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AdvisorIQ

Ranking, North Carolina

Independent RIAs with the fastest client growth over one year in North Carolina

As of October 2, 2026, Planvision, LLC ranked #1 in North Carolina in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 132.7%, from a base of 6,334.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Growth Starting value
1 Planvision, LLC Fuquay-Varina 132.7% 6,334
2 Physicians Financial Services, Inc. Raleigh 98.2% 222
3 Strathmore Capital Advisors Charlotte 74.0% 288
4 Gragg Financial Shelby 45.3% 450
5 Independent Wealth Advisors, LLC Cary 44.4% 187
6 Colton Groome Financial Advisors, LLC Asheville 41.6% 327
7 Whitener Capital Management, Inc Rocky Mount 40.7% 605
8 Blue Financial Charlotte 37.9% 235
9 SLP Wealth Durham 37.6% 2,505
10 Peace of Mind Wealth Management Raleigh 36.0% 242
11 Guardian Wealth Advisors, LLC Raleigh 34.4% 1,683
12 Independent Advisor Alliance, LLC Charlotte 33.3% 34,169
13 Beacon Capital Advisory Group Charlotte 25.3% 150
14 MBL Advisors Charlotte 25.0% 216
15 Frazier Financial Consultants, LLC Chapel Hill 24.6% 167
16 Strategic Advisory Partners Greensboro 21.4% 285
17 Quest 10 Wealth Builders, Inc. Fuquay-Varina 17.8% 428
18 Pinafore Wealth Counsel Inc. Durham 17.6% 102
19 Raleigh Capital Management Inc. Cary 16.0% 405
20 AIM Advisors, LLC Raleigh 14.7% 163
21 Hunter Street Investment Advisors LLC Apex 14.7% 612
22 Lumina Wealth Management, LLC Wilmington 14.5% 159
23 Pendleton Financial Wealth Management Raleigh 13.5% 126
24 Cornerstone Wealth Planning Charlotte 13.3% 376
25 Sparta Wealth Partners Charlotte 13.2% 190
26 Ridgeline Wealth Advisors, LLC. Raleigh 13.1% 176
27 Portus Wealth Advisors, LLC Charlotte 12.5% 128
28 Semmax Financial Advisors, Inc. Winston-Salem 12.3% 798
29 Arbor Investment Advisors Winston Salem 12.2% 426
30 Twin City Private Wealth, LLC Winston-Salem 11.9% 260
31 Powell Wealth Cornelius 11.9% 101
32 Emerald Asset Management, Inc. Rocky Mount 11.8% 152
33 Colony Family Offices, LLC Charlotte 11.8% 587
34 Greenway Wealth Advisors, LLC Charlotte 11.7% 162
35 Hilltop Wealth Advisors, LLC Chapel Hill 11.6% 527
36 Capital Advisers, Inc. Raleigh 11.1% 651
37 Reliant Investment Partners, LLC Pinehurst 11.0% 627
38 Smith Salley Wealth Management Greensboro 10.9% 1,018
39 Masonboro Advisors Wilmington 10.7% 206
40 Verum Partners LLC Charlotte 10.3% 370
41 Ascendor Wealth, LLC Wilmington 10.1% 129
42 Crown Wealth Group LLC Charlotte 10.0% 231
43 H. L. Ormond & Company, LLC Greenville 9.7% 258
44 Cascades Capital Asset Management, LLC Greensboro 9.5% 327
45 Zuraw Financial Advisors, LLC Greensboro 9.3% 151
46 Integrated Wealthcare, LLC Durham 9.2% 131
47 Front Porch Financial Advisory Charlotte 9.1% 121
48 Carolina Wealth Management, Inc. Greenville 8.6% 595
49 Family Wealth Partners, LLC Matthews 8.4% 261
50 Old Peak Finance Chapel Hill 8.0% 163
51 Collegiate Capital Management, Inc. Raleigh 7.5% 425
52 Hobart Wealth Charlotte 7.1% 687
53 Timonier Winston Salem 7.0% 185
54 White Oak Financial Management, Inc Asheville 7.0% 328
55 Financial Symmetry Inc. Raleigh 7.0% 816
56 Lifeplan Group Raleigh 6.9% 260
57 Cassia Capital Partners LLC Winston Salem 6.9% 174
58 Holcombe & McGrath Asheville 6.7% 268
59 A4 Wealth Advisors LLC Huntersville 6.4% 559
60 Wealthpoint Advisors Cramerton 6.1% 358
61 Atlantic Private Wealth, LLC Chapel Hill 6.1% 196
62 Tradewinds, LLC Raleigh 6.1% 476
63 Tarheel Advisors, LLC Chapel Hill 6.0% 133
64 Mill Capital Management, LLC Concord 6.0% 100
65 Clearview Wealth Management Charlotte 5.9% 136
66 Allen Wealth Management, LLC Boone 5.7% 1,053
67 Hamilton Point Investment Advisors, LLC Chapel Hill 5.6% 252
68 Horizons Wealth Management Asheville 5.5% 271
69 Phoenix Wealth Advisors Inc. Chapel Hill 5.5% 1,509
70 Tilia Fiduciary Partners, Inc. Wilmington 5.4% 349
71 Dreher Financial Partners Southern Pines 4.5% 176
71 Cannon Advisors Charlotte 4.5% 220
73 Absher Wealth Management, LLC Chapel Hill 4.5% 661
74 The Pines Wealth Management, LLC Southern Pines 4.4% 251
75 Act Advisors Asheville 4.4% 434
76 Novare Capital Management Charlotte 4.0% 728
77 Dovetail Financial Group LLC Wilmington 4.0% 329
78 Cardinal Retirement Planning, Inc. Durham 3.9% 127
79 Bragg Financial Advisors Inc Charlotte 3.9% 1,560
80 Everstar Asset Management, LLC Mooresville 3.8% 1,091
81 Joel Adams and Associates Inc. Asheville 3.6% 274
82 Woodward Financial Advisors, Inc. Chapel Hill 3.6% 196
82 Auctus Advisors LLC Charlotte 3.6% 224
84 Tassel Capital Management, Inc Matthews 3.4% 237
85 Beacon Wealthcare LLC Raleigh 3.2% 883
86 Capital Management LLC Greensboro 3.0% 231
87 Cannon Wealth Management Services Winston Salem 3.0% 406
88 Sheets Smith Wealth Management Winston Salem 2.9% 411
88 Beacon Financial Strategies Corp. Raleigh 2.9% 137
90 Salem Investment Counselors Inc Winston Salem 2.7% 1,325
91 Tar River Wealth Planning, LLC Louisburg 2.5% 471
92 Providence Capital Advisors, LLC Charlotte 2.4% 419
93 IA Network, LLC Charlotte 2.4% 253
94 Cardinal Capital Management Inc Raleigh 2.3% 298
95 Platt Investment Counsel, LLC Cary 2.1% 142
96 Verity Asset Management Durham 1.9% 5,735
97 Investor Advisory Group Charlotte 1.6% 184
98 Three Magnolias Financial Advisors Winston Salem 1.5% 609
98 Armor Investment Advisors, LLC Raleigh 1.5% 203
100 Alpha Financial Advisors, LLC Charlotte 1.2% 256

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.