The RIA database

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201. 12085
     Kenneth Frenke & CoArden, NC · 245 clientsWealth manager
     Schwab 100%
     +00% 1 yr$207M
202. 12086
     Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
     Schwab 55%Fidelity 45%
     +00% 1 yr$206M
203. 12125
     Broyhill Asset Management, LLCCharlotte, NC · 91 clientsAsset manager
     Fidelity 56%Schwab 44%
     +00% 1 yr$205M
204. 12136
     Portus Wealth Advisors, LLCCharlotte, NC · 137 clientsWealth manager
     Schwab 100%
     +00% 1 yr$204M
205. 12243
     IA Network, LLCCharlotte, NC · 259 clientsWealth managerHybrid
     Schwab 72%SEI 28%
     +00% 1 yr$200M
206. 12291
     Accruent Wealth AdvisorsWinston-Salem, NC · 138 clientsWealth manager
     Schwab 100%
     +00% 1 yr$198M
207. 12323
     Amphora Wealth Management, LLCChapel Hill, NC · 103 clientsWealth manager
     Fidelity 87%
     +00% 1 yr$196M
208. 12325
     Smith Partners Wealth Management, LLCGreensboro, NC · 123 clientsWealth manager
     Schwab 100%
     +00% 1 yr$196M
209. 12329
     Frazier Financial Consultants, LLCChapel Hill, NC · 89 clientsWealth manager
     Schwab 100%
     +00% 1 yr$196M
210. 12344
     Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
     Schwab 55%Empower Financial Services 45%
     +00% 1 yr$196M
211. 12353
     Independent Wealth Advisors, LLCCary, NC · 258 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$195M
212. 12458
     Strategic Advisory PartnersGreensboro, NC · 346 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$191M
213. 12521
     Ridgeline Wealth Advisors, LLC.Raleigh, NC · 199 clientsWealth manager
     Schwab 100%
     +00% 1 yr$189M
214. 12648
     Greenway Wealth Advisors, LLCCharlotte, NC · 180 clientsWealth manager
     Schwab 100%
     +00% 1 yr$185M
215. 12681
     Sledge and Company Wealth AdvisorsHigh Point, NC · 200 clientsWealth managerHybrid
     SEI 100%
     +00% 1 yr$183M
216. 12710
     Clearview Wealth ManagementCharlotte, NC · 144 clientsWealth manager
     Schwab 70%Fidelity 30%
     +00% 1 yr$182M
217. 12727
     Cannon AdvisorsCharlotte, NC · 230 clientsWealth manager
     Schwab 100%
     +00% 1 yr$182M
218. 12738
     Front Porch Financial AdvisoryCharlotte, NC · 132 clientsWealth manager
     Schwab 65%Voya Retirement Advisors 23%
     +00% 1 yr$181M
219. 12762
     Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
     Pinnacle Financial Partners 52%Equity Trust 37%
     +00% 1 yr$180M
220. 12802
     Dolan Capital Advisors, LLCCharlotte, NC · 83 clientsWealth manager
     Schwab 100%
     +00% 1 yr$179M
221. 12845
     Hollingsworth Avent Averre & Purvis, PARaleigh, NC · 100 clientsWealth manager
     Schwab 100%
     +00% 1 yr$177M
222. 12937
     Family Legacy Financial Solutions, LLCCary, NC · 315 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$175M
223. 12970
     Pinafore Wealth Counsel Inc.Durham, NC · 105 clientsWealth manager
     Schwab 100%
     +00% 1 yr$174M
224. 13018
     Investor Advisory GroupCharlotte, NC · 184 clientsWealth manager
     Schwab 98%
     +00% 1 yr$172M
225. 13041
     Granada Wealth Management, LLCDavidson, NC · 76 clientsWealth manager
     Schwab 100%
     +00% 1 yr$171M
226. 13055
     Hayden Harper Wealth Advisory, LLCCharlotte, NC · 78 clientsWealth manager
     Schwab 100%
     +00% 1 yr$171M
227. 13101
     Kensington Financial Group, Inc.Winston-Salem, NC · 763 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$170M
228. 13108
     Ark Royal Wealth Management LLCRaleigh, NC · 121 clientsWealth manager
     Schwab 100%
     +00% 1 yr$169M
229. 13120
     OBP CapitalRocky Mount, NC · 5 clientsAsset manager
     No custodian reported
     +00% 1 yr$169M
230. 13189
     Hunter Street Investment Advisors LLCApex, NC · 352 clientsWealth manager
     No custodian reported
     +00% 1 yr$166M
231. 13268
     Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
     Altruist 65%Schwab 35%
     +00% 1 yr$163M
232. 13271
     Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$163M
233. 13353
     The Wealth Group, LTDRaleigh, NC · 148 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
     Schwab 100%
     +00% 1 yr$160M
234. 13358
     Pendleton Financial Wealth ManagementRaleigh, NC · 143 clientsWealth manager
     Schwab 76%Ascensus Trust 24%
     +00% 1 yr$160M
235. 13368
     Blue Water Capital Management, LLCApex, NC · 106 clientsWealth manager
     Schwab 100%
     +00% 1 yr$160M
236. 13418
     AIM Advisors, LLCRaleigh, NC · 186 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$158M
237. 13499
     Holcombe & McGrathAsheville, NC · 268 clientsWealth manager
     Schwab 100%
     +00% 1 yr$156M
238. 13513
     BP Asset Management Inc.Charlotte, NC · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$155M
239. 13556
     Shining Rock Advisors LLCAsheville, NC · 26 clientsWealth manager
     Schwab 100%
     +00% 1 yr$154M
240. 13612
     Terra WealthHigh Point, NC · 572 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$152M