Rialytix insights

Top RIA Firms in Asheville, North Carolina

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Asheville, North Carolina. This hub covers 12 matching firms with $6.6B in total reported AUM and median AUM of $284.4M.

Firms

Matching current profiles

Total AUM

$6.6B

Reported regulatory AUM

Median AUM

$284.4M

Across firms with AUM

Largest firm

$3.0B

Cornerstone Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Cornerstone Advisors, LLC CRD 300891 · Limited Liability Company	ASHEVILLE, NC	$3.0B Mar 2026	+$748.0M+32.6%	+$1.2B+64.1%	+$1.8B+148.0%	—	+2 employees+40.0% over 3Y	0 accounts+0.0% over 3Y
2. Colton Groome Financial Advisors, LLC CRD 128365 · Limited Liability Company	ASHEVILLE, NC	$724.9M Apr 2026	+$280.9M+63.3%	+$442.6M+156.8%	+$536.0M+283.8%	+$605.5M+507.2%	+4 employees+28.6% over 3Y	+327 accounts+42.5% over 3Y
3. Act Advisors CRD 173120 · Limited Liability Company	ASHEVILLE, NC	$498.9M Mar 2026	+$64.9M+15.0%	+$109.0M+28.0%	+$230.9M+86.1%	—	-1 employees-9.1% over 3Y	+159 accounts+17.1% over 3Y
4. Graham Partners CRD 158939 · Limited Liability Company	ASHEVILLE, NC	$492.7M Mar 2026	-$344.1M-41.1%	-$429.4M-46.6%	-$395.5M-44.5%	+$355.0M+257.9%	-2 employees-33.3% over 3Y	0 accounts+0.0% over 3Y
5. Altamont Capital Management CRD 118979 · Limited Liability Company	ASHEVILLE, NC	$412.3M Jan 2026	+$140.1M+51.5%	+$176.9M+75.2%	+$247.9M+150.8%	+$308.9M+298.9%	0 employees+0.0% over 3Y	+45 accounts+13.2% over 3Y
6. Joel Adams And Associates INC. CRD 319379 · Corporation	ASHEVILLE, NC	$305.6M Feb 2026	+$23.5M+8.3%	+$98.2M+47.3%	—	—	0 employees+0.0% over 3Y	+628 accounts+76.2% over 3Y
7. Millbank Dartmoor Portsmouth LLC CRD 311046 · Limited Liability Company	ASHEVILLE, NC	$263.2M Mar 2026	+$50.2M+23.5%	-$45.3M-14.7%	+$156.2M+146.0%	—	+1 employees+50.0% over 3Y	-2 accounts-33.3% over 3Y
8. Horizons Wealth Management CRD 127457 · Corporation	ASHEVILLE, NC	$258.2M Jan 2026	+$69.4M+36.8%	+$94.9M+58.1%	+$151.4M+141.7%	+$157.4M+156.1%	+1 employees+33.3% over 3Y	+146 accounts+28.8% over 3Y
9. Holcombe & Mcgrath CRD 121197 · Corporation	ASHEVILLE, NC	$155.9M Apr 2026	+$34.8M+28.8%	+$50.4M+47.8%	+$100.9M+183.5%	+$100.9M+183.5%	0 employees+0.0% over 3Y	+10 accounts+1.4% over 3Y
10. Shining Rock Advisors LLC CRD 311295 · Limited Liability Company	ASHEVILLE, NC	$153.8M Mar 2026	-$6.8M-4.3%	+$39.8M+35.0%	—	+$34.5M+28.9%	0 employees+0.0% over 3Y	+41 accounts+78.8% over 3Y
11. White Oak Financial Management, INC CRD 142615 · Corporation	ASHEVILLE, NC	$143.5M Jan 2026	+$37.9M+35.9%	+$105.7M+279.5%	+$105.7M+279.5%	+$105.7M+279.5%	0 employees+0.0% over 1Y	+310 accounts+52.1% over 3Y
12. Wells Financial Management, LLC CRD 158030 · Limited Liability Company	ASHEVILLE, NC	$132.7M Mar 2026	+$6.4M+5.1%	+$31.5M+31.1%	+$75.0M+130.0%	+$75.0M+130.0%	0 employees+0.0% over 3Y	-208 accounts-68.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.