RIAs in Chapel Hill, North Carolina
Explore 17 RIAs headquartered in Chapel Hill, with $28.4B in combined reported AUM.
RIAs17Headquartered here
Total AUM$28.4BReported regulatory AUM
Total Employees222Reported by these RIAs
% of Total State AUM0.9%% Of total State AUM Reported
All RIAs in Chapel Hill
17 RIAsShowing 1–17 of 17 RIAs
Truebridge Capital Partners
CHAPEL HILL, NCReported AUM$11.2B
Employees43
39.5% of city AUMView RIA ↗
Franklin Street Advisors Inc.
CHAPEL HILL, NCReported AUM$4.5B
Employees40
15.9% of city AUMView RIA ↗
Eton Advisors
CHAPEL HILL, NCReported AUM$1.9B
Employees11
6.6% of city AUMView RIA ↗
Morgan Creek Capital Management, LLC
CHAPEL HILL, NCReported AUM$1.8B
Employees29
6.3% of city AUMView RIA ↗
Delegate Advisors, LLC
CHAPEL HILL, NCReported AUM$1.7B
Employees13
6.0% of city AUMView RIA ↗
Absher Wealth Management, LLC
CHAPEL HILL, NCReported AUM$1.3B
Employees9
4.4% of city AUMView RIA ↗
Hamilton Point Investment Advisors, LLC
CHAPEL HILL, NCReported AUM$1.2B
Employees12
4.3% of city AUMView RIA ↗
Atlantic Private Wealth, LLC
CHAPEL HILL, NCReported AUM$894M
Employees5
3.1% of city AUMView RIA ↗
Old Peak Finance
CHAPEL HILL, NCReported AUM$714.1M
Employees10
2.5% of city AUMView RIA ↗
Woodward Financial Advisors, Inc.
CHAPEL HILL, NCReported AUM$641.5M
Employees10
2.3% of city AUMView RIA ↗
Phoenix Wealth Advisors Inc.
CHAPEL HILL, NCReported AUM$641.4M
Employees8
2.3% of city AUMView RIA ↗
Hilltop Wealth Advisors, LLC
CHAPEL HILL, NCReported AUM$635.5M
Employees18
2.2% of city AUMView RIA ↗
Safe Harbor Family Capital, LLC
CHAPEL HILL, NCReported AUM$613.9M
Employees3
2.2% of city AUMView RIA ↗
Amphora Wealth Management, LLC
CHAPEL HILL, NCReported AUM$196.2M
Employees3
0.7% of city AUMView RIA ↗
Frazier Financial Consultants, LLC
CHAPEL HILL, NCReported AUM$196M
Employees3
0.7% of city AUMView RIA ↗
Tarheel Advisors, LLC
CHAPEL HILL, NCReported AUM$137.8M
Employees2
0.5% of city AUMView RIA ↗
Structural Solutions LLC
CHAPEL HILL, NCReported AUM$133M
Employees3
0.5% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.