This week, we're highlighting top performers in North Carolina
RIA Pulse Local Standouts: North Carolina
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in North Carolina:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. SAFEBRIDGE LLC (DENVER, NC) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (100th percentile), Accounts Per Client (92th percentile)
2. REH WEALTH ADVISORS LLC (RALEIGH, NC) Standout metrics: AUM Per Employee (95th percentile), Accounts Per Employee (92th percentile), AUM Per Advisor (85th percentile)
3. WELLS FINANCIAL MANAGEMENT, LLC (ASHEVILLE, NC) Standout metrics: AUM Per Advisor (94th percentile), AUM Per Employee (84th percentile), Client To Advisor Ratio (84th percentile)
4. MUIRFIELD WEALTH ADVISORS LLC (CHARLOTTE, NC) Standout metrics: AUM Per Advisor (92th percentile), AUM Per Employee (78th percentile), Average AUM Per Client (78th percentile)
5. LEVEL WEALTH MANAGEMENT LLC (GREENSBORO, NC) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (89th percentile), AUM Per Advisor (82th percentile)
6. FRONT PORCH FINANCIAL ADVISORY (CHARLOTTE, NC) Standout metrics: AUM Per Advisor (98th percentile), AUM Per Employee (98th percentile), Client To Advisor Ratio (93th percentile)
7. COUNTERWEIGHT PRIVATE WEALTH (WILMINGTON, NC) Standout metrics: Accounts Per Client (95th percentile), Average AUM Per Client (85th percentile), AUM Per Advisor (80th percentile)
8. GRANADA WEALTH MANAGEMENT, LLC (DAVIDSON, NC) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (99th percentile), Average AUM Per Client (93th percentile)
9. TASSEL CAPITAL MANAGEMENT, INC (MATTHEWS, NC) Standout metrics: Accounts Per Employee (87th percentile), Accounts Per Client (82th percentile), AUM Per Employee (76th percentile)
10. PINAFORE WEALTH COUNSEL INC. (DURHAM, NC) Standout metrics: AUM Per Employee (89th percentile), Accounts Per Client (76th percentile)
$250M to $500M AUM
1. AUCTUS ADVISORS LLC (CHARLOTTE, NC) Standout metrics: AUM Per Advisor (96th percentile), AUM Per Employee (94th percentile), Accounts Per Employee (90th percentile)
2. ZURAW FINANCIAL ADVISORS, LLC (GREENSBORO, NC) Standout metrics: Accounts Per Client (100th percentile), Accounts Per Employee (98th percentile), Client To Advisor Ratio (92th percentile)
3. DAVIS INVESTMENT PARTNERS, LLC (CHARLOTTE, NC) Standout metrics: AUM Per Advisor (92th percentile), AUM Per Employee (86th percentile), Average AUM Per Client (80th percentile)
4. ALTAMONT CAPITAL MANAGEMENT (ASHEVILLE, NC) Standout metrics: AUM Per Employee (98th percentile), AUM Per Advisor (85th percentile), Accounts Per Employee (85th percentile)
5. THE PINES WEALTH MANAGEMENT, LLC (SOUTHERN PINES, NC) Standout metrics: Accounts Per Employee (96th percentile), Accounts Per Client (86th percentile), AUM Per Employee (78th percentile)
6. CAPITAL MANAGEMENT LLC (GREENSBORO, NC) Standout metrics: AUM Per Advisor (88th percentile), Client To Advisor Ratio (82th percentile), AUM Per Employee (82th percentile)
7. H. L. ORMOND & COMPANY, LLC (GREENVILLE, NC) Standout metrics: Accounts Per Client (98th percentile), AUM Per Advisor (90th percentile), Client To Advisor Ratio (86th percentile)
8. TAGSTONE CAPITAL, INC. (CHARLOTTE, NC) Standout metrics: Average AUM Per Client (98th percentile), AUM Per Advisor (98th percentile), Accounts Per Employee (88th percentile)
9. DEFENDER CAPITAL (CHARLOTTE, NC) Standout metrics: AUM Per Account (96th percentile), AUM Per Advisor (94th percentile), AUM Per Employee (88th percentile)
10. LEWIS FINANCIAL MANAGEMENT, LLC (RALEIGH, NC) Standout metrics: AUM Per Employee (100th percentile), AUM Per Account (98th percentile), Average AUM Per Client (92th percentile)
$500M to $1B AUM
1. CARDINAL CAPITAL MANAGEMENT INC (RALEIGH, NC) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (96th percentile), AUM Per Advisor (96th percentile)
2. KUHN ADVISORS, INC. (DURHAM, NC) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (100th percentile), Client To Advisor Ratio (100th percentile)
3. ATLANTIC PRIVATE WEALTH, LLC (CHAPEL HILL, NC) Standout metrics: Accounts Per Employee (96th percentile), AUM Per Employee (92th percentile), Average AUM Per Client (88th percentile)
4. 1808 CAPITAL PARTNERS (GREENSBORO, NC) Standout metrics: Accounts Per Employee (87th percentile), AUM Per Employee (83th percentile), AUM Per Advisor (78th percentile)
5. LAUREL WEALTH ADVISORS, LLC (CHARLOTTE, NC) Standout metrics: Client To Advisor Ratio (80th percentile), AUM Per Employee (79th percentile)
6. COLLEGIATE CAPITAL MANAGEMENT, INC. (RALEIGH, NC) Standout metrics: Accounts Per Employee (91th percentile), Client To Advisor Ratio (90th percentile), Accounts Per Client (85th percentile)
$1B to $5B AUM
1. SALEM INVESTMENT COUNSELORS INC (WINSTON SALEM, NC) Standout metrics: AUM Per Employee (100th percentile), Accounts Per Employee (97th percentile), AUM Per Advisor (96th percentile)
2. ARBOR INVESTMENT ADVISORS (WINSTON SALEM, NC) Standout metrics: Accounts Per Employee (93th percentile), Client To Advisor Ratio (90th percentile), AUM Per Advisor (89th percentile)
3. TOPSAIL WEALTH MANAGEMENT LLC (CHARLOTTE, NC) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Advisor (93th percentile), AUM Per Account (76th percentile)
4. COLONY FAMILY OFFICES, LLC (CHARLOTTE, NC) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Employee (93th percentile), AUM Per Account (85th percentile)
5. SMITH SALLEY WEALTH MANAGEMENT (GREENSBORO, NC) Standout metrics: Accounts Per Employee (83th percentile)
6. ABSHER WEALTH MANAGEMENT, LLC (CHAPEL HILL, NC) Standout metrics: Accounts Per Client (90th percentile), Client To Advisor Ratio (77th percentile), AUM Per Employee (77th percentile)
7. FRANKLIN STREET ADVISORS INC. (CHAPEL HILL, NC) Standout metrics: Accounts Per Client (93th percentile), Average AUM Per Client (79th percentile), AUM Per Account (79th percentile)
8. ETON ADVISORS (CHAPEL HILL, NC) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Account (94th percentile), AUM Per Employee (90th percentile)
9. BRAGG FINANCIAL ADVISORS INC (CHARLOTTE, NC) Standout metrics: AUM Per Advisor (86th percentile), Client To Advisor Ratio (83th percentile), AUM Per Account (82th percentile)
10. HAMILTON POINT INVESTMENT ADVISORS, LLC (CHAPEL HILL, NC) Standout metrics: Accounts Per Client (86th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
