Investment Advisors in North Carolina

1,236 advisors · 284 firms

Cities in North Carolina

Charlotte (644) Raleigh (135) Durham (90) Greensboro (52) Wilmington (27) Chapel Hill (21) Cary (19) Asheville (19) Winston-salem (17) Fayetteville (16) Huntersville (12) Cornelius (9) Mooresville (8) High Point (7) Wake Forest (6) Greenville (6) New Bern (4) Kernersville (4) Morrisville (4) Hendersonville (4) Burlington (3) Morehead City (3) Hickory (3) Mint Hill (3) Matthews (3) Garner (3) Brevard (3) Morganton (3) Davidson (3)

Top Firms in North Carolina

FirmAUMAdvisors
CAPFINANCIAL PARTNERS, LLC $845.8B 28
ALUMINA INVESTMENT MANAGEMENT, LLC $14.7B 0
BARINGS LLC $12.2B 0
VERATIS ADVISORS, INC. $4.2B 0
BELL PARTNERS INVESTMENT MANAGER, LLC $2.0B 0
COMPERIO RETIREMENT CONSULTING, INC. $2.0B 1
BRIGHTHOUSE INVESTMENT ADVISERS, LLC $1.4B 0
OAK CITY CONSULTING, LLC $1.1B 0
TRUEBRIDGE CAPITAL PARTNERS LLC $1.1B 0
DELEGATE ADVISORS, LLC $984.0M 0

Advisors in North Carolina

Shelley Clyde York

Active

CRD# 1347400

OSAIC WEALTH, INC.

Greensboro, NC

1 disclosure(s)

Frank Xavier Rambusch

Active

CRD# 2397090

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, I...

Chapel Hill, NC

1 disclosure(s)

Clarence Xavier Young

Active

CRD# 5221375

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Charlotte, NC

1 disclosure(s)

Xavier Rashad Gillette

Active

CRD# 8001518

J.P. MORGAN SECURITIES LLC

Charlotte, NC

1 disclosure(s)

Le Xi

Active

CRD# 6450343

Raleigh, NC

1 disclosure(s)

Jared W Smith

Active

CRD# 7484132

Durham, NC

1 disclosure(s)

Norma W King

Active

CRD# 1799080

HORACE MANN INVESTORS, INC.

Rockingham, NC

1 disclosure(s)

Evan W Kluttz

Active

CRD# 2048906

HARBOUR INVESTMENTS, INC.

Charlotte, NC

1 disclosure(s)

David W Wright

Active

CRD# 5924542

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Durham, NC

1 disclosure(s)

Richard Allen Vest

Active

CRD# 2731387

Raleigh, NC

1 disclosure(s)

Adam Anthony Vega

Active

CRD# 5780322

Chandler, NC

1 disclosure(s)

Christina Marie Van Voorhis

Active

CRD# 7623503

EDWARD D. JONES & CO., L.P.

High Point, NC

1 disclosure(s)

Connie V Russell

Active

CRD# 1328147

AMERIPRISE FINANCIAL SERVICES, LLC

Raleigh, NC

1 disclosure(s)

Matthew Keith Underwood

Active

CRD# 5907386

GLOBAL STRATEGIC INVESTMENT SOLUTIONS, L...

Durham, NC

1 disclosure(s)

Carol Elizabeth Urbina

Active

CRD# 6199921

Charlotte, NC

1 disclosure(s)

Matthew W Jones

Active

CRD# 3005851

CHARLES SCHWAB & CO., INC.

Charlotte, NC

Joan W Bentley

Active

CRD# 6383102

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Raleigh, NC

Joel W Bunkley

Active

CRD# 6010809

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Charlotte, NC

Brianna W Tysinger

Active

CRD# 6509996

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Charlotte, NC

John W Mcauley

Active

CRD# 3188892

Charlotte, NC

Steven W Marasco

Active

CRD# 4079646

Greensboro, NC

Phillip W Jordan

Active

CRD# 4304596

WELLS FARGO ADVISORS FINANCIAL NETWORK,...

Charlotte, NC

Alan W Gray

Active

CRD# 4859469

FIRST CITIZENS INVESTOR SERVICES, INC.

Charlotte, NC

Ernest W Glass

Active

CRD# 1004082

PARK AVENUE SECURITIES LLC

Charlotte, NC

Kevin W Bridges

Active

CRD# 6381967

Charlotte, NC

Lauren W Cox

Active

CRD# 7788189

EDWARD D. JONES & CO., L.P.

Sanford, NC

Stuart W Parr

Active

CRD# 4442384

Durham, NC

Brent W Jacobsen

Active

CRD# 5023651

Charlotte, NC

Troy W Amodio

Active

CRD# 4682999

Charlotte, NC

Colin W Stone

Active

CRD# 6519015

Charlotte, NC