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 73–93 of 93 RIAs
Gouws Capital LLC
CHARLOTTE, NCReported AUM$209.9M
Employees3
0.0% of city AUMView RIA ↗
Broyhill Asset Management, LLC
CHARLOTTE, NCReported AUM$204.5M
Employees6
0.0% of city AUMView RIA ↗
Portus Wealth Advisors, LLC
CHARLOTTE, NCReported AUM$204.1M
Employees4
0.0% of city AUMView RIA ↗
Ia Network, LLC
CHARLOTTE, NCReported AUM$199.5M
Employees5
0.0% of city AUMView RIA ↗
Greenway Wealth Advisors, LLC
CHARLOTTE, NCReported AUM$184.5M
Employees4
0.0% of city AUMView RIA ↗
Clearview Wealth Management
CHARLOTTE, NCReported AUM$182.4M
Employees4
0.0% of city AUMView RIA ↗
Cannon Advisors
CHARLOTTE, NCReported AUM$181.6M
Employees5
0.0% of city AUMView RIA ↗
Front Porch Financial Advisory
CHARLOTTE, NCReported AUM$181.3M
Employees1
0.0% of city AUMView RIA ↗
Dolan Capital Advisors, LLC
CHARLOTTE, NCReported AUM$179.1M
Employees4
0.0% of city AUMView RIA ↗
Investor Advisory Group
CHARLOTTE, NCReported AUM$172.1M
Employees4
0.0% of city AUMView RIA ↗
Hayden Harper Wealth Advisory, LLC
CHARLOTTE, NCReported AUM$171.1M
Employees7
0.0% of city AUMView RIA ↗
Bp Asset Management Inc.
CHARLOTTE, NCReported AUM$155.3M
Employees3
0.0% of city AUMView RIA ↗
Blue Financial
CHARLOTTE, NCReported AUM$145.1M
Employees11
0.0% of city AUMView RIA ↗
Forest Capital
CHARLOTTE, NCReported AUM$143.2M
Employees4
0.0% of city AUMView RIA ↗
Calamita Wealth Management
CHARLOTTE, NCReported AUM$138.2M
Employees4
0.0% of city AUMView RIA ↗
Tricapital Wealth Management, Inc.
CHARLOTTE, NCReported AUM$132.7M
Employees3
0.0% of city AUMView RIA ↗
Kucharo Wealth
CHARLOTTE, NCReported AUM$123.7M
Employees2
0.0% of city AUMView RIA ↗
The Financial Legacy Group
CHARLOTTE, NCReported AUM$107.3M
Employees3
0.0% of city AUMView RIA ↗
Indexperts, LLC
CHARLOTTE, NCReported AUM$100.9M
Employees4
0.0% of city AUMView RIA ↗
Variant Perception
CHARLOTTE, NCReported AUM$31.9M
Employees1
0.0% of city AUMView RIA ↗
Innovation Partners LLC
CHARLOTTE, NCReported AUM$21.7M
Employees305
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.