# Independent RIAs with the most advisory staff 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 advisory staff, with 247.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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: 121
- rows: rank: 1, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 247, 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: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157423/; rank: 3, crd: 305772, firm: IP Financial Advisory Services LLC, city: Charlotte, state: NC, value: 112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305772/; rank: 4, crd: 158667, firm: Verity Asset Management, city: Durham, state: NC, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158667/; rank: 5, crd: 289971, firm: Cornerstone Wealth, city: Huntersville, state: NC, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289971/; rank: 6, crd: 173011, firm: Founders Financial Alliance, LLC, city: Raleigh, state: NC, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173011/; rank: 7, crd: 305412, firm: Guardian Wealth Advisors, LLC, city: Raleigh, state: NC, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305412/; rank: 8, crd: 117949, firm: Novare Capital Management, city: Charlotte, state: NC, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117949/; rank: 9, crd: 297713, firm: Financial Transparency, city: Greensboro, state: NC, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297713/; rank: 10, crd: 108780, firm: Bragg Financial Advisors Inc, city: Charlotte, state: NC, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108780/; rank: 10, crd: 118443, firm: Financial Symmetry Inc., city: Raleigh, state: NC, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118443/; rank: 10, crd: 129614, firm: Smith Salley Wealth Management, city: Greensboro, state: NC, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129614/; rank: 10, crd: 174411, firm: Insight Folios, city: Charlotte, state: NC, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174411/; rank: 10, crd: 301058, firm: Verum Partners LLC, city: Charlotte, state: NC, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301058/; rank: 15, crd: 325631, firm: SLP Wealth, city: Durham, state: NC, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325631/; rank: 16, crd: 128365, firm: Colton Groome Financial Advisors, LLC, city: Asheville, state: NC, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128365/; rank: 16, crd: 159953, firm: Delegate Advisors, LLC, city: Chapel Hill, state: NC, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159953/; rank: 18, crd: 104855, firm: Salem Investment Counselors Inc, city: Winston Salem, state: NC, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104855/; rank: 18, crd: 149538, firm: Raleigh Capital Management Inc., city: Cary, state: NC, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149538/; rank: 18, crd: 289096, firm: Adaptfirst Investments LLC, city: Kernersville, state: NC, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289096/; rank: 21, crd: 105710, firm: Sheets Smith Wealth Management, city: Winston Salem, state: NC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105710/; rank: 21, crd: 135008, firm: Strathmore Capital Advisors, city: Charlotte, state: NC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135008/; rank: 21, crd: 168494, firm: Hobart Wealth, city: Charlotte, state: NC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168494/; rank: 21, crd: 283014, firm: Hilltop Wealth Advisors, LLC, city: Chapel Hill, state: NC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283014/; rank: 25, crd: 305176, firm: MBL Advisors, city: Charlotte, state: NC, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305176/; rank: 26, crd: 116760, firm: Bluesky Wealth Advisors, LLC, city: New Bern, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116760/; rank: 26, crd: 148156, firm: Triangle Wealth Management, city: Raleigh, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148156/; rank: 26, crd: 154116, firm: Aspire Private Capital, city: Cornelius, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154116/; rank: 26, crd: 166886, firm: Cornerstone Wealth Planning, city: Charlotte, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166886/; rank: 26, crd: 167174, firm: Biltmore Family Office, LLC, city: Charlotte, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167174/; rank: 26, crd: 313334, firm: Everstar Asset Management, LLC, city: Mooresville, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313334/; rank: 26, crd: 316415, firm: Tradewinds, LLC, city: Raleigh, state: NC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316415/; rank: 33, crd: 131393, firm: Carolina Wealth Management, Inc., city: Greenville, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131393/; rank: 33, crd: 154092, firm: Quest 10 Wealth Builders, Inc., city: Fuquay-Varina, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154092/; rank: 33, crd: 154804, firm: Old Peak Finance, city: Chapel Hill, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154804/; rank: 33, crd: 288557, firm: Linden Thomas Advisory Services, LLC, city: Charlotte, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288557/; rank: 33, crd: 299732, firm: Crown Wealth Group LLC, city: Charlotte, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299732/; rank: 33, crd: 318036, firm: Sparta Wealth Partners, city: Charlotte, state: NC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318036/; rank: 39, crd: 118412, firm: Phoenix Wealth Advisors Inc., city: Chapel Hill, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118412/; rank: 39, crd: 118469, firm: Laurel Wealth Advisors, LLC, city: Charlotte, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118469/; rank: 39, crd: 122545, firm: Alpha Financial Advisors, LLC, city: Charlotte, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122545/; rank: 39, crd: 144534, firm: Hamilton Point Investment Advisors, LLC, city: Chapel Hill, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144534/; rank: 39, crd: 144978, firm: Semmax Financial Advisors, Inc., city: Winston-Salem, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144978/; rank: 39, crd: 145151, firm: Masonboro Advisors, city: Wilmington, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145151/; rank: 39, crd: 145334, firm: Hunter Street Investment Advisors LLC, city: Apex, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145334/; rank: 39, crd: 150641, firm: Woodward Financial Advisors, Inc., city: Chapel Hill, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150641/; rank: 39, crd: 152397, firm: A4 Wealth Advisors LLC, city: Huntersville, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152397/; rank: 39, crd: 156564, firm: Worth Advisors, city: Charlotte, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156564/; rank: 39, crd: 174631, firm: Providence Capital Advisors, LLC, city: Charlotte, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174631/; rank: 39, crd: 304642, firm: Absher Wealth Management, LLC, city: Chapel Hill, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304642/; rank: 39, crd: 317067, firm: Peace of Mind Wealth Management, city: Raleigh, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317067/; rank: 39, crd: 326535, firm: Evergreen Wealth Advisors, city: Raleigh, state: NC, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326535/; rank: 53, crd: 106530, firm: Holderness Investments Co, city: Greensboro, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106530/; rank: 53, crd: 122224, firm: WMS Advisors, LLC, city: Charlotte, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122224/; rank: 53, crd: 148659, firm: Old North State Wealth Management, LLC, city: Wilmington, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148659/; rank: 53, crd: 148969, firm: Ascendor Wealth, LLC, city: Wilmington, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148969/; rank: 53, crd: 157852, firm: Tilia Fiduciary Partners, Inc., city: Wilmington, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157852/; rank: 53, crd: 297243, firm: BSG Advisers, city: Apex, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297243/; rank: 53, crd: 298968, firm: Scholar Financial Advising, LLC, city: Winston-Salem, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298968/; rank: 53, crd: 317764, firm: Family Wealth Partners, LLC, city: Matthews, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317764/; rank: 53, crd: 320643, firm: Terra Wealth, city: High Point, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320643/; rank: 53, crd: 330324, firm: Blue Financial, city: Charlotte, state: NC, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330324/; rank: 63, crd: 106865, firm: Whitener Capital Management, Inc, city: Rocky Mount, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106865/; rank: 63, crd: 108199, firm: Woodard & Co Asset Management Group Inc, city: Bermuda Run, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108199/; rank: 63, crd: 111701, firm: CP Advisors, Inc., city: Clinton, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111701/; rank: 63, crd: 114471, firm: Three Magnolias Financial Advisors, city: Winston Salem, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114471/; rank: 63, crd: 118742, firm: Opus Financial Advisors, Inc., city: Statesville, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118742/; rank: 63, crd: 118946, firm: Aspentree Capital Corporation, city: Chapel Hill, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118946/; rank: 63, crd: 132912, firm: Wilson Wealth Management Group, L. L. C., city: Charlotte, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132912/; rank: 63, crd: 138515, firm: Omnistar Financial Group, Inc., city: Wilmington, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138515/; rank: 63, crd: 158798, firm: Horizon Financial Services, LLC, city: Winston Salem, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158798/; rank: 63, crd: 159212, firm: Sycamore Financial Planning, LLC, city: Durham, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159212/; rank: 63, crd: 166311, firm: Planvision, LLC, city: Fuquay-Varina, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166311/; rank: 63, crd: 293929, firm: Cannon Advisors, city: Charlotte, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293929/; rank: 63, crd: 312556, firm: Beacon Wealthcare LLC, city: Raleigh, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312556/; rank: 63, crd: 314351, firm: Family Legacy Financial Solutions, LLC, city: Cary, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314351/; rank: 63, crd: 323302, firm: Cannon Wealth Management Services, city: Winston Salem, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323302/; rank: 63, crd: 328530, firm: Tar River Wealth Planning, LLC, city: Louisburg, state: NC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328530/; rank: 79, crd: 104591, firm: Capital Investment Counsel Inc, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104591/; rank: 79, crd: 106837, firm: Investor Advisory Group, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106837/; rank: 79, crd: 108216, firm: Townsend Asset Management Corp., city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108216/; rank: 79, crd: 111077, firm: Arbor Investment Advisors, city: Winston Salem, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111077/; rank: 79, crd: 118205, firm: Collegiate Capital Management, Inc., city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118205/; rank: 79, crd: 118823, firm: Carolina Financial Advisors, Inc., city: Greensboro, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118823/; rank: 79, crd: 119176, firm: Westhampton Capital, city: Winston-Salem, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119176/; rank: 79, crd: 121112, firm: Tassel Capital Management, Inc, city: Matthews, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121112/; rank: 79, crd: 133038, firm: Allen Wealth Management, LLC, city: Boone, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133038/; rank: 79, crd: 134006, firm: First Financial Group, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134006/; rank: 79, crd: 134200, firm: Armor Investment Advisors, LLC, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134200/; rank: 79, crd: 144157, firm: Lifeplan Group, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144157/; rank: 79, crd: 144374, firm: Capital Financial Advisory Group, LLC, city: Apex, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144374/; rank: 79, crd: 146674, firm: TRG Capital Management, Inc., city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146674/; rank: 79, crd: 150748, firm: Timonier, city: Winston Salem, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150748/; rank: 79, crd: 152091, firm: Hayden Harper Wealth Advisory, LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152091/; rank: 79, crd: 159911, firm: Cassia Capital Partners LLC, city: Winston Salem, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159911/; rank: 79, crd: 166599, firm: Spartan Planning Group, city: Greensboro, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166599/; rank: 79, crd: 166812, firm: Clearview Wealth Management, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166812/; rank: 79, crd: 167017, firm: Colony Family Offices, LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167017/; rank: 79, crd: 173120, firm: Act Advisors, city: Asheville, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173120/; rank: 79, crd: 284843, firm: Ridgeline Wealth Advisors, LLC., city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284843/; rank: 79, crd: 287500, firm: Provision Wealth Management, Inc, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287500/; rank: 79, crd: 290727, firm: Greenway Wealth Advisors, LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290727/; rank: 79, crd: 304967, firm: Advisorstrust Partners LLC, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304967/; rank: 79, crd: 311517, firm: Atlantic Private Wealth, LLC, city: Chapel Hill, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311517/; rank: 79, crd: 311528, firm: Cordgrass Capital Advisors, LLC, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311528/; rank: 79, crd: 312929, firm: Integrated Wealthcare, LLC, city: Durham, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312929/; rank: 79, crd: 313593, firm: H. L. Ormond & Company, LLC, city: Greenville, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313593/; rank: 79, crd: 314842, firm: Strategic Advisory Partners, city: Greensboro, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314842/; rank: 79, crd: 315836, firm: Twin City Private Wealth, LLC, city: Winston-Salem, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315836/; rank: 79, crd: 319096, firm: IA Network, LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319096/; rank: 79, crd: 328209, firm: Telos Wealth Advisors, city: Matthews, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328209/; rank: 79, crd: 328786, firm: Independent Wealth Advisors, LLC, city: Cary, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328786/; rank: 79, crd: 331098, firm: Topsail Wealth Management LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331098/; rank: 79, crd: 332312, firm: Wealthpoint Advisors, city: Cramerton, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332312/; rank: 79, crd: 332702, firm: 1808 Capital Partners, city: Greensboro, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332702/; rank: 79, crd: 335537, firm: Linkside Financial LLC, city: Charlotte, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335537/; rank: 79, crd: 336314, firm: Sledge and Company Wealth Advisors, city: High Point, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336314/; rank: 79, crd: 337709, firm: Pursuit Wealth Strategies, LLC, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337709/; rank: 79, crd: 340213, firm: Oak Harbor Wealth Partners, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340213/; rank: 79, crd: 341288, firm: Top Rank Wealth Management, LLC, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341288/; rank: 79, crd: 342848, firm: Olde Raleigh Financial Group, city: Raleigh, state: NC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342848/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/north-carolina/

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