The asset management industry in North Carolina consists of a diverse range of companies offering unique financial solutions. These firms specialize in managing investments, providing financial advice, and creating risk management strategies for both individual and institutional clients. Some focus on sustainable investing, emphasizing ESG (Environmental, Social, and Governance) components, while others excel in multi-asset solutions. Furthermore, areas such as property management and construction management are also being covered by these firms. As economies continue to evolve and technology progresses, the industry is expected to witness further growth and innovation.


Top 21 asset management companies in North Carolina

1. Allspring Global Investments

Allspring Global is an investment firm that offers a range of expertise, strategies, and portfolio solutions to diverse investors. They provide informed decisions and comprehensive risk management in global bond markets. Allspring Global also focuses on sustainable investing and believes in the power of ESG considerations. They work closely with clients to simplify complexity in multi-asset solutions and offer guidance in factor-based investing.


2. Steven D. Bell & Company

Bell Partners, Inc. is a multifamily asset management firm that focuses on delivering best-in-class performance to its partners. The company offers services in property management, construction management, and support services. With a proven track record, Bell Partners has completed over $22 billion in apartment transactions since 2002. The company operates regional offices in Austin, Charlotte, Dallas, Denver, Los Angeles, Raleigh, San Francisco, and Washington D.C.


3. RE Carroll Management

RECARROLLMANAGEMENT.COM is a company that provides various financial services to its clients. They specialize in investment banking, asset management, and financial advisory services. With their expertise and experience, they assist their clients in making strategic financial decisions and maximizing their returns.


4. Global Endowment Management

Global Endowment Management is a full-service outsourced investment office that focuses on the nuts and bolts of investment management for national and international endowments and foundations. They provide access to investment managers worldwide within portfolios designed to enable their clients to fulfill their missions.


5. Sterling Capital Management LLC

Sterling Capital Management LLC is an investment advisory firm that provides customized investment portfolios, asset allocation analysis, and other investment-related services. They offer advice and consultation on non-discretionary assets, including model portfolios, outsourced Chief Investment Officer services, and asset advisement. Their services cater to affluent individuals and businesses, helping them manage their investments and achieve their financial goals.


6. Parsec Financial

Parsec Financial is a registered investment advisor with $4.2 billion in assets under management. They provide financial planning and investment services to help clients succeed in preserving their wealth and achieving their financial goals.


7. Morgan Creek Capital Management, LLC

Morgan Creek Capital Management is a SEC-registered investment adviser that provides investment management services to institutions and wealthy families. They offer a customized investment solution and discretionary strategies based on the University Endowment Model. Services include Asset Allocation, Manager Selection, and Portfolio Construction. They also offer industry-specific funds like Opportunistic Equity, Global Equity Long/Short, Private Equity and Hedge Funds, Risk-Managed Bitcoin, and SPAC+ Funds.


8. Sapere Wealth Management LLC

  • Website: sapere.com
  • Headquarters: Matthews, North Carolina, United States
  • Founded: 2002
  • Headcount: 11-50
  • LinkedIn

Sapere Wealth Management, LLC is a financial services firm that offers comprehensive wealth management and investment advisory services to individuals and families.


9. League of Women Voters of Asheville-Buncombe County

  • Website: ablwv.org
  • Headquarters: Asheville, North Carolina, United States
  • Headcount: 11-50

ABLV is a financial services institution that offers wealth management, investment banking and corporate finance services.


10. Novare Capital Management

Novare Capital Management is a wealth management firm that provides personalized investment and wealth management solutions for clients' lifestyle goals. With over twenty years of experience, the firm offers unbiased advice and tailored strategies to address the financial needs of successful individuals, families, business owners, foundations, and trusts. Novare integrates planning with investment management and develops customized portfolios to meet clients' goals and objectives. They aim to provide consistent, tax-efficient, long-term growth and help clients achieve financial peace of mind.


11. Shanahan McDougal, PLLC

Shanahan McDougal is a company that offers various financial services to its clients. With their expertise in investment banking, they assist individuals and businesses in making informed financial decisions and maximizing their assets.


12. Hatteras Investment Partners

Hatteras Investment Partners is a complete alternative investment solution offering private investment solutions to advisors. They aim to strengthen the relationship between advisors and investors by providing performance-focused investment strategies for building robust and resilient portfolios.


13. Pinnacle Point Supportive Services, LLC

Pinnacle Point LLC is a company that provides investment advisory services to institutional clients. Their areas of expertise include hedge fund investments, private equity and real estate investments. They aim to help clients achieve their investment goals through a combination of research, analysis and risk management.


14. Piedmont Investment Advisors, Inc.

Piedmont Investment is a company providing financial and investment management services to its clients.


15. MintAsset GP

  • Website: mintasset.info
  • Headquarters: Charlotte, North Carolina, United States
  • Founded: 2015
  • Headcount: 11-50
  • LinkedIn

Mint Asset is a company that offers online investment solutions and financial services to clients.


16. Orion Advisory LLC

Orion Advisory is a consulting and advisory firm providing financial solutions to businesses, institutions, and individuals.


17. Amy Logan - Coldwell Banker

  • Website: cbfirst.com
  • Headquarters: Havelock, North Carolina, United States
  • Headcount: 11-50
  • LinkedIn

CBFirst is a company that offers a range of financial services and solutions for businesses and individuals.


18. Park Ridge Asset Management

  • Website: parkridgeam.com
  • Headquarters: Raleigh, North Carolina, United States
  • Headcount: 11-50
  • Latest funding type: Acquired

Park Ridge Asset Management offers investment management services to meet clients' unique needs, striving to be a trusted partner for clients and their families.


19. Hill Learning Center

  • Website: hillcenter.org
  • Headquarters: Durham, North Carolina, United States
  • Founded: 1977
  • Headcount: 51-200
  • LinkedIn

HillRAP is a company that offers specialized financial services to individuals and businesses, focusing on investment planning and wealth management.


20. Thirty Capital

Thirty Capital Resources is a full-service commercial real estate owner and operating firm with a diverse portfolio throughout the U.S. They offer game-changing technology, including asset and portfolio management software, entity management solutions, and more.


21. Verger Capital Management

Verger Capital Management is an investment firm that aims to maintain and grow the purchasing power of assets for non-profit organizations. They provide tailored investment strategies and liquidity solutions to help clients achieve their financial goals.


Want to find more asset management companies?


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