RIAs in Wilmington, North Carolina
Explore 10 RIAs headquartered in Wilmington, with $3.7B in combined reported AUM.
RIAs10Headquartered here
Total AUM$3.7BReported regulatory AUM
Total Employees67Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Wilmington
10 RIAsShowing 1–10 of 10 RIAs
Live Oak Private Wealth, LLC
WILMINGTON, NCReported AUM$1.3B
Employees12
36.0% of city AUMView RIA ↗
Old North State Wealth Management, LLC
WILMINGTON, NCReported AUM$452.6M
Employees6
12.4% of city AUMView RIA ↗
Tilia Fiduciary Partners, Inc.
WILMINGTON, NCReported AUM$403.7M
Employees8
11.0% of city AUMView RIA ↗
Dovetail Financial Group LLC
WILMINGTON, NCReported AUM$298.9M
Employees6
8.2% of city AUMView RIA ↗
Omnistar Financial Group, Inc.
WILMINGTON, NCReported AUM$285.7M
Employees7
7.8% of city AUMView RIA ↗
Lumina Wealth Management, LLC
WILMINGTON, NCReported AUM$240.2M
Employees3
6.6% of city AUMView RIA ↗
Counterweight Private Wealth
WILMINGTON, NCReported AUM$207.2M
Employees3
5.7% of city AUMView RIA ↗
Masonboro Advisors
WILMINGTON, NCReported AUM$206.5M
Employees9
5.6% of city AUMView RIA ↗
Ascendor Wealth, LLC
WILMINGTON, NCReported AUM$145.6M
Employees6
4.0% of city AUMView RIA ↗
Seaside Wealth Advisors LLC
WILMINGTON, NCReported AUM$103.5M
Employees7
2.8% 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.