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Fastest Growing RIAs
in North Carolina

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Veratis Advisors, Inc.
Cary, 
NC
3 Year Grow Rate:
377%
AUM (MM):
$109

#

Investors Mosaic
Durham, 
NC
3 Year Grow Rate:
306%
AUM (MM):
$46

#

Byron Financial, LLC
Charlotte, 
NC
3 Year Grow Rate:
82%
AUM (MM):
$464

#

Eastover Capital Management
Charlotte, 
NC
3 Year Grow Rate:
63%
AUM (MM):
$236

#

Blue Rock Wealth Management, LLC
Winston Salem, 
NC
3 Year Grow Rate:
62%
AUM (MM):
$401

#

Pragmatic Portfolios, LLC
Durham, 
NC
3 Year Grow Rate:
55%
AUM (MM):
$45

#

Ark Royal Wealth Management LLC
Raleigh, 
NC
3 Year Grow Rate:
53%
AUM (MM):
$68

#

Hamilton Point Investment Advisors, LLC
Chapel Hill, 
NC
3 Year Grow Rate:
48%
AUM (MM):
$525

#

Woodward Financial Advisors, Inc.
Chapel Hill, 
NC
3 Year Grow Rate:
45%
AUM (MM):
$395

#

Cardinal Capital Management Inc
Raleigh, 
NC
3 Year Grow Rate:
44%
AUM (MM):
$484

#

Arjuna Capital, LLC
Durham, 
NC
3 Year Grow Rate:
42%
AUM (MM):
$255

#

Archie Gray Allen, Jr.
Winston Salem, 
NC
3 Year Grow Rate:
42%
AUM (MM):
$60

#

Timonier
Winston Salem, 
NC
3 Year Grow Rate:
41%
AUM (MM):
$315

#

Colony Family Offices, LLC
Charlotte, 
NC
3 Year Grow Rate:
41%
AUM (MM):
$1,774

#

AspenTree Capital Corporation
Durham, 
NC
3 Year Grow Rate:
39%
AUM (MM):
$29

#

Amphora Wealth Management, LLC
Chapel Hill, 
NC
3 Year Grow Rate:
37%
AUM (MM):
$77

#

Arbor Investment Advisors
Winston Salem, 
NC
3 Year Grow Rate:
37%
AUM (MM):
$636

#

Sovereign Financial Group
Raleigh, 
NC
3 Year Grow Rate:
37%
AUM (MM):
$29

#

Altavista Wealth Management, Inc.
Asheville, 
NC
3 Year Grow Rate:
36%
AUM (MM):
$555

#

BlueSky Wealth Advisors, LLC
New Bern, 
NC
3 Year Grow Rate:
35%
AUM (MM):
$453

#

Thompson Wealth Advisors
Statesville, 
NC
3 Year Grow Rate:
31%
AUM (MM):
$22

#

Lewis Financial Management, LLC
Raleigh, 
NC
3 Year Grow Rate:
30%
AUM (MM):
$373

#

Block Wealth Management, Inc
Waxhaw, 
NC
3 Year Grow Rate:
29%
AUM (MM):
$77

#

Hart Investment Management Inc.
Vass, 
NC
3 Year Grow Rate:
27%
AUM (MM):
$33

#

Salem Investment Counselors Inc
Winston Salem, 
NC
3 Year Grow Rate:
26%
AUM (MM):
$1,641

#

PDR Advisors, LLC
Charlotte, 
NC
3 Year Grow Rate:
21%
AUM (MM):
$886
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