City
Wealth management firms in Greenville, North Carolina
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Greenville, North Carolina reported $1.5 billion in regulatory assets under management; the largest by assets was Carolina Wealth Management, Inc., with $798.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $307.5 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carolina Wealth Management, Inc. | SEC | $798.5 million | 1,494 |
| 2 | H. L. Ormond & Company, LLC | SEC | $401.4 million | 1,199 |
| 3 | Crossgen Wealth LLC | SEC | $222.8 million | 430 |
| 4 | Keel & Long Financial Management, LLC | State | $75.0 million | 161 |
| 5 | Carolina Financial Services Group, Inc. | State | $40.0 million | 165 |
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.