AdvisorCensus / Financial advisors / North Carolina / Durham, NC / Branch offices
Advisory firms with an office in Durham, NC, headquartered elsewhere
53 investment advisory firms with a principal office outside the Durham, NC metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advice and Planning Services | Durham, NC | New York, NY | SEC-registered investment adviser |
| Allworth Financial, L.P. | Durham, NC | Folsom, CA | SEC-registered investment adviser |
| Arjuna Capital, LLC | Durham, NC | Manchester, MA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Durham, NC | Newport Beach, CA | SEC-registered investment adviser |
| Bison Wealth, LLC | Chapel Hill, NC | Atlanta, GA | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Durham, NC | Wheaton, IL | SEC-registered investment adviser |
| Brown Advisory | Chapel Hill, NC | Baltimore, MD | SEC-registered investment adviser |
| CGN Advisors, LLC | Chapel Hill, NC | Manhattan, KS | SEC-registered investment adviser |
| Colony Family Offices, LLC | Chapel Hill, NC | Charlotte, NC | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Durham, NC | Tampa, FL | SEC-registered investment adviser |
| Corebridge Institutional Investments (U.S.), LLC | Durham, NC | Jersey City, NJ | SEC-registered investment adviser |
| CW Advisors, LLC | Durham, NC | Boston, MA | SEC-registered investment adviser |
| Discipline Wealth Solutions, Inc. | Durham, NC | Greenville, SC | SEC-registered investment adviser |
| Engineers Gate Manager LP | Durham, NC | New York, NY | SEC-registered investment adviser |
| Fidelity Institutional Wealth Adviser LLC | Durham, NC | Boston, MA | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Durham, NC | Raleigh, NC | SEC-registered investment adviser |
| Fortress Private Ledger, LLC | Durham, NC | Raleigh, NC | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Durham, NC | Alpharetta, GA | SEC-registered investment adviser |
| Global Strategic Nextgen Ocio | Durham, NC | Scottsdale, AZ | SEC-registered investment adviser |
| Guardian Wealth Advisors, LLC | Durham, NC | Raleigh, NC | SEC-registered investment adviser |
| Hennessy Advisors, Inc. | Chapel Hill, NC | Novato, CA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Chapel Hill, NC | Chicago, IL | SEC-registered investment adviser |
| Hildene Capital Management | Durham, NC | Stamford, CT | SEC-registered investment adviser |
| Intercarolina Financial Services, Inc. | Chapel Hill, NC | Greensboro, NC | SEC-registered investment adviser |
| Larson Financial Group, LLC | Durham, NC | Saint Louis, MO | SEC-registered investment adviser |
| Leeds Equity Partners | Chapel Hill, NC | New York, NY | SEC-registered investment adviser |
| Mayflower Advisors | Durham, NC | Boston, MA | SEC-registered investment adviser |
| Millennium Management LLC | Durham, NC | New York, NY | SEC-registered investment adviser |
| Mission Biocapital | Durham, NC | Cambridge, MA | Exempt reporting adviser |
| Modern Wealth Management, LLC | Chapel Hill, NC | Kansas City, MO | SEC-registered investment adviser |
| New Republic Partners | Chapel Hill, NC | Charlotte, NC | SEC-registered investment adviser |
| Parallel Advisors, LLC | Durham, NC | San Francisco, CA | SEC-registered investment adviser |
| Peace of Mind Wealth Management | Chapel Hill, NC | Raleigh, NC | SEC-registered investment adviser |
| Private Client Services, LLC | Durham, NC | Louisville, KY | SEC-registered investment adviser |
| Quest 10 Wealth Builders, Inc. | Chapel Hill, NC | Fuquay-Varina, NC | SEC-registered investment adviser |
| RAM Realty Advisors LLC | Chapel Hill, NC | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Durham, NC | Saint Petersburg, FL | SEC-registered investment adviser |
| RE-Envision Wealth | Durham, NC | New York, NY | SEC-registered investment adviser |
| Red Reef Advisors LLC | Chapel Hill, NC | Boca Raton, FL | SEC-registered investment adviser |
| Redwood Financial Network | Durham, NC | Solon, OH | SEC-registered investment adviser |
| Resurgent Advisors | Chapel Hill, NC | Atlanta, GA | SEC-registered investment adviser |
| Rossby Financial, LLC | Durham, NC | Melbourne, FL | SEC-registered investment adviser |
| Salem Investment Counselors Inc | Durham, NC | Winston Salem, NC | SEC-registered investment adviser |
| Seia | Chapel Hill, NC | Los Angeles, CA | SEC-registered investment adviser |
| Smith Salley Wealth Management | Durham, NC | Greensboro, NC | SEC-registered investment adviser |
| Solas Bioventures Management, LLC | Rtp, NC | Chattanooga, TN | SEC-registered investment adviser |
| Strategic Advisers LLC | Durham, NC | Boston, MA | SEC-registered investment adviser |
| Summit Financial, LLC | Durham, NC | Parsippany, NJ | SEC-registered investment adviser |
| Telegraph Hill Partners | Chapel Hill, NC | San Francisco, CA | Exempt reporting adviser |
| Ullico Investment Advisors, Inc. | Chapel Hill, NC | Bethesda, MD | SEC-registered investment adviser |
| Union Grove Venture Partners | Chapel Hill, NC | Summit, NJ | SEC-registered investment adviser |
| Victory Capital Management Inc. | Durham, NC | San Antonio, TX | SEC-registered investment adviser |
| Xponance LLC | Durham, NC | Philadelphia, PA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Durham, NC on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Cofounders Venture Management | Durham, NC | Exempt reporting adviser |
| Kokua Capital Management | Chapel Hill, NC | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Durham, NC, headquartered elsewhere. https://advisorcensus.com/advisors/nc/durham/branch-offices https://advisorcensus.com/advisors/nc/durham/branch-offices