| Bd Investment Partners, LLC | Raleigh | $169.5M | 3 |
| Hayden Harper Wealth Advisory, LLC | Charlotte | $168.8M | 1 |
| Safebridge LLC | Denver | $168.6M | — |
| Counterweight Ventures, LLC | Wilmington | $167.8M | — |
| First Citizens Asset Management, Inc | Raleigh | $167M | — |
| Sledge and Company Wealth Advisors, LLC | High Point | $163.8M | — |
| Portus Wealth Advisors, LLC | Charlotte | $162.4M | 1 |
| Kerusso Capital Management, LLC | Winston-Salem | $161.1M | — |
| Gouws Capital LLC | Charlotte | $158.7M | — |
| Glasgow & Associates, LLC | Wilmington | $155.9M | — |
| Bp Asset Management Inc. | Charlotte | $155.3M | 2 |
| Hollingsworth Avent Averre & Purvis, PA | Raleigh | $154.5M | — |
| Investor Advisory Group, LLC | Charlotte | $152.7M | — |
| Davidson Advisory Group, LLC | Charlotte | $151.7M | — |
| Independent Wealth Advisors, LLC | Cary | $151.5M | — |
| Amphora Wealth Management, LLC | Chapel Hill | $151.3M | — |
| Granada Wealth Management, LLC | Davidson | $151.1M | — |
| Kensington Financial Group, Inc. | Winston-Salem | $146.8M | — |
| Private Wealth Management of North Carolina LLC | Henderson | $146.7M | — |
| Dolan Capital Advisors, LLC | Charlotte | $146M | — |
| Collie Financial Planning, Inc. | Black Mountain | $145.3M | — |
| Integrated Wealthcare, LLC | Durham | $144.9M | — |
| Fpf Fa L.L.C. | Charlotte | $143.7M | — |
| Forest Capital Operating Company LLC | Concord | $143.2M | — |
| Cannon Advisors, Inc. | Charlotte | $142.4M | — |
| Pendleton Financial, LLC | Raleigh | $141.9M | — |
| Ridgeline Wealth Advisors, LLC. | Raleigh | $141.7M | — |
| Blue Water Capital Management, LLC | Apex | $140.6M | — |
| Family Legacy Financial Solutions, LLC | Cary | $140M | — |
| Ark Royal Wealth Management LLC | Raleigh | $139.3M | — |
| Aim Advisors, LLC | Raleigh | $138.2M | — |
| Tarheel Advisors, LLC | Chapel Hill | $137.8M | — |
| H. S. Dreher Capital Management, LLC | Southern Pines | $135.9M | — |
| Hunter Street Investment Advisors LLC | Apex | $133.6M | — |
| Pinafore Wealth Counsel Inc. | Durham | $132.8M | — |
| Intercarolina Financial Services, Inc. | Greensboro | $130.8M | — |
| Twin City Private Wealth, LLC | Winston-Salem | $129.9M | — |
| Shining Rock Advisors LLC | Asheville | $129.6M | — |
| Professional Wealth Management Services LLC | Statesville | $128.8M | — |
| Wells Financial Management, LLC | Asheville | $126.3M | — |
| Broad Reach Capital LLC | Raleigh | $126M | — |
| Calamita Wealth Management Inc. | Charlotte | $124.5M | — |
| Strategic Advisory Partners, LLC | Greensboro | $124.3M | — |
| Kucharo Wealth, LLC | Charlotte | $123.7M | — |
| Fta Asset Management, LLC | Charlotte | $123.2M | — |
| Tolley Financial Group, LLC | Raleigh | $121.9M | — |
| McGrath & Associates, Inc. | Asheville | $121.1M | — |
| West Financial Strategies, Inc. | Sanford | $121M | — |
| Vision Capital Management Corporation | Davidson | $120.9M | — |
| Wealthpoint Financial LLC | Cramerton | $119.3M | — |