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Research Report · 2026-06-30

Largest Registered Investment Advisers in Charlotte

Charlotte SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
92
Total AUM
$1.65T
Median AUM
$616.1M
Latest Filing
2026-06-30
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1ALLSPRING GLOBAL INVESTMENTS, LLCCHARLOTTE104973$475.78B9562026-05-31→
2BARINGS LLCCHARLOTTE106006$392.75B1,1012026-05-31→
3ALLSPRING FUNDS MANAGEMENT, LLCCHARLOTTE110841$324.65B7142026-05-31→
4BRIGHTHOUSE INVESTMENT ADVISERS, LLCCHARLOTTE107312$132.63B292026-03-31→
5STERLING CAPITAL MANAGEMENT LLCCHARLOTTE135405$69.23B1862026-03-31→
6WELLS FARGO INVESTMENT INSTITUTE, INC.CHARLOTTE133204$43.00B2252026-03-31→
7ALIGHT FINANCIAL ADVISORS, LLCCHARLOTTE158744$35.05B702026-03-31→
8STEPSTONE GROUP PRIVATE WEALTH LLCCHARLOTTE305881$17.93B1282026-06-30→
9INDEPENDENT ADVISOR ALLIANCE, LLCCHARLOTTE168267$17.23B2512026-06-30→
10GLOBAL ENDOWMENT MANAGEMENT, LPCHARLOTTE157772$12.88B822026-05-31→
11CHURCHILL INVESTMENT MANAGEMENT LLCCHARLOTTE305060$12.14B1012026-03-31→
12ATRIA INVESTMENTS, INC.CHARLOTTE143593$11.05B602026-03-31→
13RIDGEMONT PARTNERS MANAGEMENT, LLCCHARLOTTE157421$10.26B612026-03-31→
14HORIZON INVESTMENTS LLCCHARLOTTE109552$8.47B762026-03-31→
15ASANA PARTNERS, LPCHARLOTTE284477$8.35B1252026-04-30→
16WEDGE CAPITAL MANAGEMENT LLPCHARLOTTE106234$7.75B262026-03-31→
17PAMLICO CAPITAL MANAGEMENT, LPCHARLOTTE157532$5.30B412026-03-31→
18ALUMINA INVESTMENT MANAGEMENT, LLCCHARLOTTE164273$5.26B22026-03-31→
19BRAGG FINANCIAL ADVISORS INCCHARLOTTE108780$4.67B392026-03-31→
20FALFURRIAS MANAGEMENT PARTNERS LPCHARLOTTE163076$3.71B552026-03-31→
21BILTMORE FAMILY OFFICE, LLCCHARLOTTE167174$3.47B242026-03-31→
22COLONY FAMILY OFFICES, LLCCHARLOTTE167017$3.36B162026-02-28→
23NEW REPUBLIC CAPITAL, LLCCHARLOTTE310907$3.03B282026-03-31→
24NOVARE CAPITAL MANAGEMENTCHARLOTTE117949$1.92B232026-06-30→
25CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.CHARLOTTE157822$1.91B192026-05-31→
26WESTEND ADVISORS, LLCCHARLOTTE133279$1.87B292026-01-31→
27LINDEN THOMAS ADVISORY SERVICES, LLCCHARLOTTE288557$1.77B142026-05-31→
28STEELE CREEK INVESTMENT MANAGEMENT LLCCHARLOTTE170209$1.74B122026-03-31→
29ALLY INVEST ADVISORS INCCHARLOTTE170301$1.73B82026-04-30→
30FC CAPITAL MANAGEMENT LLCCHARLOTTE161220$1.61B192026-03-31→
31MBL WEALTH, LLCCHARLOTTE305176$1.42B142026-03-31→
32CC MANAGEMENT GP, LLCCHARLOTTE168693$1.39B172026-03-31→
33CAROLINAS WEALTH CONSULTING LLCCHARLOTTE300003$1.34B182025-03-31→
34TOPSAIL WEALTH MANAGEMENT LLCCHARLOTTE331098$1.31B52026-05-31→
35LAUREL WEALTH ADVISORS, LLCCHARLOTTE118469$1.11B92026-03-31→
36KIAN CAPITAL PARTNERS, LLCCHARLOTTE329179$1.10B192026-03-31→
37PROVIDENCE CAPITAL ADVISORS, LLCCHARLOTTE174631$1.07B142026-03-31→
38VERUM PARTNERS LLCCHARLOTTE301058$1.01B172026-03-31→
39FTA ASSET MANAGEMENT, LLCCHARLOTTE332377$1.01B132026-03-31→
40BLUEPRINT FINANCIAL ADVISORS LLCCHARLOTTE315570$966.6M352026-04-30→
41FCA PARTNERS, LLCCHARLOTTE322393$910.3M112026-03-31→
42TANNIN CAPITAL, LLCCHARLOTTE304238$824.9M72026-03-31→
43STRATHMORE CAPITAL ADVISORS, INC.CHARLOTTE135008$805.0M172026-03-31→
44HALE PARTNERSHIP CAPITAL MANAGEMENT, LLCCHARLOTTE297174$788.3M22026-03-31→
45SPP MANAGEMENT SERVICES, LLCCHARLOTTE164078$623.6M232026-03-31→
46ALPHA FINANCIAL ADVISORS, LLCCHARLOTTE122545$619.3M92026-06-30→
47AUCTUS ADVISORS LLCCHARLOTTE289489$612.9M32026-05-31→
48HOBART PRIVATE CAPITAL, LLCCHARLOTTE168494$558.2M182026-06-30→
49DEFENDER CAPITAL LLCCHARLOTTE159607$510.0M32026-01-31→
50CAPITALA PRIVATE ADVISORS, LLCCHARLOTTE283527$505.1M162026-03-31→
51QUANTITATIVE PROCESS, LLCCHARLOTTE165699$502.1M32026-02-28→
52CORNERSTONE PLANNING, LLCCHARLOTTE166886$485.9M132026-02-28→
53IP FINANCIAL ADVISORY SERVICES LLCCHARLOTTE305772$481.4M1122026-06-30→
54COLLWICK FUNDS GP, LLCCHARLOTTE162923$439.6M42026-03-31→
55CROWN WEALTH GROUP LLCCHARLOTTE299732$437.5M102026-01-31→
56EASTOVER INVESTMENT ADVISORS, LLCCHARLOTTE150821$392.3M42026-02-28→
57DAVIS INVESTMENT PARTNERS, LLCCHARLOTTE318783$390.0M32026-01-31→
58TAGSTONE CAPITAL, INC.CHARLOTTE158864$368.9M12026-02-28→
59KANBRICK LLCCHARLOTTE309288$362.2M82026-03-31→
60GARDEN CITY MANAGEMENT, LLCCHARLOTTE310518$343.8M52026-06-30→
61REICHARD CAPITAL, LLCCHARLOTTE305695$341.0M42026-03-31→
62INSIGHT FOLIOS INCCHARLOTTE174411$331.3M152026-03-31→
63WSC & COMPANY, LLCCHARLOTTE289138$320.4M62026-05-31→
64LYON WEALTH ADVISORS GROUP, LLCCHARLOTTE325041$311.4M32026-01-31→
65TOTAL SOLUTIONS ENTERPRISE LLCCHARLOTTE318036$305.0M82026-04-30→
66WMS ADVISORS, LLCCHARLOTTE122224$280.9M72026-02-28→
67WORTH FINANCIAL ADVISORY GROUP, LLCCHARLOTTE156564$280.7M152026-03-31→
68MILESTONE INVESTMENTS, INC.CHARLOTTE47090$277.3M22026-02-28→
69MUIRFIELD WEALTH ADVISORS LLCCHARLOTTE316071$255.8M32026-01-31→
70DAVIDSON ADVISORY GROUP, LLCCHARLOTTE333090$223.5M42026-02-28→
71OCTAGON ASSET MANAGEMENT, LLCCHARLOTTE286248$221.2M42026-03-31→
72GOUWS CAPITAL LLCCHARLOTTE153812$209.9M32026-02-28→
73BROYHILL ASSET MANAGEMENT, LLCCHARLOTTE120462$204.5M62026-03-31→
74PORTUS WEALTH ADVISORS, LLCCHARLOTTE300558$204.1M42026-02-28→
75IA NETWORK, LLCCHARLOTTE319096$199.5M52026-03-31→
76GREENWAY WEALTH ADVISORS, LLCCHARLOTTE290727$184.5M42026-06-30→
77SHERCLAR, INCCHARLOTTE166812$182.4M42026-03-31→
78CANNON ADVISORS, INC.CHARLOTTE293929$181.6M52026-03-31→
79FPF FA L.L.C.CHARLOTTE311329$181.3M12026-01-31→
80DOLAN CAPITAL ADVISORS, LLCCHARLOTTE269886$179.1M42026-03-31→
81INVESTOR ADVISORY GROUP, LLCCHARLOTTE106837$172.1M42026-03-31→
82HAYDEN HARPER WEALTH ADVISORY, LLCCHARLOTTE152091$171.1M72026-03-31→
83BP ASSET MANAGEMENT INC.CHARLOTTE328276$155.3M32026-03-31→
84BLUE WEALTH INC.CHARLOTTE330324$145.1M112026-02-28→
85CALAMITA WEALTH MANAGEMENT INC.CHARLOTTE153316$138.2M42026-02-28→
86TRICAPITAL WEALTH MANAGEMENT, INC.CHARLOTTE118788$132.7M32026-03-31→
87KUCHARO WEALTH, LLCCHARLOTTE329601$123.7M22026-05-31→
88THE FINANCIAL LEGACY GROUP, LLCCHARLOTTE287632$107.3M32026-01-31→
89INDEXPERTS, LLCCHARLOTTE314858$100.9M42026-03-31→
90VARIANT PERCEPTION, LLCCHARLOTTE334510$31.9M12026-03-31→
91INNOVATION PARTNERS LLC.CHARLOTTE146344$21.7M3052026-03-31→
92HAVEN CAPITAL ADVISORS, LLCCHARLOTTE338419$5.4M152026-06-30→

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Sleeve92 firms · 2026-06-30