Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in North Carolina.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in North Carolina, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Carolina are as followed:
- Must be Trusted by investor.com.
- Must have an office location in North Carolina.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| ACT Advisors |
|
$389.9 million | 566 | 5 | $688,834 |
| ACT Wealth Management |
|
$378.1 million | 195 | 4 | $1.9 million |
| Adhesion Wealth Advisor Solutions |
|
$9.5 billion | 136 | 8 | $70.2 million |
| Advisory Alpha |
|
$1.8 billion | 7,935 | 50 | $228,539 |
| Allen Wealth Management |
|
$369.6 million | 882 | 3 | $419,083 |
| Alpha Financial Advisors |
|
$412.3 million | 239 | 5 | $1.7 million |
| Altrius Capital Management |
|
$446.2 million | 432 | 7 | $1.0 million |
| Aprio Wealth Management |
|
$1.3 billion | 534 | 9 | $2.5 million |
| Armor Investment Advisors |
|
$325.2 million | 175 | 6 | $1.9 million |
| Blue Water Capital Management |
|
$92.5 million | 100 | 4 | $925,140 |
 Bluesky Wealth Advisors
|
|
$628.2 million | 330 | 11 | $1.9 million |
| Bowen, Hanes & CO |
|
$4.1 billion | 129 | 1 | $31.4 million |
| Bridge Investment Group |
|
$36.3 billion | 116 | 4 | $313.3 million |
| Brightworth |
|
$5.4 billion | 2,302 | 29 | $2.3 million |
| Brunswick Financial |
|
$0.0 | 26 | 1 | $0.0 |
| C F Parks |
|
$75.5 million | 162 | 2 | $466,054 |
| Calamita Wealth Management |
|
$95.6 million | 101 | 2 | $946,196 |
| Capital Directions |
|
$3.8 billion | 1,877 | 11 | $2.0 million |
| Capstone Advisors |
|
$47.0 million | 65 | 3 | $722,801 |
| Cardinal Capital Management |
|
$639.4 million | 267 | 3 | $2.4 million |
| Carousel Capital Management Company |
|
$1.6 billion | 10 | 13 | $158.3 million |
| Chilton Investment Services |
|
$5.8 billion | 1,015 | 2 | $5.7 million |
| Colony Family Offices |
|
$2.4 billion | 212 | 4 | $11.1 million |
 Comperio Retirement Consulting
|
|
$2.0 billion | 30 | 3 | $66.7 million |
| Cook Wealth Management Group |
|
$456.3 million | 352 | 9 | $1.3 million |
| Cornercap Investment Counsel |
|
$1.3 billion | 597 | 14 | $2.2 million |
| CP Advisors |
|
$35.9 million | 106 | 4 | $338,881 |
| Dare Capital Management |
|
$17.5 million | 50 | 0 | $350,880 |
| Delegate Advisors |
|
$946.7 million | 37 | 9 | $25.6 million |
| Dixon Hughes Goodman Wealth Advisors |
|
$2.2 billion | 2,275 | 23 | $969,671 |
| Encompass Advisors |
|
$37.0 million | 38 | 1 | $972,429 |
| Exencial Wealth Advisors |
|
$4.4 billion | 2,667 | 45 | $1.6 million |
| Financial Symmetry |
|
$812.7 million | 646 | 11 | $1.3 million |
| Financial Tailor |
|
$2.8 million | 28 | 1 | $100,250 |
| Forward Wealth Management |
|
$49.9 million | 42 | 1 | $1.2 million |
| Freitag Financial Group |
|
$36.0 million | 34 | 1 | $1.1 million |
| Fulbright Financial Consulting, PA |
|
$60.5 million | 72 | 1 | $840,638 |
| Fund Direct Advisors |
|
$660.0 million | 280 | 6 | $2.4 million |
| Global View Investment Advisors |
|
$404.1 million | 549 | 4 | $736,102 |
| Gouws Capital |
|
$138.9 million | 40 | 2 | $3.5 million |
| Grand Street Capital Management |
|
$4.8 million | 21 | 1 | $228,947 |
| Grant Street Asset Management |
|
$595.7 million | 392 | 6 | $1.5 million |
| Greerwalker Wealth |
|
$346.5 million | 227 | 4 | $1.5 million |
| Hamilton Point Investment Advisors |
|
$755.8 million | 184 | 7 | $4.1 million |
| Hunter Street Investment Advisors |
|
$74.0 million | 61 | 2 | $1.2 million |
| Hutchins Canning & Company PA |
|
$50.4 million | 56 | 1 | $900,798 |
| Investor Advisory Group |
|
$154.5 million | 169 | 4 | $914,465 |
| Jarrod Adams Investing |
|
$51.1 million | 88 | 1 | $581,216 |
| JKMilne Asset Management |
|
$704.7 million | 5 | 3 | $140.9 million |
| Kiely Wealth Advisory Group |
|
$468.0 million | 772 | 3 | $606,217 |
| Kuhn Advisors |
|
$709.0 million | 212 | 3 | $3.3 million |
| Lewis Financial Management |
|
$417.5 million | 139 | 4 | $3.0 million |
| Marquise Wealth Management |
|
$30.6 million | 43 | 2 | $710,726 |
| Mcshane Partners |
|
$645.0 million | 305 | 8 | $2.1 million |
| MD Investment Advisors |
|
$34.3 million | 145 | 2 | $236,667 |
| Merit Financial Advisors |
|
$3.7 billion | 5,629 | 90 | $654,061 |
| Millennium Investment and Retirement Advisors |
|
$1.8 billion | 464 | 7 | $3.8 million |
| NAMCOA |
|
$234.5 million | 234 | 13 | $1.0 million |
| NEPC |
|
$69.7 billion | 403 | 1 | $173.0 million |
| New Potomac Partners |
|
$202.2 million | 54 | 3 | $3.7 million |
| Newcomb Financial Advisors |
|
$14.9 million | 15 | 1 | $992,078 |
| Northstar Capital Advisors |
|
$27.0 million | 63 | 2 | $429,035 |
| Novare Capital Management |
|
$1.4 billion | 649 | 15 | $2.2 million |
| Ocean Advisors |
|
$40.5 million | 46 | 1 | $879,510 |
| Parsec Financial |
|
$4.2 billion | 1,959 | 31 | $2.2 million |
| Phoenix Wealth Advisors |
|
$531.0 million | 446 | 8 | $1.2 million |
| Pottle Financial Services |
|
$31.1 million | 31 | 1 | $1.0 million |
| Pragmatic Portfolios |
|
$62.5 million | 46 | 1 | $1.4 million |
| Quantitative Process |
|
$465.8 million | 214 | 3 | $2.2 million |
| RED OAK Capital Advisors |
|
$17.5 million | 41 | 1 | $427,526 |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Salem Investment Counselors |
|
$3.5 billion | 741 | 7 | $4.7 million |
| Shankland Financial Advisors |
|
$50.7 million | 249 | 4 | $203,604 |
| Sikes Capital |
|
$7.3 million | 24 | 1 | $305,718 |
| Smith, Salley & Associates |
|
$2.7 billion | 725 | 14 | $3.7 million |
| Sovereign Financial Group |
|
$36.6 million | 60 | 1 | $610,656 |
| Stalwart Financial Planning |
|
$3.2 million | 6 | 1 | $540,075 |
| Stash Wealth |
|
$50.1 million | 347 | 2 | $144,447 |
| Stewardship Partners Investment Counsel |
|
$63.5 million | 397 | 2 | $159,914 |
| Sycamore Financial Planning |
|
$35.3 million | 10 | 2 | $3.5 million |
| Tarheel Advisors |
|
$91.6 million | 120 | 2 | $763,108 |
| Taylor Financial |
|
$41.8 million | 41 | 1 | $1.0 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| Thomason Financial Services |
|
$0.0 | 1 | 1 | $0.0 |
| Townsend Asset Management Corp |
|
$367.1 million | 347 | 4 | $1.1 million |
| Triad Financial Advisors |
|
$964.5 million | 746 | 9 | $1.3 million |
| Triangle Wealth Management |
|
$1.1 billion | 498 | 10 | $2.2 million |
| Trinity Fiduciary Partners |
|
$105.0 million | 50 | 1 | $2.1 million |
| TrueBridge Capital Partners |
|
$8.4 billion | 105 | 11 | $80.3 million |
| Veratis Advisors |
|
$4.0 billion | 68 | 3 | $58.6 million |
| Wake Wealth Management CO |
|
$180,000 | 1 | 1 | $180,000 |
| Wedge Capital Management |
|
$10.2 billion | 263 | 27 | $38.7 million |
| Wessel Investment Counsel |
|
$82.3 million | 92 | 1 | $895,031 |
| Westhampton Capital |
|
$191.9 million | 153 | 5 | $1.3 million |
| Whitener Capital Management |
|
$388.6 million | 530 | 3 | $733,207 |
| Wolfbridge Financial Corporation |
|
$49.0 million | 52 | 1 | $942,307 |
| Woodard & Co Asset Management Group |
|
$962.7 million | 1,831 | 4 | $525,778 |
| Woodward Financial Advisors |
|
$511.3 million | 180 | 7 | $2.8 million |
| Zuraw Financial Advisors |
|
$309.2 million | 152 | 1 | $2.0 million |
More Top Firms by State
About the Editorial Team
investor.com
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