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Largest RIA Firms in Asheville, North Carolina by AUM

Explore registered investment advisers headquartered in Asheville, North Carolina, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 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 Sep 2026	+$280.9M+63.3%	+$442.6M+156.8%	+$536.0M+283.8%	+$605.5M+507.2%	+2 employees+14.3% over 3Y	+327 accounts+42.5% over 3Y
3. Act Advisors CRD 173120 · Limited Liability Company	ASHEVILLE, NC	$498.9M Oct 2026	+$64.9M+15.0%	+$185.8M+59.4%	+$182.5M+57.7%	—	-1 employees-9.1% over 3Y	+169 accounts+18.4% 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 Oct 2026	+$24.2M+18.6%	+$37.7M+32.5%	—	+$34.5M+28.9%	0 employees+0.0% over 3Y	+39 accounts+72.2% 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 sufficient historical filing data is unavailable for the lookback period.