# Independent RIAs with the most accounts in North Carolina

As of October 2, 2026, Independent Advisor Alliance, LLC ranked #1 in North Carolina in AdvisorIQ's ranking of independent RIAs with the most accounts, with 45,002.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: North Carolina
- firms_listed: 100
- rows: rank: 1, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 45002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 2, crd: 157423, firm: Alphastar Capital Management, city: Cornelius, state: NC, value: 15795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157423/; rank: 3, crd: 158667, firm: Verity Asset Management, city: Durham, state: NC, value: 7603, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158667/; rank: 4, crd: 288557, firm: Linden Thomas Advisory Services, LLC, city: Charlotte, state: NC, value: 7111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288557/; rank: 5, crd: 305412, firm: Guardian Wealth Advisors, LLC, city: Raleigh, state: NC, value: 5387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305412/; rank: 6, crd: 118443, firm: Financial Symmetry Inc., city: Raleigh, state: NC, value: 5370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118443/; rank: 7, crd: 173011, firm: Founders Financial Alliance, LLC, city: Raleigh, state: NC, value: 4229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173011/; rank: 8, crd: 129614, firm: Smith Salley Wealth Management, city: Greensboro, state: NC, value: 3203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129614/; rank: 9, crd: 104855, firm: Salem Investment Counselors Inc, city: Winston Salem, state: NC, value: 3120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104855/; rank: 10, crd: 174631, firm: Providence Capital Advisors, LLC, city: Charlotte, state: NC, value: 2745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174631/; rank: 11, crd: 133038, firm: Allen Wealth Management, LLC, city: Boone, state: NC, value: 2725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133038/; rank: 12, crd: 305772, firm: IP Financial Advisory Services LLC, city: Charlotte, state: NC, value: 2686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305772/; rank: 13, crd: 304642, firm: Absher Wealth Management, LLC, city: Chapel Hill, state: NC, value: 2468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304642/; rank: 14, crd: 149538, firm: Raleigh Capital Management Inc., city: Cary, state: NC, value: 2293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149538/; rank: 15, crd: 289971, firm: Cornerstone Wealth, city: Huntersville, state: NC, value: 2274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289971/; rank: 16, crd: 144978, firm: Semmax Financial Advisors, Inc., city: Winston-Salem, state: NC, value: 2240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144978/; rank: 17, crd: 174411, firm: Insight Folios, city: Charlotte, state: NC, value: 2223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174411/; rank: 18, crd: 337709, firm: Pursuit Wealth Strategies, LLC, city: Raleigh, state: NC, value: 2121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337709/; rank: 19, crd: 117949, firm: Novare Capital Management, city: Charlotte, state: NC, value: 2075, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117949/; rank: 20, crd: 168494, firm: Hobart Wealth, city: Charlotte, state: NC, value: 2074, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168494/; rank: 21, crd: 118205, firm: Collegiate Capital Management, Inc., city: Raleigh, state: NC, value: 1992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118205/; rank: 22, crd: 283014, firm: Hilltop Wealth Advisors, LLC, city: Chapel Hill, state: NC, value: 1968, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283014/; rank: 23, crd: 325631, firm: SLP Wealth, city: Durham, state: NC, value: 1895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325631/; rank: 24, crd: 108199, firm: Woodard & Co Asset Management Group Inc, city: Bermuda Run, state: NC, value: 1832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108199/; rank: 25, crd: 116760, firm: Bluesky Wealth Advisors, LLC, city: New Bern, state: NC, value: 1716, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116760/; rank: 26, crd: 154116, firm: Aspire Private Capital, city: Cornelius, state: NC, value: 1703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154116/; rank: 27, crd: 316415, firm: Tradewinds, LLC, city: Raleigh, state: NC, value: 1672, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316415/; rank: 28, crd: 114471, firm: Three Magnolias Financial Advisors, city: Winston Salem, state: NC, value: 1632, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114471/; rank: 29, crd: 106865, firm: Whitener Capital Management, Inc, city: Rocky Mount, state: NC, value: 1628, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106865/; rank: 30, crd: 108780, firm: Bragg Financial Advisors Inc, city: Charlotte, state: NC, value: 1613, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108780/; rank: 31, crd: 135008, firm: Strathmore Capital Advisors, city: Charlotte, state: NC, value: 1594, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135008/; rank: 32, crd: 118412, firm: Phoenix Wealth Advisors Inc., city: Chapel Hill, state: NC, value: 1593, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118412/; rank: 33, crd: 311528, firm: Cordgrass Capital Advisors, LLC, city: Raleigh, state: NC, value: 1592, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311528/; rank: 34, crd: 301058, firm: Verum Partners LLC, city: Charlotte, state: NC, value: 1560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301058/; rank: 35, crd: 122545, firm: Alpha Financial Advisors, LLC, city: Charlotte, state: NC, value: 1520, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122545/; rank: 36, crd: 118442, firm: Capital Advisers, Inc., city: Raleigh, state: NC, value: 1505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118442/; rank: 37, crd: 108076, firm: Cardinal Capital Management Inc, city: Raleigh, state: NC, value: 1498, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108076/; rank: 38, crd: 131393, firm: Carolina Wealth Management, Inc., city: Greenville, state: NC, value: 1494, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131393/; rank: 39, crd: 337870, firm: Mauney-Pitt Financial Management, Inc., city: Shelby, state: NC, value: 1479, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337870/; rank: 40, crd: 111077, firm: Arbor Investment Advisors, city: Winston Salem, state: NC, value: 1457, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111077/; rank: 41, crd: 319379, firm: Joel Adams and Associates Inc., city: Asheville, state: NC, value: 1452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319379/; rank: 42, crd: 118469, firm: Laurel Wealth Advisors, LLC, city: Charlotte, state: NC, value: 1429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118469/; rank: 43, crd: 152397, firm: A4 Wealth Advisors LLC, city: Huntersville, state: NC, value: 1366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152397/; rank: 44, crd: 311517, firm: Atlantic Private Wealth, LLC, city: Chapel Hill, state: NC, value: 1339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311517/; rank: 45, crd: 159953, firm: Delegate Advisors, LLC, city: Chapel Hill, state: NC, value: 1331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159953/; rank: 46, crd: 328530, firm: Tar River Wealth Planning, LLC, city: Louisburg, state: NC, value: 1283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328530/; rank: 47, crd: 117816, firm: Kuhn Advisors, Inc., city: Durham, state: NC, value: 1280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117816/; rank: 48, crd: 166886, firm: Cornerstone Wealth Planning, city: Charlotte, state: NC, value: 1273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166886/; rank: 49, crd: 104591, firm: Capital Investment Counsel Inc, city: Raleigh, state: NC, value: 1271, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104591/; rank: 50, crd: 156564, firm: Worth Advisors, city: Charlotte, state: NC, value: 1266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156564/; rank: 51, crd: 118823, firm: Carolina Financial Advisors, Inc., city: Greensboro, state: NC, value: 1226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118823/; rank: 52, crd: 158798, firm: Horizon Financial Services, LLC, city: Winston Salem, state: NC, value: 1203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158798/; rank: 53, crd: 313593, firm: H. L. Ormond & Company, LLC, city: Greenville, state: NC, value: 1199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313593/; rank: 54, crd: 148156, firm: Triangle Wealth Management, city: Raleigh, state: NC, value: 1170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148156/; rank: 55, crd: 305176, firm: MBL Advisors, city: Charlotte, state: NC, value: 1156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305176/; rank: 56, crd: 340213, firm: Oak Harbor Wealth Partners, city: Raleigh, state: NC, value: 1140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340213/; rank: 57, crd: 313334, firm: Everstar Asset Management, LLC, city: Mooresville, state: NC, value: 1132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313334/; rank: 58, crd: 108216, firm: Townsend Asset Management Corp., city: Raleigh, state: NC, value: 1130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108216/; rank: 59, crd: 148659, firm: Old North State Wealth Management, LLC, city: Wilmington, state: NC, value: 1124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148659/; rank: 60, crd: 332702, firm: 1808 Capital Partners, city: Greensboro, state: NC, value: 1103, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332702/; rank: 61, crd: 297369, firm: Reliant Investment Partners, LLC, city: Pinehurst, state: NC, value: 1101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297369/; rank: 62, crd: 128365, firm: Colton Groome Financial Advisors, LLC, city: Asheville, state: NC, value: 1096, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128365/; rank: 63, crd: 173120, firm: Act Advisors, city: Asheville, state: NC, value: 1089, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173120/; rank: 64, crd: 154092, firm: Quest 10 Wealth Builders, Inc., city: Fuquay-Varina, state: NC, value: 1086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154092/; rank: 64, crd: 290727, firm: Greenway Wealth Advisors, LLC, city: Charlotte, state: NC, value: 1086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290727/; rank: 66, crd: 150641, firm: Woodward Financial Advisors, Inc., city: Chapel Hill, state: NC, value: 1084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150641/; rank: 67, crd: 144157, firm: Lifeplan Group, city: Raleigh, state: NC, value: 1083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144157/; rank: 68, crd: 138515, firm: Omnistar Financial Group, Inc., city: Wilmington, state: NC, value: 1077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138515/; rank: 69, crd: 105710, firm: Sheets Smith Wealth Management, city: Winston Salem, state: NC, value: 1070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105710/; rank: 70, crd: 167017, firm: Colony Family Offices, LLC, city: Charlotte, state: NC, value: 1048, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167017/; rank: 71, crd: 299732, firm: Crown Wealth Group LLC, city: Charlotte, state: NC, value: 1040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299732/; rank: 72, crd: 134006, firm: First Financial Group, city: Raleigh, state: NC, value: 1026, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134006/; rank: 73, crd: 317764, firm: Family Wealth Partners, LLC, city: Matthews, state: NC, value: 1020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317764/; rank: 74, crd: 166599, firm: Spartan Planning Group, city: Greensboro, state: NC, value: 1006, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166599/; rank: 75, crd: 323302, firm: Cannon Wealth Management Services, city: Winston Salem, state: NC, value: 1001, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323302/; rank: 76, crd: 157852, firm: Tilia Fiduciary Partners, Inc., city: Wilmington, state: NC, value: 997, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157852/; rank: 77, crd: 332312, firm: Wealthpoint Advisors, city: Cramerton, state: NC, value: 979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332312/; rank: 78, crd: 326353, firm: The Pines Wealth Management, LLC, city: Southern Pines, state: NC, value: 957, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326353/; rank: 79, crd: 320643, firm: Terra Wealth, city: High Point, state: NC, value: 937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320643/; rank: 80, crd: 289096, firm: Adaptfirst Investments LLC, city: Kernersville, state: NC, value: 913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289096/; rank: 81, crd: 312556, firm: Beacon Wealthcare LLC, city: Raleigh, state: NC, value: 908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312556/; rank: 81, crd: 330324, firm: Blue Financial, city: Charlotte, state: NC, value: 908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330324/; rank: 83, crd: 142615, firm: White Oak Financial Management, Inc, city: Asheville, state: NC, value: 905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142615/; rank: 84, crd: 311298, firm: Dovetail Financial Group LLC, city: Wilmington, state: NC, value: 891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311298/; rank: 85, crd: 145334, firm: Hunter Street Investment Advisors LLC, city: Apex, state: NC, value: 889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145334/; rank: 86, crd: 144534, firm: Hamilton Point Investment Advisors, LLC, city: Chapel Hill, state: NC, value: 885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144534/; rank: 87, crd: 317067, firm: Peace of Mind Wealth Management, city: Raleigh, state: NC, value: 877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317067/; rank: 88, crd: 161683, firm: Ironsides Asset Advisors, LLC, city: Rocky Mount, state: NC, value: 872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161683/; rank: 89, crd: 127658, firm: Kensington Financial Group, Inc., city: Winston-Salem, state: NC, value: 853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127658/; rank: 90, crd: 121112, firm: Tassel Capital Management, Inc, city: Matthews, state: NC, value: 850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121112/; rank: 91, crd: 314842, firm: Strategic Advisory Partners, city: Greensboro, state: NC, value: 828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314842/; rank: 92, crd: 314351, firm: Family Legacy Financial Solutions, LLC, city: Cary, state: NC, value: 806, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314351/; rank: 93, crd: 312929, firm: Integrated Wealthcare, LLC, city: Durham, state: NC, value: 792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312929/; rank: 94, crd: 106530, firm: Holderness Investments Co, city: Greensboro, state: NC, value: 778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106530/; rank: 95, crd: 173129, firm: Zuraw Financial Advisors, LLC, city: Greensboro, state: NC, value: 756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173129/; rank: 96, crd: 149889, firm: Private Wealth Management of North Carolina LLC, city: Henderson, state: NC, value: 742, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149889/; rank: 97, crd: 109352, firm: Kenneth Frenke & Co, city: Arden, state: NC, value: 734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109352/; rank: 98, crd: 167102, firm: Cascades Capital Asset Management, LLC, city: Greensboro, state: NC, value: 733, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167102/; rank: 99, crd: 132912, firm: Wilson Wealth Management Group, L. L. C., city: Charlotte, state: NC, value: 732, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132912/; rank: 99, crd: 134884, firm: Collie Financial Planning, Inc., city: Black Mountain, state: NC, value: 732, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134884/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/north-carolina/

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