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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

288 firms manage $3.0 trillionNorth Carolina

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3650
    Comperio Retirement Consulting, Inc.Cary, NC · 27 clientsAsset manager
    No custodian reported
    $2.0B
  2. 3731
    Novare Capital ManagementCharlotte, NC · 757 clientsWealth manager
    Schwab 100%
    $1.9B
  3. 3737
    Carousel Capital Management Company, L.P.Charlotte, NC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  4. 3753
    Halifax Investment Management, L.L.C.Raleigh, NC · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  5. 3768
    Eton AdvisorsChapel Hill, NC · 143 clientsAsset managerAffiliated broker-dealer
    Schwab 54%BNY 46%
    $1.9B
  6. 3866
    Morgan Creek Capital Management, LLCChapel Hill, NC · 55 clientsPrivate fund adviserHybrid
    Schwab 100%
    $1.8B
  7. 3881
    Blueprint Investment Partners LLCGreensboro, NC · 13 clientsAsset managerHybridMaplewood Investments, Inc.
    Schwab 66%U.S. Bancorp Investments 34%
    $1.8B
  8. 3891
    Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWealth managerWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $1.8B
  9. 3932
    Steele Creek Investment Management LLCCharlotte, NC · 11 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $1.7B
  10. 3944
    Ally Invest AdvisorsCharlotte, NC · 83,199 clientsWealth managerBank-affiliatedHybridAlly Invest Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.7B
  11. 3958
    Delegate Advisors, LLCChapel Hill, NC · 51 clientsWealth managerHybrid
    Fidelity 100%
    $1.7B
  12. 4104
    FC Capital Management LLCCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  13. 4194
    Financial Symmetry Inc.Raleigh, NC · 873 clientsWealth manager
    Pershing 100%
    $1.5B
  14. 4270
    Mill Capital Management, LLCConcord, NC · 106 clientsWealth manager
    Schwab 100%
    $1.5B
  15. 4358
    Five Points Capital LLCWinston-Salem, NC · 14 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  16. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  17. 4401
    Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clientsWealth manager
    Schwab 100%
    $1.4B
  18. 4402
    MBL AdvisorsCharlotte, NC · 270 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  19. 4420
    Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsWealth managerHybridMaplewood Investments, Inc.
    Schwab 100%
    $1.4B
  20. 4469
    Corrum Capital Management LLCCharlotte, NC · 26 clientsPrivate fund adviserHybridM&n Investor Services
    No custodian reported
    $1.4B
  21. 4497
    Granville Capital, Inc.Greensboro, NC · 39 clientsPrivate fund adviser
    Schwab 100%
    $1.4B
  22. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  23. 4614
    Live Oak Private Wealth, LLCWilmington, NC · 494 clientsWealth managerBank-affiliated
    Schwab 100%
    $1.3B
  24. 4630
    Topsail Wealth Management LLCCharlotte, NC · 210 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.3B
  25. 4660
    Triangle Wealth ManagementRaleigh, NC · 525 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4663
    Arbor Investment AdvisorsWinston Salem, NC · 478 clientsWealth manager
    Fidelity 100%
    $1.3B
  27. 4725
    Absher Wealth Management, LLCChapel Hill, NC · 691 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.3B
  28. 4837
    Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clientsWealth manager
    Fidelity 100%
    $1.2B
  29. 4866
    Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
    J.P. Morgan 50%Wells Fargo 50%
    $1.2B
  30. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B
  31. 4918
    Woodard & Co Asset Management Group IncBermuda RUN, NC · 1,832 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $1.2B
  32. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  33. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clientsWealth manager
    Fidelity 89%
    $1.1B
  34. 5076
    Kian Capital Partners, LLCCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5161
    Providence Capital Advisors, LLCCharlotte, NC · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  36. 5303
    Cardinal Capital Management IncRaleigh, NC · 305 clientsWealth manager
    Schwab 100%
    $1.0B
  37. 5310
    Capital Investment Counsel IncRaleigh, NC · 1,271 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Pershing 100%
    $1.0B
  38. 5334
    Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
    Fidelity 62%Schwab 38%
    $1.0B
  39. 5348
    First Tryon AdvisorsCharlotte, NC · 14 clientsAsset managerHybridFirst Tryon Securities, LLC, clears through Hilltop Securities
    No custodian reported
    $1.0B
  40. 5375
    Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clientsWealth manager
    Schwab 100%
    $1.0B

RIAs by state