City
Independent RIAs in Apex, North Carolina
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Apex, North Carolina reported $578.4 million in regulatory assets under management; the largest by assets was Hunter Street Investment Advisors LLC, with $166.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $578.4 million
- Average per firm
- $72.3 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hunter Street Investment Advisors LLC | SEC | $166.4 million | 889 |
| 2 | Blue Water Capital Management, LLC | SEC | $159.8 million | 385 |
| 3 | BSG Advisers | SEC | $134.8 million | 676 |
| 4 | Crutchfield Advisors, Inc | State | $83.0 million | 205 |
| 5 | One Providence Capital, LLC | State | $23.4 million | 133 |
| 6 | Taelos Financial Partners LLC | State | $11.1 million | 131 |
| 7 | Capital Financial Advisory Group, LLC | State | $0 | 0 |
| 8 | FWJ Planning LLC | State | $0 | 0 |
Independent RIAs in North Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.