# Independent RIAs with the most high net worth clients 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 high net worth clients, with 15,578.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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: 101
- rows: rank: 1, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 15578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 2, crd: 166311, firm: Planvision, LLC, city: Fuquay-Varina, state: NC, value: 5100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166311/; rank: 3, crd: 108780, firm: Bragg Financial Advisors Inc, city: Charlotte, state: NC, value: 743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108780/; rank: 4, crd: 173011, firm: Founders Financial Alliance, LLC, city: Raleigh, state: NC, value: 711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173011/; rank: 5, crd: 129614, firm: Smith Salley Wealth Management, city: Greensboro, state: NC, value: 683, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129614/; rank: 6, crd: 167017, firm: Colony Family Offices, LLC, city: Charlotte, state: NC, value: 631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167017/; rank: 7, crd: 104855, firm: Salem Investment Counselors Inc, city: Winston Salem, state: NC, value: 601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104855/; rank: 8, crd: 118443, firm: Financial Symmetry Inc., city: Raleigh, state: NC, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118443/; rank: 9, crd: 118412, firm: Phoenix Wealth Advisors Inc., city: Chapel Hill, state: NC, value: 545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118412/; rank: 10, crd: 305412, firm: Guardian Wealth Advisors, LLC, city: Raleigh, state: NC, value: 474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305412/; rank: 11, crd: 104591, firm: Capital Investment Counsel Inc, city: Raleigh, state: NC, value: 457, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104591/; rank: 12, crd: 114471, firm: Three Magnolias Financial Advisors, city: Winston Salem, state: NC, value: 455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114471/; rank: 13, crd: 117949, firm: Novare Capital Management, city: Charlotte, state: NC, value: 440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117949/; rank: 14, crd: 288557, firm: Linden Thomas Advisory Services, LLC, city: Charlotte, state: NC, value: 432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288557/; rank: 15, crd: 157423, firm: Alphastar Capital Management, city: Cornelius, state: NC, value: 415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157423/; rank: 16, crd: 304642, firm: Absher Wealth Management, LLC, city: Chapel Hill, state: NC, value: 377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304642/; rank: 17, crd: 313334, firm: Everstar Asset Management, LLC, city: Mooresville, state: NC, value: 352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313334/; rank: 18, crd: 108199, firm: Woodard & Co Asset Management Group Inc, city: Bermuda Run, state: NC, value: 333, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108199/; rank: 19, crd: 289971, firm: Cornerstone Wealth, city: Huntersville, state: NC, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289971/; rank: 20, crd: 111077, firm: Arbor Investment Advisors, city: Winston Salem, state: NC, value: 290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111077/; rank: 21, crd: 148156, firm: Triangle Wealth Management, city: Raleigh, state: NC, value: 289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148156/; rank: 22, crd: 301058, firm: Verum Partners LLC, city: Charlotte, state: NC, value: 274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301058/; rank: 23, crd: 174631, firm: Providence Capital Advisors, LLC, city: Charlotte, state: NC, value: 254, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174631/; rank: 24, crd: 116760, firm: Bluesky Wealth Advisors, LLC, city: New Bern, state: NC, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116760/; rank: 25, crd: 283014, firm: Hilltop Wealth Advisors, LLC, city: Chapel Hill, state: NC, value: 245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283014/; rank: 26, crd: 118469, firm: Laurel Wealth Advisors, LLC, city: Charlotte, state: NC, value: 244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118469/; rank: 27, crd: 305176, firm: MBL Advisors, city: Charlotte, state: NC, value: 242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305176/; rank: 28, crd: 106865, firm: Whitener Capital Management, Inc, city: Rocky Mount, state: NC, value: 237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106865/; rank: 28, crd: 135008, firm: Strathmore Capital Advisors, city: Charlotte, state: NC, value: 237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135008/; rank: 30, crd: 118205, firm: Collegiate Capital Management, Inc., city: Raleigh, state: NC, value: 204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118205/; rank: 31, crd: 144534, firm: Hamilton Point Investment Advisors, LLC, city: Chapel Hill, state: NC, value: 203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144534/; rank: 32, crd: 154116, firm: Aspire Private Capital, city: Cornelius, state: NC, value: 202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154116/; rank: 33, crd: 158667, firm: Verity Asset Management, city: Durham, state: NC, value: 201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158667/; rank: 34, crd: 117816, firm: Kuhn Advisors, Inc., city: Durham, state: NC, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117816/; rank: 35, crd: 133038, firm: Allen Wealth Management, LLC, city: Boone, state: NC, value: 199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133038/; rank: 36, crd: 150641, firm: Woodward Financial Advisors, Inc., city: Chapel Hill, state: NC, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150641/; rank: 36, crd: 150821, firm: Eastover Capital Management, city: Charlotte, state: NC, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150821/; rank: 38, crd: 337709, firm: Pursuit Wealth Strategies, LLC, city: Raleigh, state: NC, value: 186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337709/; rank: 39, crd: 122545, firm: Alpha Financial Advisors, LLC, city: Charlotte, state: NC, value: 181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122545/; rank: 40, crd: 128365, firm: Colton Groome Financial Advisors, LLC, city: Asheville, state: NC, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128365/; rank: 41, crd: 105710, firm: Sheets Smith Wealth Management, city: Winston Salem, state: NC, value: 174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105710/; rank: 42, crd: 168494, firm: Hobart Wealth, city: Charlotte, state: NC, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168494/; rank: 42, crd: 316415, firm: Tradewinds, LLC, city: Raleigh, state: NC, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316415/; rank: 44, crd: 108076, firm: Cardinal Capital Management Inc, city: Raleigh, state: NC, value: 151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108076/; rank: 45, crd: 317067, firm: Peace of Mind Wealth Management, city: Raleigh, state: NC, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317067/; rank: 45, crd: 337870, firm: Mauney-Pitt Financial Management, Inc., city: Shelby, state: NC, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337870/; rank: 47, crd: 119598, firm: Sapere Wealth Management, LLC, city: Matthews, state: NC, value: 149, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119598/; rank: 48, crd: 152397, firm: A4 Wealth Advisors LLC, city: Huntersville, state: NC, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152397/; rank: 49, crd: 131393, firm: Carolina Wealth Management, Inc., city: Greenville, state: NC, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131393/; rank: 49, crd: 326353, firm: The Pines Wealth Management, LLC, city: Southern Pines, state: NC, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326353/; rank: 51, crd: 144157, firm: Lifeplan Group, city: Raleigh, state: NC, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144157/; rank: 52, crd: 298968, firm: Scholar Financial Advising, LLC, city: Winston-Salem, state: NC, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298968/; rank: 52, crd: 328786, firm: Independent Wealth Advisors, LLC, city: Cary, state: NC, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328786/; rank: 54, crd: 311528, firm: Cordgrass Capital Advisors, LLC, city: Raleigh, state: NC, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311528/; rank: 55, crd: 159607, firm: Defender Capital, city: Charlotte, state: NC, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159607/; rank: 55, crd: 289489, firm: Auctus Advisors LLC, city: Charlotte, state: NC, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289489/; rank: 57, crd: 173120, firm: Act Advisors, city: Asheville, state: NC, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173120/; rank: 57, crd: 311517, firm: Atlantic Private Wealth, LLC, city: Chapel Hill, state: NC, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311517/; rank: 59, crd: 166886, firm: Cornerstone Wealth Planning, city: Charlotte, state: NC, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166886/; rank: 59, crd: 331098, firm: Topsail Wealth Management LLC, city: Charlotte, state: NC, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331098/; rank: 61, crd: 149538, firm: Raleigh Capital Management Inc., city: Cary, state: NC, value: 123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149538/; rank: 62, crd: 108216, firm: Townsend Asset Management Corp., city: Raleigh, state: NC, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108216/; rank: 63, crd: 299732, firm: Crown Wealth Group LLC, city: Charlotte, state: NC, value: 117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299732/; rank: 64, crd: 332702, firm: 1808 Capital Partners, city: Greensboro, state: NC, value: 113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332702/; rank: 65, crd: 318036, firm: Sparta Wealth Partners, city: Charlotte, state: NC, value: 112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318036/; rank: 66, crd: 148659, firm: Old North State Wealth Management, LLC, city: Wilmington, state: NC, value: 111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148659/; rank: 66, crd: 154092, firm: Quest 10 Wealth Builders, Inc., city: Fuquay-Varina, state: NC, value: 111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154092/; rank: 68, crd: 134200, firm: Armor Investment Advisors, LLC, city: Raleigh, state: NC, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134200/; rank: 69, crd: 297369, firm: Reliant Investment Partners, LLC, city: Pinehurst, state: NC, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297369/; rank: 69, crd: 312556, firm: Beacon Wealthcare LLC, city: Raleigh, state: NC, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312556/; rank: 71, crd: 340213, firm: Oak Harbor Wealth Partners, city: Raleigh, state: NC, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340213/; rank: 72, crd: 154804, firm: Old Peak Finance, city: Chapel Hill, state: NC, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154804/; rank: 73, crd: 150748, firm: Timonier, city: Winston Salem, state: NC, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150748/; rank: 74, crd: 313593, firm: H. L. Ormond & Company, LLC, city: Greenville, state: NC, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313593/; rank: 75, crd: 132987, firm: Beacon Financial Strategies Corp., city: Raleigh, state: NC, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132987/; rank: 76, crd: 118519, firm: Physicians Financial Services, Inc., city: Raleigh, state: NC, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118519/; rank: 76, crd: 328530, firm: Tar River Wealth Planning, LLC, city: Louisburg, state: NC, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328530/; rank: 78, crd: 158798, firm: Horizon Financial Services, LLC, city: Winston Salem, state: NC, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158798/; rank: 79, crd: 106530, firm: Holderness Investments Co, city: Greensboro, state: NC, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106530/; rank: 80, crd: 134006, firm: First Financial Group, city: Raleigh, state: NC, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134006/; rank: 81, crd: 166599, firm: Spartan Planning Group, city: Greensboro, state: NC, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166599/; rank: 82, crd: 289485, firm: Safebridge LLC, city: Denver, state: NC, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289485/; rank: 83, crd: 116344, firm: Lewis Financial Management, LLC, city: Raleigh, state: NC, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116344/; rank: 83, crd: 121112, firm: Tassel Capital Management, Inc, city: Matthews, state: NC, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121112/; rank: 85, crd: 109416, firm: Capital Management LLC, city: Greensboro, state: NC, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109416/; rank: 85, crd: 167102, firm: Cascades Capital Asset Management, LLC, city: Greensboro, state: NC, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167102/; rank: 85, crd: 318783, firm: Davis Investment Partners, LLC, city: Charlotte, state: NC, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318783/; rank: 88, crd: 159911, firm: Cassia Capital Partners LLC, city: Winston Salem, state: NC, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159911/; rank: 89, crd: 288316, firm: First Oak Wealth Management, LLC, city: Raleigh, state: NC, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288316/; rank: 89, crd: 341458, firm: Gibert Wealth Management, city: Charlotte, state: NC, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341458/; rank: 91, crd: 301381, firm: Level Wealth Management LLC, city: Greensboro, state: NC, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301381/; rank: 92, crd: 138515, firm: Omnistar Financial Group, Inc., city: Wilmington, state: NC, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138515/; rank: 92, crd: 312798, firm: Mill Capital Management, LLC, city: Concord, state: NC, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312798/; rank: 94, crd: 144978, firm: Semmax Financial Advisors, Inc., city: Winston-Salem, state: NC, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144978/; rank: 94, crd: 157852, firm: Tilia Fiduciary Partners, Inc., city: Wilmington, state: NC, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157852/; rank: 94, crd: 174691, firm: Emerald Asset Management, Inc., city: Rocky Mount, state: NC, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174691/; rank: 97, crd: 157968, firm: Amphora Wealth Management, LLC, city: Chapel Hill, state: NC, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157968/; rank: 98, crd: 113706, firm: Accruent Wealth Advisors, city: Winston-Salem, state: NC, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113706/; rank: 98, crd: 305695, firm: Reichard Capital, LLC, city: Charlotte, state: NC, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305695/; rank: 100, crd: 174411, firm: Insight Folios, city: Charlotte, state: NC, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174411/; rank: 100, crd: 314842, firm: Strategic Advisory Partners, city: Greensboro, state: NC, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314842/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/north-carolina/

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