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Research Report · 2026-06-30

Institutional Registered Investment Advisers in North Carolina

SEC-registered investment advisers in North Carolina ranked by reported institutional client assets.

Firms
205
Total AUM
$2.75T
Median AUM
$437.5M
Latest Filing
2026-06-30
← PreviousPage 3 of 3 · 205 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
201CAROLINA FINANCIAL ADVISORS, INC.GREENSBORO118823$240.9M72026-05-31→
202HOBART PRIVATE CAPITAL, LLCCHARLOTTE168494$558.2M182026-06-30→
203BLUE WEALTH INC.CHARLOTTE330324$145.1M112026-02-28→
204PASSPORT WEALTH MANAGEMENT LLCCORNELIUS297449$115.3M32026-02-28→
205DOVETAIL FINANCIAL GROUP LLCWILMINGTON311298$298.9M62026-06-30→

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Sleeve205 firms · 2026-06-30