| Tarheel Advisors, LLC | Chapel Hill | $137.8M | — |
| Professional Wealth Management Services LLC | Statesville | $136.2M | — |
| Business-Owner Strategies Group, LLC | Apex | $134.8M | — |
| Sound Financial Management, Inc. | Raleigh | $134.1M | — |
| Structural Solutions LLC | Chapel Hill | $133M | 3 |
| Tricapital Wealth Management, Inc. | Charlotte | $132.7M | — |
| Wells Financial Management, LLC | Asheville | $132.7M | — |
| The Breit Group, LLC | Wrightsville Beach | $131.6M | — |
| Saber Capital Management LLC | Fuquay Varina | $129.3M | 2 |
| Kucharo Wealth, LLC | Charlotte | $123.7M | — |
| Tolley Financial Group, LLC | Raleigh | $121.9M | — |
| West Financial Strategies, Inc. | Sanford | $121M | — |
| Emerald Asset Management, Inc. | Rocky Mount | $120.8M | — |
| Hicks & Associates Wealth Management, LLC | Cary | $119.6M | — |
| Passport Wealth Management LLC | Cornelius | $115.3M | — |
| Hatteras Investment Partners, LP | Raleigh | $114.8M | 4 |
| Evergreen Wealth Advisors | Raleigh | $112.5M | — |
| Reh Wealth Advisors LLC | Raleigh | $110.5M | — |
| The Turlington Group, Inc. | Raleigh | $110.5M | — |
| The Financial Legacy Group, LLC | Charlotte | $107.3M | — |
| Castle Securities, LLC | Mooresville | $106.8M | — |
| Eqv Advisory, LLC | Raleigh | $106.8M | — |
| Thayer Financial, L.L.C. | Hickory | $106.4M | — |
| Seaside Wealth Advisors LLC | Wilmington | $103.5M | — |
| Integrative Planning, Inc. | Cornelius | $101.4M | — |
| Indexperts, LLC | Charlotte | $100.9M | — |
| Course Management Investment Advisors, LLC | Pinehurst | $100.3M | — |
| Intercarolina Financial Services, Inc. | Greensboro | $85.4M | — |
| Slp Wealth LLC | Durham | $63.7M | — |
| Vn Capital Management, LLC | Greensboro | $63M | 1 |
| Variant Perception, LLC | Charlotte | $31.9M | — |
| Innovation Partners LLC. | Charlotte | $21.7M | — |
| Haven Capital Advisors, LLC | Charlotte | $5.4M | 1 |
| US Financial Planners, LLC | Asheville | — | — |
| Naples Private Capital, LLC | Mooresville | — | — |
| Scholar Financial Advising, LLC | Winston-Salem | — | — |
| Ifc Investment Management, LLC | Raleigh | — | — |
| Vested Finance Inc. | Durham | — | 9 |
| Findicia, Inc. | Raleigh | — | — |