NewRiaPulse: records in North Carolina
22 newRiaPulse: records in North Carolina are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-10-01; the most frequent is East Franklin Capital with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
22 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-10-01. Most frequent: East Franklin Capital (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- East Franklin Capital (1)
- Cameron Signature Wealth Advisors LLC (1)
- Corrum Capital Management LLC (1)
- Trg Capital Management, INC. (1)
- West Financial Strategies, INC. (1)
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What are the top newRiaPulse: records in North Carolina right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| East Franklin Capital | Wilmington | ||
| Cameron Signature Wealth Advisors LLC | Charlotte | ||
| Corrum Capital Management LLC | $1,391,528,366 | 26 | Charlotte |
| Trg Capital Management, INC. | $118,233,904 | 388 | Raleigh |
| West Financial Strategies, INC. | $121,014,544 | 318 | Sanford |
| Tolley Financial Group, LLC | $121,857,197 | 448 | Raleigh |
| White Oak Wealth Partners | $110,460,071 | 216 | Raleigh |
| Gibert Wealth Management | $315,989,002 | 274 | Charlotte |
| Course Management Investment Advisors, LLC | $100,326,180 | 324 | Pinehurst |
| The Financial Legacy Group | $107,292,807 | 414 | Charlotte |
| Mauney-Pitt Financial Management, INC. | $418,000,000 | 1479 | Shelby |
| Thayer Financial, L.L.C. | $106,449,059 | 493 | Hickory |
| Integrative Planning, INC. | $101,384,621 | 429 | Cornelius |
| Passport Wealth Management | $115,333,521 | 409 | Cornelius |
| Pursuit Wealth Strategies, LLC | $457,453,266 | 2121 | Raleigh |
| Advisorengine Portfolio Solutions INC. | 🔒 Unlock all 22 records → | ||
| Advisorstrust Partners LLC | 🔒 Unlock all 22 records → | ||
| Silvercap Partners | 🔒 Unlock all 22 records → | ||
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Frequently asked questions
How many newRiaPulse: records in North Carolina are listed?
22 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for North Carolina?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records