- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - North Carolina # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 22 newRiaPulse: records in North Carolina (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=NC) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=NC&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=NC) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 22 Most frequent - 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) ## How do I get new newRiaPulse: records in North Carolina by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=NC) [Watch this exact filter](/v/newriapulse?state=NC#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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. | Included in the full CSV with every column 🔒 Unlock all 22 records → | | Advisorstrust Partners LLC | Included in the full CSV with every column 🔒 Unlock all 22 records → | | Silvercap Partners | Included in the full CSV with every column 🔒 Unlock all 22 records → | Browse 7 more matching record reports - [Advisorengine Portfolio Solutions INC.](/report/newriapulse/advisorengine-portfolio-solutions-inc-raleigh-nc--ria-336317) - [Advisorstrust Partners LLC](/report/newriapulse/advisorstrust-partners-llc-raleigh-nc--ria-304967) - [Silvercap Partners](/report/newriapulse/silvercap-partners-charlotte-nc--ria-342232) - [Olde Raleigh Financial Group](/report/newriapulse/olde-raleigh-financial-group-raleigh-nc--ria-342848) - [Findicia, INC.](/report/newriapulse/findicia-inc-raleigh-nc--ria-330609) - [Bp Asset Management INC.](/report/newriapulse/bp-asset-management-inc-charlotte-nc--ria-328276) - [Castle Wealth Group](/report/newriapulse/castle-wealth-group-mooresville-nc--ria-342075) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More North Carolina public-record feeds [School & Library E-Rate Contracts Up for Rebid in North Carolina](/hub/eratecontractrebidpulse/state/nc) [SEC 8-K Corporate Trigger Events in North Carolina](/hub/sec8ktriggerpulse/state/nc) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in North Carolina](/hub/creditunionchangepulse/state/nc) [New MSHA Citations at Mines & Quarries by State in North Carolina](/hub/mshaminepulse/state/nc) [Newly CLIA-Certified Laboratories by State & Certificate in North Carolina](/hub/clialabpulse/state/nc) [New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in North Carolina](/hub/deviceestablishmentpulse/state/nc) [Bank Branch Openings, Closings & Mergers by State in North Carolina](/hub/bankbranchchangepulse/state/nc) [New SBA 7(a) & 504 Loan Approvals in North Carolina](/hub/sbaloanpulse/state/nc) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)