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Top RIA Firms in Charlotte, North Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Charlotte, North Carolina. This hub covers 91 matching firms with $1.6T in total reported AUM and median AUM of $612.9M.
Firms
91
Matching current profiles
Total AUM
$1.6T
Reported regulatory AUM
Median AUM
$612.9M
Across firms with AUM
Largest firm
$475.8B
Allspring Global Investments, 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. Allspring Global Investments, LLC CRD 104973 · Limited Liability Company | CHARLOTTE, NC | $475.8B May 2026 | +$18.3B+4.0% | +$108.6B+29.6% | -$7.0B-1.5% | +$110.2B+30.2% | +24 employees+2.6% over 3Y | +6,995 accounts+172.3% over 3Y |
| 2. Barings LLC CRD 106006 · Limited Liability Company | CHARLOTTE, NC | $392.8B May 2026 | +$47.5B+13.8% | +$119.7B+43.8% | +$115.3B+41.5% | +$292.1B+290.3% | +72 employees+7.0% over 3Y | +84 accounts+25.2% over 3Y |
| 3. Allspring Funds Management, LLC CRD 110841 · Limited Liability Company | CHARLOTTE, NC | $324.7B May 2026 | +$6.6B+2.1% | +$89.4B+38.0% | +$18.0B+5.9% | +$97.4B+42.9% | +296 employees+70.8% over 3Y | +3,088 accounts+43.9% over 3Y |
| 4. Brighthouse Investment Advisers, LLC CRD 107312 · Limited Liability Company | CHARLOTTE, NC | $132.6B Mar 2026 | -$4.9B-3.6% | -$49.0B-27.0% | -$39.6B-23.0% | +$10.5B+8.6% | -6 employees-17.1% over 3Y | -1,835 accounts-24.3% over 3Y |
| 5. Sterling Capital Management LLC CRD 135405 · Limited Liability Company | CHARLOTTE, NC | $69.2B Mar 2026 | +$3.1B+4.6% | +$6.4B+10.2% | -$874.2M-1.2% | +$35.1B+102.9% | +6 employees+3.3% over 3Y | +118 accounts+3.5% over 3Y |
| 6. Wells Fargo Investment Institute, INC. CRD 133204 · Corporation | CHARLOTTE, NC | $43.0B Mar 2026 | -$1.0B-2.3% | -$8.3B-16.1% | +$36.7B+586.3% | +$40.2B+1441.1% | +13 employees+6.1% over 3Y | -4,058 accounts-24.9% over 3Y |
| 7. Alight Financial Advisors, LLC CRD 158744 · Limited Liability Company | CHARLOTTE, NC | $35.1B Mar 2026 | +$1.3B+3.9% | +$2.9B+9.1% | +$6.4B+22.2% | — | +10 employees+16.7% over 3Y | -36,200 accounts-15.6% over 3Y |
| 8. Independent Advisor Alliance, LLC CRD 168267 · Limited Liability Company | CHARLOTTE, NC | $17.2B May 2026 | +$3.2B+22.4% | +$7.1B+70.7% | +$9.6B+125.2% | — | +24 employees+10.6% over 3Y | -2,430 accounts-5.1% over 3Y |
| 9. Global Endowment Management, LP CRD 157772 · Partnership | CHARLOTTE, NC | $12.9B May 2026 | +$825.2M+6.8% | +$2.3B+21.8% | +$1.3B+11.6% | +$9.3B+258.7% | +5 employees+6.5% over 3Y | +16 accounts+53.3% over 3Y |
| 10. Churchill Investment Management, LLC CRD 305060 · Limited Liability Company | CHARLOTTE, NC | $12.1B Mar 2026 | +$2.1B+21.4% | +$9.8B+425.8% | +$11.8B+3054.1% | +$11.8B+3054.1% | +51 employees+102.0% over 3Y | +2 accounts+33.3% over 3Y |
| 11. Adhesion Wealth Advisor Solutions CRD 143593 · Corporation | CHARLOTTE, NC | $11.0B Mar 2026 | +$277.0M+2.6% | +$1.5B+15.8% | +$6.4B+137.6% | +$9.3B+534.1% | +28 employees+87.5% over 3Y | +997 accounts+3.2% over 3Y |
| 12. Ridgemont Partners Management, LLC CRD 157421 · Limited Liability Company | CHARLOTTE, NC | $10.3B Mar 2026 | +$2.6B+34.4% | +$583.6M+6.0% | +$5.7B+123.2% | +$8.9B+649.7% | +7 employees+13.0% over 3Y | +4 accounts+13.8% over 3Y |
| 13. Horizon Investments LLC CRD 109552 · Limited Liability Company | CHARLOTTE, NC | $8.5B Mar 2026 | +$3.1B+58.1% | +$4.4B+109.4% | +$5.1B+150.9% | +$4.8B+129.2% | +6 employees+8.6% over 3Y | -2,536 accounts-63.4% over 3Y |
| 14. Asana Partners, LP CRD 284477 · Limited Partnership | CHARLOTTE, NC | $8.4B Apr 2026 | +$1.3B+18.9% | +$1.4B+21.0% | +$4.8B+133.6% | — | +20 employees+19.0% over 3Y | +2 accounts+28.6% over 3Y |
| 15. Stepstone Private Wealth CRD 305881 · Limited Liability Company | CHARLOTTE, NC | $8.2B Jun 2025 | +$6.7B+445.4% | +$8.1B+6995.7% | +$8.2B+81725702.8% | — | +75 employees+340.9% over 3Y | +8 accounts+400.0% over 3Y |
| 16. Wedge Capital Management LLP CRD 106234 · Limited Liability Partnership | CHARLOTTE, NC | $7.8B Mar 2026 | +$103.0M+1.3% | -$358.0M-4.4% | -$3.0B-28.0% | -$684.0M-8.1% | -3 employees-10.3% over 3Y | -43 accounts-16.7% over 3Y |
| 17. Pamlico Capital CRD 157532 · Limited Partnership | CHARLOTTE, NC | $5.3B Mar 2026 | +$836.5M+18.7% | +$1.6B+43.3% | +$3.4B+185.7% | +$3.6B+210.5% | +5 employees+13.9% over 3Y | -1 accounts-12.5% over 3Y |
| 18. Alumina Investment Management CRD 164273 · Limited Liability Company | CHARLOTTE, NC | $5.3B Mar 2026 | -$9.4B-64.2% | -$5.5B-51.3% | -$3.8B-42.2% | — | -1 employees-33.3% over 3Y | -1 accounts-50.0% over 3Y |
| 19. Bragg Financial Advisors INC CRD 108780 · Corporation | CHARLOTTE, NC | $4.7B Mar 2026 | +$766.8M+19.6% | +$1.6B+52.1% | +$2.9B+163.1% | +$4.0B+560.9% | +10 employees+34.5% over 3Y | +233 accounts+16.9% over 3Y |
| 20. Falfurrias Management Partners LP CRD 163076 · Limited Partnership | CHARLOTTE, NC | $3.7B Mar 2026 | +$552.3M+17.5% | +$1.0B+37.6% | +$1.1B+42.8% | +$3.6B+2795.2% | +25 employees+83.3% over 3Y | +2 accounts+40.0% over 3Y |
| 21. Biltmore Family Office, LLC CRD 167174 · Limited Liability Company | CHARLOTTE, NC | $3.5B Mar 2026 | +$574.7M+19.9% | +$909.2M+35.5% | +$2.2B+167.9% | — | +3 employees+14.3% over 3Y | -779 accounts-90.1% over 3Y |
| 22. Colony Family Offices, LLC CRD 167017 · Limited Liability Company | CHARLOTTE, NC | $3.4B Feb 2026 | +$761.8M+29.3% | +$1.0B+42.7% | +$1.6B+89.5% | — | +4 employees+33.3% over 3Y | +779 accounts+289.6% over 3Y |
| 23. New Republic Partners CRD 310907 · Limited Liability Company | CHARLOTTE, NC | $3.0B Mar 2026 | +$748.4M+32.8% | +$1.4B+80.7% | +$1.6B+116.4% | +$1.6B+116.4% | +8 employees+40.0% over 3Y | -18 accounts-14.4% over 3Y |
| 24. Novare Capital Management CRD 117949 · Limited Liability Company | CHARLOTTE, NC | $1.9B Mar 2026 | +$408.1M+27.0% | +$594.5M+44.9% | +$754.4M+64.9% | +$1.5B+311.1% | +1 employees+4.5% over 3Y | +1,373 accounts+195.6% over 3Y |
| 25. Carousel Capital Management Company, L.p. CRD 157822 · Limited Partnership | CHARLOTTE, NC | $1.9B May 2026 | +$241.0M+14.4% | +$372.1M+24.1% | +$222.5M+13.2% | +$1.5B+329.4% | +2 employees+11.8% over 3Y | 0 accounts+0.0% 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.