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For asset managers
AdvisorIQ

Ranking, North Carolina

Fastest-growing wealth firms over three years, including broker-dealer firms in North Carolina

As of October 2, 2026, Fortress Private Ledger, LLC ranked #1 in North Carolina in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 60.3%, from a base of $141.7 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Fortress Private Ledger, LLC Broker-dealer affiliated Raleigh 60.3% $141.7 million
2 Tilia Fiduciary Partners, Inc. Wilmington 41.7% $141.9 million
3 Tradewinds, LLC Raleigh 39.6% $242.5 million
4 Colton Groome Financial Advisors, LLC Asheville 36.9% $282.3 million
5 Verum Partners LLC Charlotte 36.5% $398.9 million
6 Crown Wealth Group LLC Charlotte 35.1% $203.7 million
7 Family Wealth Partners, LLC Matthews 35.0% $159.4 million
8 Lifeplan Group Raleigh 34.9% $132.8 million
9 Strathmore Capital Advisors Charlotte 32.9% $342.7 million
10 Cornerstone Wealth Huntersville 30.5% $1.1 billion
11 Sjbenen Advisory, LLC Durham 29.7% $183.3 million
12 Cornerstone Wealth Planning Charlotte 28.5% $229.0 million
13 Hobart Wealth Charlotte 27.6% $268.5 million
14 Peace of Mind Wealth Management Raleigh 27.3% $137.3 million
15 Guardian Wealth Advisors, LLC Raleigh 26.6% $1.4 billion
16 Worth Advisors Charlotte 26.4% $139.1 million
17 Long Island Wealth Management, Inc. Raleigh 26.1% $145.5 million
18 Quest 10 Wealth Builders, Inc. Fuquay-Varina 25.3% $120.8 million
19 Zuraw Financial Advisors, LLC Greensboro 25.3% $264.4 million
20 MBL Advisors Charlotte 24.8% $731.8 million
21 IP Financial Advisory Services LLC Charlotte 24.3% $250.5 million
22 Founders Financial Alliance, LLC Raleigh 24.3% $617.1 million
23 Ironsides Asset Advisors, LLC Rocky Mount 24.2% $742.4 million
24 Financial Symmetry Inc. Raleigh 24.0% $807.6 million
25 Holderness Investments Co Greensboro 24.0% $346.7 million
26 Capital Investment Counsel Inc Raleigh 23.9% $537.9 million
27 Delegate Advisors, LLC Chapel Hill 23.8% $902.4 million
28 Amphora Wealth Management, LLC Chapel Hill 22.8% $106.1 million
29 Tassel Capital Management, Inc Matthews 22.7% $144.1 million
30 Greenway Wealth Advisors, LLC Charlotte 22.6% $100.1 million
31 Three Magnolias Financial Advisors Winston Salem 21.7% $270.2 million
32 Sapere Wealth Management, LLC Matthews 21.5% $337.1 million
33 Auctus Advisors LLC Charlotte 21.4% $342.5 million
34 Uwharrie Investment Advisors, Inc. Broker-dealer affiliated Albemarle 21.3% $189.4 million
35 Omnistar Financial Group, Inc. Wilmington 21.2% $160.4 million
36 Old Peak Finance Chapel Hill 20.8% $405.3 million
37 Cascades Capital Asset Management, LLC Greensboro 20.6% $218.6 million
38 Alpha Financial Advisors, LLC Charlotte 20.5% $353.6 million
39 Ally Invest Advisors Broker-dealer affiliated Charlotte 20.5% $986.7 million
40 Gouws Capital LLC Charlotte 20.5% $120.0 million
41 Portus Wealth Advisors, LLC Charlotte 20.3% $117.1 million
42 Allen Wealth Management, LLC Boone 20.2% $382.3 million
43 Whitener Capital Management, Inc Rocky Mount 20.0% $346.2 million
44 Cardinal Capital Management Inc Raleigh 20.0% $594.2 million
45 Capital Advisers, Inc. Raleigh 19.9% $360.0 million
46 Aspire Private Capital Cornelius 19.8% $296.2 million
47 Alphastar Capital Management Cornelius 19.8% $1.5 billion
48 First Citizens Investor Services, Inc. Broker-dealer affiliated Raleigh 19.8% $1.5 billion
49 Providence Capital Advisors, LLC Charlotte 19.8% $623.4 million
50 Independent Advisor Alliance, LLC Charlotte 19.5% $10.1 billion
51 Altamont Capital Management Asheville 19.5% $241.9 million
52 Semmax Financial Advisors, Inc. Winston-Salem 19.4% $291.0 million
53 Old North State Wealth Management, LLC Wilmington 19.4% $265.9 million
54 First Citizens Asset Management, Inc Broker-dealer affiliated Raleigh 19.3% $273.7 million
55 A4 Wealth Advisors LLC Huntersville 19.2% $126.0 million
56 Hilltop Wealth Advisors, LLC Chapel Hill 18.9% $377.9 million
57 Absher Wealth Management, LLC Chapel Hill 18.9% $750.6 million
58 Horizons Wealth Management Asheville 18.9% $153.8 million
59 WMS Advisors, LLC Charlotte 18.8% $167.6 million
60 Cannon Wealth Management Services Winston Salem 18.7% $146.6 million
61 Bragg Financial Advisors Inc Charlotte 18.6% $2.8 billion
62 Adolos Asset Management Advance 18.4% $145.7 million
63 Bluesky Wealth Advisors, LLC New Bern 17.9% $612.4 million
64 Sparta Wealth Partners Charlotte 17.6% $194.1 million
65 Kensington Financial Group, Inc. Winston-Salem 17.6% $104.2 million
66 Raleigh Capital Management Inc. Cary 17.2% $247.2 million
67 Tagstone Capital, Inc. Charlotte 17.1% $229.8 million
68 First Oak Wealth Management, LLC Raleigh 17.0% $197.2 million
69 Reliant Investment Partners, LLC Pinehurst 16.8% $168.3 million
70 Act Advisors Asheville 16.8% $313.1 million
71 Live Oak Private Wealth, LLC Broker-dealer affiliated Wilmington 16.7% $830.0 million
72 First Financial Group Raleigh 16.6% $199.9 million
73 Disciplined Portfolio Solutions LLC Leland 16.6% $145.5 million
74 Arbor Investment Advisors Winston Salem 16.6% $813.4 million
75 Muirfield Wealth Advisors LLC Charlotte 16.4% $162.0 million
76 AIM Advisors, LLC Raleigh 16.4% $100.3 million
77 Physicians Financial Services, Inc. Raleigh 16.4% $306.0 million
78 Lumina Wealth Management, LLC Wilmington 16.3% $152.6 million
79 Collie Financial Planning, Inc. Black Mountain 16.0% $104.4 million
80 Pendleton Financial Wealth Management Raleigh 15.9% $102.8 million
81 Linden Thomas Advisory Services, LLC Charlotte 15.9% $1.1 billion
82 Hayden Harper Wealth Advisory, LLC Charlotte 15.8% $110.3 million
83 Horizon Financial Services, LLC Winston Salem 15.7% $169.5 million
84 Carolina Wealth Management, Inc. Greenville 15.7% $515.9 million
85 Beacon Wealthcare LLC Raleigh 15.6% $199.5 million
86 IA Network, LLC Charlotte 15.6% $129.3 million
87 Timonier Winston Salem 15.5% $292.1 million
88 Colony Family Offices, LLC Charlotte 15.5% $2.2 billion
89 Atlantic Private Wealth, LLC Chapel Hill 15.3% $583.6 million
90 Accruent Wealth Advisors Winston-Salem 15.3% $129.1 million
91 Hamilton Point Investment Advisors, LLC Chapel Hill 15.2% $793.1 million
92 Collegiate Capital Management, Inc. Raleigh 15.1% $428.1 million
93 Laurel Wealth Advisors, LLC Charlotte 14.9% $729.2 million
94 Cannon Advisors Charlotte 14.8% $119.9 million
95 Powell Wealth Cornelius 14.8% $151.6 million
96 Spartan Planning Group Greensboro 14.3% $256.8 million
97 Biltmore Family Office, LLC Charlotte 14.3% $2.3 billion
98 Franklin Street Advisors Inc. Broker-dealer affiliated Chapel Hill 14.2% $3.0 billion
99 Dovetail Financial Group LLC Wilmington 14.2% $200.7 million
100 Modern Capital Advisors, LLC Broker-dealer affiliated Raleigh 14.0% $171.8 million

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

More rankings

Fastest growing, 3 years 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.