The RIA database

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81. 5670
    FCA Partners, LLCCharlotte, NC · 1 clientsAsset manager
    Mmac-Fca Two 42%Folio 36%
    +00% 1 yr$910M
82. 5727
    Atlantic Private Wealth, LLCChapel Hill, NC · 208 clientsWealth manager
    Fidelity 100%
    +00% 1 yr$894M
83. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    +00% 1 yr$825M
84. 6068
    Strathmore Capital AdvisorsCharlotte, NC · 501 clientsWealth manager
    Schwab 100%
    +00% 1 yr$805M
85. 6094
    Kuhn Advisors, Inc.Durham, NC · 256 clientsWealth manager
    Schwab 88%
    +00% 1 yr$801M
86. 6105
    Carolina Wealth Management, Inc.Greenville, NC · 646 clientsWealth manager
    Schwab 100%
    +00% 1 yr$798M
87. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    +00% 1 yr$788M
88. 6242
    Shah Capital ManagementRaleigh, NC · 57 clientsPrivate fund adviser
    Schwab 100%
    +00% 1 yr$768M
89. 6361
    IFC Core Investment Management LLCRaleigh, NC · 1 clientsPrivate fund adviser
    No custodian reported
    +00% 1 yr$742M
90. 6410
    Cordgrass Capital Advisors, LLCRaleigh, NC · 448 clientsWealth manager
    Schwab 100%
    +00% 1 yr$730M
91. 6439
    Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
    Schwab 65%Fidelity 35%
    +00% 1 yr$725M
92. 6482
    Old Peak FinanceChapel Hill, NC · 176 clientsWealth manager
    Schwab 100%
    +00% 1 yr$714M
93. 6702
    ABS Legacy Partners, LLCHickory, NC · 36 clientsWealth manager
    Merrill / Bank of America 86%
    +00% 1 yr$671M
94. 6731
    Allen Wealth Management, LLCBoone, NC · 1,108 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    +00% 1 yr$664M
95. 6754
    Holderness Investments CoGreensboro, NC · 339 clientsWealth manager
    Schwab 100%
    +00% 1 yr$661M
96. 6762
    Tradewinds, LLCRaleigh, NC · 505 clientsWealth manager
    Wells Fargo 100%
    +00% 1 yr$659M
97. 6790
    Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWealth managerWrap sponsor
    Schwab 82%
    +00% 1 yr$653M
98. 6836
    1808 Capital PartnersGreensboro, NC · 272 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$645M
99. 6858
    Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clientsWealth manager
    Schwab 100%
    +00% 1 yr$641M
100. 6860
     Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWealth managerWrap sponsorHybrid
     Raymond James 100%
     +00% 1 yr$641M
101. 6893
     Hilltop Wealth Advisors, LLCChapel Hill, NC · 588 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$636M
102. 6961
     SPP Management Services, LLCCharlotte, NC · 29 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$624M
103. 6979
     Capital Advisers, Inc.Raleigh, NC · 723 clientsWealth manager
     Schwab 89%
     +00% 1 yr$620M
104. 6984
     Alpha Financial Advisors, LLCCharlotte, NC · 259 clientsWealth manager
     Schwab 100%
     +00% 1 yr$619M
105. 7023
     Safe Harbor Family Capital, LLCChapel Hill, NC · 12 clientsAsset manager
     Schwab 100%
     +00% 1 yr$614M
106. 7027
     Auctus Advisors LLCCharlotte, NC · 218 clientsWealth manager
     Schwab 100%
     +00% 1 yr$613M
107. 7080
     Sapere Wealth Management, LLCMatthews, NC · 240 clientsWealth manager
     Axos 100%
     +00% 1 yr$605M
108. 7115
     Whitener Capital Management, IncRocky Mount, NC · 851 clientsWealth manager
     Schwab 100%
     +00% 1 yr$598M
109. 7139
     Fund Direct Advisors Inc.Greensboro, NC · 155 clientsAsset managerHybrid
     MID Atlantic Capital Group 100%
     +00% 1 yr$593M
110. 7203
     Fortress Private Ledger, LLCRaleigh, NC · 704 clientsBroker-dealer firmHybrid
     Schwab 63%Interactive Brokers 37%
     +00% 1 yr$584M
111. 7393
     Hobart WealthCharlotte, NC · 727 clientsWealth manager
     Schwab 100%
     +00% 1 yr$558M
112. 7667
     Zuraw Financial Advisors, LLCGreensboro, NC · 165 clientsWealth manager
     Schwab 79%
     +00% 1 yr$520M
113. 7741
     Defender CapitalCharlotte, NC · 187 clientsWealth manager
     Schwab 100%
     +00% 1 yr$510M
114. 7745
     Aspire Private CapitalCornelius, NC · 709 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$510M
115. 7798
     Capitala Private Advisors, LLCCharlotte, NC · 12 clientsPrivate fund adviserHybrid
     U.S. Bank 100%
     +00% 1 yr$505M
116. 7815
     Crown Wealth Group LLCCharlotte, NC · 254 clientsWealth manager
     Schwab 100%
     +00% 1 yr$502M
117. 7817
     Quantitative Process, LLCCharlotte, NC · 205 clientsAsset manager
     No custodian reported
     +00% 1 yr$502M
118. 7836
     ACT AdvisorsAsheville, NC · 428 clientsWealth manager
     LPL Financial 81%
     +00% 1 yr$499M
119. 7862
     Piedmont Capital Management, LLCGreenboro, NC · 96 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$496M
120. 7865
     Semmax Financial Advisors, Inc.Winston-Salem, NC · 826 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$495M