Top 24 North Carolina's Wealth Management Firms
Top 24 North Carolina's Wealth Management Firms
Wealth management companies in North Carolina operate within a dynamic industry that provides solutions for effectively managing, growing, and protecting wealth. These firms, including investment advisory services and financial planners, offer various services ranging from strategic investment portfolios, asset allocation analyses to personalized wealth planning. As the consumer's financial literacy grows and technology evolution continues, the industry is expected to revolve around integrated, customer-centric services, accentuated by digital experiences and guided by expert financial advice. This shift places North Carolina's firms in a unique position to offer clients a blend of personalized services and sophisticated technology.
Top 24 wealth management companies in North Carolina
1. Captrust
- Website: captrust.com
- Headquarters: Raleigh, North Carolina, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Private Equity
CAPTRUST is a financial advisory firm that offers investment advisory services to retirement plan fiduciaries, endowments, foundations, and wealth planning services to executives, business owners, and families.
2. Sterling Capital Management LLC
- Website: sterlingcapital.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 1970
- Headcount: 51-200
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.
3. Hill Learning Center
- Website: hillcenter.org
- Headquarters: Durham, North Carolina, United States
- Founded: 1977
- Headcount: 51-200
HillRAP is a company that offers specialized financial services to individuals and businesses, focusing on investment planning and wealth management.
4. Parsec Financial
- Website: parsecfinancial.com
- Headquarters: Asheville, North Carolina, United States
- Founded: 1980
- Headcount: 51-200
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.
5. Uwharrie Bank
- Website: uwharrie.com
- Headquarters: Albemarle, North Carolina, United States
- Founded: 1983
- Headcount: 51-200
- Latest funding type: Debt Financing
Uwharrie.com is a financial institution that offers a range of banking and financial services to individuals and businesses. These services include personal and business banking, loans and lines of credit, credit cards, investment advisory services, wealth management, and mortgage services.
6. Century Finance Inc
- Website: centuryfinancenc.org
- Headquarters: Wilson, North Carolina, United States
- Headcount: 51-200
Century Finance is a company that offers financial services to individuals and businesses. They provide a range of services including investment banking, wealth management, and financial planning.
7. Stearns Financial Group
- Website: stearnsfinancial.com
- Headquarters: Greensboro, North Carolina, United States
- Founded: 1991
- Headcount: 11-50
Stearns Financial is a fiduciary firm committed to providing financial confidence and clarity. They offer wealth management, investment management, financial planning, and specialty planning services. Their focus areas include multi-generational planning, business owner planning, and values-based investing. They serve a diverse range of clients and provide ongoing plan updates through life changes. Their experienced professionals assist clients in achieving their financial goals and enhancing their desired lifestyle.
8. Hobart Wealth
- Website: hobartwealth.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 2004
- Headcount: 11-50
Hobart Wealth is a financial services firm offering comprehensive financial planning and wealth management services. They specialize in retirement strategies tailored to individual needs and preferences.
9. Eton Advisors, L.P.
- Website: etonadvisors.com
- Headquarters: Chapel Hill, North Carolina, United States
- Founded: 2009
- Headcount: 11-50
- Latest funding type: Series Unknown
Eton Advisors is an independently managed investment advisory firm providing unbiased advice and unparalleled service to wealthy families across North America. They specialize in constructing and utilizing asset 'super classes' to facilitate goals-based investment planning and decision-making among affluent clients.
10. Sheets Smith Wealth Management, Inc.
- Website: sheetssmith.com
- Headquarters: Winston-Salem, North Carolina, United States
- Founded: 1982
- Headcount: 11-50
Sheets Smith is a wealth management firm that has been providing financial planning and investment opportunities to individuals and families for over 30 years. They offer a range of services, including sustainable and responsible investing, pension and retirement plans, and family office services.
11. Cook Wealth
- Website: cookwealth.com
- Headquarters: Raleigh, North Carolina, United States
- Founded: 1984
- Headcount: 11-50
Cook Wealth is a Raleigh-based wealth management firm offering financial advising, tax advising, and investment management services to professionals, business owners, and retirees across the nation.
12. Salem Investment Counselors
- Website: saleminvestment.com
- Headquarters: Winston-Salem, North Carolina, United States
- Founded: 1979
- Headcount: 11-50
Salem Investment Counselors is a trusted financial management firm founded in 1979. With over $3.5 billion in assets under management, we provide personalized services, investment expertise, and experience to individuals and families. Our focus is on high-quality companies with strong growth prospects, emphasizing stability to optimize income in fixed income securities.
13. BlueSky Wealth Advisors
- Website: blueskywa.com
- Headquarters: New Bern, North Carolina, United States
- Founded: 1999
- Headcount: 11-50
BlueSky Wealth Advisors is a financial advisory firm that offers comprehensive financial planning and investment management services. They provide customized financial solutions to successful families and individuals, ensuring their financial affairs are well taken care of.
14. Investors Trust Company
- Website: invtrust.com
- Headquarters: Chapel Hill, North Carolina, United States
- Founded: 2004
- Headcount: 11-50
Investors Trust Company is a North Carolina-based, fee-only, state-chartered trust company that provides investment management, wealth planning, and trustee services to affluent individuals, business owners, families, endowments, and foundations.
15. Village of Pinehurst
- Website: vopnc.org
- Headquarters: Pinehurst, North Carolina, United States
- Founded: 1895
- Headcount: 51-200
Engage Pinehurst is a company that offers services and solutions for businesses and individuals. They provide a wide range of services including consulting, financial planning, and investment management.
16. Arrowpoint Capital
- Website: arrowpointcap.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 2007
- Headcount: 51-200
Arrowpoint Capital Corp. is a company that provides comprehensive investment banking services. They offer a wide range of financial solutions and expertise to help clients achieve their investment goals. With a strong focus on customer satisfaction, they pride themselves on delivering tailored strategies and innovative solutions.
17. Alphastar Capital Management, LLC
- Website: alphastarcm.com
- Headquarters: Cornelius, North Carolina, United States
- Founded: 2011
- Headcount: 51-200
Alphastar Capital Management is a financial advisory firm that offers investment advisory services. They provide solutions and resources for advisors to fuel their clients' growth. Their onboarding process is designed to minimize disruption and provide maximum support. They offer proven systems, software, and workflows to help advisors save time and focus on their business. Alphastar Capital Management values scalability and aims to be a trusted partner for advisors.
18. Residential Mortgage Center
- Website: rmcifinancial.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 2000
- Headcount: 51-200
RMCI Financial Services, LLC is a financial firm specializing in retirement, investment, estate, insurance, and tax planning. They offer personalized financial solutions to help clients optimize their financial stability and make informed investment decisions. With a focus on education and independent advice, RMCI Financial Services aims to help clients maximize their wealth and achieve their financial goals.
19. New Republic Partners
- Website: newrepublicpartners.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 2020
- Headcount: 11-50
- Latest funding type: Series Unknown
New Republic Partners is a financial services company that offers investment advisory services, broker dealer services, and loan and deposit products. They provide customized wealth strategies and investment performance for successful individuals, families, family offices, and endowments.
20. Luca Partners
- Website: luca-partners.com
- Headquarters: Raleigh, North Carolina, United States
- Headcount: 11-50
Luca Partners is an investment advisory firm affiliated with Northwestern Mutual. We offer comprehensive financial planning services and investment advice to help clients achieve their financial goals. Our team of experienced advisors provides personalized solutions tailored to each client's unique needs and objectives.
21. Carolinas Investment Consulting
- Website: carolinasinvest.com
- Headquarters: Charlotte, North Carolina, United States
- Founded: 2001
- Headcount: 11-50
Carolinas Investment Consulting is a premier financial advisory firm in the South, offering comprehensive planning and investment management services with exceptional client service.
22. Financial Analysts
- Website: fainvestors.com
- Headquarters: Raleigh, North Carolina, United States
- Headcount: 1-10
Financial Analysts is a company dedicated to helping individuals, families, businesses, and institutions make smart decisions with their money. They provide a range of services including financial planning, investment management, retirement planning, tax planning, and business lending. Their team of experienced financial advisors assists clients with managing and growing their wealth, planning for retirement, and protecting their assets. They offer personalized solutions to help clients achieve their financial goals and make informed decisions about their finances.
23. Tiverton Advisors, LLC
- Website: tiverton.ag
- Headquarters: Raleigh, North Carolina, United States
- Founded: 2013
- Headcount: 11-50
Tiverton is a financial advisory and investment banking firm that offers comprehensive services to both public and private companies across various industries. With a team of experienced professionals, Tiverton provides strategic financial solutions and assists clients in mergers and acquisitions, capital raising, and financial restructuring.
24. Financial Symmetry Inc.
- Website: financialsymmetry.com
- Headquarters: Raleigh, North Carolina, United States
- Founded: 2001
- Headcount: 11-50
Financial Symmetry is an independent, employee-owned financial advisory firm based in North Carolina. They provide fee-only financial services and offer a wide range of services including financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation, and estate planning.
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