Rialytix insights

Top RIA Firms in Wilmington, North Carolina

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wilmington, North Carolina. This hub covers 11 matching firms with $4.5B in total reported AUM and median AUM of $285.7M.

Firms

Matching current profiles

Total AUM

$4.5B

Reported regulatory AUM

Median AUM

$285.7M

Across firms with AUM

Largest firm

$1.3B

Live Oak Private Wealth, 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. Live Oak Private Wealth, LLC CRD 297904 · Limited Liability Company	WILMINGTON, NC	$1.3B Apr 2026	+$253.1M+23.7%	+$490.4M+59.1%	+$728.0M+122.9%	—	-1 employees-7.7% over 3Y	+208 accounts+21.9% over 3Y
2. Pathfinder Wealth Consulting CRD 336658 · Corporation	WILMINGTON, NC	$865.5M Mar 2026	—	—	—	+$18.1M+2.1%	0 employees+0.0% over Total	+1,242 accounts+190.2% over Total
3. Old North State Wealth Management, LLC CRD 148659 · Limited Liability Company	WILMINGTON, NC	$452.6M Mar 2026	+$117.4M+35.0%	+$165.0M+57.4%	+$228.0M+101.6%	+$342.0M+309.5%	0 employees+0.0% over 3Y	+303 accounts+36.9% over 3Y
4. Tilia Fiduciary Partners, INC. CRD 157852 · Corporation	WILMINGTON, NC	$403.7M May 2026	-$10.3M-2.5%	+$261.7M+184.4%	+$281.7M+230.9%	+$355.1M+731.0%	+1 employees+14.3% over 3Y	+217 accounts+27.8% over 3Y
5. Dovetail Financial Group LLC CRD 311298 · Limited Liability Company	WILMINGTON, NC	$298.9M Mar 2026	+$71.0M+31.2%	+$66.1M+28.4%	—	+$167.5M+127.4%	+2 employees+50.0% over 3Y	+560 accounts+169.2% over 3Y
6. Omnistar Financial Group, INC. CRD 138515 · Corporation	WILMINGTON, NC	$285.7M May 2026	+$56.9M+24.9%	+$125.3M+78.1%	+$54.4M+23.5%	+$175.7M+159.8%	-1 employees-12.5% over 3Y	+730 accounts+210.4% over 3Y
7. Lumina Wealth Management, LLC CRD 291548 · Limited Liability Company	WILMINGTON, NC	$240.2M Apr 2026	+$43.4M+22.0%	+$87.7M+57.5%	+$103.3M+75.5%	—	+1 employees+33.3% over 3Y	+79 accounts+15.3% over 3Y
8. Counterweight Private Wealth CRD 327880 · Limited Liability Company	WILMINGTON, NC	$207.2M Mar 2026	+$39.4M+23.5%	—	—	—	0 employees+0.0% over 1Y	+80 accounts+23.7% over 1Y
9. Masonboro Advisors CRD 145151 · Limited Liability Company	WILMINGTON, NC	$206.5M Mar 2026	—	—	—	+$50.5M+32.4%	+1 employees+12.5% over Total	+59 accounts+11.7% over Total
10. Ascendor Wealth, LLC CRD 148969 · Limited Liability Company	WILMINGTON, NC	$145.6M Mar 2026	—	—	—	+$28.8M+24.6%	+2 employees+40.0% over Total	+32 accounts+8.6% over Total
11. Seaside Wealth Advisors LLC CRD 327645 · Limited Liability Company	WILMINGTON, NC	$103.5M Mar 2026	—	—	—	+$833.9K+0.8%	0 employees+0.0% over Total	+18 accounts+2.6% over Total

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.