# Fastest-growing independent RIAs over five years in North Carolina

As of October 2, 2026, Guardian Wealth Advisors, LLC ranked #1 in North Carolina in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 79.0%, from a base of $149.4 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/north-carolina/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.
- unit: pct
- scope: North Carolina
- firms_listed: 100
- rows: rank: 1, crd: 305412, firm: Guardian Wealth Advisors, LLC, city: Raleigh, state: NC, value: 0.789589717523255, base_value: 149446666, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305412/; rank: 2, crd: 299732, firm: Crown Wealth Group LLC, city: Charlotte, state: NC, value: 0.351220173737942, base_value: 111526652, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299732/; rank: 3, crd: 305772, firm: IP Financial Advisory Services LLC, city: Charlotte, state: NC, value: 0.332181285751035, base_value: 114732682, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305772/; rank: 4, crd: 301058, firm: Verum Partners LLC, city: Charlotte, state: NC, value: 0.312370999011624, base_value: 260501464, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301058/; rank: 5, crd: 128365, firm: Colton Groome Financial Advisors, LLC, city: Asheville, state: NC, value: 0.308608616098991, base_value: 188894429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128365/; rank: 6, crd: 166886, firm: Cornerstone Wealth Planning, city: Charlotte, state: NC, value: 0.290300301788519, base_value: 135861862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166886/; rank: 7, crd: 149538, firm: Raleigh Capital Management Inc., city: Cary, state: NC, value: 0.275429323102604, base_value: 117857000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149538/; rank: 8, crd: 157852, firm: Tilia Fiduciary Partners, Inc., city: Wilmington, state: NC, value: 0.270366812403992, base_value: 122000090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157852/; rank: 9, crd: 158864, firm: Tagstone Capital, Inc., city: Charlotte, state: NC, value: 0.255691335780494, base_value: 118161467, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158864/; rank: 10, crd: 157423, firm: Alphastar Capital Management, city: Cornelius, state: NC, value: 0.254136985361038, base_value: 804553597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157423/; rank: 11, crd: 283153, firm: Sjbenen Advisory, LLC, city: Durham, state: NC, value: 0.245428675398099, base_value: 133468672, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283153/; rank: 12, crd: 305176, firm: MBL Advisors, city: Charlotte, state: NC, value: 0.239003021535579, base_value: 487307435, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305176/; rank: 13, crd: 135008, firm: Strathmore Capital Advisors, city: Charlotte, state: NC, value: 0.219966301939672, base_value: 297903343, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135008/; rank: 14, crd: 174631, firm: Providence Capital Advisors, LLC, city: Charlotte, state: NC, value: 0.197803075734814, base_value: 434800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174631/; rank: 15, crd: 156564, firm: Worth Advisors, city: Charlotte, state: NC, value: 0.186790471099177, base_value: 119245496, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156564/; rank: 16, crd: 289971, firm: Cornerstone Wealth, city: Huntersville, state: NC, value: 0.184556743115391, base_value: 1066360174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289971/; rank: 17, crd: 118443, firm: Financial Symmetry Inc., city: Raleigh, state: NC, value: 0.18306946190611, base_value: 664733649, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118443/; rank: 18, crd: 121112, firm: Tassel Capital Management, Inc, city: Matthews, state: NC, value: 0.179967124059212, base_value: 116299910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121112/; rank: 19, crd: 161683, firm: Ironsides Asset Advisors, LLC, city: Rocky Mount, state: NC, value: 0.179762438533442, base_value: 623016406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161683/; rank: 20, crd: 311298, firm: Dovetail Financial Group LLC, city: Wilmington, state: NC, value: 0.178548660426669, base_value: 131470468, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311298/; rank: 21, crd: 119598, firm: Sapere Wealth Management, LLC, city: Matthews, state: NC, value: 0.176851538095178, base_value: 267927650, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119598/; rank: 22, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 0.176300887952016, base_value: 7652015425, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 23, crd: 173363, firm: Long Island Wealth Management, Inc., city: Raleigh, state: NC, value: 0.169441513289834, base_value: 133354000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173363/; rank: 24, crd: 154804, firm: Old Peak Finance, city: Chapel Hill, state: NC, value: 0.168573943909277, base_value: 327679141, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154804/; rank: 25, crd: 174411, firm: Insight Folios, city: Charlotte, state: NC, value: 0.167688198019212, base_value: 152596619, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174411/; rank: 26, crd: 127457, firm: Horizons Wealth Management, city: Asheville, state: NC, value: 0.160785221825748, base_value: 122530878, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127457/; rank: 27, crd: 118979, firm: Altamont Capital Management, city: Asheville, state: NC, value: 0.160376712359086, base_value: 195977836, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118979/; rank: 28, crd: 104855, firm: Salem Investment Counselors Inc, city: Winston Salem, state: NC, value: 0.159793246602954, base_value: 1995772969, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104855/; rank: 29, crd: 166599, firm: Spartan Planning Group, city: Greensboro, state: NC, value: 0.159777309747135, base_value: 182851238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166599/; rank: 30, crd: 168494, firm: Hobart Wealth, city: Charlotte, state: NC, value: 0.158351381264157, base_value: 267677371, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168494/; rank: 31, crd: 304642, firm: Absher Wealth Management, LLC, city: Chapel Hill, state: NC, value: 0.156667029584603, base_value: 609032733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304642/; rank: 32, crd: 108780, firm: Bragg Financial Advisors Inc, city: Charlotte, state: NC, value: 0.155042262665612, base_value: 2272123381, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108780/; rank: 33, crd: 167174, firm: Biltmore Family Office, LLC, city: Charlotte, state: NC, value: 0.151540315658209, base_value: 1712272238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167174/; rank: 34, crd: 173011, firm: Founders Financial Alliance, LLC, city: Raleigh, state: NC, value: 0.150445222318579, base_value: 588493543, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173011/; rank: 35, crd: 167102, firm: Cascades Capital Asset Management, LLC, city: Greensboro, state: NC, value: 0.150032431319067, base_value: 190556738, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167102/; rank: 36, crd: 104591, firm: Capital Investment Counsel Inc, city: Raleigh, state: NC, value: 0.149537025375536, base_value: 509854280, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104591/; rank: 37, crd: 122224, firm: WMS Advisors, LLC, city: Charlotte, state: NC, value: 0.145536069967194, base_value: 142411785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122224/; rank: 38, crd: 159953, firm: Delegate Advisors, LLC, city: Chapel Hill, state: NC, value: 0.141844836561282, base_value: 882973690, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159953/; rank: 39, crd: 300558, firm: Portus Wealth Advisors, LLC, city: Charlotte, state: NC, value: 0.141833775010433, base_value: 105170780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300558/; rank: 40, crd: 173129, firm: Zuraw Financial Advisors, LLC, city: Greensboro, state: NC, value: 0.140210245219057, base_value: 269793947, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173129/; rank: 41, crd: 108076, firm: Cardinal Capital Management Inc, city: Raleigh, state: NC, value: 0.138699286389649, base_value: 535922049, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108076/; rank: 42, crd: 114471, firm: Three Magnolias Financial Advisors, city: Winston Salem, state: NC, value: 0.138618537671283, base_value: 254500000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114471/; rank: 43, crd: 155682, firm: Piedmont Capital Management, LLC, city: Greenboro, state: NC, value: 0.137774659373485, base_value: 259938093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155682/; rank: 44, crd: 106530, firm: Holderness Investments Co, city: Greensboro, state: NC, value: 0.137754099585844, base_value: 346555360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106530/; rank: 45, crd: 106865, firm: Whitener Capital Management, Inc, city: Rocky Mount, state: NC, value: 0.136983266753345, base_value: 314973098, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106865/; rank: 46, crd: 133038, firm: Allen Wealth Management, LLC, city: Boone, state: NC, value: 0.13656906933211, base_value: 350269054, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133038/; rank: 47, crd: 283014, firm: Hilltop Wealth Advisors, LLC, city: Chapel Hill, state: NC, value: 0.136385511887644, base_value: 335361704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283014/; rank: 48, crd: 144534, firm: Hamilton Point Investment Advisors, LLC, city: Chapel Hill, state: NC, value: 0.136324004111052, base_value: 639336306, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144534/; rank: 49, crd: 159911, firm: Cassia Capital Partners LLC, city: Winston Salem, state: NC, value: 0.135825501934059, base_value: 132884742, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159911/; rank: 50, crd: 148659, firm: Old North State Wealth Management, LLC, city: Wilmington, state: NC, value: 0.132054164384835, base_value: 243410687, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148659/; rank: 51, crd: 289489, firm: Auctus Advisors LLC, city: Charlotte, state: NC, value: 0.131813357850741, base_value: 330013750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289489/; rank: 52, crd: 312798, firm: Mill Capital Management, LLC, city: Concord, state: NC, value: 0.129224601840332, base_value: 813194308, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312798/; rank: 53, crd: 122545, firm: Alpha Financial Advisors, LLC, city: Charlotte, state: NC, value: 0.126378581298627, base_value: 341580625, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122545/; rank: 54, crd: 131393, firm: Carolina Wealth Management, Inc., city: Greenville, state: NC, value: 0.124417057010269, base_value: 444235924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131393/; rank: 55, crd: 116760, firm: Bluesky Wealth Advisors, LLC, city: New Bern, state: NC, value: 0.123657883659427, base_value: 560761458, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116760/; rank: 56, crd: 288557, firm: Linden Thomas Advisory Services, LLC, city: Charlotte, state: NC, value: 0.122996479057627, base_value: 991832284, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288557/; rank: 57, crd: 291548, firm: Lumina Wealth Management, LLC, city: Wilmington, state: NC, value: 0.119053466125966, base_value: 136893403, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291548/; rank: 58, crd: 158667, firm: Verity Asset Management, city: Durham, state: NC, value: 0.117998000199688, base_value: 660906979, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158667/; rank: 59, crd: 144978, firm: Semmax Financial Advisors, Inc., city: Winston-Salem, state: NC, value: 0.116773975708502, base_value: 285164364, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144978/; rank: 60, crd: 111077, firm: Arbor Investment Advisors, city: Winston Salem, state: NC, value: 0.116064944750416, base_value: 744029799, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111077/; rank: 61, crd: 154116, firm: Aspire Private Capital, city: Cornelius, state: NC, value: 0.112324434346921, base_value: 299339208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154116/; rank: 62, crd: 167017, firm: Colony Family Offices, LLC, city: Charlotte, state: NC, value: 0.11139396766973, base_value: 1982934772, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167017/; rank: 63, crd: 118442, firm: Capital Advisers, Inc., city: Raleigh, state: NC, value: 0.109903381154604, base_value: 368100000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118442/; rank: 64, crd: 293929, firm: Cannon Advisors, city: Charlotte, state: NC, value: 0.108032877185977, base_value: 108724672, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293929/; rank: 65, crd: 134006, firm: First Financial Group, city: Raleigh, state: NC, value: 0.107550131707559, base_value: 190191000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134006/; rank: 66, crd: 158798, firm: Horizon Financial Services, LLC, city: Winston Salem, state: NC, value: 0.104447039339809, base_value: 159703935, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158798/; rank: 67, crd: 118469, firm: Laurel Wealth Advisors, LLC, city: Charlotte, state: NC, value: 0.10438794920661, base_value: 673741578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118469/; rank: 68, crd: 113706, firm: Accruent Wealth Advisors, city: Winston-Salem, state: NC, value: 0.103128287563028, base_value: 121040465, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113706/; rank: 69, crd: 160072, firm: Disciplined Portfolio Solutions LLC, city: Leland, state: NC, value: 0.102352110525041, base_value: 141736910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160072/; rank: 70, crd: 108216, firm: Townsend Asset Management Corp., city: Raleigh, state: NC, value: 0.0984269260711186, base_value: 299925879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108216/; rank: 71, crd: 173120, firm: Act Advisors, city: Asheville, state: NC, value: 0.0953693439131107, base_value: 316365417, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173120/; rank: 72, crd: 153812, firm: Gouws Capital LLC, city: Charlotte, state: NC, value: 0.0942842269051201, base_value: 133792390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153812/; rank: 73, crd: 117816, firm: Kuhn Advisors, Inc., city: Durham, state: NC, value: 0.0938346469797107, base_value: 511395178, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117816/; rank: 74, crd: 117949, firm: Novare Capital Management, city: Charlotte, state: NC, value: 0.0937702307678732, base_value: 1224687540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117949/; rank: 75, crd: 297369, firm: Reliant Investment Partners, LLC, city: Pinehurst, state: NC, value: 0.092588201203353, base_value: 172304737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297369/; rank: 76, crd: 288316, firm: First Oak Wealth Management, LLC, city: Raleigh, state: NC, value: 0.0902148708257271, base_value: 205288688, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288316/; rank: 77, crd: 112231, firm: Smith Partners Wealth Management, LLC, city: Greensboro, state: NC, value: 0.0899014366263229, base_value: 127518014, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112231/; rank: 78, crd: 311517, firm: Atlantic Private Wealth, LLC, city: Chapel Hill, state: NC, value: 0.0891560080238163, base_value: 583276168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311517/; rank: 79, crd: 118519, firm: Physicians Financial Services, Inc., city: Raleigh, state: NC, value: 0.0880194431556802, base_value: 316311883, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118519/; rank: 80, crd: 312556, firm: Beacon Wealthcare LLC, city: Raleigh, state: NC, value: 0.0874057492781706, base_value: 202789831, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312556/; rank: 81, crd: 150821, firm: Eastover Capital Management, city: Charlotte, state: NC, value: 0.0865891228075648, base_value: 258976174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150821/; rank: 82, crd: 118823, firm: Carolina Financial Advisors, Inc., city: Greensboro, state: NC, value: 0.0864782129262152, base_value: 159112802, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118823/; rank: 83, crd: 118205, firm: Collegiate Capital Management, Inc., city: Raleigh, state: NC, value: 0.0825350144639176, base_value: 439233991, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118205/; rank: 84, crd: 132987, firm: Beacon Financial Strategies Corp., city: Raleigh, state: NC, value: 0.0820049087351764, base_value: 208651732, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132987/; rank: 85, crd: 144230, firm: Powell Wealth, city: Cornelius, state: NC, value: 0.0799837644507873, base_value: 156001580, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144230/; rank: 86, crd: 166812, firm: Clearview Wealth Management, city: Charlotte, state: NC, value: 0.0795746565088773, base_value: 124356000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166812/; rank: 87, crd: 108199, firm: Woodard & Co Asset Management Group Inc, city: Bermuda Run, state: NC, value: 0.0747578703688345, base_value: 813800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108199/; rank: 88, crd: 129614, firm: Smith Salley Wealth Management, city: Greensboro, state: NC, value: 0.0738148089421959, base_value: 2026635345, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129614/; rank: 89, crd: 119176, firm: Westhampton Capital, city: Winston-Salem, state: NC, value: 0.0715512268811183, base_value: 168833437, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119176/; rank: 90, crd: 118943, firm: Hollingsworth Avent Averre & Purvis, PA, city: Raleigh, state: NC, value: 0.0682984256099797, base_value: 127501078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118943/; rank: 91, crd: 159607, firm: Defender Capital, city: Charlotte, state: NC, value: 0.0680235336336814, base_value: 367000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159607/; rank: 92, crd: 149889, firm: Private Wealth Management of North Carolina LLC, city: Henderson, state: NC, value: 0.0675620617116726, base_value: 117375856, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149889/; rank: 93, crd: 109416, firm: Capital Management LLC, city: Greensboro, state: NC, value: 0.0673870033456319, base_value: 276406939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109416/; rank: 94, crd: 127658, firm: Kensington Financial Group, Inc., city: Winston-Salem, state: NC, value: 0.0660438446326783, base_value: 123121668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127658/; rank: 95, crd: 105710, firm: Sheets Smith Wealth Management, city: Winston Salem, state: NC, value: 0.0645231409337295, base_value: 998616543, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105710/; rank: 96, crd: 150641, firm: Woodward Financial Advisors, Inc., city: Chapel Hill, state: NC, value: 0.0637649206869291, base_value: 470928308, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150641/; rank: 97, crd: 118412, firm: Phoenix Wealth Advisors Inc., city: Chapel Hill, state: NC, value: 0.062810339343323, base_value: 473000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118412/; rank: 98, crd: 110592, firm: Gragg Financial, city: Shelby, state: NC, value: 0.0602725710803689, base_value: 160721210, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110592/; rank: 99, crd: 112897, firm: Frazier Financial Consultants, LLC, city: Chapel Hill, state: NC, value: 0.0601151208991255, base_value: 146410967, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112897/; rank: 100, crd: 150748, firm: Timonier, city: Winston Salem, state: NC, value: 0.0596836016724509, base_value: 336995683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150748/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [RIA market data for North Carolina](https://advisoriq.com/ria/states/north-carolina/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/north-carolina/

License: https://advisoriq.com/license/