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For asset managers
AdvisorIQ

Ranking, North Carolina

Fastest-growing wealth firms over one year, including broker-dealer firms in North Carolina

As of October 2, 2026, First Citizens Asset Management, Inc ranked #1 in North Carolina in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 178.5%, from a base of $167.0 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 First Citizens Asset Management, Inc Broker-dealer affiliated Raleigh 178.5% $167.0 million
2 Strathmore Capital Advisors Charlotte 76.6% $455.9 million
3 Sapere Wealth Management, LLC Matthews 74.7% $346.2 million
4 Fortress Private Ledger, LLC Broker-dealer affiliated Raleigh 68.7% $346.1 million
5 Colton Groome Financial Advisors, LLC Asheville 63.3% $444.0 million
6 Crown Wealth Group LLC Charlotte 58.7% $316.5 million
7 Strategic Advisory Partners Greensboro 54.1% $124.3 million
8 Integrated Wealthcare, LLC Durham 50.6% $144.9 million
9 Beacon Capital Advisory Group Charlotte 47.3% $151.7 million
10 Blue Financial Charlotte 44.5% $100.4 million
11 Lifeplan Group Raleigh 36.6% $238.6 million
12 Alphastar Capital Management Cornelius 35.6% $1.8 billion
13 Guardian Wealth Advisors, LLC Raleigh 33.7% $2.1 billion
14 Ridgeline Wealth Advisors, LLC. Raleigh 33.4% $141.7 million
15 Masonboro Advisors Wilmington 32.4% $155.9 million
16 Peace of Mind Wealth Management Raleigh 32.3% $214.1 million
17 Gouws Capital LLC Charlotte 32.3% $158.7 million
18 Greenway Wealth Advisors, LLC Charlotte 32.0% $139.8 million
19 Pinafore Wealth Counsel Inc. Durham 30.7% $132.8 million
20 Level Wealth Management LLC Greensboro 30.2% $181.7 million
21 Hobart Wealth Charlotte 29.9% $429.7 million
22 Amphora Wealth Management, LLC Chapel Hill 29.7% $151.3 million
23 Investors Mosaic Durham 29.4% $148.4 million
24 Independent Wealth Advisors, LLC Cary 28.9% $151.5 million
25 Cornerstone Wealth Planning Charlotte 28.8% $377.2 million
26 Holcombe & McGrath Asheville 28.8% $121.1 million
27 Cannon Advisors Charlotte 27.5% $142.4 million
28 Auctus Advisors LLC Charlotte 27.4% $480.9 million
29 White Oak Financial Management, Inc Asheville 27.3% $112.7 million
30 Financial Symmetry Inc. Raleigh 27.3% $1.2 billion
31 Topsail Wealth Management LLC Charlotte 27.2% $1.0 billion
32 WMS Advisors, LLC Charlotte 26.9% $221.4 million
33 Quest 10 Wealth Builders, Inc. Fuquay-Varina 26.6% $187.7 million
34 Hilltop Wealth Advisors, LLC Chapel Hill 26.4% $502.8 million
35 Front Porch Financial Advisory Charlotte 26.2% $143.7 million
36 Family Wealth Partners, LLC Matthews 25.8% $312.1 million
37 Portus Wealth Advisors, LLC Charlotte 25.7% $162.4 million
38 Semmax Financial Advisors, Inc. Winston-Salem 25.3% $395.3 million
39 First Citizens Investor Services, Inc. Broker-dealer affiliated Raleigh 25.1% $2.1 billion
40 Omnistar Financial Group, Inc. Wilmington 24.9% $228.8 million
41 Family Legacy Financial Solutions, LLC Cary 24.7% $140.0 million
42 Ascendor Wealth, LLC Wilmington 24.6% $116.8 million
43 Hunter Street Investment Advisors LLC Apex 24.5% $133.6 million
44 MBL Advisors Charlotte 24.5% $1.1 billion
45 Ally Invest Advisors Broker-dealer affiliated Charlotte 24.2% $1.4 billion
46 Old Peak Finance Chapel Hill 24.1% $575.2 million
47 Raleigh Capital Management Inc. Cary 24.1% $320.6 million
48 Capital Investment Advisory Services, LLC Broker-dealer affiliated Raleigh 24.0% $1.9 billion
49 Live Oak Private Wealth, LLC Broker-dealer affiliated Wilmington 23.7% $1.1 billion
50 Counterweight Private Wealth Wilmington 23.5% $167.8 million
51 Smith Salley Wealth Management Greensboro 23.4% $2.3 billion
52 Horizon Financial Services, LLC Winston Salem 23.4% $212.6 million
53 Wealthpoint Advisors Cramerton 23.3% $119.3 million
54 Capital Advisers, Inc. Raleigh 23.1% $503.5 million
55 Alpha Financial Advisors, LLC Charlotte 23.1% $503.1 million
56 Dolan Capital Advisors, LLC Charlotte 22.7% $146.0 million
57 Verum Partners LLC Charlotte 22.5% $827.6 million
58 Independent Advisor Alliance, LLC Charlotte 22.4% $14.1 billion
59 Saber Capital Management LLC Fuquay Varina 22.4% $105.7 million
60 Lumina Wealth Management, LLC Wilmington 22.0% $196.8 million
61 Cassia Capital Partners LLC Winston Salem 21.9% $206.0 million
62 Sjbenen Advisory, LLC Durham 21.7% $328.5 million
63 Piedmont Capital Management, LLC Greenboro 21.6% $407.7 million
64 Ark Royal Wealth Management LLC Raleigh 21.6% $139.3 million
65 Uwharrie Investment Advisors, Inc. Broker-dealer affiliated Albemarle 21.4% $278.2 million
66 Sound Financial Management, Inc. Raleigh 21.1% $110.7 million
67 Altamont Capital Management Asheville 20.6% $341.8 million
68 Worth Advisors Charlotte 20.5% $232.9 million
69 Allen Wealth Management, LLC Boone 19.9% $553.9 million
70 Vision Capital & Management Mooresville 19.8% $120.9 million
71 Long Island Wealth Management, Inc. Raleigh 19.7% $243.7 million
72 Bragg Financial Advisors Inc Charlotte 19.6% $3.9 billion
73 Tagstone Capital, Inc. Charlotte 19.3% $309.1 million
74 A4 Wealth Advisors LLC Huntersville 19.2% $179.3 million
75 Cascades Capital Asset Management, LLC Greensboro 19.1% $322.0 million
76 Sparta Wealth Partners Charlotte 19.0% $265.4 million
77 Camden Financial Management, Inc. Fletcher 19.0% $132.0 million
78 Arbor Investment Advisors Winston Salem 18.7% $1.1 billion
79 Adolos Asset Management Advance 18.6% $203.8 million
80 Shining Rock Advisors LLC Asheville 18.6% $129.6 million
81 Block Wealth Management, Inc Marvin 18.6% $157.2 million
82 Disciplined Portfolio Solutions LLC Leland 18.5% $194.6 million
83 Founders Financial Alliance, LLC Raleigh 18.3% $1.0 billion
84 Whitener Capital Management, Inc Rocky Mount 18.3% $506.1 million
85 Bluesky Wealth Advisors, LLC New Bern 18.2% $849.8 million
86 First Oak Wealth Management, LLC Raleigh 18.2% $267.6 million
87 Tassel Capital Management, Inc Matthews 18.0% $225.4 million
88 Cornerstone Wealth Huntersville 18.0% $2.1 billion
89 Tradewinds, LLC Raleigh 17.7% $560.2 million
90 Old North State Wealth Management, LLC Wilmington 17.7% $384.5 million
91 Horizons Wealth Management Asheville 17.7% $219.5 million
92 Three Magnolias Financial Advisors Winston Salem 17.6% $414.2 million
93 Beacon Wealthcare LLC Raleigh 17.3% $262.8 million
94 Delegate Advisors, LLC Chapel Hill 17.2% $1.5 billion
95 Cordgrass Capital Advisors, LLC Raleigh 17.1% $623.1 million
96 Tarheel Advisors, LLC Chapel Hill 17.1% $117.6 million
97 Zuraw Financial Advisors, LLC Greensboro 17.1% $444.1 million
98 Providence Capital Advisors, LLC Charlotte 17.0% $916.3 million
99 Twin City Private Wealth, LLC Winston-Salem 16.5% $129.9 million
100 Phoenix Wealth Advisors Inc. Chapel Hill 16.4% $551.0 million

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

More rankings

Fastest growing 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.