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Top RIA Firms in Greensboro, North Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Greensboro, North Carolina. This hub covers 18 matching firms with $17.2B in total reported AUM and median AUM of $383.5M.
Firms
18
Matching current profiles
Total AUM
$17.2B
Reported regulatory AUM
Median AUM
$383.5M
Across firms with AUM
Largest firm
$6.1B
Bell Partners
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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. Bell Partners CRD 329611 · Limited Liability Company | GREENSBORO, NC | $6.1B May 2026 | +$880.9M+16.8% | — | — | +$395.1M+6.9% | +1 employees+1.5% over 1Y | +3 accounts+11.1% over 1Y |
| 2. Smith Salley Wealth Management CRD 129614 · Limited Liability Company | GREENSBORO, NC | $2.9B May 2026 | +$549.3M+23.4% | +$183.9M+6.8% | +$866.9M+42.8% | +$2.7B+1459.8% | +1 employees+5.9% over 3Y | +1,067 accounts+50.0% over 3Y |
| 3. Blueprint Investment Partners LLC CRD 170196 · Limited Liability Company | GREENSBORO, NC | $1.9B Apr 2026 | +$642.1M+52.3% | +$1.3B+250.7% | +$1.5B+454.9% | +$1.8B+1584.1% | 0 employees+0.0% over 3Y | +5 accounts+38.5% over 3Y |
| 4. Granville Capital, INC. CRD 126679 · Corporation | GREENSBORO, NC | $1.4B Mar 2026 | +$238.6M+21.0% | +$462.6M+50.8% | +$732.3M+114.1% | +$897.2M+188.2% | -2 employees-18.2% over 3Y | +81 accounts+324.0% over 3Y |
| 5. Holderness Investments CO CRD 106530 · Corporation | GREENSBORO, NC | $660.7M Mar 2026 | +$39.7M+6.4% | +$314.0M+90.6% | +$314.2M+90.7% | +$559.8M+554.4% | +2 employees+33.3% over 3Y | +232 accounts+42.5% over 3Y |
| 6. 1808 Capital Partners CRD 332702 · Limited Liability Company | GREENSBORO, NC | $644.6M May 2026 | -$6.4M-1.0% | — | — | — | -1 employees-16.7% over 1Y | +108 accounts+10.9% over 1Y |
| 7. Fund Direct Advisors INC. CRD 155363 · Corporation | GREENSBORO, NC | $593.0M Mar 2026 | -$12.0M-2.0% | +$93.0M+18.6% | +$53.0M+9.8% | +$393.0M+196.5% | -3 employees-42.9% over 3Y | -194 accounts-55.4% over 3Y |
| 8. Zuraw Financial Advisors, LLC CRD 173129 · — | GREENSBORO, NC | $519.9M Feb 2026 | +$95.2M+22.4% | +$210.7M+68.2% | +$281.7M+118.2% | — | +1 employees+50.0% over 3Y | +105 accounts+16.1% over 3Y |
| 9. Spartan Planning Group CRD 166599 · Limited Liability Company | GREENSBORO, NC | $383.7M Mar 2026 | +$104.0M+37.2% | +$134.8M+54.2% | +$251.5M+190.2% | +$251.5M+190.2% | -1 employees-16.7% over 3Y | +116 accounts+13.0% over 3Y |
| 10. Cascades Capital Asset Management, LLC CRD 167102 · Limited Liability Company | GREENSBORO, NC | $383.3M Mar 2026 | +$61.4M+19.1% | +$164.7M+75.3% | +$236.0M+160.2% | +$282.3M+279.3% | 0 employees+0.0% over 3Y | +91 accounts+14.2% over 3Y |
| 11. Capital Management LLC CRD 109416 · Limited Liability Company | GREENSBORO, NC | $383.0M Mar 2026 | +$58.1M+17.9% | +$70.6M+22.6% | +$150.1M+64.5% | +$246.1M+179.7% | 0 employees+0.0% over 3Y | +44 accounts+9.3% over 3Y |
| 12. Blueprint Fund Management CRD 306419 · Limited Liability Company | GREENSBORO, NC | $340.5M Feb 2026 | +$121.7M+55.6% | +$258.4M+315.1% | — | — | +6 employees+200.0% over 3Y | +1 accounts+100.0% over 3Y |
| 13. Carolina Financial Advisors, INC. CRD 118823 · Corporation | GREENSBORO, NC | $240.9M May 2026 | +$29.3M+13.8% | +$75.6M+45.7% | +$81.8M+51.4% | +$81.8M+51.4% | +2 employees+40.0% over 3Y | +763 accounts+164.8% over 3Y |
| 14. Level Wealth Management LLC CRD 301381 · Limited Liability Company | GREENSBORO, NC | $236.5M Jan 2026 | +$112.2M+90.3% | +$134.9M+132.8% | — | +$134.9M+132.8% | +2 employees+200.0% over 3Y | +162 accounts+60.0% over 3Y |
| 15. Smith Partners Wealth Management, LLC CRD 112231 · Limited Liability Company | GREENSBORO, NC | $196.1M Mar 2026 | +$21.6M+12.4% | +$56.5M+40.4% | +$169.4M+634.9% | +$168.6M+613.1% | -1 employees-20.0% over 3Y | -121 accounts-22.5% over 3Y |
| 16. Strategic Advisory Partners CRD 314842 · Limited Liability Company | GREENSBORO, NC | $191.4M Mar 2026 | — | — | — | +$67.2M+54.1% | +5 employees+166.7% over Total | +119 accounts+16.8% over Total |
| 17. Intercarolina Financial Services, INC. CRD 19475 · Corporation | GREENSBORO, NC | $85.4M Apr 2026 | -$45.4M-34.7% | -$15.0M-15.0% | -$20.1M-19.0% | -$21.6M-20.2% | +16 employees+123.1% over 3Y | +17 accounts+6.7% over 3Y |
| 18. Vn Capital Management, LLC CRD 166761 · Limited Liability Company | GREENSBORO, NC | $63.0M Mar 2026 | -$36.5M-36.7% | -$86.7M-57.9% | -$65.9M-51.1% | -$14.3M-18.5% | -1 employees-50.0% over 3Y | -1 accounts-50.0% over 3Y |
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.