First Citizens Investor Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated April 23, 2026, reports $2.6B in regulatory assets under management, 352 employees, 111 offices, and 7,645 accounts.
Assets Under Management
$2.6B
Employees
352
Offices
111 offices
Total Clients
7,645
Primary office
RALEIGH, NC
8540 COLONNADE CENTER DRIVE, RALEIGH, NC, United States
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
6,918
2
HNWI
8.4%
645
3
Corporations
1.1%
82
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of April 23, 2026
Discretionary0.1%
$3M
0% of total RAUM0.1%
Non-discretionary99.9%
$2.6B
100% of total RAUM99.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts7,645
10Y AUM Change+$2.0B (+347.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees352
Clients per Employee22:1
10Y Employee Change+242 (+220.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.