City
Wealth management firms in Chapel Hill, North Carolina
As of October 2, 2026, 30 wealth management firms, including broker-dealer firms, with their main office in Chapel Hill, North Carolina reported $13.3 billion in regulatory assets under management; the largest by assets was Franklin Street Advisors Inc., with $4.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 30
- Regulatory assets under management
- $13.3 billion
- Average per firm
- $443.0 million
- SEC-registered, of those listed
- 13 of 30 (43.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Franklin Street Advisors Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.5 billion | 1,652 |
| 2 | Delegate Advisors, LLC | SEC | $1.7 billion | 1,331 |
| 3 | Absher Wealth Management, LLC | SEC | $1.3 billion | 2,468 |
| 4 | Hamilton Point Investment Advisors, LLC | SEC | $1.2 billion | 885 |
| 5 | Atlantic Private Wealth, LLC | SEC | $894.0 million | 1,339 |
| 6 | Old Peak Finance | SEC | $714.1 million | 674 |
| 7 | Woodward Financial Advisors, Inc. | SEC | $641.5 million | 1,084 |
| 8 | Phoenix Wealth Advisors Inc. | SEC | $641.4 million | 1,593 |
| 9 | Hilltop Wealth Advisors, LLC | SEC | $635.5 million | 1,968 |
| 10 | Amphora Wealth Management, LLC | SEC | $196.2 million | 649 |
| 11 | Frazier Financial Consultants, LLC | SEC | $196.0 million | 323 |
| 12 | Tarheel Advisors, LLC | SEC | $137.8 million | 389 |
| 13 | Structural Solutions LLC | SEC | $133.0 million | 8 |
| 14 | Maze Financial Planning | State | $69.0 million | 107 |
| 15 | Southern Investment Management Collective LLC | State | $65.6 million | 126 |
| 16 | Pisces Financial Advisors, LLC | State | $55.5 million | 80 |
| 17 | Aspentree Capital Corporation | State | $39.8 million | 29 |
| 18 | Cardinal Wealth Partners, LLC | State | $33.1 million | 70 |
| 19 | Spectrum Advisers, LLC | State | $25.7 million | 112 |
| 20 | Bolin Creek Wealth Advisors LLC | State | $23.8 million | 53 |
| 21 | Boundary Street Partners LP | State | $18.0 million | 20 |
| 22 | Newcomb Financial Advisors, LLC | State | $15.7 million | 33 |
| 23 | CH Capital Management | State | $13.9 million | 48 |
| 24 | Truststone Wealth Partners, LLC | State | $12.3 million | 48 |
| 25 | West Fork Wealth Management LLC | State | $10.0 million | 6 |
| 26 | Lincoln Investment Advisers, LLC | State | $1.9 million | 2 |
| 27 | Azimuth Planning Group, LLC | State | $0 | 0 |
| 28 | Carolina Financial Advisory, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 29 | Sherman Financial | State | $0 | 0 |
| 30 | T. Fenn Financial Planning, LLC | 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.