| Kanbrick LLC | Charlotte | $362.2M | 2 |
| Armor Investment Advisors, LLC | Raleigh | $356M | — |
| Hcg Fund Management LP | Raleigh | $347.3M | 10 |
| Garden City Management, LLC | Charlotte | $343.8M | 3 |
| Reichard Capital, LLC | Charlotte | $341M | — |
| Blueprint Fund Management LLC | Greensboro | $340.5M | — |
| Lewis Financial Management, LLC | Raleigh | $338.7M | — |
| Uwharrie Investment Advisors, Inc. | Albemarle | $337.8M | — |
| Everstar Asset Management, LLC | Mooresville | $336.7M | 5 |
| Insight Folios Inc | Charlotte | $331.3M | — |
| Advisorengine Portfolio Solutions Inc. | Raleigh | $331.3M | — |
| Lifeplan Investment Advisors, Inc | Raleigh | $326M | — |
| Wsc & Company, LLC | Charlotte | $320.4M | 4 |
| First Financial Group Corporation | Raleigh | $317M | — |
| First Oak Wealth Management, LLC | Raleigh | $316.2M | — |
| Gibert Wealth Management, LLC | Charlotte | $316M | — |
| Total Solutions Enterprise LLC | Charlotte | $315.8M | — |
| Lyon Wealth Advisors Group, LLC | Charlotte | $311.4M | — |
| Beacon Financial Strategies Corp. | Raleigh | $309.4M | — |
| Beacon Wealthcare LLC | Raleigh | $308.3M | — |
| Joel Adams and Associates Inc. | Asheville | $305.6M | — |
| Dovetail Financial Group LLC | Wilmington | $298.9M | — |
| Omnistar Financial Group, Inc. | Wilmington | $285.7M | — |
| Pom Investment Strategies, LLC | Raleigh | $283.3M | — |
| Wms Advisors, LLC | Charlotte | $280.9M | — |
| Worth Financial Advisory Group, LLC | Charlotte | $280.7M | — |
| Milestone Investments, Inc. | Charlotte | $277.3M | — |
| Reliant Investment Partners, LLC | Pinehurst | $268.3M | — |
| Tassel Capital Management, Inc. | Matthews | $266M | — |
| Millbank Dartmoor Portsmouth LLC | Asheville | $263.2M | — |
| Horizon Financial Services, LLC | Winston Salem | $262.4M | — |
| Horizons Wealth Management, Inc. | Asheville | $258.2M | — |
| Muirfield Wealth Advisors LLC | Charlotte | $255.8M | — |
| Modern Capital Advisors, LLC | Raleigh | $254.8M | — |
| Cassia Capital Partners LLC | Winston Salem | $251.2M | — |
| Cannon Wealth Management Services, LLC | Winston Salem | $245.2M | — |
| Carolina Financial Advisors, Inc. | Greensboro | $240.9M | — |
| Lumina Wealth Management, LLC | Wilmington | $240.2M | — |
| Westhampton Capital, LLC | Winston-Salem | $238.5M | — |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina | $237.7M | — |
| Level Wealth Management LLC | Greensboro | $236.5M | — |
| Powell Financial, Inc. | Cornelius | $229.2M | — |
| Bd Investment Partners, LLC | Raleigh | $223.7M | 3 |
| Davidson Advisory Group, LLC | Charlotte | $223.5M | — |
| Crossgen Wealth LLC | Greenville | $222.8M | — |
| Kerusso Capital Management, LLC | Winston-Salem | $222.4M | — |
| Octagon Asset Management, LLC | Charlotte | $221.2M | 1 |
| Integrated Wealthcare, LLC | Durham | $218.2M | — |
| Gragg & Gragg, L.L.P. | Shelby | $215.4M | — |
| A4 Wealth Advisors LLC | Huntersville | $213.7M | — |