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 25–48 of 93 RIAs
Carousel Capital Management Company, L.P.
CHARLOTTE, NCReported AUM$1.9B
Employees19
0.1% of city AUMView RIA ↗
Westend Advisors, LLC
CHARLOTTE, NCReported AUM$1.9B
Employees29
0.1% of city AUMView RIA ↗
Linden Thomas Advisory Services, LLC
CHARLOTTE, NCReported AUM$1.8B
Employees14
0.1% of city AUMView RIA ↗
Steele Creek Investment Management LLC
CHARLOTTE, NCReported AUM$1.7B
Employees12
0.1% of city AUMView RIA ↗
Ally Invest Advisors
CHARLOTTE, NCReported AUM$1.7B
Employees8
0.1% of city AUMView RIA ↗
Fc Capital Management LLC
CHARLOTTE, NCReported AUM$1.6B
Employees19
0.1% of city AUMView RIA ↗
Mbl Advisors
CHARLOTTE, NCReported AUM$1.4B
Employees14
0.1% of city AUMView RIA ↗
Blueprint Financial Advisors
CHARLOTTE, NCReported AUM$1.4B
Employees47
0.1% of city AUMView RIA ↗
Corrum Capital Management
CHARLOTTE, NCReported AUM$1.4B
Employees17
0.1% of city AUMView RIA ↗
Corrum Capital Management LLC
CHARLOTTE, NCReported AUM$1.4B
Employees17
0.1% of city AUMView RIA ↗
Topsail Wealth Management LLC
CHARLOTTE, NCReported AUM$1.3B
Employees5
0.1% of city AUMView RIA ↗
Laurel Wealth Advisors, LLC
CHARLOTTE, NCReported AUM$1.1B
Employees9
0.1% of city AUMView RIA ↗
Kian Capital Partners, LLC
CHARLOTTE, NCReported AUM$1.1B
Employees19
0.1% of city AUMView RIA ↗
Providence Capital Advisors, LLC
CHARLOTTE, NCReported AUM$1.1B
Employees14
0.1% of city AUMView RIA ↗
Verum Partners LLC
CHARLOTTE, NCReported AUM$1B
Employees17
0.1% of city AUMView RIA ↗
First Tryon Advisors
CHARLOTTE, NCReported AUM$1B
Employees13
0.1% of city AUMView RIA ↗
Fca Partners, LLC
CHARLOTTE, NCReported AUM$910.3M
Employees11
0.1% of city AUMView RIA ↗
Tannin Capital, LLC
CHARLOTTE, NCReported AUM$824.9M
Employees7
0.0% of city AUMView RIA ↗
Strathmore Capital Advisors
CHARLOTTE, NCReported AUM$805M
Employees17
0.0% of city AUMView RIA ↗
Hale Partnership Capital Management, LLC
CHARLOTTE, NCReported AUM$788.3M
Employees2
0.0% of city AUMView RIA ↗
Spp Management Services, LLC
CHARLOTTE, NCReported AUM$623.6M
Employees23
0.0% of city AUMView RIA ↗
Alpha Financial Advisors, LLC
CHARLOTTE, NCReported AUM$619.3M
Employees9
0.0% of city AUMView RIA ↗
Auctus Advisors LLC
CHARLOTTE, NCReported AUM$612.9M
Employees3
0.0% of city AUMView RIA ↗
Hobart Wealth
CHARLOTTE, NCReported AUM$558.2M
Employees18
0.0% 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.