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

The RIA database

Firms we coverAtlas 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. 7885
    Graham PartnersAsheville, NC · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  2. 7940
    Three Magnolias Financial AdvisorsWinston Salem, NC · 618 clientsWealth managerHybrid
    Schwab 100%
    $487M
  3. 7946
    Cornerstone Wealth PlanningCharlotte, NC · 409 clientsWealth manager
    Schwab 81%
    $486M
  4. 7947
    The Pines Wealth Management, LLCSouthern Pines, NC · 262 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $486M
  5. 7981
    Physicians Financial Services, Inc.Raleigh, NC · 216 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 100%
    $482M
  6. 7989
    IP Financial Advisory Services LLCCharlotte, NC · 2,001 clientsWealth managerHybrid
    No custodian reported
    $481M
  7. 8005
    Townsend Asset Management Corp.Raleigh, NC · 404 clientsWealth manager
    Schwab 100%
    $480M
  8. 8126
    Sharpvue Capital, LLCRaleigh, NC · 12 clientsPrivate fund adviser
    No custodian reported
    $465M
  9. 8129
    First Citizens Asset Management, IncRaleigh, NC · 1,264 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $465M
  10. 8192
    Pursuit Wealth Strategies, LLCRaleigh, NC · 483 clientsWealth manager
    Raymond James 100%
    $457M
  11. 8240
    Old North State Wealth Management, LLCWilmington, NC · 484 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $453M
  12. 8263
    TimonierWinston Salem, NC · 198 clientsWealth manager
    Fidelity 100%
    $450M
  13. 8378
    Collwick Funds GP, LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  14. 8423
    Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
    Schwab 56%Fidelity 44%
    $435M
  15. 8590
    Mauney-Pitt Financial Management, Inc.Shelby, NC · 705 clientsWealth manager
    Raymond James 100%
    $418M
  16. 8646
    Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
    Schwab 87%
    $412M
  17. 8742
    NamcoaMooresville, NC · 584 clientsAsset manager
    Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
    $404M
  18. 8751
    Tilia Fiduciary Partners, Inc.Wilmington, NC · 356 clientsWealth manager
    Schwab 100%
    $404M
  19. 8778
    H. L. Ormond & Company, LLCGreenville, NC · 282 clientsWealth manager
    Raymond James 100%
    $401M
  20. 8779
    TAR River Wealth Planning, LLCLouisburg, NC · 483 clientsWealth managerWrap sponsor
    Raymond James 100%
    $401M
  21. 8812
    Raleigh Capital Management Inc.Cary, NC · 470 clientsWealth managerHybrid
    Fidelity 100%
    $398M
  22. 8890
    Family Wealth Partners, LLCMatthews, NC · 266 clientsWealth manager
    Schwab 100%
    $392M
  23. 8893
    Eastover Capital ManagementCharlotte, NC · 250 clientsWealth manager
    Schwab 86%
    $392M
  24. 8921
    Davis Investment Partners, LLCCharlotte, NC · 174 clientsWealth manager
    Raymond James 100%
    $390M
  25. 8998
    Spartan Planning GroupGreensboro, NC · 213 clientsWealth manager
    Schwab 100%
    $384M
  26. 9001
    Cascades Capital Asset Management, LLCGreensboro, NC · 358 clientsWealth manager
    Schwab 100%
    $383M
  27. 9004
    Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
    Fidelity 51%Schwab 41%
    $383M
  28. 9178
    Tagstone Capital, Inc.Charlotte, NC · 38 clientsWealth manager
    Schwab 89%
    $369M
  29. 9265
    Kanbrick LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $362M
  30. 9339
    Armor Investment Advisors, LLCRaleigh, NC · 206 clientsWealth manager
    Schwab 61%Fidelity 39%
    $356M
  31. 9443
    HCG Fund Management LPRaleigh, NC · 15 clientsPrivate fund adviser
    No custodian reported
    $347M
  32. 9492
    Garden City Management, LLCCharlotte, NC · 5 clientsPrivate fund adviser
    No custodian reported
    $344M
  33. 9527
    Reichard Capital, LLCCharlotte, NC · 113 clientsWealth manager
    Schwab 100%
    $341M
  34. 9536
    Blueprint Fund ManagementGreensboro, NC · 2 clientsAsset managerHybridMaplewood Investments, Inc.
    No custodian reported
    $340M
  35. 9567
    Lewis Financial Management, LLCRaleigh, NC · 88 clientsWealth managerHybrid
    American Funds Service 100%
    $339M
  36. 9582
    Uwharrie Investment Advisors, Inc.Albemarle, NC · 875 clientsWealth managerBank-affiliatedHybridThe Strategic Alliance Corporation
    Pershing 100%
    $338M
  37. 9599
    Everstar Asset Management, LLCMooresville, NC · 1,132 clientsWealth manager
    Schwab 100%
    $337M
  38. 9688
    Insight FoliosCharlotte, NC · 1,228 clientsWealth managerHybrid
    Schwab 100%
    $331M
  39. 9689
    Advisorengine Portfolio Solutions Inc.Raleigh, NC · 4 clientsAsset manager
    Fidelity 58%Schwab 42%
    $331M
  40. 9775
    Lifeplan GroupRaleigh, NC · 278 clientsWealth manager
    Schwab 100%
    $326M

RIAs by state