City
Wealth management firms in Pinehurst, North Carolina
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Pinehurst, North Carolina reported $498.1 million in regulatory assets under management; the largest by assets was Reliant Investment Partners, LLC, with $268.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $498.1 million
- Average per firm
- $99.6 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Reliant Investment Partners, LLC | SEC | $268.3 million | 1,101 |
| 2 | Course Management Investment Advisors, LLC | SEC | $100.3 million | 324 |
| 3 | Granville Wealth Management, Inc. | State | $67.3 million | 68 |
| 4 | Pottle Financial Services, Inc | State | $62.3 million | 124 |
| 5 | Golden Pine Advisory, 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.