North Carolina · 213 firms
Institutional Advisors in North Carolina
Advisers managing assets for institutions, endowments, and corporations. Browse 213 advisers in North Carolina matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in North Carolina
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
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
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
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
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
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
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
BILTMORE FAMILY OFFICE, LLC
Charlotte, NC
AUM
$3.47B
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-248-5230
VERGER CAPITAL MANAGEMENT
Winston-Salem, NC
AUM
$3.28B
Team
7 advisors
Clients
—
Fees
Percentage of AUM
336-934-4101
NEW REPUBLIC PARTNERS
Charlotte, NC
AUM
$3.03B
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
704-626-1526
SMITH SALLEY WEALTH MANAGEMENT
Greensboro, NC
AUM
$2.89B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
336-379-7556
GUARDIAN WEALTH ADVISORS, LLC
Raleigh, NC
AUM
$2.74B
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-249-1810
FIRST CITIZENS INVESTOR SERVICES, INC.
Raleigh, NC
AUM
$2.63B
Team
164 advisors
Clients
More than 500
Fees
Percentage of AUM
800-229-0205
528 total advisers in North Carolina. Browse all North Carolina advisors