Adviser Record

Investment advisers in Charlotte, NC

94 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NC

FirmAssetsEmployeesDisclosures
Allspring Global Investments, LLC$475.78 billion9560
Barings LLC$392.75 billion1,1012
Allspring Funds Management, LLC$324.65 billion7140
Brighthouse Investment Advisers, LLC$132.63 billion290
Sterling Capital Management LLC$69.23 billion1861
Wells Fargo Investment Institute, Inc.$43.00 billion22512
Alight Financial Advisors, LLC$35.05 billion702
Stepstone Private Wealth$17.93 billion1280
Independent Advisor Alliance, LLC$17.23 billion2510
Global Endowment Management, LP$12.88 billion820
Churchill Investment Management LLC$12.14 billion1010
Adhesion Wealth Advisor Solutions$11.05 billion600
Ridgemont Partners Management, LLC$10.26 billion610
Horizon Investments LLC$8.47 billion760
Asana Partners, LP$8.35 billion1250
Wedge Capital Management LLP$8.13 billion240
Pamlico Capital$5.30 billion410
Alumina Investment Management$5.26 billion20
Bragg Financial Advisors Inc$4.67 billion390
Falfurrias Management Partners LP$3.71 billion550
Biltmore Family Office, LLC$3.47 billion240
Colony Family Offices, LLC$3.36 billion160
New Republic Partners$3.03 billion280
Novare Capital Management$1.92 billion230
Carousel Capital Management Company, L.P.$1.91 billion190
Westend Advisors, LLC$1.87 billion290
Linden Thomas Advisory Services, LLC$1.77 billion143
Steele Creek Investment Management LLC$1.74 billion120
Ally Invest Advisors$1.73 billion84
Fc Capital Management LLC$1.61 billion190
Mbl Advisors$1.42 billion140
Blueprint Financial Advisors$1.41 billion471
Corrum Capital Management LLC$1.39 billion170
Corrum Capital Management$1.39 billion170
Topsail Wealth Management LLC$1.31 billion50
Laurel Wealth Advisors, LLC$1.11 billion90
Kian Capital Partners, LLC$1.10 billion190
Providence Capital Advisors, LLC$1.07 billion140
Verum Partners LLC$1.01 billion170
First Tryon Advisors$1.01 billion130
Fca Partners, LLC$910.3 million110
Tannin Capital, LLC$824.9 million71
Strathmore Capital Advisors$805.0 million170
Hale Partnership Capital Management, LLC$788.3 million20
Spp Management Services, LLC$623.6 million230
Alpha Financial Advisors, LLC$619.3 million90
Auctus Advisors LLC$612.9 million30
Hobart Wealth$558.2 million180
Defender Capital$510.0 million30
Capitala Private Advisors, LLC$505.1 million160
Crown Wealth Group LLC$502.4 million100
Quantitative Process, LLC$502.1 million30
Cornerstone Wealth Planning$485.9 million130
Ip Financial Advisory Services LLC$481.4 million1120
Collwick Funds Gp, LLC$439.6 million40
Eastover Capital Management$392.3 million40
Davis Investment Partners, LLC$390.0 million30
Tagstone Capital, Inc.$368.9 million10
Kanbrick LLC$362.2 million80
Garden City Management, LLC$343.8 million50
Reichard Capital, LLC$341.0 million40
Insight Folios$331.3 million150
Wsc & Company, LLC$320.4 million60
Gibert Wealth Management$316.0 million20
Sparta Wealth Partners$315.8 million82
Lyon Wealth Advisors$311.4 million30
Wms Advisors, LLC$280.9 million70
Worth Advisors$280.7 million150
Milestone Investments, Inc.$277.3 million20
Muirfield Wealth Advisors LLC$255.8 million30
Beacon Capital Advisory Group$223.5 million40
Octagon Asset Management, LLC$221.2 million40
Gouws Capital LLC$209.9 million30
Broyhill Asset Management, LLC$204.5 million60
Portus Wealth Advisors, LLC$204.1 million40
Ia Network, LLC$199.5 million50
Greenway Wealth Advisors, LLC$184.5 million40
Clearview Wealth Management$182.4 million40
Cannon Advisors$181.6 million50
Front Porch Financial Advisory$181.3 million10
Dolan Capital Advisors, LLC$179.1 million40
Investor Advisory Group$172.1 million40
Hayden Harper Wealth Advisory, LLC$171.1 million70
Bp Asset Management Inc.$155.3 million30
Blue Financial$145.1 million110
Forest Capital$143.2 million40
Calamita Wealth Management$138.2 million40
Tricapital Wealth Management, Inc.$132.7 million30
Kucharo Wealth$123.7 million20
The Financial Legacy Group$107.3 million30
Indexperts, LLC$100.9 million40
Variant Perception$31.9 million13
Innovation Partners LLC$21.7 million3050
Silvercap Partners$0110