Advisor directory

Financial advisors in North Carolina

11,152 active registered advisors in North Carolina, across 348 cities and 294 firms. The biggest cities are below; narrow by firm, or search a name.

Cities in North Carolina

The largest firms in North Carolina

Ranked by the assets they manage.

  • T. Rowe Price Associates, Inc.3 advisors · $2.2T
  • Morgan Stanley351 advisors · $2.0T
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated880 advisors · $1.8T
  • Strategic Advisers LLC703 advisors · $1.4T
  • Captrust108 advisors · $1.2T
  • Dimensional Fund Advisors LP10 advisors · $1.0T
  • Edward Jones959 advisors · $1.0T
  • UBS Financial Services Inc.238 advisors · $916B
  • LPL Financial LLC594 advisors · $819B
  • Invesco Advisers, Inc.1 advisor · $750B
  • Blackrock Investment Management, LLC4 advisors · $677B
  • Wells Fargo Advisors948 advisors · $671B

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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