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Top RIA Firms in Chapel Hill, North Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Chapel Hill, North Carolina. This hub covers 17 matching firms with $28.4B in total reported AUM and median AUM of $714.1M.
Firms
17
Matching current profiles
Total AUM
$28.4B
Reported regulatory AUM
Median AUM
$714.1M
Across firms with AUM
Largest firm
$11.2B
Truebridge Capital Partners
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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. Truebridge Capital Partners CRD 155425 · Limited Liability Company | CHAPEL HILL, NC | $11.2B Apr 2026 | +$1.7B+17.4% | +$2.6B+30.6% | +$7.7B+215.5% | +$10.5B+1429.7% | +13 employees+43.3% over 3Y | +94 accounts+60.3% over 3Y |
| 2. Franklin Street Advisors INC. CRD 106275 · Corporation | CHAPEL HILL, NC | $4.5B May 2026 | +$600.1M+15.3% | +$1.5B+49.0% | +$1.6B+53.3% | +$3.0B+190.8% | +3 employees+8.1% over 3Y | +80 accounts+5.1% over 3Y |
| 3. Eton Advisors CRD 289395 · Limited Liability Company | CHAPEL HILL, NC | $1.9B Mar 2026 | -$56.7M-2.9% | +$116.8M+6.6% | +$444.7M+30.8% | — | -1 employees-8.3% over 3Y | -25 accounts-14.8% over 3Y |
| 4. Morgan Creek Capital Management, LLC CRD 138401 · Limited Liability Company | CHAPEL HILL, NC | $1.8B Mar 2026 | +$277.8M+18.4% | +$209.7M+13.3% | -$69.1M-3.7% | -$7.4B-80.5% | -7 employees-19.4% over 3Y | +8 accounts+17.0% over 3Y |
| 5. Delegate Advisors, LLC CRD 159953 · Limited Liability Company | CHAPEL HILL, NC | $1.7B Mar 2026 | +$251.2M+17.2% | +$767.2M+81.0% | +$902.8M+111.3% | +$936.4M+120.4% | +2 employees+18.2% over 3Y | +556 accounts+71.7% over 3Y |
| 6. Absher Wealth Management, LLC CRD 304642 · Limited Liability Company | CHAPEL HILL, NC | $1.3B May 2026 | +$165.6M+15.1% | +$510.3M+68.0% | +$651.9M+107.0% | — | +2 employees+28.6% over 3Y | +558 accounts+29.2% over 3Y |
| 7. Hamilton Point Investment Advisors, LLC CRD 144534 · Limited Liability Company | CHAPEL HILL, NC | $1.2B Mar 2026 | +$276.2M+29.5% | +$455.5M+60.3% | +$571.9M+89.5% | +$1.1B+700.0% | +3 employees+33.3% over 3Y | +240 accounts+37.2% over 3Y |
| 8. Atlantic Private Wealth, LLC CRD 311517 · Limited Liability Company | CHAPEL HILL, NC | $894.0M Feb 2026 | +$204.3M+29.6% | +$302.1M+51.0% | — | — | 0 employees+0.0% over 3Y | +259 accounts+24.0% over 3Y |
| 9. Old Peak Finance CRD 154804 · Limited Liability Company | CHAPEL HILL, NC | $714.1M May 2026 | +$138.9M+24.1% | +$308.7M+76.2% | +$386.4M+117.9% | +$611.8M+598.0% | 0 employees+0.0% over 3Y | +147 accounts+27.9% over 3Y |
| 10. Woodward Financial Advisors, INC. CRD 150641 · — | CHAPEL HILL, NC | $641.5M Apr 2026 | +$67.2M+11.7% | +$186.2M+40.9% | +$170.6M+36.2% | +$549.6M+598.5% | +4 employees+66.7% over 3Y | +457 accounts+72.9% over 3Y |
| 11. Phoenix Wealth Advisors INC. CRD 118412 · Corporation | CHAPEL HILL, NC | $641.4M Feb 2026 | +$153.1M+31.3% | +$110.4M+20.8% | +$168.4M+35.6% | +$525.0M+450.9% | 0 employees+0.0% over 3Y | +168 accounts+11.8% over 3Y |
| 12. Hilltop Wealth Advisors, LLC CRD 283014 · Limited Liability Company | CHAPEL HILL, NC | $635.5M Apr 2026 | +$132.7M+26.4% | +$257.7M+68.2% | +$300.2M+89.5% | — | 0 employees+0.0% over 3Y | +442 accounts+29.0% over 3Y |
| 13. Safe Harbor Family Capital, LLC CRD 317547 · Limited Liability Company | CHAPEL HILL, NC | $613.9M Mar 2026 | +$68.0M+12.5% | +$229.0M+59.5% | — | +$209.9M+51.9% | 0 employees+0.0% over 3Y | +18 accounts+8.3% over 3Y |
| 14. Amphora Wealth Management, LLC CRD 157968 · Limited Liability Company | CHAPEL HILL, NC | $196.2M Mar 2026 | +$44.9M+29.7% | +$92.5M+89.2% | — | +$92.5M+89.2% | 0 employees+0.0% over 3Y | +203 accounts+45.5% over 3Y |
| 15. Frazier Financial Consultants, LLC CRD 112897 · Limited Liability Company | CHAPEL HILL, NC | $196.0M Feb 2026 | +$35.9M+22.4% | +$31.8M+19.4% | +$49.6M+33.9% | +$120.8M+160.5% | 0 employees+0.0% over 3Y | +26 accounts+8.8% over 3Y |
| 16. Tarheel Advisors, LLC CRD 149308 · Limited Liability Company | CHAPEL HILL, NC | $137.8M Jan 2026 | +$20.2M+17.1% | — | — | +$20.2M+17.1% | 0 employees+0.0% over 1Y | +17 accounts+4.6% over 1Y |
| 17. Structural Solutions LLC CRD 319155 · Limited Liability Company | CHAPEL HILL, NC | $133.0M Apr 2026 | +$14.7M+12.5% | +$26.5M+24.9% | — | +$26.5M+24.9% | +1 employees+50.0% over 3Y | +2 accounts+33.3% 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.