The RIA database

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241. 13639
     Twin City Private Wealth, LLCWinston-Salem, NC · 291 clientsWealth manager
     Schwab 100%
     +00% 1 yr$151M
242. 13738
     Dreher Financial PartnersSouthern Pines, NC · 184 clientsWealth manager
     Schwab 100%
     +00% 1 yr$148M
243. 13772
     Wealthpoint AdvisorsCramerton, NC · 380 clientsWealth manager
     Schwab 100%
     +00% 1 yr$147M
244. 13835
     Ascendor Wealth, LLCWilmington, NC · 140 clientsWealth manager
     SEI 100%
     +00% 1 yr$146M
245. 13843
     Blue FinancialCharlotte, NC · 324 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$145M
246. 13906
     White Oak Financial Management, IncAsheville, NC · 350 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$143M
247. 13914
     Forest CapitalCharlotte, NC · 155 clientsWealth manager
     Schwab 100%
     +00% 1 yr$143M
248. 14086
     Calamita Wealth ManagementCharlotte, NC · 110 clientsWealth manager
     Schwab 100%
     +00% 1 yr$138M
249. 14097
     Tarheel Advisors, LLCChapel Hill, NC · 141 clientsWealth manager
     No custodian reported
     +00% 1 yr$138M
250. 14151
     Professional Wealth Management Services LLCStatesville, NC · 60 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$136M
251. 14209
     BSG AdvisersApex, NC · 272 clientsWealth manager
     Fidelity 99%
     +00% 1 yr$135M
252. 14226
     Sound Financial Management, Inc.Raleigh, NC · 180 clientsWealth manager
     Schwab 100%
     +00% 1 yr$134M
253. 14261
     Structural Solutions LLCChapel Hill, NC · 8 clientsWealth manager
     No custodian reported
     +00% 1 yr$133M
254. 14271
     Tricapital Wealth Management, Inc.Charlotte, NC · 125 clientsWealth managerWrap sponsorHybrid
     Fidelity 100%
     +00% 1 yr$133M
255. 14273
     Wells Financial Management, LLCAsheville, NC · 98 clientsWealth manager
     Schwab 100%
     +00% 1 yr$133M
256. 14308
     The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
     Voya Financial Partners 60%Schwab 40%
     +00% 1 yr$132M
257. 14384
     Saber Capital Management LLCFuquay Varina, NC · 90 clientsWealth manager
     Schwab 40%Fidelity 38%
     +00% 1 yr$129M
258. 14588
     Kucharo WealthCharlotte, NC · 49 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
259. 14650
     Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
     Schwab 94%
     +00% 1 yr$122M
260. 14682
     West Financial Strategies, Inc.Sanford, NC · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$121M
261. 14691
     Emerald Asset Management, Inc.Rocky Mount, NC · 170 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$121M
262. 14743
     Hicks & Associates Wealth Management, LLCCary, NC · 162 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
263. 14801
     TRG Capital Management, Inc.Raleigh, NC · 131 clientsWealth manager
     Schwab 100%
     +00% 1 yr$118M
264. 14922
     Passport Wealth ManagementCornelius, NC · 77 clientsWealth manager
     Schwab 100%
     +00% 1 yr$115M
265. 14939
     Hatteras Investment Partners, LPRaleigh, NC · 7 clientsAsset managerHybridHatteras Capital Distributors, LLC
     Beneficient 100%
     +00% 1 yr$115M
266. 15007
     Evergreen Wealth AdvisorsRaleigh, NC · 156 clientsWealth managerWrap sponsor
     Schwab 77%Apex Fintech 23%
     +00% 1 yr$112M
267. 15078
     REH Wealth Advisors LLCRaleigh, NC · 69 clientsWealth manager
     Schwab 100%
     +00% 1 yr$110M
268. 15079
     White Oak Wealth PartnersRaleigh, NC · 78 clientsWealth manager
     Schwab 100%
     +00% 1 yr$110M
269. 15201
     The Financial Legacy GroupCharlotte, NC · 144 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$107M
270. 15226
     EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
     Pershing 82%
     +00% 1 yr$107M
271. 15237
     Thayer Financial, L.L.C.Hickory, NC · 125 clientsWealth manager
     Schwab 100%
     +00% 1 yr$106M
272. 15382
     Integrative Planning, Inc.Cornelius, NC · 224 clientsWealth manager
     Schwab 100%
     +00% 1 yr$101M
273. 15400
     Indexperts, LLCCharlotte, NC · 3 clientsAsset managerHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
     No custodian reported
     +00% 1 yr$101M
274. 15412
     Course Management Investment Advisors, LLCPinehurst, NC · 161 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$100M
275. 15583
     Intercarolina Financial Services, Inc.Greensboro, NC · 271 clientsBroker-dealer firmHybrid
     No custodian reported
     +00% 1 yr$85M
276. 15769
     SLP WealthDurham, NC · 1,657 clientsWealth manager
     Altruist 100%
     +00% 1 yr$64M
277. 15776
     VN Capital Management, LLCGreensboro, NC · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$63M
278. 16089
     Variant PerceptionCharlotte, NC · 1 clientsAsset managerAffiliated broker-dealerElevation, LLC, clears through RBC Capital Markets
     No custodian reported
     +00% 1 yr$32M
279. 16203
     Innovation Partners LLCCharlotte, NC · 26 clientsBroker-dealer firmHybrid
     No custodian reported
     +00% 1 yr$22M
280. 16680
     Scholar Financial Advising, LLCWinston-Salem, NC · 235 clientsAsset manager
     No custodian reported
     +00% 1 yr$0