| Alpha Financial Advisors, LLC | Charlotte | $503.1M | — |
| Hilltop Wealth Advisors, LLC | Chapel Hill | $502.8M | — |
| Capitala Private Advisors, LLC | Charlotte | $493.7M | 4 |
| Auctus Advisors LLC | Charlotte | $480.9M | — |
| Hcg Fund Management LP | Raleigh | $478.1M | 6 |
| Ip Financial Advisory Services LLC | Charlotte | $456.1M | — |
| Strathmore Capital Advisors, Inc. | Charlotte | $455.9M | — |
| Aspire Private Capital, LLC | Cornelius | $455.7M | — |
| Quantitative Process, LLC | Charlotte | $454.4M | — |
| Townsend Asset Management Corp. | Raleigh | $445.6M | — |
| Zuraw Financial Advisors, LLC | Greensboro | $444.1M | — |
| Colton Groome Financial Advisors, LLC | Asheville | $444M | — |
| Defender Capital LLC | Charlotte | $442M | 1 |
| Act Advisors, LLC | Asheville | $434M | — |
| Physicians Financial Services, Inc. | Raleigh | $431.8M | — |
| Lewis Financial Management, LLC | Raleigh | $431.2M | — |
| Hobart Private Capital, LLC | Charlotte | $429.7M | — |
| The Pines Wealth Management, LLC | Southern Pines | $419.5M | — |
| Blue Rock Wealth Management, LLC | Winston Salem | $414.2M | — |
| Tilia Fiduciary Partners, Inc. | Wilmington | $413.9M | — |
| Piedmont Capital Management, LLC | Greenboro | $407.7M | 1 |
| Terra Wealth Management, LLC | High Point | $399.4M | — |
| Semmax Financial Advisors, Inc. | Winston-Salem | $395.3M | — |
| Timonier Family Office, Ltd. | Winston Salem | $388.8M | — |
| Armor Investment Advisors, LLC | Raleigh | $388.6M | — |
| Old North State Wealth Management, LLC | Wilmington | $384.5M | — |
| Cornerstone Planning, LLC | Charlotte | $377.2M | — |
| Davis Investment Partners, LLC | Charlotte | $377.1M | — |
| Tar River Wealth Planning, LLC | Louisburg | $370.3M | — |
| Eastover Investment Advisors, LLC | Charlotte | $370.2M | — |
| Collwick Funds GP, LLC | Charlotte | $369.8M | 1 |
| H. L. Ormond & Company, LLC | Greenville | $359.7M | — |
| Sharpvue Capital, LLC | Raleigh | $355.7M | 12 |
| Sapere Wealth Management, LLC | Matthews | $346.2M | 6 |
| Fortress Private Ledger, LLC | Raleigh | $346.1M | — |
| Spartan Planning & Wealth Management, LLC | Greensboro | $345.1M | — |
| Capital Management LLC | Greensboro | $341.9M | — |
| Altamont Capital Management, LLC. | Asheville | $341.8M | — |
| Insight Folios Inc | Charlotte | $341.4M | — |
| Reichard Capital, LLC | Charlotte | $330.3M | — |
| Cascades Capital Asset Management, LLC | Greensboro | $322M | — |
| Raleigh Capital Management Inc. | Cary | $320.6M | — |
| Blueprint Fund Management LLC | Greensboro | $318.9M | — |
| Crown Wealth Group LLC | Charlotte | $316.5M | — |
| Wsc & Company, LLC | Charlotte | $313.3M | 4 |
| Naples Asset Management Co., LLC | Mooresville | $312.3M | — |
| Family Wealth Partners, LLC | Matthews | $312.1M | — |
| Everstar Asset Management, LLC | Mooresville | $311.5M | 3 |
| Tagstone Capital, Inc. | Charlotte | $309.1M | — |
| Beacon Wealthcare LLC | Raleigh | $308.3M | — |