RIAs in Charlotte, North Carolina
Explore 93 RIAs headquartered in Charlotte, with $1.7T in combined reported AUM.
RIAs93Headquartered here
Total AUM$1.7TReported regulatory AUM
Total Employees5,422Reported by these RIAs
% of Total State AUM54.4%% Of total State AUM Reported
All RIAs in Charlotte
93 RIAsShowing 1–24 of 93 RIAs
Allspring Global Investments, LLC
CHARLOTTE, NCReported AUM$475.8B
Employees956
28.8% of city AUMView RIA ↗
Barings LLC
CHARLOTTE, NCReported AUM$392.8B
Employees1,101
23.8% of city AUMView RIA ↗
Allspring Funds Management, LLC
CHARLOTTE, NCReported AUM$324.7B
Employees714
19.7% of city AUMView RIA ↗
Brighthouse Investment Advisers, LLC
CHARLOTTE, NCReported AUM$132.6B
Employees29
8.0% of city AUMView RIA ↗
Sterling Capital Management LLC
CHARLOTTE, NCReported AUM$69.2B
Employees186
4.2% of city AUMView RIA ↗
Wells Fargo Investment Institute, Inc.
CHARLOTTE, NCReported AUM$43B
Employees225
2.6% of city AUMView RIA ↗
Alight Financial Advisors, LLC
CHARLOTTE, NCReported AUM$35.1B
Employees70
2.1% of city AUMView RIA ↗
Stepstone Private Wealth
CHARLOTTE, NCReported AUM$17.9B
Employees128
1.1% of city AUMView RIA ↗
Independent Advisor Alliance, LLC
CHARLOTTE, NCReported AUM$17.2B
Employees251
1.0% of city AUMView RIA ↗
Global Endowment Management, LP
CHARLOTTE, NCReported AUM$12.9B
Employees82
0.8% of city AUMView RIA ↗
Churchill Investment Management, LLC
CHARLOTTE, NCReported AUM$12.1B
Employees101
0.7% of city AUMView RIA ↗
Adhesion Wealth Advisor Solutions
CHARLOTTE, NCReported AUM$11B
Employees60
0.7% of city AUMView RIA ↗
Ridgemont Partners Management, LLC
CHARLOTTE, NCReported AUM$10.3B
Employees61
0.6% of city AUMView RIA ↗
Horizon Investments LLC
CHARLOTTE, NCReported AUM$8.5B
Employees76
0.5% of city AUMView RIA ↗
Asana Partners, LP
CHARLOTTE, NCReported AUM$8.4B
Employees125
0.5% of city AUMView RIA ↗
Wedge Capital Management LLP
CHARLOTTE, NCReported AUM$8.1B
Employees24
0.5% of city AUMView RIA ↗
Pamlico Capital
CHARLOTTE, NCReported AUM$5.3B
Employees41
0.3% of city AUMView RIA ↗
Alumina Investment Management
CHARLOTTE, NCReported AUM$5.3B
Employees2
0.3% of city AUMView RIA ↗
Bragg Financial Advisors Inc
CHARLOTTE, NCReported AUM$4.7B
Employees39
0.3% of city AUMView RIA ↗
Falfurrias Management Partners LP
CHARLOTTE, NCReported AUM$3.7B
Employees55
0.2% of city AUMView RIA ↗
Biltmore Family Office, LLC
CHARLOTTE, NCReported AUM$3.5B
Employees24
0.2% of city AUMView RIA ↗
Colony Family Offices, LLC
CHARLOTTE, NCReported AUM$3.4B
Employees16
0.2% of city AUMView RIA ↗
New Republic Partners
CHARLOTTE, NCReported AUM$3B
Employees28
0.2% of city AUMView RIA ↗
Novare Capital Management
CHARLOTTE, NCReported AUM$1.9B
Employees23
0.1% 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.