Data / Investment advisers / Serving high net worth individuals / North Carolina

Investment advisers in North Carolina serving high net worth individuals: 222 firms

Name: Investment advisers in North Carolina serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

222 SEC registered investment advisers with a main office in North Carolina report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $238 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Captrust.

The request: Every investment adviser in North Carolina that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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222Advisers
$238 billionAUM from this client type
219Advisers over $100 million
November 2, 2026File date

Advisers in North Carolina serving high net worth individuals

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Captrust	Raleigh	18,154	$89.36 billion	$1.24 trillion	adviserinfo.sec.gov
Wells Fargo Investment Institute, Inc.	Charlotte	11,004	$34.70 billion	$43.00 billion	adviserinfo.sec.gov
Independent Advisor Alliance, LLC	Charlotte	15,578	$11.97 billion	$17.23 billion	adviserinfo.sec.gov
Allspring Global Investments, LLC	Charlotte	1,893	$5.70 billion	$475.78 billion	adviserinfo.sec.gov
Allspring Funds Management, LLC	Charlotte	1,878	$5.20 billion	$324.65 billion	adviserinfo.sec.gov
Franklin Street Advisors Inc.	Chapel Hill	317	$3.60 billion	$4.53 billion	adviserinfo.sec.gov
Salem Investment Counselors Inc	Winston Salem	601	$3.57 billion	$4.19 billion	adviserinfo.sec.gov
Biltmore Family Office, LLC	Charlotte	71	$3.41 billion	$3.47 billion	adviserinfo.sec.gov
Colony Family Offices, LLC	Charlotte	631	$3.22 billion	$3.36 billion	adviserinfo.sec.gov
Bragg Financial Advisors Inc	Charlotte	743	$3.09 billion	$4.67 billion	adviserinfo.sec.gov
Smith Salley Wealth Management	Greensboro	683	$2.50 billion	$2.89 billion	adviserinfo.sec.gov
Sterling Capital Management LLC	Charlotte	1,011	$1.96 billion	$69.23 billion	adviserinfo.sec.gov
Novare Capital Management	Charlotte	440	$1.73 billion	$1.92 billion	adviserinfo.sec.gov
Guardian Wealth Advisors, LLC	Raleigh	474	$1.53 billion	$2.74 billion	adviserinfo.sec.gov
Cornerstone Wealth	Huntersville	319	$1.45 billion	$2.49 billion	adviserinfo.sec.gov
MBL Advisors	Charlotte	242	$1.42 billion	$1.42 billion	adviserinfo.sec.gov
Delegate Advisors, LLC	Chapel Hill	42	$1.41 billion	$1.71 billion	adviserinfo.sec.gov
Financial Symmetry Inc.	Raleigh	546	$1.39 billion	$1.54 billion	adviserinfo.sec.gov
Ironsides Asset Advisors, LLC	Rocky Mount	26	$1.38 billion	$1.42 billion	adviserinfo.sec.gov
Capital Investment Advisory Services, LLC	Raleigh	766	$1.33 billion	$2.39 billion	adviserinfo.sec.gov
Topsail Wealth Management LLC	Charlotte	127	$1.22 billion	$1.31 billion	adviserinfo.sec.gov
Sheets Smith Wealth Management	Winston Salem	174	$1.17 billion	$1.37 billion	adviserinfo.sec.gov
Arbor Investment Advisors	Winston Salem	290	$1.16 billion	$1.29 billion	adviserinfo.sec.gov
Triangle Wealth Management	Raleigh	289	$1.16 billion	$1.29 billion	adviserinfo.sec.gov
Live Oak Private Wealth, LLC	Wilmington	268	$1.14 billion	$1.32 billion	adviserinfo.sec.gov
Absher Wealth Management, LLC	Chapel Hill	377	$1.13 billion	$1.26 billion	adviserinfo.sec.gov
First Citizens Investor Services, Inc.	Raleigh	645	$1.02 billion	$2.63 billion	adviserinfo.sec.gov
Providence Capital Advisors, LLC	Charlotte	254	$998.5 million	$1.07 billion	adviserinfo.sec.gov
Bluesky Wealth Advisors, LLC	New Bern	248	$948.5 million	$1.00 billion	adviserinfo.sec.gov
Laurel Wealth Advisors, LLC	Charlotte	244	$941.2 million	$1.11 billion	adviserinfo.sec.gov
New Republic Partners	Charlotte	68	$901.4 million	$3.03 billion	adviserinfo.sec.gov
Hamilton Point Investment Advisors, LLC	Chapel Hill	203	$893.8 million	$1.21 billion	adviserinfo.sec.gov
Linden Thomas Advisory Services, LLC	Charlotte	432	$892.2 million	$1.77 billion	adviserinfo.sec.gov
Verum Partners LLC	Charlotte	274	$845.3 million	$1.01 billion	adviserinfo.sec.gov
Capital Investment Counsel Inc	Raleigh	457	$791 million	$1.02 billion	adviserinfo.sec.gov
Alphastar Capital Management	Cornelius	415	$790.6 million	$2.50 billion	adviserinfo.sec.gov
Founders Financial Alliance, LLC	Raleigh	711	$773.2 million	$1.19 billion	adviserinfo.sec.gov
Kuhn Advisors, Inc.	Durham	200	$772 million	$800.8 million	adviserinfo.sec.gov
Mill Capital Management, LLC	Concord	78	$769.7 million	$1.49 billion	adviserinfo.sec.gov
Atlantic Private Wealth, LLC	Chapel Hill	128	$717 million	$894 million	adviserinfo.sec.gov
Eton Advisors	Chapel Hill	69	$707.5 million	$1.89 billion	adviserinfo.sec.gov
Old Peak Finance	Chapel Hill	107	$685.8 million	$714.1 million	adviserinfo.sec.gov
Cardinal Capital Management Inc	Raleigh	151	$671.8 million	$1.03 billion	adviserinfo.sec.gov
Strathmore Capital Advisors	Charlotte	237	$662.7 million	$805 million	adviserinfo.sec.gov
Woodard & Co Asset Management Group Inc	Bermuda Run	333	$640 million	$1.17 billion	adviserinfo.sec.gov
Woodward Financial Advisors, Inc.	Chapel Hill	197	$639 million	$641.5 million	adviserinfo.sec.gov
Colton Groome Financial Advisors, LLC	Asheville	180	$610.2 million	$724.9 million	adviserinfo.sec.gov
Granville Capital, Inc.	Greensboro	25	$602.7 million	$1.37 billion	adviserinfo.sec.gov
Auctus Advisors LLC	Charlotte	129	$580.2 million	$612.9 million	adviserinfo.sec.gov
Alpha Financial Advisors, LLC	Charlotte	181	$574.8 million	$619.3 million	adviserinfo.sec.gov
Blueprint Financial Advisors	Charlotte	40	$561.6 million	$1.41 billion	adviserinfo.sec.gov
Collegiate Capital Management, Inc.	Raleigh	204	$552.6 million	$653 million	adviserinfo.sec.gov
1808 Capital Partners	Greensboro	113	$552.5 million	$644.6 million	adviserinfo.sec.gov
Sapere Wealth Management, LLC	Matthews	149	$528.1 million	$604.8 million	adviserinfo.sec.gov
Tradewinds, LLC	Raleigh	167	$518.3 million	$659.4 million	adviserinfo.sec.gov
Hilltop Wealth Advisors, LLC	Chapel Hill	245	$512.8 million	$635.5 million	adviserinfo.sec.gov
Holderness Investments Co	Greensboro	93	$498 million	$660.7 million	adviserinfo.sec.gov
Carolina Wealth Management, Inc.	Greenville	144	$445.6 million	$798.5 million	adviserinfo.sec.gov
Allen Wealth Management, LLC	Boone	199	$445.5 million	$664.3 million	adviserinfo.sec.gov
Abs Legacy Partners, LLC	Hickory	18	$441.5 million	$670.8 million	adviserinfo.sec.gov
The Pines Wealth Management, LLC	Southern Pines	144	$439.7 million	$485.9 million	adviserinfo.sec.gov
Verity Asset Management	Durham	201	$434.2 million	$1.15 billion	adviserinfo.sec.gov
Olde Raleigh Financial Group	Raleigh	153	$427.7 million	$565.7 million	adviserinfo.sec.gov
Phoenix Wealth Advisors Inc.	Chapel Hill	545	$421.2 million	$641.4 million	adviserinfo.sec.gov
Physicians Financial Services, Inc.	Raleigh	96	$419.4 million	$482.3 million	adviserinfo.sec.gov
Crown Wealth Group LLC	Charlotte	117	$416.2 million	$502.4 million	adviserinfo.sec.gov
Zuraw Financial Advisors, LLC	Greensboro	64	$395.5 million	$519.9 million	adviserinfo.sec.gov
Townsend Asset Management Corp.	Raleigh	118	$389.4 million	$479.6 million	adviserinfo.sec.gov
Whitener Capital Management, Inc	Rocky Mount	237	$386.8 million	$598.5 million	adviserinfo.sec.gov
Veratis Advisors, Inc.	Cary	85	$382.5 million	$5.99 billion	adviserinfo.sec.gov
Timonier	Winston Salem	100	$382.5 million	$450.3 million	adviserinfo.sec.gov
Defender Capital	Charlotte	129	$371 million	$510 million	adviserinfo.sec.gov
Pursuit Wealth Strategies, LLC	Raleigh	186	$364.9 million	$457.5 million	adviserinfo.sec.gov
Davis Investment Partners, LLC	Charlotte	84	$357.4 million	$390 million	adviserinfo.sec.gov
Three Magnolias Financial Advisors	Winston Salem	455	$349 million	$487.1 million	adviserinfo.sec.gov
Cornerstone Wealth Planning	Charlotte	127	$343.3 million	$485.9 million	adviserinfo.sec.gov
Cordgrass Capital Advisors, LLC	Raleigh	131	$340.2 million	$729.9 million	adviserinfo.sec.gov
Act Advisors	Asheville	128	$336 million	$498.9 million	adviserinfo.sec.gov
Lewis Financial Management, LLC	Raleigh	85	$335.7 million	$338.7 million	adviserinfo.sec.gov
Armor Investment Advisors, LLC	Raleigh	110	$329.7 million	$356 million	adviserinfo.sec.gov
Old North State Wealth Management, LLC	Wilmington	111	$328.6 million	$452.6 million	adviserinfo.sec.gov
Piedmont Capital Management, LLC	Greenboro	57	$326.3 million	$495.6 million	adviserinfo.sec.gov
Spartan Planning Group	Greensboro	88	$313 million	$383.7 million	adviserinfo.sec.gov
Tagstone Capital, Inc.	Charlotte	38	$310.7 million	$368.9 million	adviserinfo.sec.gov
Capital Management LLC	Greensboro	84	$310.4 million	$383 million	adviserinfo.sec.gov
H. L. Ormond & Company, LLC	Greenville	98	$306.4 million	$401.4 million	adviserinfo.sec.gov
Eastover Capital Management	Charlotte	197	$306.2 million	$392.3 million	adviserinfo.sec.gov
Tilia Fiduciary Partners, Inc.	Wilmington	77	$305.2 million	$403.7 million	adviserinfo.sec.gov
Family Wealth Partners, LLC	Matthews	60	$299 million	$392.4 million	adviserinfo.sec.gov
Gibert Wealth Management	Charlotte	80	$296.1 million	$316 million	adviserinfo.sec.gov
Beacon Financial Strategies Corp.	Raleigh	97	$288.8 million	$309.4 million	adviserinfo.sec.gov
Reichard Capital, LLC	Charlotte	74	$284.1 million	$341 million	adviserinfo.sec.gov
Aspire Private Capital	Cornelius	202	$278.4 million	$509.7 million	adviserinfo.sec.gov
Cascades Capital Asset Management, LLC	Greensboro	84	$276.6 million	$383.3 million	adviserinfo.sec.gov
Altamont Capital Management	Asheville	41	$276.5 million	$412.3 million	adviserinfo.sec.gov
Tar River Wealth Planning, LLC	Louisburg	96	$269.9 million	$401.2 million	adviserinfo.sec.gov
Mauney-Pitt Financial Management, Inc.	Shelby	150	$268 million	$418 million	adviserinfo.sec.gov
Lifeplan Group	Raleigh	140	$264.2 million	$326 million	adviserinfo.sec.gov
Fortress Private Ledger, LLC	Raleigh	98	$260 million	$584 million	adviserinfo.sec.gov
Sparta Wealth Partners	Charlotte	112	$250.9 million	$315.8 million	adviserinfo.sec.gov
WMS Advisors, LLC	Charlotte	55	$248.9 million	$280.9 million	adviserinfo.sec.gov
Raleigh Capital Management Inc.	Cary	123	$244 million	$397.8 million	adviserinfo.sec.gov
Hobart Wealth	Charlotte	167	$242.6 million	$558.2 million	adviserinfo.sec.gov
First Financial Group	Raleigh	89	$238.9 million	$317 million	adviserinfo.sec.gov
Level Wealth Management LLC	Greensboro	79	$230.8 million	$236.5 million	adviserinfo.sec.gov
Safe Harbor Family Capital, LLC	Chapel Hill	10	$227.5 million	$613.9 million	adviserinfo.sec.gov
Muirfield Wealth Advisors LLC	Charlotte	66	$226.4 million	$255.8 million	adviserinfo.sec.gov
Westhampton Capital	Winston-Salem	37	$212.5 million	$238.5 million	adviserinfo.sec.gov
Powell Wealth	Cornelius	43	$210.5 million	$229.2 million	adviserinfo.sec.gov
Gouws Capital LLC	Charlotte	40	$202 million	$209.9 million	adviserinfo.sec.gov
Counterweight Private Wealth	Wilmington	57	$199.4 million	$207.2 million	adviserinfo.sec.gov
Advisorstrust Partners LLC	Raleigh	72	$197.9 million	$435.3 million	adviserinfo.sec.gov
Cassia Capital Partners LLC	Winston Salem	82	$190.8 million	$251.2 million	adviserinfo.sec.gov
Beacon Wealthcare LLC	Raleigh	109	$189.5 million	$308.3 million	adviserinfo.sec.gov
First Oak Wealth Management, LLC	Raleigh	80	$182.6 million	$316.2 million	adviserinfo.sec.gov
Frazier Financial Consultants, LLC	Chapel Hill	56	$180.5 million	$196 million	adviserinfo.sec.gov
Joel Adams and Associates Inc.	Asheville	44	$179.2 million	$305.6 million	adviserinfo.sec.gov
Peace of Mind Wealth Management	Raleigh	150	$175.7 million	$283.3 million	adviserinfo.sec.gov
Portus Wealth Advisors, LLC	Charlotte	48	$175.4 million	$204.1 million	adviserinfo.sec.gov
Amphora Wealth Management, LLC	Chapel Hill	76	$174.8 million	$196.2 million	adviserinfo.sec.gov
Tassel Capital Management, Inc	Matthews	85	$174.4 million	$266 million	adviserinfo.sec.gov
Horizons Wealth Management	Asheville	69	$173.5 million	$258.2 million	adviserinfo.sec.gov
Beacon Capital Advisory Group	Charlotte	48	$171.5 million	$223.5 million	adviserinfo.sec.gov
Omnistar Financial Group, Inc.	Wilmington	78	$171.5 million	$285.7 million	adviserinfo.sec.gov
Quest 10 Wealth Builders, Inc.	Fuquay-Varina	111	$167.1 million	$237.7 million	adviserinfo.sec.gov
Accruent Wealth Advisors	Winston-Salem	74	$165.7 million	$197.7 million	adviserinfo.sec.gov
Worth Advisors	Charlotte	57	$163.7 million	$280.7 million	adviserinfo.sec.gov
Smith Partners Wealth Management, LLC	Greensboro	61	$161.3 million	$196.1 million	adviserinfo.sec.gov
Dolan Capital Advisors, LLC	Charlotte	44	$160.7 million	$179.1 million	adviserinfo.sec.gov
Granada Wealth Management, LLC	Davidson	46	$159.8 million	$171.4 million	adviserinfo.sec.gov
Masonboro Advisors	Wilmington	69	$155.6 million	$206.5 million	adviserinfo.sec.gov
Independent Wealth Advisors, LLC	Cary	133	$155 million	$195.3 million	adviserinfo.sec.gov
Horizon Financial Services, LLC	Winston Salem	94	$154.8 million	$262.4 million	adviserinfo.sec.gov
Integrated Wealthcare, LLC	Durham	52	$153 million	$218.2 million	adviserinfo.sec.gov
Uwharrie Investment Advisors, Inc.	Albemarle	228	$152.4 million	$337.8 million	adviserinfo.sec.gov
Sledge and Company Wealth Advisors	High Point	53	$151.5 million	$183.4 million	adviserinfo.sec.gov
ARK Royal Wealth Management LLC	Raleigh	52	$150 million	$169.3 million	adviserinfo.sec.gov
Family Legacy Financial Solutions, LLC	Cary	55	$150 million	$174.5 million	adviserinfo.sec.gov
Pinafore Wealth Counsel Inc.	Durham	49	$150 million	$173.6 million	adviserinfo.sec.gov
Shining Rock Advisors LLC	Asheville	23	$148.5 million	$153.8 million	adviserinfo.sec.gov
Ridgeline Wealth Advisors, LLC.	Raleigh	71	$148.3 million	$189 million	adviserinfo.sec.gov
Hayden Harper Wealth Advisory, LLC	Charlotte	34	$146 million	$171.1 million	adviserinfo.sec.gov
Clearview Wealth Management	Charlotte	64	$145 million	$182.4 million	adviserinfo.sec.gov
Everstar Asset Management, LLC	Mooresville	352	$141.6 million	$336.7 million	adviserinfo.sec.gov
A4 Wealth Advisors LLC	Huntersville	146	$141.2 million	$213.7 million	adviserinfo.sec.gov
Hollingsworth Avent Averre & Purvis, Pa	Raleigh	44	$139.4 million	$177.4 million	adviserinfo.sec.gov
Dovetail Financial Group LLC	Wilmington	41	$137.8 million	$298.9 million	adviserinfo.sec.gov
Lyon Wealth Advisors	Charlotte	115	$137.7 million	$311.4 million	adviserinfo.sec.gov
Blue Water Capital Management, LLC	Apex	58	$136.1 million	$159.8 million	adviserinfo.sec.gov
Reliant Investment Partners, LLC	Pinehurst	109	$135 million	$268.3 million	adviserinfo.sec.gov
IA Network, LLC	Charlotte	62	$132.6 million	$199.5 million	adviserinfo.sec.gov
The Wealth Group, LTD	Raleigh	41	$131.5 million	$160.2 million	adviserinfo.sec.gov
Investor Advisory Group	Charlotte	54	$130.9 million	$172.1 million	adviserinfo.sec.gov
Tannin Capital, LLC	Charlotte	64	$130.6 million	$824.9 million	adviserinfo.sec.gov
Lumina Wealth Management, LLC	Wilmington	49	$130.6 million	$240.2 million	adviserinfo.sec.gov
Cannon Advisors	Charlotte	66	$127.6 million	$181.6 million	adviserinfo.sec.gov
Kenneth Frenke & Co	Arden	58	$127.2 million	$206.5 million	adviserinfo.sec.gov
Professional Wealth Management Services LLC	Statesville	19	$122.2 million	$136.2 million	adviserinfo.sec.gov
Strategic Advisory Partners	Greensboro	73	$121.1 million	$191.4 million	adviserinfo.sec.gov
Semmax Financial Advisors, Inc.	Winston-Salem	77	$120.1 million	$495.4 million	adviserinfo.sec.gov
Carolina Financial Advisors, Inc.	Greensboro	46	$119 million	$240.9 million	adviserinfo.sec.gov
Kucharo Wealth	Charlotte	36	$118.9 million	$123.7 million	adviserinfo.sec.gov
Insight Folios	Charlotte	73	$116.5 million	$331.3 million	adviserinfo.sec.gov
Aim Advisors, LLC	Raleigh	56	$115.3 million	$158.2 million	adviserinfo.sec.gov
Forest Capital	Charlotte	67	$109.1 million	$143.2 million	adviserinfo.sec.gov
Gragg Financial	Shelby	55	$108.7 million	$215.4 million	adviserinfo.sec.gov
Wells Financial Management, LLC	Asheville	41	$108.1 million	$132.7 million	adviserinfo.sec.gov
Collie Financial Planning, Inc.	Black Mountain	54	$102.9 million	$162.9 million	adviserinfo.sec.gov
Emerald Asset Management, Inc.	Rocky Mount	77	$101.9 million	$120.8 million	adviserinfo.sec.gov
Greenway Wealth Advisors, LLC	Charlotte	46	$101.6 million	$184.5 million	adviserinfo.sec.gov
Calamita Wealth Management	Charlotte	41	$100.5 million	$138.2 million	adviserinfo.sec.gov
Ascendor Wealth, LLC	Wilmington	34	$100.2 million	$145.6 million	adviserinfo.sec.gov
Capital Advisers, Inc.	Raleigh	60	$100 million	$620 million	adviserinfo.sec.gov
Tarheel Advisors, LLC	Chapel Hill	57	$97 million	$137.8 million	adviserinfo.sec.gov
Reh Wealth Advisors LLC	Raleigh	39	$96.6 million	$110.5 million	adviserinfo.sec.gov
Broyhill Asset Management, LLC	Charlotte	78	$96.1 million	$204.5 million	adviserinfo.sec.gov
Crossgen Wealth LLC	Greenville	20	$95.6 million	$222.8 million	adviserinfo.sec.gov
Private Wealth Management of North Carolina LLC	Henderson	35	$95.4 million	$162.8 million	adviserinfo.sec.gov
Dreher Financial Partners	Southern Pines	36	$94.3 million	$148.2 million	adviserinfo.sec.gov
Tricapital Wealth Management, Inc.	Charlotte	50	$92.3 million	$132.7 million	adviserinfo.sec.gov
Kensington Financial Group, Inc.	Winston-Salem	72	$92.2 million	$169.5 million	adviserinfo.sec.gov
White Oak Financial Management, Inc	Asheville	40	$90.8 million	$143.5 million	adviserinfo.sec.gov
First Citizens Asset Management, Inc	Raleigh	62	$90.8 million	$465.1 million	adviserinfo.sec.gov
Front Porch Financial Advisory	Charlotte	48	$90.1 million	$181.3 million	adviserinfo.sec.gov
Passport Wealth Management	Cornelius	31	$89.9 million	$115.3 million	adviserinfo.sec.gov
Holcombe & McGrath	Asheville	43	$88.4 million	$155.9 million	adviserinfo.sec.gov
West Financial Strategies, Inc.	Sanford	46	$85.8 million	$121 million	adviserinfo.sec.gov
BSG Advisers	Apex	63	$85.5 million	$134.8 million	adviserinfo.sec.gov
Ally Invest Advisors	Charlotte	62	$85.1 million	$1.73 billion	adviserinfo.sec.gov
The Financial Legacy Group	Charlotte	62	$85 million	$107.3 million	adviserinfo.sec.gov
Sound Financial Management, Inc.	Raleigh	26	$84.5 million	$134.1 million	adviserinfo.sec.gov
White Oak Wealth Partners	Raleigh	27	$83.4 million	$110.5 million	adviserinfo.sec.gov
Quantitative Process, LLC	Charlotte	46	$81.4 million	$502.1 million	adviserinfo.sec.gov
Structural Solutions LLC	Chapel Hill	5	$80 million	$133 million	adviserinfo.sec.gov
TRG Capital Management, Inc.	Raleigh	48	$76.5 million	$118.2 million	adviserinfo.sec.gov
Hicks & Associates Wealth Management, LLC	Cary	37	$76 million	$119.6 million	adviserinfo.sec.gov
Twin City Private Wealth, LLC	Winston-Salem	39	$72.7 million	$151.3 million	adviserinfo.sec.gov
Thayer Financial, L.L.C.	Hickory	45	$72 million	$106.4 million	adviserinfo.sec.gov
Integrative Planning, Inc.	Cornelius	36	$71.6 million	$101.4 million	adviserinfo.sec.gov
Pendleton Financial Wealth Management	Raleigh	52	$67.5 million	$160 million	adviserinfo.sec.gov
Saber Capital Management LLC	Fuquay Varina	49	$64.2 million	$129.3 million	adviserinfo.sec.gov
Eqv Advisory, LLC	Raleigh	11	$62.1 million	$106.8 million	adviserinfo.sec.gov
Evergreen Wealth Advisors	Raleigh	8	$58.4 million	$112.5 million	adviserinfo.sec.gov
Course Management Investment Advisors, LLC	Pinehurst	30	$55 million	$100.3 million	adviserinfo.sec.gov
Wealthpoint Advisors	Cramerton	30	$54.1 million	$147.1 million	adviserinfo.sec.gov
Tolley Financial Group, LLC	Raleigh	31	$53 million	$121.9 million	adviserinfo.sec.gov
Blue Financial	Charlotte	28	$52.3 million	$145.1 million	adviserinfo.sec.gov
Charter Wealth Management	Raleigh	31	$49.3 million	$195.6 million	adviserinfo.sec.gov
Morgan Creek Capital Management, LLC	Chapel Hill	15	$36.3 million	$1.79 billion	adviserinfo.sec.gov
Terra Wealth	High Point	46	$34.4 million	$152 million	adviserinfo.sec.gov
Fund Direct Advisors Inc.	Greensboro	25	$33 million	$593 million	adviserinfo.sec.gov
Milestone Investments, Inc.	Charlotte	23	$32.4 million	$277.3 million	adviserinfo.sec.gov
Castle Wealth Group	Mooresville	8	$29.8 million	$106.8 million	adviserinfo.sec.gov
Hunter Street Investment Advisors LLC	Apex	2	$29.6 million	$166.4 million	adviserinfo.sec.gov
The Breit Group	Wrightsville Beach	18	$28.7 million	$131.6 million	adviserinfo.sec.gov
Namcoa	Mooresville	51	$24.3 million	$404.3 million	adviserinfo.sec.gov
Modern Capital Advisors, LLC	Raleigh	33	$15.1 million	$254.8 million	adviserinfo.sec.gov
Intercarolina Financial Services, Inc.	Greensboro	13	$10.9 million	$85.4 million	adviserinfo.sec.gov
SLP Wealth	Durham	16	$5.9 million	$63.7 million	adviserinfo.sec.gov
Broad Reach Capital LLC	Raleigh	6	$2.2 million	$180.5 million	adviserinfo.sec.gov
Wedge Capital Management LLP	Charlotte	Fewer than 5	$1 million	$8.13 billion	adviserinfo.sec.gov
Scholar Financial Advising, LLC	Winston-Salem	133	Not listed	Not listed	adviserinfo.sec.gov

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Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.