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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program
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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

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  1. 16681
    Vested FinanceDurham, NCBroker-dealer firmHybridVF Securities, Inc
    No custodian reported
    $0
  2. 16693
    IFC Investment Management, LLCRaleigh, NCAsset manager
    No custodian reported
    $0
  3. 16758
    Findicia, Inc.Raleigh, NCAsset manager
    No custodian reported
    $0
  4. 16833
    Cameron Signature Wealth Advisors LLCCharlotte, NCAsset managerHybridMadison Capital Markets LLC, Realta Equities, Inc., clears through Pershing
    No custodian reported
    $0
  5. 16888
    Castle Wealth GroupMooresville, NCAsset manager
    No custodian reported
    $0
  6. 16898
    Silvercap PartnersCharlotte, NCAsset manager
    No custodian reported
    $0
  7. 16944
    Olde Raleigh Financial GroupRaleigh, NCAsset managerHybrid
    No custodian reported
    $0
  8. 17033
    East Franklin CapitalWilmington, NCAsset manager
    No custodian reported
    $0

RIAs by state