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 49–72 of 93 RIAs
Defender Capital
CHARLOTTE, NCReported AUM$510M
Employees3
0.0% of city AUMView RIA ↗
Capitala Private Advisors, LLC
CHARLOTTE, NCReported AUM$505.1M
Employees16
0.0% of city AUMView RIA ↗
Crown Wealth Group LLC
CHARLOTTE, NCReported AUM$502.4M
Employees10
0.0% of city AUMView RIA ↗
Quantitative Process, LLC
CHARLOTTE, NCReported AUM$502.1M
Employees3
0.0% of city AUMView RIA ↗
Cornerstone Wealth Planning
CHARLOTTE, NCReported AUM$485.9M
Employees13
0.0% of city AUMView RIA ↗
Ip Financial Advisory Services LLC
CHARLOTTE, NCReported AUM$481.4M
Employees112
0.0% of city AUMView RIA ↗
Collwick Funds Gp, LLC
CHARLOTTE, NCReported AUM$439.6M
Employees4
0.0% of city AUMView RIA ↗
Eastover Capital Management
CHARLOTTE, NCReported AUM$392.3M
Employees4
0.0% of city AUMView RIA ↗
Davis Investment Partners, LLC
CHARLOTTE, NCReported AUM$390M
Employees3
0.0% of city AUMView RIA ↗
Tagstone Capital, Inc.
CHARLOTTE, NCReported AUM$368.9M
Employees1
0.0% of city AUMView RIA ↗
Kanbrick LLC
CHARLOTTE, NCReported AUM$362.2M
Employees8
0.0% of city AUMView RIA ↗
Garden City Management, LLC
CHARLOTTE, NCReported AUM$343.8M
Employees5
0.0% of city AUMView RIA ↗
Reichard Capital, LLC
CHARLOTTE, NCReported AUM$341M
Employees4
0.0% of city AUMView RIA ↗
Insight Folios
CHARLOTTE, NCReported AUM$331.3M
Employees15
0.0% of city AUMView RIA ↗
Wsc & Company, LLC
CHARLOTTE, NCReported AUM$320.4M
Employees6
0.0% of city AUMView RIA ↗
Gibert Wealth Management
CHARLOTTE, NCReported AUM$316M
Employees2
0.0% of city AUMView RIA ↗
Sparta Wealth Partners
CHARLOTTE, NCReported AUM$315.8M
Employees8
0.0% of city AUMView RIA ↗
Lyon Wealth Advisors
CHARLOTTE, NCReported AUM$311.4M
Employees3
0.0% of city AUMView RIA ↗
Wms Advisors, LLC
CHARLOTTE, NCReported AUM$280.9M
Employees7
0.0% of city AUMView RIA ↗
Worth Advisors
CHARLOTTE, NCReported AUM$280.7M
Employees15
0.0% of city AUMView RIA ↗
Milestone Investments, Inc.
CHARLOTTE, NCReported AUM$277.3M
Employees2
0.0% of city AUMView RIA ↗
Muirfield Wealth Advisors LLC
CHARLOTTE, NCReported AUM$255.8M
Employees3
0.0% of city AUMView RIA ↗
Beacon Capital Advisory Group
CHARLOTTE, NCReported AUM$223.5M
Employees4
0.0% of city AUMView RIA ↗
Octagon Asset Management, LLC
CHARLOTTE, NCReported AUM$221.2M
Employees4
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.