Investment advisers in Greensboro, NC
18 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Bell Partners | $6.12 billion | 69 | 0 |
| Smith Salley Wealth Management | $2.89 billion | 18 | 0 |
| Blueprint Investment Partners LLC | $1.78 billion | 9 | 0 |
| Granville Capital, Inc. | $1.37 billion | 9 | 0 |
| Holderness Investments Co | $660.7 million | 8 | 0 |
| 1808 Capital Partners | $644.6 million | 5 | 0 |
| Fund Direct Advisors Inc. | $593.0 million | 4 | 0 |
| Zuraw Financial Advisors, LLC | $519.9 million | 3 | 0 |
| Spartan Planning Group | $383.7 million | 5 | 0 |
| Cascades Capital Asset Management, LLC | $383.3 million | 3 | 2 |
| Capital Management LLC | $383.0 million | 3 | 0 |
| Blueprint Fund Management | $340.5 million | 9 | 0 |
| Carolina Financial Advisors, Inc. | $240.9 million | 7 | 0 |
| Level Wealth Management LLC | $236.5 million | 3 | 0 |
| Smith Partners Wealth Management, LLC | $196.1 million | 4 | 0 |
| Strategic Advisory Partners | $191.4 million | 8 | 0 |
| Intercarolina Financial Services, Inc. | $85.4 million | 29 | 1 |
| Vn Capital Management, LLC | $63.0 million | 1 | 0 |