Looking for a complete list of SEC-registered investment advisors?

Access a complete database of SEC-registered advisors, including office address, email address, phone number (typically of a founder, president, or COO)

Instant email delivery

Only $99 per state or $999 for all states

Largest SEC-Registered Investment Advisors (RIAs) in North Carolina

Largest SEC-Registered Investment Advisors (RIAs) in North Carolina

As of July 2024, per latest ADV filings

1. CAPTRUST

Assets Under Management: $852,173,054,617

Client Accounts:  100,603

2. ALLSPRING GLOBAL INVESTMENTS, LLC

Assets Under Management: $429,024,440,167

Client Accounts:  9,416

3. BARINGS LLC

Assets Under Management: $307,726,562,224

Client Accounts:  343

4. ALLSPRING FUNDS MANAGEMENT, LLC

Assets Under Management: $300,798,686,558

Client Accounts:  8,078

5. BRIGHTHOUSE INVESTMENT ADVISERS, LLC

Assets Under Management: $137,561,001,775

Client Accounts:  6,685

6. STERLING CAPITAL MANAGEMENT LLC

Assets Under Management: $66,746,472,114

Client Accounts:  3,215

7. WELLS FARGO INVESTMENT INSTITUTE, INC.

Assets Under Management: $43,998,251,201

Client Accounts:  20,338

8. ALIGHT FINANCIAL ADVISORS, LLC

Assets Under Management: $32,132,173,090

Client Accounts:  228,318

9. INDEPENDENT ADVISOR ALLIANCE, LLC

Assets Under Management: $12,826,908,245

Client Accounts:  52,309

10. ALUMINA INVESTMENT MANAGEMENT

Assets Under Management: $11,978,167,685

Client Accounts:  2

11. GLOBAL ENDOWMENT MANAGEMENT, LP

Assets Under Management: $11,558,231,568

Client Accounts:  33

12. ADHESION WEALTH ADVISOR SOLUTIONS

Assets Under Management: $10,771,561,842

Client Accounts:  40,484

13. TRUEBRIDGE CAPITAL PARTNERS

Assets Under Management: $8,363,744,672

Client Accounts:  196

14. RIDGEMONT PARTNERS MANAGEMENT, LLC

Assets Under Management: $7,634,744,615

Client Accounts:  33

15. WEDGE CAPITAL MANAGEMENT LLP

Assets Under Management: $7,583,000,000

Client Accounts: 234

16. ASANA PARTNERS, LP

Assets Under Management: $7,143,965,742

Client Accounts: 6

17. BELL PARTNERS

Assets Under Management: $5,720,740,650

Client Accounts: 27

18. HORIZON INVESTMENTS LLC

Assets Under Management: $4,466,593,018

Client Accounts: 3,367

19. VERATIS ADVISORS, INC.

Assets Under Management: $4,429,232,164

Client Accounts: 394

20. SALEM INVESTMENT COUNSELORS INC

Assets Under Management: $3,614,716,454

Client Accounts: 2,879

21. FRANKLIN STREET ADVISORS INC.

Assets Under Management: $3,465,042,044

Client Accounts: 1,563

22. BRAGG FINANCIAL ADVISORS INC

Assets Under Management: $3,423,863,250

Client Accounts: 1,532

23. PAMLICO CAPITAL

Assets Under Management: $3,408,698,351

Client Accounts: 5

24. STEPSTONE PRIVATE WEALTH

Assets Under Management: $3,373,097,692

Client Accounts: 9

25. FALFURRIAS MANAGEMENT PARTNERS LP

Assets Under Management: $3,216,939,145

Client Accounts: 5

Back to blog