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- Custodian
- Charles Schwab & Company · Fidelity/NFS · First Clearing · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-03-2003
- Office Locations
- 26
Office Locations
About Cary Street Partners
Cary Street Partners is an independent wealth management firm serving individuals, families, and institutions with portfolio advisory services and asset management. The firm operates with a partnership culture and a multi-office footprint (20 offices across seven states), and was named to Forbes’s 2025 Top RIA Firms list. Investment implementation includes public funds and ETFs.
Reported data analysis
What the numbers show
Between June 27, 2025 and March 30, 2026, reported AUM increased 24.1%, from $8.3B to $10.3B.
Across 5 reported observations, AUM increased 159.8% between August 2, 2022 and March 30, 2026, from $3.9B to $10.3B.
Of the latest reported AUM, 67.8% is discretionary and 32.2% is non-discretionary.
The firm reports 85 advisory representatives and 6,988 clients, or 82.2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 26 reported office locations and 22 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WALTER DONALD BAYNE
MANAGING DIRECTOR, President
- CRD
- #4427332
- Ownership
- Less than 5%
WESLEY HAMILTON GALLUP
CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #5037007
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Steven Perry Adwar
Financial Advisor | Vice President
- CRD
- #6499104
WILLIAM AQUILLA ALLEN II
--
- CRD
- #4418904
Showing 2 of 122 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,946,067,015 | $685,693 |
| Non-Discretionary | $3,306,197,286 | $500,863 |
| Total | $10,252,264,301 | $612,771 |
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Separately Managed Accounts
SMA allocation detail is available
Cary Street Partners has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cary Street Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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