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Home Wealth & Asset Management United States North Carolina

Top Asset Management Companies in North Carolina

Ratings Updated: April 1, 2026
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0 Leaders 12 Contenders

12 Companies

Country: United States
State: North Carolina

List of the Top North Carolina Wealth and Asset Management Companies

  • Holland Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.

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  • Baird Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Asheville, NC

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Baird is a large Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 1919.

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  • FMI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Services provided

    60% Financial Advising & Planning
    40% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    30% Securities Brokerage
    20% Stocks Portfolio Management

    FMI is a Financial Advising & Planning company. The Raleigh, North Carolina-based company was established in 1953. Their services include Financial Advising & Planning and Financial Consulting.

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  • Red Hill Ventures Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Established in 1997, Red Hill Ventures is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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  • SouthPark Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    50% Financial Advising & Planning
    30% Accounting
    20% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    SouthPark Capital is a Financial Advising & Planning company. They were established in 2015 and specialize in Financial Advising & Planning and Accounting.

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  • Quest - Advisory, Business Succession & M&A Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Davidson, NC

    Services provided

    20% Financial Advising & Planning
    40% Business Consulting
    15% Business Valuation Services +2
    15% Funding & Investment
    10% Financial Consulting

    Focus Areas

    10% Wealth & Asset Management
    80% Retirement Planning
    5% Debt Consulting +1
    5% Stocks Portfolio Management

    Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.

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  • Horizon Investments Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Charlotte, NC

    Services provided

    20% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +2
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Founded in 1995, Horizon Investments is a midsize Commercial Financing company in Charlotte, North Carolina. Their team specializes in Commercial Financing and Funding & Investment.

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  • Linden Thomas & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    30% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +2
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Financial Advising & Planning company Linden Thomas & Company specializes in Financial Advising & Planning and Commercial Financing. They were founded in 2004.

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  • Holderness Investments Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Holderness Investments Company, a Financial Advising & Planning company, is in Greensboro, North Carolina. The team offers Financial Advising & Planning and Commercial Financing.

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  • Eller Capital Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Chapel Hill, NC

    Services provided

    20% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +2
    20% Commercial Property Management
    10% Commercial Development

    Focus Areas

    100% Wealth & Asset Management

    Eller Capital Partners is a Commercial Financing company based in Chapel Hill, North Carolina. Established in 2007, the team specializes in Commercial Financing and Funding & Investment.

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  • Maurice W. Atkinson II, CPA, PLLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, NC

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Maurice W. Atkinson II, CPA, PLLC is an Accounting company. The Smithfield, North Carolina-based team focuses on Accounting and Financial Advising & Planning.

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  • AMG National Trust Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Asheville, NC

    Services provided

    30% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Funding & Investment
    10% Business Consulting

    Focus Areas

    70% Wealth & Asset Management
    30% Retirement Planning

    AMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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List of the Top North Carolina Wealth and Asset Management Companies

  1. Holland Capital Management Logotype

    Holland Capital Management

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Wealth & Asset Management
    View Profile Visit Website
  2. Baird Logotype

    Baird

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Asheville, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  3. FMI Logotype

    FMI

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Advising & Planning
    50% Wealth & Asset Management
    40% Other
    View Profile Visit Website
  4. Red Hill Ventures Logotype

    Red Hill Ventures

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  5. SouthPark Capital Logotype

    SouthPark Capital

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  6. Quest - Advisory, Business Succession & M&A Logotype

    Quest - Advisory, Business Succession & M&A

    Undisclosed
    Undisclosed
    10 - 49
    Davidson, NC

    Ability to deliver

    7.1/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    10% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  7. Horizon Investments Logotype

    Horizon Investments

    Undisclosed
    Undisclosed
    50 - 249
    Charlotte, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  8. Linden Thomas & Company Logotype

    Linden Thomas & Company

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  9. Holderness Investments Company Logotype

    Holderness Investments Company

    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  10. Eller Capital Partners Logotype

    Eller Capital Partners

    Undisclosed
    Undisclosed
    10 - 49
    Chapel Hill, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  11. Maurice W. Atkinson II, CPA, PLLC Logotype

    Maurice W. Atkinson II, CPA, PLLC

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  12. AMG National Trust Logotype

    AMG National Trust

    Undisclosed
    Undisclosed
    50 - 249
    Asheville, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Wealth & Asset Management
    70% Other
    View Profile Visit Website

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