City
Wealth management firms in Asheville, North Carolina
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Asheville, North Carolina reported $3.1 billion in regulatory assets under management; the largest by assets was Colton Groome Financial Advisors, LLC, with $724.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $208.2 million
- SEC-registered, of those listed
- 10 of 15 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Colton Groome Financial Advisors, LLC | SEC | $724.9 million | 1,096 |
| 2 | Act Advisors | SEC | $498.9 million | 1,089 |
| 3 | Altamont Capital Management | SEC | $412.3 million | 387 |
| 4 | Joel Adams and Associates Inc. | SEC | $305.6 million | 1,452 |
| 5 | Horizons Wealth Management | SEC | $258.2 million | 653 |
| 6 | Pollock Planning Associates Inc | SEC | $164.5 million | 309 |
| 7 | Holcombe & McGrath | SEC | $155.9 million | 701 |
| 8 | Shining Rock Advisors LLC | SEC | $153.8 million | 93 |
| 9 | White Oak Financial Management, Inc | SEC | $143.5 million | 905 |
| 10 | Wells Financial Management, LLC | SEC | $132.7 million | 98 |
| 11 | Wessel Investment Counsel, L.L.C. | State | $108.7 million | 277 |
| 12 | Coleman Advisory, LLC | State | $32.1 million | 61 |
| 13 | Agile Investments | State | $24.4 million | 20 |
| 14 | One Under Wealth Management, LLC | State | $6.9 million | 19 |
| 15 | Veyla Financial | State | $0 | 0 |
Wealth management firms 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.