The RIA database

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

161. 9841
     WSC & Company, LLCCharlotte, NC · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$320M
162. 9894
     First Financial GroupRaleigh, NC · 378 clientsWealth manager
     Schwab 100%
     +00% 1 yr$317M
163. 9905
     First Oak Wealth Management, LLCRaleigh, NC · 154 clientsWealth manager
     Schwab 100%
     +00% 1 yr$316M
164. 9908
     Gibert Wealth ManagementCharlotte, NC · 116 clientsWealth manager
     No custodian reported
     +00% 1 yr$316M
165. 9912
     Sparta Wealth PartnersCharlotte, NC · 215 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$316M
166. 9972
     Lyon Wealth AdvisorsCharlotte, NC · 225 clientsAsset manager
     Schwab 73%Empower Financial Services 27%
     +00% 1 yr$311M
167. 10006
     Beacon Financial Strategies Corp.Raleigh, NC · 141 clientsWealth manager
     Schwab 100%
     +00% 1 yr$309M
168. 10018
     Beacon Wealthcare LLCRaleigh, NC · 908 clientsWealth manager
     No custodian reported
     +00% 1 yr$308M
169. 10068
     Joel Adams and Associates Inc.Asheville, NC · 284 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$306M
170. 10188
     Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
     Raymond James 71%Schwab 29%
     +00% 1 yr$299M
171. 10414
     Omnistar Financial Group, Inc.Wilmington, NC · 261 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$286M
172. 10464
     Peace of Mind Wealth ManagementRaleigh, NC · 329 clientsWealth manager
     Schwab 87%
     +00% 1 yr$283M
173. 10509
     WMS Advisors, LLCCharlotte, NC · 131 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$281M
174. 10513
     Worth AdvisorsCharlotte, NC · 451 clientsWealth manager
     Schwab 89%
     +00% 1 yr$281M
175. 10587
     Milestone Investments, Inc.Charlotte, NC · 91 clientsBroker-dealer firmHybrid
     Schwab 100%
     +00% 1 yr$277M
176. 10744
     Reliant Investment Partners, LLCPinehurst, NC · 696 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$268M
177. 10766
     Tassel Capital Management, IncMatthews, NC · 245 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$266M
178. 10811
     Millbank Dartmoor Portsmouth LLCAsheville, NCAsset manager
     BNY 100%
     +00% 1 yr$263M
179. 10828
     Horizon Financial Services, LLCWinston Salem, NC · 395 clientsWealth manager
     Schwab 100%
     +00% 1 yr$262M
180. 10914
     Horizons Wealth ManagementAsheville, NC · 286 clientsWealth manager
     Schwab 100%
     +00% 1 yr$258M
181. 10968
     Muirfield Wealth Advisors LLCCharlotte, NC · 143 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$256M
182. 10985
     Modern Capital Advisors, LLCRaleigh, NC · 1,221 clientsBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Modern Capital Securities Inc.
     RBC 100%
     +00% 1 yr$255M
183. 11064
     Cassia Capital Partners LLCWinston Salem, NC · 186 clientsWealth manager
     Pershing 100%
     +00% 1 yr$251M
184. 11191
     Cannon Wealth Management ServicesWinston Salem, NC · 411 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$245M
185. 11274
     Carolina Financial Advisors, Inc.Greensboro, NC · 474 clientsWealth manager
     Fidelity 51%Schwab 49%
     +00% 1 yr$241M
186. 11290
     Lumina Wealth Management, LLCWilmington, NC · 181 clientsWealth manager
     Schwab 90%
     +00% 1 yr$240M
187. 11333
     Westhampton CapitalWinston-Salem, NC · 143 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$239M
188. 11355
     Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
     Fidelity 89%
     +00% 1 yr$238M
189. 11382
     Level Wealth Management LLCGreensboro, NC · 94 clientsWealth manager
     Schwab 100%
     +00% 1 yr$237M
190. 11542
     Powell WealthCornelius, NC · 108 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$229M
191. 11684
     BD Investment Partners, LLCRaleigh, NC · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$224M
192. 11686
     Beacon Capital Advisory GroupCharlotte, NC · 184 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$224M
193. 11701
     Crossgen Wealth LLCGreenville, NC · 150 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$223M
194. 11708
     Kerusso Capital Management, LLCWinston-Salem, NC · 22 clientsAsset manager
     State Street 49%First Horizon Advisors 26%J.P. Morgan 25%
     +00% 1 yr$222M
195. 11736
     Octagon Asset Management, LLCCharlotte, NC · 5 clientsAsset manager
     No custodian reported
     +00% 1 yr$221M
196. 11814
     Integrated Wealthcare, LLCDurham, NC · 143 clientsWealth manager
     Schwab 100%
     +00% 1 yr$218M
197. 11875
     Gragg FinancialShelby, NC · 327 clientsWealth manager
     No custodian reported
     +00% 1 yr$215M
198. 11917
     A4 Wealth Advisors LLCHuntersville, NC · 587 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$214M
199. 12014
     Gouws Capital LLCCharlotte, NC · 52 clientsWealth manager
     Schwab 100%
     +00% 1 yr$210M
200. 12070
     Counterweight Private WealthWilmington, NC · 87 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$207M