Rialytix insights

Top RIA Firms in Durham, North Carolina

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Durham, North Carolina. This hub covers 6 matching firms with $3.6B in total reported AUM and median AUM of $509.5M.

Firms

Matching current profiles

Total AUM

$3.6B

Reported regulatory AUM

Median AUM

$509.5M

Across firms with AUM

Largest firm

$1.2B

Silverback Asset Management, 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. Silverback Asset Management, LLC CRD 141407 · Limited Liability Company	DURHAM, NC	$1.2B Mar 2026	+$149.4M+14.3%	+$346.2M+40.9%	+$21.6M+1.8%	-$632.2M-34.6%	-1 employees-7.7% over 3Y	-1 accounts-11.1% over 3Y
2. Verity Asset Management CRD 158667 · Corporation	DURHAM, NC	$1.2B Mar 2026	+$113.0M+10.9%	+$371.2M+47.4%	+$493.5M+74.7%	+$867.5M+302.4%	+8 employees+11.6% over 3Y	+114 accounts+1.5% over 3Y
3. Kuhn Advisors, INC. CRD 117816 · Corporation	DURHAM, NC	$800.8M May 2026	+$47.0M+6.2%	+$168.9M+26.7%	+$289.4M+56.6%	+$477.5M+147.7%	0 employees+0.0% over 3Y	-45 accounts-3.4% over 3Y
4. Integrated Wealthcare, LLC CRD 312929 · Limited Liability Company	DURHAM, NC	$218.2M Mar 2026	+$100.6M+85.6%	+$123.2M+129.7%	—	—	+5 employees+83.3% over 3Y	+448 accounts+130.2% over 3Y
5. Pinafore Wealth Counsel INC. CRD 170540 · Corporation	DURHAM, NC	$173.6M Feb 2026	+$44.9M+34.9%	—	—	+$44.9M+34.9%	0 employees+0.0% over 1Y	+23 accounts+7.6% over 1Y
6. Slp Wealth CRD 325631 · Limited Liability Company	DURHAM, NC	$63.7M Apr 2026	+$34.5M+118.1%	—	—	—	+16 employees+266.7% over 3Y	+1,049 accounts+124.0% over 1Y

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.