Top 10 Advisor Firms in North Carolina by AUM
The largest public advisor firms headquartered in North Carolina, ranked by reported assets under management.
North Carolina
| # | Firm | AUM |
|---|---|---|
| 1 | CAPTRUST Raleigh, NC | $1.2T |
| 2 | WELLS FARGO INVESTMENT INSTITUTE, INC. Charlotte, NC | $43B |
| 3 | ALIGHT FINANCIAL ADVISORS, LLC Charlotte, NC | $35.1B |
| 4 | INDEPENDENT ADVISOR ALLIANCE, LLC Charlotte, NC | $17.2B |
| 5 | WEDGE CAPITAL MANAGEMENT LLP Charlotte, NC | $7.8B |
| 6 | VERATIS ADVISORS, INC. Cary, NC | $6B |
| 7 | BRAGG FINANCIAL ADVISORS INC Charlotte, NC | $4.7B |
| 8 | FRANKLIN STREET ADVISORS INC. Chapel Hill, NC | $4.5B |
| 9 | SALEM INVESTMENT COUNSELORS INC Winston Salem, NC | $4.2B |
| 10 | BILTMORE FAMILY OFFICE, LLC Charlotte, NC | $3.5B |