| Tricapital Wealth Management, Inc. | Charlotte | $118.7M | — |
| Structural Solutions LLC | Chapel Hill | $118.2M | 4 |
| Ascendor Wealth, LLC | Wilmington | $116.8M | — |
| Business-Owner Strategies Group, LLC | Apex | $115M | — |
| White Oak Financial Management, Inc | Asheville | $112.7M | — |
| Passport Wealth Management LLC | Cornelius | $112.3M | — |
| Sound Financial Management, Inc. | Raleigh | $110.7M | — |
| The Turlington Group, Inc. | Raleigh | $110.5M | — |
| Emerald Asset Management, Inc. | Rocky Mount | $110.4M | — |
| Evergreen Wealth Advisors | Raleigh | $107.6M | — |
| The Financial Legacy Group, LLC | Charlotte | $107.3M | — |
| Saber Capital Management LLC | Fuquay Varina | $105.7M | 2 |
| Thayer Financial, L.L.C. | Hickory | $103.5M | — |
| Seaside Wealth Advisors LLC | Wilmington | $102.6M | — |
| The Breit Group, LLC | Wrightsville Beach | $102.2M | — |
| Blue Wealth Inc. | Charlotte | $100.4M | — |
| Course Management Investment Advisors, LLC | Pinehurst | $100.3M | — |
| Reh Wealth Advisors LLC | Raleigh | $99.8M | — |
| Hicks & Associates Wealth Management, LLC | Cary | $97.3M | — |
| Vn Capital Management, LLC | Greensboro | $96.1M | 2 |
| Obp Capital LLC | Rocky Mount | $78.5M | — |
| Allspring Global Investments, LLC | Charlotte | $45.7M | 15 |
| Barings LLC | Charlotte | $34.5M | 76 |
| Allspring Funds Management, LLC | Charlotte | $31.8M | — |
| Slp Wealth LLC | Durham | $29.2M | — |
| Capfinancial Partners, LLC | Raleigh | $10.8M | 2 |
| Haven Capital Advisors, LLC | Charlotte | $5.4M | 1 |
| Brighthouse Investment Advisers, LLC | Charlotte | $1.4M | — |
| Vested Finance Inc. | Durham | — | 2 |
| Crossgen Wealth LLC | Greenville | — | — |
| Advisorengine Portfolio Solutions Inc. | Raleigh | — | — |
| Eqv Advisory, LLC | Raleigh | — | — |
| Pursuit Wealth Management, LLC | Raleigh | — | — |
| Mauney-Pitt Financial Management, Inc. | Shelby | — | — |
| US Financial Planners, LLC | Asheville | — | — |
| Naples Private Capital, LLC | Mooresville | — | — |
| Castle Securities, LLC | Mooresville | — | — |
| Innovation Partners LLC. | Charlotte | — | — |
| Scholar Financial Advising, LLC | Winston-Salem | — | — |
| Indexperts, LLC | Charlotte | — | — |
| Ifc Investment Management, LLC | Raleigh | — | — |
| Intregrative Planning, Inc. | Cornelius | — | — |
| Variant Perception, LLC | Charlotte | — | — |
| Findicia, Inc. | Raleigh | — | — |