| Gouws Capital LLC | Charlotte | $209.9M | — |
| Counterweight Ventures, LLC | Wilmington | $207.2M | — |
| Kenneth Frenke & Co., Inc. | Arden | $206.5M | — |
| Glasgow & Associates, LLC | Wilmington | $206.5M | — |
| Broyhill Asset Management, LLC | Charlotte | $204.5M | 3 |
| Portus Wealth Advisors, LLC | Charlotte | $204.1M | 1 |
| Ia Network, LLC | Charlotte | $199.5M | — |
| Wealth Management Group, Inc. | Winston-Salem | $197.7M | — |
| Amphora Wealth Management, LLC | Chapel Hill | $196.2M | — |
| Smith Partners Wealth Management, LLC | Greensboro | $196.1M | — |
| Frazier Financial Consultants, LLC | Chapel Hill | $196M | — |
| Charter Wealth Management, Inc. | Raleigh | $195.6M | — |
| Independent Wealth Advisors, LLC | Cary | $195.3M | — |
| Strategic Advisory Partners, LLC | Greensboro | $191.4M | — |
| Ridgeline Wealth Advisors, LLC. | Raleigh | $189M | — |
| Greenway Wealth Advisors, LLC | Charlotte | $184.5M | — |
| Sledge and Company Wealth Advisors, LLC | High Point | $183.4M | — |
| Sherclar, Inc | Charlotte | $182.4M | — |
| Cannon Advisors, Inc. | Charlotte | $181.6M | — |
| Fpf Fa L.L.C. | Charlotte | $181.3M | — |
| Broad Reach Capital LLC | Raleigh | $180.5M | — |
| Dolan Capital Advisors, LLC | Charlotte | $179.1M | — |
| Hollingsworth Avent Averre & Purvis, PA | Raleigh | $177.4M | — |
| Family Legacy Financial Solutions, LLC | Cary | $174.5M | — |
| Pinafore Wealth Counsel Inc. | Durham | $173.6M | — |
| Investor Advisory Group, LLC | Charlotte | $172.1M | — |
| Granada Wealth Management, LLC | Davidson | $171.4M | — |
| Hayden Harper Wealth Advisory, LLC | Charlotte | $171.1M | 2 |
| Kensington Financial Group, Inc. | Winston-Salem | $169.5M | — |
| Ark Royal Wealth Management LLC | Raleigh | $169.3M | — |
| Obp Capital LLC | Rocky Mount | $168.8M | — |
| Hunter Street Investment Advisors LLC | Apex | $166.4M | — |
| Collie Financial Planning, Inc. | Black Mountain | $162.9M | — |
| Private Wealth Management of North Carolina LLC | Henderson | $162.8M | — |
| The Wealth Group, Ltd | Raleigh | $160.2M | — |
| Pendleton Financial, LLC | Raleigh | $160M | — |
| Blue Water Capital Management, LLC | Apex | $159.8M | — |
| Aim Advisors, LLC | Raleigh | $158.2M | — |
| McGrath & Associates, Inc. | Asheville | $155.9M | — |
| Bp Asset Management Inc. | Charlotte | $155.3M | 2 |
| Shining Rock Advisors LLC | Asheville | $153.8M | — |
| Terra Wealth Management, LLC | High Point | $152M | — |
| Twin City Private Wealth, LLC | Winston-Salem | $151.3M | — |
| H. S. Dreher Capital Management, LLC | Southern Pines | $148.2M | — |
| Wealthpoint Financial LLC | Cramerton | $147.1M | — |
| Ascendor Wealth, LLC | Wilmington | $145.6M | — |
| Blue Wealth Inc. | Charlotte | $145.1M | — |
| White Oak Financial Management, Inc | Asheville | $143.5M | — |
| Forest Capital Operating Company LLC | Charlotte | $143.2M | — |
| Calamita Wealth Management Inc. | Charlotte | $138.2M | — |