Written by investor.com
April 05, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in North Carolina.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Carolina are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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 Wealth Management |
|
$332.4 million | 213 | 4 | $1.6 million |
| Allen Wealth Management |
|
$382.3 million | 933 | 3 | $409,775 |
| Alpha Financial Advisors |
|
$353.6 million | 239 | 7 | $1.5 million |
| Altrius Capital Management |
|
$444.5 million | 520 | 7 | $854,775 |
| Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
| Armor Investment Advisors |
|
$293.7 million | 177 | 7 | $1.7 million |
| BAY Point Wealth |
|
$624.9 million | 450 | 11 | $1.4 million |
| Biltmore Family Office |
|
$2.3 billion | 85 | 15 | $27.3 million |
| Blue Rock Wealth Management |
|
$270.2 million | 628 | 4 | $430,191 |
| Bluesky Wealth Advisors |
|
$612.4 million | 347 | 12 | $1.8 million |
| Bowen, Hanes & CO |
|
$3.3 billion | 123 | 1 | $26.6 million |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Brunswick Financial |
|
$0.0 | 28 | 1 | $0.0 |
| C F Parks |
|
$68.4 million | 177 | 2 | $386,526 |
| Calamita Wealth Management |
|
$95.6 million | 101 | 2 | $946,196 |
| Capital Directions |
|
$3.9 billion | 1,948 | 11 | $2.0 million |
| Cardinal Capital Management |
|
$594.2 million | 273 | 3 | $2.2 million |
| Carolina Financial Services Group |
|
$30.0 million | 95 | 1 | $315,789 |
| Carousel Capital Management Company |
|
$1.5 billion | 10 | 14 | $154.1 million |
| Chilton Investment Services |
|
$5.4 billion | 1,195 | 2 | $4.6 million |
| Collegiate Capital Management |
|
$428.1 million | 373 | 4 | $1.1 million |
| Colony Family Offices |
|
$2.2 billion | 476 | 5 | $4.6 million |
| Comperio Retirement Consulting |
|
$1.7 billion | 33 | 3 | $52.9 million |
| Cook Wealth Management Group |
|
$404.2 million | 407 | 7 | $993,149 |
| Cooke & Bieler |
|
$10.7 billion | 260 | 12 | $41.1 million |
| Cornercap Investment Counsel |
|
$1.1 billion | 575 | 14 | $2.0 million |
| Cornerstone Investment Services |
|
$51.2 million | 111 | 1 | $461,395 |
| CP Advisors |
|
$34.5 million | 134 | 4 | $257,369 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Dare Capital Management |
|
$13.0 million | 50 | 0 | $259,526 |
| Delegate Advisors |
|
$902.4 million | 41 | 11 | $22.0 million |
| Emerald Asset Management |
|
$79.7 million | 139 | 1 | $573,460 |
| Encompass Advisors |
|
$39.4 million | 48 | 1 | $820,940 |
| Exencial Wealth Advisors |
|
$3.8 billion | 4,629 | 45 | $814,352 |
| Financial Symmetry |
|
$807.6 million | 705 | 12 | $1.1 million |
| Financial Tailor |
|
$2.6 million | 26 | 1 | $100,000 |
| Forward Wealth Management |
|
$76.3 million | 27 | 1 | $2.8 million |
| Freitag Financial Group |
|
$30.3 million | 37 | 1 | $819,513 |
| Fulbright Financial Consulting, PA |
|
$56.9 million | 75 | 1 | $758,346 |
| Fuller Asset Management |
|
$16.7 million | 29 | 1 | $575,435 |
| Gouws Capital |
|
$120.0 million | 34 | 2 | $3.5 million |
| Grand Street Capital Management |
|
$4.3 million | 25 | 1 | $172,462 |
| Grant Street Asset Management |
|
$513.8 million | 406 | 7 | $1.3 million |
| Hamilton Point Investment Advisors |
|
$793.1 million | 215 | 7 | $3.7 million |
| Hunter Street Investment Advisors |
|
$78.6 million | 222 | 2 | $354,237 |
| Hutchins Canning & Company PA |
|
$46.4 million | 65 | 1 | $714,196 |
| Investor Advisory Group |
|
$125.7 million | 172 | 4 | $730,590 |
| Jarrod Adams Investing |
|
$48.2 million | 101 | 1 | $477,659 |
| Kenneth Frenke & Co |
|
$153.2 million | 247 | 3 | $620,249 |
| Kiely Wealth Advisory Group |
|
$468.0 million | 772 | 3 | $606,217 |
| Kuhn Advisors |
|
$631.9 million | 268 | 3 | $2.4 million |
| Lewis Financial Management |
|
$357.1 million | 139 | 4 | $2.6 million |
| Marquise Wealth Management |
|
$22.9 million | 30 | 2 | $762,965 |
| Mcshane Partners |
|
$650.0 million | 320 | 8 | $2.0 million |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Millennium Investment and Retirement Advisors |
|
$1.6 billion | 681 | 7 | $2.3 million |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Modera Wealth Management |
|
$6.8 billion | 2,691 | 70 | $2.5 million |
| NAMCOA |
|
$236.0 million | 213 | 14 | $1.1 million |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| New Potomac Partners |
|
$166.5 million | 58 | 3 | $2.9 million |
| Newcomb Financial Advisors |
|
$14.0 million | 15 | 1 | $930,769 |
| Northstar Capital Advisors |
|
$26.8 million | 64 | 2 | $419,237 |
| Novare Capital Management |
|
$1.3 billion | 695 | 17 | $1.9 million |
| Ocean Advisors |
|
$37.6 million | 46 | 1 | $818,433 |
| Parsec Financial |
|
$3.7 billion | 2,069 | 33 | $1.8 million |
| Phoenix Wealth Advisors |
|
$436.2 million | 436 | 8 | $1.0 million |
| Powell Wealth |
|
$151.6 million | 99 | 2 | $1.5 million |
| Pragmatic Portfolios |
|
$59.7 million | 48 | 1 | $1.2 million |
| Quantitative Process |
|
$382.0 million | 222 | 3 | $1.7 million |
| RED OAK Capital Advisors |
|
$15.7 million | 42 | 1 | $373,985 |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Salem Investment Counselors |
|
$3.0 billion | 840 | 8 | $3.6 million |
| Shankland Financial Advisors |
|
$55.9 million | 265 | 3 | $210,950 |
| Smith, Salley & Associates |
|
$2.7 billion | 784 | 15 | $3.5 million |
| Sovereign Financial Group |
|
$30.0 million | 62 | 1 | $483,618 |
| Stalwart Financial Planning |
|
$5.7 million | 17 | 1 | $336,122 |
| Stash Wealth |
|
$41.6 million | 227 | 3 | $183,397 |
| Stewardship Partners Investment Counsel |
|
$48.1 million | 353 | 2 | $136,339 |
| Sycamore Financial Planning |
|
$43.7 million | 17 | 2 | $2.6 million |
| Tarheel Advisors |
|
$84.3 million | 122 | 2 | $690,611 |
| Taylor Financial |
|
$34.5 million | 46 | 1 | $750,701 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Townsend Asset Management Corp |
|
$346.3 million | 377 | 4 | $918,573 |
| Triad Financial Advisors |
|
$863.1 million | 778 | 9 | $1.1 million |
| Triangle Wealth Management |
|
$967.8 million | 527 | 10 | $1.8 million |
| Trinity Fiduciary Partners |
|
$124.4 million | 52 | 1 | $2.4 million |
| TrueBridge Capital Partners |
|
$8.6 billion | 156 | 11 | $55.1 million |
| Veratis Advisors |
|
$3.7 billion | 75 | 2 | $49.1 million |
| Vision Capital & Management |
|
$151.3 million | 62 | 3 | $2.4 million |
| Wake Wealth Management CO |
|
$8.1 million | 1 | 1 | $8.1 million |
| Wedge Capital Management |
|
$8.1 billion | 258 | 27 | $31.4 million |
| Wessel Investment Counsel |
|
$80.4 million | 99 | 1 | $812,036 |
| Westhampton Capital |
|
$171.6 million | 153 | 5 | $1.1 million |
| Whitener Capital Management |
|
$346.2 million | 588 | 3 | $588,762 |
| Willow |
|
$132.4 million | 255 | 2 | $519,059 |
| Wolfbridge Financial Corporation |
|
$48.7 million | 27 | 1 | $1.8 million |
| Woodard & Co Asset Management Group |
|
$818.0 million | 1,810 | 4 | $451,933 |
| Woodward Financial Advisors |
|
$455.3 million | 179 | 3 | $2.5 million |
| Zuraw Financial Advisors |
|
$264.4 million | 166 | 1 | $1.6 million |
More Top Firms by State
About the Editorial Team
investor.com
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