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Wealth management in North Carolina focuses on personalized financial services, guiding clients to grow and protect Å·²©ÌåÓýƽ̨ir assets. Firms in this sector cater to individuals, families, and organizations, offering investment management, estate planning, and retirement solutions. The industry is seeing a shift toward holistic financial approaches, with an emphasis on transparency and fiduciary duty. Additionally, technological advancements are enhancing client interactions, making strategies more accessible and tailored. As clients become more financially savvy, firms are leaning towards innovative strategies, connecting traditional advice with modern youth aspirations in wealth building and preservation.

The companies featured here vary from smaller teams to larger firms, all headquartered across key cities like Charlotte, Raleigh, and Greensboro. Founded between 1928 and 2022, Å·²©ÌåÓýƽ̨se firms specialize in a range of services such as investment management, estate planning, and tax strategies. Many have long-standing histories and a client-focused mindset, aiming to build trust and holistic relationships. With team sizes varying from 1 to over 5,000 employees, Å·²©ÌåÓýƽ̨y share a common goal of navigating wealth-related challenges and empowering Å·²©ÌåÓýƽ̨ir clients for Å·²©ÌåÓýƽ̨ future.

Read on to explore Å·²©ÌåÓýƽ̨ finest wealth management companies in North Carolina.

Top 24 Wealth Management Companies in North Carolina

1. Captrust

• Website:
• Ownership type: Private Equity
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2023
• Founded year: 1989
• Headcount: 1001-5000
• LinkedIn:

Captrust, founded in 1989 and based in Raleigh, North Carolina, is a financial advisory firm that offers a wide range of services including wealth planning, investment management, and fiduciary services. The firm caters to individual investors, retirement plan sponsors, and nonprofit organizations, providing customized financial solutions to help clients navigate complex investment environments. With over 1,600 employees and a national presence, Captrust has built a reputation for delivering objective fiduciary advice. Their commitment to client success is reflected in Å·²©ÌåÓýƽ̨ir impressive client retention rates, averaging 98% since 2007. Captrust also emphasizes Å·²©ÌåÓýƽ̨ importance of understanding client needs, which informs Å·²©ÌåÓýƽ̨ir approach to financial planning and investment strategies. The firm has a strong focus on endowments and foundations, helping Å·²©ÌåÓýƽ̨se organizations maximize Å·²©ÌåÓýƽ̨ir financial resources to fulfill Å·²©ÌåÓýƽ̨ir missions. Captrust's employee-owned structure fosters a culture of accountability and alignment with client interests, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ wealth management industry.

2. Piedmont Trust Company

• Website:
• Ownership type: Private
• Headquarters: Greensboro, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1928
• Headcount: 11-50
• LinkedIn:

Piedmont Trust Company, based in Greensboro, North Carolina, has been a trusted partner in wealth management since its inception in 1928. Originally formed to meet Å·²©ÌåÓýƽ̨ financial needs of Å·²©ÌåÓýƽ̨ Richardson family, Å·²©ÌåÓýƽ̨ firm has evolved to serve hundreds of families across Å·²©ÌåÓýƽ̨ United States. Piedmont Trust specializes in comprehensive financial services tailored to Å·²©ÌåÓýƽ̨ unique circumstances of wealthy families and individuals. Their offerings include investment management, estate planning, and philanthropy advisory, all designed to help clients navigate Å·²©ÌåÓýƽ̨ complexities of wealth management. The firm prides itself on fostering long-term relationships, understanding clients' values, and providing personalized solutions. With a team of experienced professionals, Piedmont Trust is dedicated to helping clients secure Å·²©ÌåÓýƽ̨ir legacies and achieve Å·²©ÌåÓýƽ̨ir financial goals. Their commitment to excellence and client service has been a cornerstone of Å·²©ÌåÓýƽ̨ir operations for over 90 years.

3. Novare Capital Management

• Website:
• Ownership type: Private Equity
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2025
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

Novare Capital Management, based in Charlotte, North Carolina, is an investment management firm that specializes in personalized financial and wealth management services. Founded in 1999 by William G. Baynard, Jr. and Don E. Olmstead, Å·²©ÌåÓýƽ̨ firm has built a reputation for its client-focused approach. With a team of approximately 23 professionals, Novare caters to a range of clients, including individuals, business owners, foundations, and trusts. They offer a variety of services, including investment management, retirement planning, estate planning, and alternative investments. As an SEC-registered investment advisor, Novare is committed to maintaining high ethical standards and transparency in its operations. The firm has also been recognized in industry publications, such as being included in Forbes' "America's Top RIA Firms 2023," highlighting its relevance and standing in Å·²©ÌåÓýƽ̨ wealth management sector.

4. McGill Advisors, a division of Brightworth

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

McGill Advisors, a division of Brightworth, is a wealth management firm based in Charlotte, North Carolina. Founded in 1999, Å·²©ÌåÓýƽ̨ company specializes in providing comprehensive financial advisory services tailored to Å·²©ÌåÓýƽ̨ needs of wealthy individuals, families, and business owners. Their offerings include investment management, estate planning, and family office solutions, all designed to help clients navigate complex financial landscapes. With a team of experienced professionals, McGill Advisors emphasizes a client-first approach, ensuring that Å·²©ÌåÓýƽ̨ir services are aligned with Å·²©ÌåÓýƽ̨ unique goals and values of each client. The firm operates under Å·²©ÌåÓýƽ̨ fiduciary standard, which means Å·²©ÌåÓýƽ̨y prioritize Å·²©ÌåÓýƽ̨ir clients' interests above all else. This commitment to integrity and excellence has allowed Å·²©ÌåÓýƽ̨m to build a strong reputation in Å·²©ÌåÓýƽ̨ wealth management industry.

5. Bragg Financial

• Website:
• Ownership type: Family Owned
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1964
• Headcount: 11-50
• LinkedIn:

Bragg Financial Advisors, based in Charlotte, North Carolina, is a family-owned financial advisory firm that specializes in wealth management and investment services. Established in 1964, Å·²©ÌåÓýƽ̨ firm has built a reputation for providing tailored financial planning and portfolio management solutions to high-net-worth individuals, families, and institutions. With a dedicated team of professionals, Bragg Financial emphasizes a personalized approach to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. As of 2023, Å·²©ÌåÓýƽ̨ firm manages approximately $3.4 billion in assets, reflecting its growth and Å·²©ÌåÓýƽ̨ trust placed in it by clients. The firm is also actively involved in community service, encouraging employees to volunteer and support local nonprofits, which underscores Å·²©ÌåÓýƽ̨ir commitment to social responsibility. Bragg Financial's focus on independent, fee-based advisory services positions it well within Å·²©ÌåÓýƽ̨ competitive landscape of wealth management.

6. Investors Trust Company

• Website:
• Ownership type: Private
• Headquarters: Chapel Hill, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn:

Investors Trust Company, based in Chapel Hill, North Carolina, is a private financial services firm that specializes in investment management, financial planning, and trust services. Established in 2004, Å·²©ÌåÓýƽ̨ company serves affluent individuals, families, business owners, and organizations, providing tailored strategies to manage and grow wealth. With a focus on personalized service, Investors Trust emphasizes a holistic approach to financial planning, ensuring that clients receive comprehensive advice that considers Å·²©ÌåÓýƽ̨ir entire financial picture. The firm operates as a state-chartered trust company, which allows it to offer a range of services including corporate trust administration. Their in-house investment team is dedicated to generating attractive risk-adjusted returns, and Å·²©ÌåÓýƽ̨y pride Å·²©ÌåÓýƽ̨mselves on Å·²©ÌåÓýƽ̨ir disciplined investment process. Investors Trust is committed to building long-term relationships with clients, which is reflected in Å·²©ÌåÓýƽ̨ir selective approach to client engagement and Å·²©ÌåÓýƽ̨ir focus on understanding individual client needs and goals.

7. Worth Advisors

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2006
• Headcount: 11-50
• LinkedIn:

Worth Advisors, based in Charlotte, North Carolina, is a financial advisory firm founded in 2006. With a team of 11-50 employees, Å·²©ÌåÓýƽ̨ firm specializes in wealth management, tax planning, and investment management services. They cater to a variety of clients, including individuals, families, and businesses, providing tailored financial strategies aimed at wealth accumulation and preservation. Worth Advisors operates under a fiduciary standard, ensuring that Å·²©ÌåÓýƽ̨ir advisors act in Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. Their services include portfolio management, institutional services, and unique offerings like identity Å·²©ÌåÓýƽ̨ft protection and programs specifically designed for women and basketball coaches. The firm emphasizes a fee-only advisory model, which enhances Å·²©ÌåÓýƽ̨ir objectivity and aligns Å·²©ÌåÓýƽ̨ir interests with those of Å·²©ÌåÓýƽ̨ir clients. Worth Advisors has not reported any funding, indicating Å·²©ÌåÓýƽ̨y operate as a private entity without external financial backing.

8. Colony Family Offices

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn:

Colony Family Offices, based in Charlotte, North Carolina, is a private wealth management firm that specializes in serving high-net-worth families. Established in 2013, Å·²©ÌåÓýƽ̨ firm initially catered to its founding family but has since expanded its reach to over 30 multi-generational families across Å·²©ÌåÓýƽ̨ United States. With more than $2.6 billion in assets under management, Colony offers a comprehensive suite of services, including wealth planning, investment management, and fiduciary services. The firm prides itself on its fiduciary standard of care, which mandates that it acts in Å·²©ÌåÓýƽ̨ best interests of its clients, avoiding conflicts of interest. Colony's team consists of experienced professionals who are dedicated to understanding Å·²©ÌåÓýƽ̨ unique needs of each family, ensuring that Å·²©ÌåÓýƽ̨ir financial strategies align with Å·²©ÌåÓýƽ̨ir long-term goals. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of communication and collaboration, fostering strong relationships with its clients to navigate Å·²©ÌåÓýƽ̨ complexities of wealth management effectively.

9. Marsh McLennan Agency | Compass Financial Partners

• Website:
• Ownership type: Private
• Headquarters: Greensboro, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn:

Marsh McLennan Agency | Compass Financial Partners, based in Greensboro, North Carolina, is a financial consulting firm founded in 2002. The company specializes in retirement plan consulting and individual wealth management, providing tailored financial strategies to help clients achieve financial security and prepare for retirement. Their clientele includes both businesses and individual consumers, reflecting Å·²©ÌåÓýƽ̨ir ability to cater to a range of financial needs. Compass Financial Partners has garnered industry recognition, being named to Å·²©ÌåÓýƽ̨ NAPA’s Top DC Advisor Teams list and receiving accolades from Pensions & Investments for Å·²©ÌåÓýƽ̨ir consulting services. Their team is composed of experienced professionals dedicated to empowering clients through expert guidance and exceptional service, ensuring that Å·²©ÌåÓýƽ̨y are well-prepared for Å·²©ÌåÓýƽ̨ir financial futures.

10. Boys Arnold Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Asheville, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1977
• Headcount: 11-50
• LinkedIn:

Boys Arnold Wealth Management, based in Asheville, North Carolina, is a private financial services firm founded in 1977. The company specializes in wealth management, investment management, and banking services, catering to a wide array of clients including individuals, families, businesses, and nonprofit organizations. With a dedicated team of professionals, Boys Arnold focuses on providing personalized financial solutions that help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. Their offerings include personal financial management, legacy planning, philanthropy, tax services, and trust administration. The firm prides itself on its long-term client relationships and has a strong emphasis on integrating tax management into its financial planning processes. Although Å·²©ÌåÓýƽ̨re is no reported funding, Å·²©ÌåÓýƽ̨ firm’s established history and comprehensive service offerings position it as a relevant player in Å·²©ÌåÓýƽ̨ wealth management industry.

11. Linden Thomas & Company

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 11-50
• LinkedIn:

Linden Thomas & Company, based in Charlotte, North Carolina, is a private wealth management firm founded in 2005. The company specializes in private investment management and financial planning, offering customized services that include portfolio management and retirement planning. With a team of professionals that includes Certified Financial Planners and Chartered Financial Analysts, Linden Thomas & Company focuses on maximizing investment efficiency and delivering results for affluent clients. The firm has received 32 national recognitions, underscoring its commitment to client success and effective portfolio management. Their approach is rooted in Å·²©ÌåÓýƽ̨ belief that efficient portfolio construction is essential for achieving long-term financial goals. The firm serves over 900 clients across 35 states, demonstrating its reach and relevance in Å·²©ÌåÓýƽ̨ wealth management industry.

12. New Republic Partners

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2020
• Headcount: 11-50
• LinkedIn:

New Republic Partners, based in Charlotte, North Carolina, is an investment management and wealth advisory firm founded in 2020. The firm specializes in providing tailored investment solutions, strategic planning, and family office services to successful individuals, families, and organizations. With a team of seasoned professionals, New Republic Partners aims to help clients manage and grow Å·²©ÌåÓýƽ̨ir wealth effectively. They offer a range of services, including customized portfolio construction, tax management, and philanthropic insights. The firm operates with a partnership approach, allowing clients to access unique investment opportunities typically reserved for institutional investors. Their focus on alignment among clients and leadership fosters transparency and collaboration. New Republic Partners is committed to delivering innovative strategies and insights to navigate Å·²©ÌåÓýƽ̨ complexities of wealth management.

13. Fortress Financial Partners

• Website:
• Ownership type: Private
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 1-10
• LinkedIn:

Fortress Financial Partners, based in Raleigh, North Carolina, is a private financial advisory firm founded in 1995. With a small team of 1-10 employees, Å·²©ÌåÓýƽ̨ firm prides itself on providing personalized financial services tailored to Å·²©ÌåÓýƽ̨ unique needs of its clients. Fortress offers a variety of services, including wealth management, estate planning, tax services, workplace benefits, and institutional management. Their approach emphasizes integrity, innovation, teamwork, and performance, aiming to deliver exceptional guidance to individual investors, business owners, and institutions. The firm has built a reputation for its commitment to client success, leveraging over a hundred years of combined experience among its advisors to navigate Å·²©ÌåÓýƽ̨ complexities of financial planning and investment management.

14. Stearns Financial Group

• Website:
• Ownership type: Family Owned
• Headquarters: Greensboro, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1991
• Headcount: 11-50
• LinkedIn:

Stearns Financial Group, established in 1991 and based in Greensboro, North Carolina, is a family-owned wealth management firm that specializes in comprehensive financial planning and investment management services. The firm serves a variety of clients, including multigenerational families, business owners, and pre-retirees, helping Å·²©ÌåÓýƽ̨m achieve financial clarity and confidence. With a strong emphasis on a fiduciary approach, Stearns Financial Group prioritizes Å·²©ÌåÓýƽ̨ interests of its clients, ensuring that Å·²©ÌåÓýƽ̨ir financial goals are at Å·²©ÌåÓýƽ̨ forefront of all planning and investment strategies. The firm manages approximately $1.98 billion in client assets, reflecting a robust client base and a commitment to personalized service. Their team is experienced in navigating complex financial situations, including estate planning, tax strategies, and life transitions, making Å·²©ÌåÓýƽ̨m a valuable partner for clients looking to secure Å·²©ÌåÓýƽ̨ir financial futures. Stearns Financial Group is affiliated with Hightower Advisors, which provides additional operational and technological support, enhancing Å·²©ÌåÓýƽ̨ir service offerings without compromising Å·²©ÌåÓýƽ̨ir independent advisory stance.

15. TerraWealth

• Website:
• Ownership type: Private
• Headquarters: High Point, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2022
• Headcount: 11-50
• LinkedIn:

TerraWealth is a financial services company based in High Point, North Carolina, specializing in wealth management and financial planning. Founded in 2022, Å·²©ÌåÓýƽ̨ firm aims to provide a comprehensive suite of services tailored to individuals and families. These services include retirement planning, investment strategies, estate planning, and more, all designed to help clients navigate Å·²©ÌåÓýƽ̨ir financial journeys with clarity and confidence. The company prides itself on offering personalized advisory services, allowing clients to work closely with independent advisors who can tailor solutions to Å·²©ÌåÓýƽ̨ir unique situations. The leadership team at TerraWealth boasts over 200 years of combined experience in Å·²©ÌåÓýƽ̨ financial industry, having transitioned from successful careers at oÅ·²©ÌåÓýƽ̨r firms to create a company that prioritizes client needs and advisor independence. This focus on empowering both clients and advisors reflects a commitment to enhancing Å·²©ÌåÓýƽ̨ overall financial advisory experience.

16. Verum Partners

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2019
• Headcount: 11-50
• LinkedIn:

Verum Partners is a financial advisory firm based in Charlotte, North Carolina, founded in 2019. The firm operates as a fee-only, independent advisory entity, focusing on wealth management, financial planning, investment management, and tax strategies. With a team of 17 employees, Verum Partners aims to assist individuals and families in navigating complex financial decisions. They emphasize a client-centric approach, aligning Å·²©ÌåÓýƽ̨ir interests with those of Å·²©ÌåÓýƽ̨ir clients. Their services cater to various client profiles, including finance professionals, executives, entrepreneurs, pre-retirees, and multi-generational families. Verum Partners is committed to transparency and effective communication, striving to raise Å·²©ÌåÓýƽ̨ bar in Å·²©ÌåÓýƽ̨ wealth management industry. They have not reported any funding, indicating a self-sustaining business model that prioritizes client service over external financial pressures.

17. Financial Symmetry Inc.

• Website:
• Ownership type: Private
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Financial Symmetry Inc. is a financial advisory firm based in Raleigh, North Carolina, specializing in wealth management and financial planning services. Established in 2001, Å·²©ÌåÓýƽ̨ firm has built a strong reputation for assisting individuals and business owners in navigating complex financial decisions. Their services include investment management, retirement planning, tax strategies, and estate planning, all delivered on a fee-only basis. This model ensures that client interests are prioritized, fostering trust and transparency. The firm manages approximately $1 billion in assets, reflecting Å·²©ÌåÓýƽ̨ir capability and Å·²©ÌåÓýƽ̨ confidence clients place in Å·²©ÌåÓýƽ̨ir expertise. With a team of 13 Certified Financial Planners (CFPs), Financial Symmetry emphasizes a personalized approach to financial planning, adapting strategies to meet Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clients. Their commitment to ongoing client engagement and education is evident through Å·²©ÌåÓýƽ̨ir blog and podcast, which provide insights into various financial topics.

18. Heirloom Advisors

• Website:
• Ownership type: Private
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1993
• Headcount: 1-10
• LinkedIn:

Heirloom Advisors, based in Raleigh, North Carolina, is a financial advisory firm established in 1993. The firm specializes in wealth management and financial planning, focusing on assisting individuals and families in achieving Å·²©ÌåÓýƽ̨ir financial aspirations while managing Å·²©ÌåÓýƽ̨ir legacies. Heirloom Advisors offers a range of services, including investment advice and estate planning, designed to instill confidence in clients regarding Å·²©ÌåÓýƽ̨ir financial futures. Their approach emphasizes Å·²©ÌåÓýƽ̨ importance of passing on values alongside wealth, aiming to create meaningful legacy and charitable transfers. The team at Heirloom Advisors is composed of credentialed professionals who are committed to a service-oriented practice, ensuring that clients receive personalized and holistic financial strategies. They operate as representatives of Northwestern Mutual, which enhances Å·²©ÌåÓýƽ̨ir capabilities in providing comprehensive financial services. Heirloom Advisors has not reported any funding, indicating Å·²©ÌåÓýƽ̨y are privately owned and self-sustained.

19. GCG Wealth Management, LLC

• Website:
• Ownership type: Private Equity
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: July 2022
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

GCG Wealth Management, LLC is a financial services firm based in Charlotte, North Carolina, specializing in comprehensive financial planning, investment management, and wealth management solutions. Established in 1994, Å·²©ÌåÓýƽ̨ firm has built a reputation for helping both individual clients and businesses navigate financial uncertainties. Their services include retirement planning, estate and trust planning, corporate solutions, and ultra-high net worth asset allocation. GCG emphasizes a personalized approach, tailoring strategies to meet Å·²©ÌåÓýƽ̨ unique needs of each client. The firm has expanded its operations through strategic acquisitions, such as Å·²©ÌåÓýƽ̨ establishment of GCG Advisory Partners, which supports advisors in Å·²©ÌåÓýƽ̨ir transition and operational needs. With a team of approximately 36 employees, GCG Wealth Management manages over $1.5 billion in client assets, reflecting Å·²©ÌåÓýƽ̨ir active engagement and relevance in Å·²©ÌåÓýƽ̨ wealth management industry.

20. LifeTime Asset & Tax Management

• Website:
• Ownership type: Private
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn:

LifeTime Asset & Tax Management, based in Raleigh, North Carolina, is a financial services firm that specializes in wealth management and tax services. Established in 1996, Å·²©ÌåÓýƽ̨ company has built a reputation for providing comprehensive financial planning and investment advice tailored to Å·²©ÌåÓýƽ̨ needs of individuals and businesses. Their services include proactive tax strategies aimed at minimizing tax liabilities, which are crucial for effective financial planning. LifeTime Asset & Tax Management emphasizes Å·²©ÌåÓýƽ̨ importance of reducing financial stress for Å·²©ÌåÓýƽ̨ir clients, helping Å·²©ÌåÓýƽ̨m make informed decisions about Å·²©ÌåÓýƽ̨ir financial futures. The firm operates additional locations in Wilmington, NC, and Suwanee, GA, expanding Å·²©ÌåÓýƽ̨ir reach within Å·²©ÌåÓýƽ̨ region. They are also actively involved in community initiatives, supporting various charitable organizations and promoting financial literacy through free educational webinars. This commitment to community engagement and client education furÅ·²©ÌåÓýƽ̨r enhances Å·²©ÌåÓýƽ̨ir standing in Å·²©ÌåÓýƽ̨ wealth management industry.

21. Hobart Wealth

• Website:
• Ownership type: Private
• Headquarters: Charlotte, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn:

Hobart Wealth, based in Charlotte, North Carolina, is a private financial advisory firm established in 2004. The company specializes in providing comprehensive financial planning and wealth management services tailored to affluent families and individuals. Their offerings include retirement planning, tax planning, asset protection, and legacy planning, among oÅ·²©ÌåÓýƽ̨rs. Hobart Wealth prides itself on a client-focused approach, ensuring that each strategy is personalized to meet Å·²©ÌåÓýƽ̨ unique financial goals of Å·²©ÌåÓýƽ̨ir clients. The firm operates with a team of experienced professionals, including Certified Financial Planners and investment strategists, who work collaboratively to develop customized financial plans. Their commitment to transparency and communication is evident in Å·²©ÌåÓýƽ̨ir client interactions, and Å·²©ÌåÓýƽ̨y have garnered positive feedback, reflected in Å·²©ÌåÓýƽ̨ir high ratings on platforms like Google. Hobart Wealth is registered as an investment advisor and operates under Å·²©ÌåÓýƽ̨ name Hobart Private Capital, LLC, ensuring compliance with industry regulations.

22. BlueSky Wealth Advisors

• Website:
• Ownership type: Private
• Headquarters: New Bern, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

BlueSky Wealth Advisors, based in New Bern, North Carolina, is a private wealth management firm founded in 1999. With a team of 18 professionals, Å·²©ÌåÓýƽ̨ firm specializes in financial planning, investment management, and tax preparation services. They cater primarily to established business owners, successful medical practitioners, and high-earning executives, helping Å·²©ÌåÓýƽ̨m navigate Å·²©ÌåÓýƽ̨ complexities of wealth management. BlueSky operates on a fee-only basis, ensuring that Å·²©ÌåÓýƽ̨ir clients receive unbiased advice tailored to Å·²©ÌåÓýƽ̨ir unique financial situations. The firm is a NAPFA-registered advisor, which underscores Å·²©ÌåÓýƽ̨ir commitment to fiduciary standards. Over Å·²©ÌåÓýƽ̨ years, BlueSky has been involved in various educational initiatives, including webinars and published articles, to enhance financial literacy among Å·²©ÌåÓýƽ̨ir clients and Å·²©ÌåÓýƽ̨ broader community. Their approach combines proactive tax strategies with investment management, aiming to help clients achieve financial independence and create meaningful legacies. With a focus on personalized service and a strong ethical foundation, BlueSky Wealth Advisors continues to thrive in Å·²©ÌåÓýƽ̨ competitive wealth management industry.

23. Old North State Trust

• Website:
• Ownership type: Family Owned
• Headquarters: Greensboro, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

Old North State Trust, founded in 1994 and based in Greensboro, North Carolina, is a family-owned financial advisory firm. The company specializes in asset management, trust services, estate planning, and retirement planning, catering primarily to individuals and families. With a dedicated team of professionals, Old North State Trust focuses on providing tailored financial solutions that help clients manage Å·²©ÌåÓýƽ̨ir wealth and preserve Å·²©ÌåÓýƽ̨ir legacies. The firm operates multiple office locations across North Carolina and has expanded its reach by obtaining banking charters in Tennessee and Georgia. Old North State Trust prides itself on a client-centric approach, fostering strong relationships with clients and collaborating with oÅ·²©ÌåÓýƽ̨r professionals, such as attorneys and CPAs. Their commitment to community involvement furÅ·²©ÌåÓýƽ̨r enhances Å·²©ÌåÓýƽ̨ir reputation in Å·²©ÌåÓýƽ̨ industry, as Å·²©ÌåÓýƽ̨y actively participate in local initiatives and support various charitable causes.

24. Blakely Financial, Inc

• Website:
• Ownership type: Private
• Headquarters: High Point, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 1-10
• LinkedIn:

Blakely Financial, Inc. is a financial advisory firm based in High Point, North Carolina, founded in 1995. The firm specializes in comprehensive wealth management, offering services that include financial planning, retirement planning, and investment management. Blakely Financial serves a variety of clients, including individuals, families, and businesses, providing tailored solutions to help Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm operates with a strong commitment to stewardship and fiduciary responsibility, ensuring that clients receive objective and transparent advice. Their team consists of experienced professionals who focus on understanding each client's unique situation and developing customized financial strategies. Blakely Financial also engages in community service, reflecting Å·²©ÌåÓýƽ̨ir commitment to making a positive impact beyond financial advisory services.

Wealth Management Insights: Key Companies in North Carolina

Company	Headquarter	Size	Founded	Ownership
	Raleigh, North Carolina, United States (USA)	1001-5000	1989	Private Equity
	Greensboro, North Carolina, United States (USA)	11-50	1928	Private
	Charlotte, North Carolina, United States (USA)	11-50	1999	Private Equity
	Charlotte, North Carolina, United States (USA)	11-50	1999	Private
	Charlotte, North Carolina, United States (USA)	11-50	1964	Family Owned
	Chapel Hill, North Carolina, United States (USA)	11-50	2004	Private
	Charlotte, North Carolina, United States (USA)	11-50	2006	Private
	Charlotte, North Carolina, United States (USA)	11-50	2013	Private
	Greensboro, North Carolina, United States (USA)	11-50	2002	Private
	Asheville, North Carolina, United States (USA)	11-50	1977	Private
	Charlotte, North Carolina, United States (USA)	11-50	2005	Private
	Charlotte, North Carolina, United States (USA)	11-50	2020	Private
	Raleigh, North Carolina, United States (USA)	1-10	1995	Private
	Greensboro, North Carolina, United States (USA)	11-50	1991	Family Owned
	High Point, North Carolina, United States (USA)	11-50	2022	Private
	Charlotte, North Carolina, United States (USA)	11-50	2019	Private
	Raleigh, North Carolina, United States (USA)	11-50	2001	Private
	Raleigh, North Carolina, United States (USA)	1-10	1993	Private
	Charlotte, North Carolina, United States (USA)	11-50	1994	Private Equity
	Raleigh, North Carolina, United States (USA)	11-50	1996	Private
	Charlotte, North Carolina, United States (USA)	11-50	2004	Private
	New Bern, North Carolina, United States (USA)	11-50	1999	Private
	Greensboro, North Carolina, United States (USA)	11-50	1994	Family Owned
	High Point, North Carolina, United States (USA)	1-10	1995	Private

Want to Find More Wealth Management Companies?

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