North Carolina · 528 advisers
Financial Advisors in North Carolina
Falists is the most comprehensive public directory of financial advisors in North Carolina — 528 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
528
With website
480
Largest AUM
$1.24T
Financial planning
364
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in North Carolina
Ranked by AUM and profile completeness · Data from SEC IAPD
CAPTRUST
Raleigh, NC
AUM
$1.24T
Team
885 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-870-6822
ALLSPRING GLOBAL INVESTMENTS, LLC
Charlotte, NC
AUM
$475.78B
Team
301 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-833-289-5038
BARINGS LLC
Charlotte, NC
AUM
$392.75B
Team
465 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704-805-7200
ALLSPRING FUNDS MANAGEMENT, LLC
Charlotte, NC
AUM
$324.65B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
833-289-5038
STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$69.23B
Team
64 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-927-4175
ALIGHT FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$35.05B
Team
60 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-560-7256
INDEPENDENT ADVISOR ALLIANCE, LLC
Charlotte, NC
AUM
$17.23B
Team
247 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.430.1555
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, NC
AUM
$12.88B
Team
23 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
704-333-8282
CHURCHILL INVESTMENT MANAGEMENT, LLC
Charlotte, NC
AUM
$12.14B
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-517-5353
TRUEBRIDGE CAPITAL PARTNERS
Chapel Hill, NC
AUM
$11.24B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-442-5201
ADHESION WEALTH ADVISOR SOLUTIONS
Charlotte, NC
AUM
$11.05B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-295-8351
RIDGEMONT PARTNERS MANAGEMENT, LLC
Charlotte, NC
AUM
$10.26B
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
704/944-0914
HORIZON INVESTMENTS LLC
Charlotte, NC
AUM
$8.47B
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-544-2399
ASANA PARTNERS, LP
Charlotte, NC
AUM
$8.35B
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-423-1660
STEPSTONE PRIVATE WEALTH
Charlotte, NC
AUM
$8.17B
Team
97 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-215-4300
WEDGE CAPITAL MANAGEMENT LLP
Charlotte, NC
AUM
$7.75B
Team
21 advisors
Clients
0
Fees
Percentage of AUM
704-334-6475
BELL PARTNERS
Greensboro, NC
AUM
$6.12B
Team
69 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
336-232-1900
VERATIS ADVISORS, INC.
Cary, NC
AUM
$5.99B
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-460-8875
PAMLICO CAPITAL
Charlotte, NC
AUM
$5.30B
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-414-7150
ALUMINA INVESTMENT MANAGEMENT
Charlotte, NC
AUM
$5.26B
Team
2 advisors
Clients
—
Fees
Fixed fees
980-233-3000
BRAGG FINANCIAL ADVISORS INC
Charlotte, NC
AUM
$4.67B
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-377-0261
QHP CAPITAL, L.P.
Raleigh, NC
AUM
$4.57B
Team
17 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
919-261-5250
FRANKLIN STREET ADVISORS INC.
Chapel Hill, NC
AUM
$4.53B
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-489-2600
SALEM INVESTMENT COUNSELORS INC
Winston Salem, NC
AUM
$4.19B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-768-7230
Cities in North Carolina
Browse financial advisors by city across North Carolina
The North Carolina advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.