| Capfinancial Partners, LLC | Raleigh | $1,236.7B | 17 |
| Allspring Global Investments, LLC | Charlotte | $475.78B | 14 |
| Barings LLC | Charlotte | $392.75B | 91 |
| Allspring Funds Management, LLC | Charlotte | $324.65B | — |
| Brighthouse Investment Advisers, LLC | Charlotte | $132.63B | — |
| Sterling Capital Management LLC | Charlotte | $69.23B | — |
| Wells Fargo Investment Institute, Inc. | Charlotte | $43B | — |
| Alight Financial Advisors, LLC | Charlotte | $35.05B | — |
| Stepstone Group Private Wealth LLC | Charlotte | $17.93B | 4 |
| Independent Advisor Alliance, LLC | Charlotte | $17.23B | — |
| Global Endowment Management, LP | Charlotte | $12.88B | 148 |
| Churchill Investment Management LLC | Charlotte | $12.14B | — |
| Truebridge Capital Partners LLC | Chapel Hill | $11.24B | 102 |
| Atria Investments, Inc. | Charlotte | $11.05B | — |
| Ridgemont Partners Management, LLC | Charlotte | $10.26B | 32 |
| Horizon Investments LLC | Charlotte | $8.47B | — |
| Asana Partners, LP | Charlotte | $8.35B | 9 |
| Wedge Capital Management LLP | Charlotte | $8.13B | — |
| Bell Partners Investment Manager, LLC | Greensboro | $6.12B | 26 |
| Veratis Advisors, Inc. | Cary | $5.99B | — |
| Pamlico Capital Management, LP | Charlotte | $5.3B | 7 |
| Alumina Investment Management, LLC | Charlotte | $5.26B | — |
| Bragg Financial Advisors Inc | Charlotte | $4.67B | — |
| Qhp Capital, L.P. | Raleigh | $4.57B | 15 |
| Franklin Street Advisors, Inc. | Chapel Hill | $4.53B | 5 |
| Salem Investment Counselors Inc | Winston Salem | $4.19B | — |
| Plexus Capital, LLC | Raleigh | $3.77B | 17 |
| Falfurrias Management Partners LP | Charlotte | $3.71B | 6 |
| Biltmore Family Office, LLC | Charlotte | $3.47B | — |
| Colony Family Offices, LLC | Charlotte | $3.36B | — |
| Verger Capital Management LLC | Winston-Salem | $3.28B | 1 |
| Cornerstone Advisors, LLC | Asheville | $3.04B | — |
| New Republic Capital, LLC | Charlotte | $3.03B | 13 |
| Smith, Salley & Associates, LLC | Greensboro | $2.89B | — |
| Guardian Wealth Advisors, LLC | Raleigh | $2.74B | — |
| First Citizens Investor Services, Inc. | Raleigh | $2.63B | — |
| Alphastar Capital Management, LLC | Cornelius | $2.5B | — |
| Cornerstone Wealth Group, LLC | Huntersville | $2.49B | — |
| Capital Investment Advisory Services, LLC | Raleigh | $2.39B | — |
| Tiverton Advisors, LLC | Raleigh | $2.14B | 8 |
| Comperio Retirement Consulting, Inc. | Cary | $1.99B | — |
| Novare Capital Management | Charlotte | $1.92B | — |
| Carousel Capital Management Company, L.P. | Charlotte | $1.91B | 10 |
| Halifax Investment Management, L.L.C. | Raleigh | $1.9B | 8 |
| Eton Advisors Group, LLC | Chapel Hill | $1.89B | 5 |
| Westend Advisors, LLC | Charlotte | $1.87B | — |
| Morgan Creek Capital Management, LLC | Chapel Hill | $1.79B | 33 |
| Blueprint Investment Partners LLC | Greensboro | $1.78B | — |
| Linden Thomas Advisory Services, LLC | Charlotte | $1.77B | — |
| Steele Creek Investment Management LLC | Charlotte | $1.74B | 9 |