLC Charlotte NC US 801.8 
Sterling Capital Management LLC Charlotte NC USA 51602.6 
Stewardship Partners Investment Counsel, Inc. Matthews NC US 65.9 
Stratford Advisors, Inc. Winston-salem NC US 55.3 
Strathmore Capital Advisors Charlotte NC US 177.5 
Structured Credit Partners LLC Charlotte NC US 221.7 
Stryker Financial Durham NC US 2.2 
Swanson Investments, LLC Durham NC US 21.1 
Sycamore Financial Planning, LLC Durham NC US 0.0 
Synergy Investment Group, LLC Kannapolis NC US 18.4 
Tagstone Capital, Inc. Charlotte NC US 93.6 
Tarheel Advisors, LLC Greensboro NC US 36.8 
Tassel Capital Management, Inc Matthews NC US 55.6 
Taylor Financial, LLC Wilmington NC US 20.0 
Tcs Financial Service Greensboro NC US 45.9 
Team Wealth Planning And Management, Inc. Chapel Hill NC US 76.8 
The Aurora Funds, Inc. Cary NC US 0.0 
The Financial Coaching Center, LLC Asheville NC US 1.3 
The Journeys Group Ayden NC US 19.0 
The Wealth Group, Limited Raleigh NC US 66.9 
Third Day Capital, Inc. Charlotte NC US 1.1 
Third Dimension Advisors, LLC Cary NC US 8.9 
Thomason Financial Service, LLC Durham NC US 0.0 
Thompson Wealth Advisors Statesville NC US 21.0 
Tilia Fiduciary Partners, Inc. Wilmington NC US 68.7 
Timonier Winston Salem NC US 205.4 
Todd Washburn Solutions, LLC Durham NC US 2.5 
Townsend Asset Management Corporation. Raleigh NC US 133.0 
Tradeking Advisors, Inc. Charlotte NC US 15.6 
Traverse Partners, LLC Mooresville NC US 65.0 
Trent Capital Management Inc Greensboro NC US 162.0 
Trg Capital Management, Inc. Raleigh NC US 42.6 
Triad Financial Advisors, Inc. Greensboro NC US 480.5 
Triangle Securities Wealth Management Raleigh NC US 579.6 
Triangle Wealth Management Cary NC US 11.0 
Tricapital Financial Group, Inc. Charlotte NC US 31.9 
Truebridge Capital Partners Chapel Hill NC USA 2101.6 
Truvestments Charlotte NC US 23.4 
Tts Wealth Management, LLC Goldsboro NC US 12.2 
Ugvp Management, LLC Chapel Hill NC US 336.9 
Usafolios, LLC Charlotte NC US 17.2 
Uwharre Investment Advisors, Inc. Albemarle NC US 143.5 
Veratis Advisors, Inc. Cary NC US 0.0 
Verger Capital Management Winston-salem NC USA 1368.7 
Verity Asset Management Durham NC US 435.0 
Vintage Wealth Management Group Charlotte NC US 9.8 
Vision Capital & Management Davidson NC US 99.0 
Visionquest Wealth Management, LLC Raleigh NC USA 192.0 
Vn Capital Management, LLC Greensboro NC USA 129.4 
W.h. Colson & Associates, Inc. Greenville NC US 0.0 
W.wall And Company, Inc. Asheville NC US 17.8 
Wake Wealth Management Co. Raleigh NC US 0.0 
Wealth Management Advisors, LLC Shallotte NC US 5.5 
Wealth Management Group, Inc. Winston-salem NC US 43.8 
Wealth Preservation Group, LLC Durham NC US 24.6 
Wedge Capital Management LLP Charlotte NC USA 12603.0 
Wellness Financial Associates, LLC Cary NC US 0.0 
Wells Fargo Investment Institute, Inc. Charlotte NC USA 3870.7 
Wells Financial Management, LLC Asheville NC US 78.6 
Wessel Investment Counsel, LLC. Asheville NC US 58.5 
West Financial Strategies, Inc. Sanford NC US 46.6 
Westend Advisors, LLC Charlotte NC US 978.5 
Westhampton Capital Winston-salem NC US 128.2 
White Oak Financial Management, Inc Asheville NC US 63.4 
Whitener Capital Management, Inc Rocky Mount NC US 169.1 
Willingdon Wealth Management LLC Huntersville NC US 400.2 
Wiser Financial Coaching, LLC Durham NC US 53.0 
Wnc Investment Advisors Hot Springs NC US 5.6 
Wolfbridge Financial Corporation Raleigh NC US 15.1 
Woodard & Co Asset Management Group Inc Bermuda Run NC US 540.7 
Woodstone Financial, LLC Asheville NC US 34.8 
Woodward Financial Advisors, Inc. Chapel Hill NC US 210.8 
Worth Financial Advisory Group, LLC Charlotte NC US 38.2 
Wrenn Financial Strategies, Inc. Raleigh NC US 130.5 
Wyatt Financial, LLC Cary NC US 31.5 
Zuraw Financial Advisors, LLC Greensboro NC US 153.6 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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