| Joel Adams and Associates Inc. | Asheville | $305.6M | — |
| The Wealth Group, Ltd | Raleigh | $288.9M | — |
| Garden City Management, LLC | Charlotte | $286.3M | 1 |
| Kanbrick LLC | Charlotte | $280.1M | 1 |
| Uwharrie Investment Advisors, Inc. | Albemarle | $278.2M | — |
| Beacon Financial Strategies Corp. | Raleigh | $277.1M | — |
| First Financial Group Corporation | Raleigh | $272.8M | — |
| First Oak Wealth Management, LLC | Raleigh | $267.6M | — |
| Total Solutions Enterprise LLC | Charlotte | $265.4M | — |
| Dovetail Financial Group LLC | Wilmington | $258.5M | — |
| Modern Capital Advisors, LLC | Raleigh | $254.8M | — |
| Copperleaf Capital, LLC | Concord | $249.7M | — |
| Lifeplan Investment Advisors, Inc | Raleigh | $238.6M | — |
| Muirfield Wealth Advisors LLC | Charlotte | $234.9M | — |
| Reliant Investment Partners, LLC | Pinehurst | $234.8M | — |
| Millbank Dartmoor Portsmouth LLC | Asheville | $233.7M | — |
| Worth Financial Advisory Group, LLC | Charlotte | $232.9M | — |
| Omnistar Financial Group, Inc. | Wilmington | $228.8M | — |
| Milestone Investments, Inc. | Charlotte | $227.5M | — |
| Tassel Capital Management, Inc. | Matthews | $225.4M | — |
| Securities Capital Partners Management Company, LLC | Raleigh | $225.2M | — |
| Broyhill Asset Management, LLC | Charlotte | $225M | 2 |
| Westhampton Capital, LLC | Winston-Salem | $222.6M | — |
| Wms Advisors, LLC | Charlotte | $221.4M | — |
| Horizons Wealth Management, Inc. | Asheville | $219.5M | — |
| Advisortrust Partners, LLC | Raleigh | $216.8M | — |
| Pom Investment Strategies, LLC | Raleigh | $214.1M | — |
| Cannon Wealth Management Services, LLC | Winston Salem | $213.1M | — |
| Horizon Financial Services, LLC | Winston Salem | $212.6M | — |
| Carolina Financial Advisors, Inc. | Greensboro | $211.6M | — |
| Cassia Capital Partners LLC | Winston Salem | $206M | — |
| Gragg & Gragg, L.L.P. | Shelby | $205.2M | — |
| Powell Financial, Inc. | Cornelius | $202.6M | — |
| Blueprint Financial Advisors LLC | Charlotte | $201.5M | — |
| Lyon Wealth Advisors Group, LLC | Charlotte | $198.4M | — |
| Lumina Wealth Management, LLC | Wilmington | $196.8M | — |
| Octagon Asset Management, LLC | Charlotte | $191.9M | 1 |
| A4 Wealth Advisors LLC | Huntersville | $190M | — |
| Hatteras Investment Partners, LP | Raleigh | $187.8M | 4 |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina | $187.7M | — |
| Kenneth Frenke & Co., Inc. | Arden | $184.7M | — |
| Greenway Wealth Advisors, LLC | Charlotte | $184.5M | — |
| Frazier Financial Consultants, LLC | Chapel Hill | $184M | — |
| Ia Network, LLC | Charlotte | $183.5M | — |
| Concorde Financial Resources I Inc. | Wilkesboro | $182.8M | — |
| Level Wealth Management LLC | Greensboro | $181.7M | — |
| Charter Wealth Management, Inc. | Raleigh | $175.6M | — |
| Smith Partners Wealth Management, LLC | Greensboro | $174.5M | — |
| Wealth Management Group, Inc. | Winston-Salem | $173.6M | — |
| Sherclar, Inc | Charlotte | $170.7M | — |