| Woodward Financial Advisors, Inc. | Chapel Hill | $641.5M | — |
| Phoenix Wealth Advisors Inc. | Chapel Hill | $641.4M | — |
| Hilltop Wealth Advisors, LLC | Chapel Hill | $635.5M | — |
| Spp Management Services, LLC | Charlotte | $623.6M | 29 |
| Capital Advisers, Inc. | Raleigh | $620M | — |
| Alpha Financial Advisors, LLC | Charlotte | $619.3M | — |
| Safe Harbor Family Capital, LLC | Chapel Hill | $613.9M | — |
| Auctus Advisors LLC | Charlotte | $612.9M | — |
| Sapere Wealth Management, LLC | Matthews | $604.8M | 6 |
| Whitener Capital Management, Inc | Rocky Mount | $598.5M | — |
| Fund Direct Advisors Inc. | Greensboro | $593M | — |
| Fortress Private Ledger, LLC | Raleigh | $584M | — |
| Hobart Private Capital, LLC | Charlotte | $558.2M | — |
| Zuraw Financial Advisors, LLC | Greensboro | $519.9M | — |
| Defender Capital LLC | Charlotte | $510M | 1 |
| Aspire Private Capital, LLC | Cornelius | $509.7M | — |
| Capitala Private Advisors, LLC | Charlotte | $505.1M | 4 |
| Crown Wealth Group LLC | Charlotte | $502.4M | — |
| Quantitative Process, LLC | Charlotte | $502.1M | — |
| Act Advisors, LLC | Asheville | $498.9M | — |
| Piedmont Capital Management, LLC | Greenboro | $495.6M | 1 |
| Semmax Financial Advisors, Inc. | Winston-Salem | $495.4M | — |
| Harber Capital LLC | Asheville | $492.7M | 3 |
| Three Magnolias Financial Advisors, LLC | Winston Salem | $487.1M | — |
| Cornerstone Planning, LLC | Charlotte | $485.9M | — |
| The Pines Wealth Management, LLC | Southern Pines | $485.9M | — |
| Physicians Financial Services, Inc. | Raleigh | $482.3M | — |
| Ip Financial Advisory Services LLC | Charlotte | $481.4M | — |
| Townsend Asset Management Corp. | Raleigh | $479.6M | — |
| Sharpvue Capital, LLC | Raleigh | $465.2M | 12 |
| First Citizens Asset Management, Inc | Raleigh | $465.1M | — |
| Pursuit Wealth Management, LLC | Raleigh | $457.5M | — |
| Old North State Wealth Management, LLC | Wilmington | $452.6M | — |
| Timonier Family Office, Ltd. | Winston Salem | $450.3M | — |
| Collwick Funds GP, LLC | Charlotte | $439.6M | 1 |
| Advisortrust Partners, LLC | Raleigh | $435.3M | — |
| Mauney-Pitt Financial Management, Inc. | Shelby | $418M | — |
| Altamont Capital Management, LLC. | Asheville | $412.3M | — |
| Naples Asset Management Co., LLC | Mooresville | $404.3M | — |
| Tilia Fiduciary Partners, Inc. | Wilmington | $403.7M | — |
| H. L. Ormond & Company, LLC | Greenville | $401.4M | — |
| Tar River Wealth Planning, LLC | Louisburg | $401.2M | — |
| Raleigh Capital Management Inc. | Cary | $397.8M | — |
| Family Wealth Partners, LLC | Matthews | $392.4M | — |
| Eastover Investment Advisors, LLC | Charlotte | $392.3M | — |
| Davis Investment Partners, LLC | Charlotte | $390M | — |
| Spartan Planning & Wealth Management, LLC | Greensboro | $383.7M | — |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3M | — |
| Capital Management LLC | Greensboro | $383M | — |
| Tagstone Capital, Inc. | Charlotte | $368.9M | — |