# Fastest-growing independent RIAs over one year in North Carolina

As of October 2, 2026, Strathmore Capital Advisors ranked #1 in North Carolina in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 76.6%, from a base of $455.9 million.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: North Carolina
- firms_listed: 100
- rows: rank: 1, crd: 135008, firm: Strathmore Capital Advisors, city: Charlotte, state: NC, value: 0.765770382457583, base_value: 455911264, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135008/; rank: 2, crd: 119598, firm: Sapere Wealth Management, LLC, city: Matthews, state: NC, value: 0.746957226331299, base_value: 346213230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119598/; rank: 3, crd: 128365, firm: Colton Groome Financial Advisors, LLC, city: Asheville, state: NC, value: 0.632573383539023, base_value: 444012621, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128365/; rank: 4, crd: 299732, firm: Crown Wealth Group LLC, city: Charlotte, state: NC, value: 0.587094643344603, base_value: 316523852, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299732/; rank: 5, crd: 314842, firm: Strategic Advisory Partners, city: Greensboro, state: NC, value: 0.540552545795798, base_value: 124263148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314842/; rank: 6, crd: 312929, firm: Integrated Wealthcare, LLC, city: Durham, state: NC, value: 0.505686736225882, base_value: 144890842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312929/; rank: 7, crd: 333090, firm: Beacon Capital Advisory Group, city: Charlotte, state: NC, value: 0.473388082494576, base_value: 151717271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333090/; rank: 8, crd: 330324, firm: Blue Financial, city: Charlotte, state: NC, value: 0.444974417784104, base_value: 100449078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330324/; rank: 9, crd: 144157, firm: Lifeplan Group, city: Raleigh, state: NC, value: 0.366203948943694, base_value: 238613582, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144157/; rank: 10, crd: 157423, firm: Alphastar Capital Management, city: Cornelius, state: NC, value: 0.355781515475803, base_value: 1841154148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157423/; rank: 11, crd: 305412, firm: Guardian Wealth Advisors, LLC, city: Raleigh, state: NC, value: 0.337144611036165, base_value: 2051517525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305412/; rank: 12, crd: 284843, firm: Ridgeline Wealth Advisors, LLC., city: Raleigh, state: NC, value: 0.334278392177238, base_value: 141672307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284843/; rank: 13, crd: 145151, firm: Masonboro Advisors, city: Wilmington, state: NC, value: 0.324081489109298, base_value: 155941918, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145151/; rank: 14, crd: 317067, firm: Peace of Mind Wealth Management, city: Raleigh, state: NC, value: 0.323477996837829, base_value: 214091523, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317067/; rank: 15, crd: 153812, firm: Gouws Capital LLC, city: Charlotte, state: NC, value: 0.322712921454809, base_value: 158714466, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153812/; rank: 16, crd: 290727, firm: Greenway Wealth Advisors, LLC, city: Charlotte, state: NC, value: 0.319950122562166, base_value: 139812314, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290727/; rank: 17, crd: 170540, firm: Pinafore Wealth Counsel Inc., city: Durham, state: NC, value: 0.307401997875854, base_value: 132767709, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170540/; rank: 18, crd: 301381, firm: Level Wealth Management LLC, city: Greensboro, state: NC, value: 0.301579373971674, base_value: 181725611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301381/; rank: 19, crd: 168494, firm: Hobart Wealth, city: Charlotte, state: NC, value: 0.299111493842977, base_value: 429701468, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168494/; rank: 20, crd: 157968, firm: Amphora Wealth Management, LLC, city: Chapel Hill, state: NC, value: 0.297145748033786, base_value: 151259351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157968/; rank: 21, crd: 168619, firm: Investors Mosaic, city: Durham, state: NC, value: 0.294206970598323, base_value: 148402354, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168619/; rank: 22, crd: 328786, firm: Independent Wealth Advisors, LLC, city: Cary, state: NC, value: 0.289142822583919, base_value: 151525819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328786/; rank: 23, crd: 166886, firm: Cornerstone Wealth Planning, city: Charlotte, state: NC, value: 0.288347019025524, base_value: 377153984, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166886/; rank: 24, crd: 121197, firm: Holcombe & McGrath, city: Asheville, state: NC, value: 0.287672926569247, base_value: 121069669, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121197/; rank: 25, crd: 293929, firm: Cannon Advisors, city: Charlotte, state: NC, value: 0.275083417173979, base_value: 142414019, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293929/; rank: 26, crd: 289489, firm: Auctus Advisors LLC, city: Charlotte, state: NC, value: 0.27446877416485, base_value: 480924511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289489/; rank: 27, crd: 142615, firm: White Oak Financial Management, Inc, city: Asheville, state: NC, value: 0.27277992379875, base_value: 112742245, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142615/; rank: 28, crd: 118443, firm: Financial Symmetry Inc., city: Raleigh, state: NC, value: 0.272562845071191, base_value: 1210652897, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118443/; rank: 29, crd: 331098, firm: Topsail Wealth Management LLC, city: Charlotte, state: NC, value: 0.271692297709066, base_value: 1029879755, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331098/; rank: 30, crd: 122224, firm: WMS Advisors, LLC, city: Charlotte, state: NC, value: 0.268998011343921, base_value: 221375131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122224/; rank: 31, crd: 154092, firm: Quest 10 Wealth Builders, Inc., city: Fuquay-Varina, state: NC, value: 0.266301634847949, base_value: 187742903, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154092/; rank: 32, crd: 283014, firm: Hilltop Wealth Advisors, LLC, city: Chapel Hill, state: NC, value: 0.263927783687958, base_value: 502828225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283014/; rank: 33, crd: 311329, firm: Front Porch Financial Advisory, city: Charlotte, state: NC, value: 0.261669757799273, base_value: 143685737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311329/; rank: 34, crd: 317764, firm: Family Wealth Partners, LLC, city: Matthews, state: NC, value: 0.257508437573072, base_value: 312082038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317764/; rank: 35, crd: 300558, firm: Portus Wealth Advisors, LLC, city: Charlotte, state: NC, value: 0.256886608354048, base_value: 162410245, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300558/; rank: 36, crd: 144978, firm: Semmax Financial Advisors, Inc., city: Winston-Salem, state: NC, value: 0.2532419401667, base_value: 395263541, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144978/; rank: 37, crd: 138515, firm: Omnistar Financial Group, Inc., city: Wilmington, state: NC, value: 0.248879107704376, base_value: 228789377, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138515/; rank: 38, crd: 314351, firm: Family Legacy Financial Solutions, LLC, city: Cary, state: NC, value: 0.246642857142857, base_value: 140000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314351/; rank: 39, crd: 148969, firm: Ascendor Wealth, LLC, city: Wilmington, state: NC, value: 0.246231545402166, base_value: 116824613, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148969/; rank: 40, crd: 145334, firm: Hunter Street Investment Advisors LLC, city: Apex, state: NC, value: 0.245206332189884, base_value: 133614755, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145334/; rank: 41, crd: 305176, firm: MBL Advisors, city: Charlotte, state: NC, value: 0.244960368505843, base_value: 1142902910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305176/; rank: 42, crd: 154804, firm: Old Peak Finance, city: Chapel Hill, state: NC, value: 0.241444154749033, base_value: 575178443, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154804/; rank: 43, crd: 149538, firm: Raleigh Capital Management Inc., city: Cary, state: NC, value: 0.240617294151322, base_value: 320626592, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149538/; rank: 44, crd: 327880, firm: Counterweight Private Wealth, city: Wilmington, state: NC, value: 0.23497496890392, base_value: 167766325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327880/; rank: 45, crd: 129614, firm: Smith Salley Wealth Management, city: Greensboro, state: NC, value: 0.234326695860102, base_value: 2344187985, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129614/; rank: 46, crd: 158798, firm: Horizon Financial Services, LLC, city: Winston Salem, state: NC, value: 0.234320535954352, base_value: 212623929, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158798/; rank: 47, crd: 332312, firm: Wealthpoint Advisors, city: Cramerton, state: NC, value: 0.232740343166453, base_value: 119325475, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332312/; rank: 48, crd: 118442, firm: Capital Advisers, Inc., city: Raleigh, state: NC, value: 0.231346099611927, base_value: 503514000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118442/; rank: 49, crd: 122545, firm: Alpha Financial Advisors, LLC, city: Charlotte, state: NC, value: 0.231007171860378, base_value: 503100285, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122545/; rank: 50, crd: 269886, firm: Dolan Capital Advisors, LLC, city: Charlotte, state: NC, value: 0.226621541064149, base_value: 146049832, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269886/; rank: 51, crd: 301058, firm: Verum Partners LLC, city: Charlotte, state: NC, value: 0.225408790899539, base_value: 827584409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301058/; rank: 52, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 0.224463886262135, base_value: 14074143679, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 53, crd: 166103, firm: Saber Capital Management LLC, city: Fuquay Varina, state: NC, value: 0.223594476580239, base_value: 105704731, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166103/; rank: 54, crd: 291548, firm: Lumina Wealth Management, LLC, city: Wilmington, state: NC, value: 0.220471091780754, base_value: 196838119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291548/; rank: 55, crd: 159911, firm: Cassia Capital Partners LLC, city: Winston Salem, state: NC, value: 0.219481317486286, base_value: 205995647, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159911/; rank: 56, crd: 283153, firm: Sjbenen Advisory, LLC, city: Durham, state: NC, value: 0.217257670653008, base_value: 328542172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283153/; rank: 57, crd: 155682, firm: Piedmont Capital Management, LLC, city: Greenboro, state: NC, value: 0.21580360098822, base_value: 407650320, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155682/; rank: 58, crd: 175151, firm: Ark Royal Wealth Management LLC, city: Raleigh, state: NC, value: 0.2155318476825, base_value: 139288000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175151/; rank: 59, crd: 122670, firm: Sound Financial Management, Inc., city: Raleigh, state: NC, value: 0.21119460704607, base_value: 110700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122670/; rank: 60, crd: 118979, firm: Altamont Capital Management, city: Asheville, state: NC, value: 0.206191588067319, base_value: 341810724, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118979/; rank: 61, crd: 156564, firm: Worth Advisors, city: Charlotte, state: NC, value: 0.205352715781014, base_value: 232915337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156564/; rank: 62, crd: 133038, firm: Allen Wealth Management, LLC, city: Boone, state: NC, value: 0.199255550319427, base_value: 553948253, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133038/; rank: 63, crd: 118363, firm: Vision Capital & Management, city: Mooresville, state: NC, value: 0.197756128365226, base_value: 120920910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118363/; rank: 64, crd: 173363, firm: Long Island Wealth Management, Inc., city: Raleigh, state: NC, value: 0.196642396490622, base_value: 243744146, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173363/; rank: 65, crd: 108780, firm: Bragg Financial Advisors Inc, city: Charlotte, state: NC, value: 0.196383971536213, base_value: 3904367607, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108780/; rank: 66, crd: 158864, firm: Tagstone Capital, Inc., city: Charlotte, state: NC, value: 0.193256352279381, base_value: 309141000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158864/; rank: 67, crd: 152397, firm: A4 Wealth Advisors LLC, city: Huntersville, state: NC, value: 0.19199484003508, base_value: 179281839, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152397/; rank: 68, crd: 167102, firm: Cascades Capital Asset Management, LLC, city: Greensboro, state: NC, value: 0.190650318571074, base_value: 321951547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167102/; rank: 69, crd: 318036, firm: Sparta Wealth Partners, city: Charlotte, state: NC, value: 0.190011509574199, base_value: 265387750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318036/; rank: 70, crd: 111938, firm: Camden Financial Management, Inc., city: Fletcher, state: NC, value: 0.189721411286114, base_value: 131967514, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111938/; rank: 71, crd: 111077, firm: Arbor Investment Advisors, city: Winston Salem, state: NC, value: 0.187075523499106, base_value: 1085323773, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111077/; rank: 72, crd: 315505, firm: Adolos Asset Management, city: Advance, state: NC, value: 0.18635037988947, base_value: 203789276, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315505/; rank: 73, crd: 311295, firm: Shining Rock Advisors LLC, city: Asheville, state: NC, value: 0.186340359755323, base_value: 129643224, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311295/; rank: 74, crd: 146042, firm: Block Wealth Management, Inc, city: Marvin, state: NC, value: 0.185993434570924, base_value: 157229937, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146042/; rank: 75, crd: 160072, firm: Disciplined Portfolio Solutions LLC, city: Leland, state: NC, value: 0.185464559979407, base_value: 194623857, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160072/; rank: 76, crd: 173011, firm: Founders Financial Alliance, LLC, city: Raleigh, state: NC, value: 0.183481571421731, base_value: 1002097380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173011/; rank: 77, crd: 106865, firm: Whitener Capital Management, Inc, city: Rocky Mount, state: NC, value: 0.182519585540305, base_value: 506099007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106865/; rank: 78, crd: 116760, firm: Bluesky Wealth Advisors, LLC, city: New Bern, state: NC, value: 0.181991126575473, base_value: 849834692, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116760/; rank: 79, crd: 288316, firm: First Oak Wealth Management, LLC, city: Raleigh, state: NC, value: 0.181666369051436, base_value: 267565831, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288316/; rank: 80, crd: 121112, firm: Tassel Capital Management, Inc, city: Matthews, state: NC, value: 0.180403839639805, base_value: 225371140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121112/; rank: 81, crd: 289971, firm: Cornerstone Wealth, city: Huntersville, state: NC, value: 0.179620127499799, base_value: 2108342140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289971/; rank: 82, crd: 316415, firm: Tradewinds, LLC, city: Raleigh, state: NC, value: 0.177107129755823, base_value: 560186183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316415/; rank: 83, crd: 148659, firm: Old North State Wealth Management, LLC, city: Wilmington, state: NC, value: 0.176983563685292, base_value: 384507909, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148659/; rank: 84, crd: 127457, firm: Horizons Wealth Management, city: Asheville, state: NC, value: 0.176518257695315, base_value: 219485698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127457/; rank: 85, crd: 114471, firm: Three Magnolias Financial Advisors, city: Winston Salem, state: NC, value: 0.175893242652722, base_value: 414201000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114471/; rank: 86, crd: 312556, firm: Beacon Wealthcare LLC, city: Raleigh, state: NC, value: 0.173028573061705, base_value: 262842571, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312556/; rank: 87, crd: 159953, firm: Delegate Advisors, LLC, city: Chapel Hill, state: NC, value: 0.171762423925294, base_value: 1462660920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159953/; rank: 88, crd: 311528, firm: Cordgrass Capital Advisors, LLC, city: Raleigh, state: NC, value: 0.171399656239383, base_value: 623140608, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311528/; rank: 89, crd: 149308, firm: Tarheel Advisors, LLC, city: Chapel Hill, state: NC, value: 0.171384254157527, base_value: 117616190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149308/; rank: 90, crd: 173129, firm: Zuraw Financial Advisors, LLC, city: Greensboro, state: NC, value: 0.170710467413274, base_value: 444127224, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173129/; rank: 91, crd: 174631, firm: Providence Capital Advisors, LLC, city: Charlotte, state: NC, value: 0.170023614613288, base_value: 916266963, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174631/; rank: 92, crd: 315836, firm: Twin City Private Wealth, LLC, city: Winston-Salem, state: NC, value: 0.164641577473727, base_value: 129895184, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315836/; rank: 93, crd: 118412, firm: Phoenix Wealth Advisors Inc., city: Chapel Hill, state: NC, value: 0.164085904750041, base_value: 551004269, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118412/; rank: 94, crd: 134006, firm: First Financial Group, city: Raleigh, state: NC, value: 0.161820620036123, base_value: 272814750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134006/; rank: 95, crd: 326353, firm: The Pines Wealth Management, LLC, city: Southern Pines, state: NC, value: 0.158108005864495, base_value: 419546459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326353/; rank: 96, crd: 150748, firm: Timonier, city: Winston Salem, state: NC, value: 0.15810163075356, base_value: 388829076, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150748/; rank: 97, crd: 311298, firm: Dovetail Financial Group LLC, city: Wilmington, state: NC, value: 0.156254643426198, base_value: 258530813, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311298/; rank: 98, crd: 127658, firm: Kensington Financial Group, Inc., city: Winston-Salem, state: NC, value: 0.155104747896432, base_value: 146753496, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127658/; rank: 99, crd: 159607, firm: Defender Capital, city: Charlotte, state: NC, value: 0.153846153846154, base_value: 442000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159607/; rank: 100, crd: 304642, firm: Absher Wealth Management, LLC, city: Chapel Hill, state: NC, value: 0.151157895557162, base_value: 1095336399, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304642/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/north-carolina/

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