North Carolina · 469 firms
Wealth Managers in North Carolina
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 469 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
Wealth Management 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
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
528 total advisers in North Carolina. Browse all North Carolina advisors