{
  "path": "/advisors/nc",
  "url": "https://advisorcensus.com/advisors/nc/page/2",
  "page_type": "state",
  "title": "Financial advisors in North Carolina",
  "filters": {},
  "scope_total": 706,
  "faq": [
    {
      "q": "How many financial advisory firms are there in North Carolina?",
      "a": "AdvisorCensus lists 706 investment advisory firms with a principal office in North Carolina, from Form ADV filings as of October 2026: 299 SEC-registered, 367 state-registered, and 40 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in North Carolina?",
      "a": "292 of the 706 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in North Carolina offer financial planning?",
      "a": "486 of the 666 firms in North Carolina that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in North Carolina fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 292 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 706 investment advisory firms with a principal office in North Carolina, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in North Carolina: 706 firms from Form ADV filings as of October 2026.",
  "total_firms": 706,
  "page": 2,
  "total_pages": 15,
  "sort": "name",
  "registration_types": {
    "sec": 299,
    "state": 367,
    "exempt": 40
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 292
    },
    {
      "code": "percentage_of_aum",
      "count": 614
    },
    {
      "code": "hourly",
      "count": 327
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 410
    },
    {
      "code": "commissions",
      "count": 15
    },
    {
      "code": "performance_based",
      "count": 69
    },
    {
      "code": "other",
      "count": 61
    },
    {
      "code": "not_reported",
      "count": 40
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 280
    },
    {
      "code": "5_to_9",
      "count": 168
    },
    {
      "code": "10_to_19",
      "count": 173
    },
    {
      "code": "20_plus",
      "count": 82
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 200
    },
    {
      "code": "25m_100m",
      "count": 125
    },
    {
      "code": "100m_500m",
      "count": 171
    },
    {
      "code": "500m_1b",
      "count": 37
    },
    {
      "code": "1b_5b",
      "count": 60
    },
    {
      "code": "over_5b",
      "count": 22
    },
    {
      "code": "not_reported",
      "count": 91
    }
  ],
  "firms": [
    {
      "crd_number": 290225,
      "name": "Argosy Investors",
      "name_as_filed": "ARGOSY INVESTORS",
      "url": "https://advisorcensus.com/firm/argosy-investors-hickory-nc-290225",
      "city": "Hickory",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175151,
      "name": "ARK Royal Wealth Management LLC",
      "name_as_filed": "ARK ROYAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ark-royal-wealth-management-llc-raleigh-nc-175151",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134200,
      "name": "Armor Investment Advisors, LLC",
      "name_as_filed": "ARMOR INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/armor-investment-advisors-llc-raleigh-nc-134200",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281588,
      "name": "Artifex Advisory Group, Inc.",
      "name_as_filed": "ARTIFEX ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/artifex-advisory-group-inc-cary-nc-281588",
      "city": "Cary",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284477,
      "name": "Asana Partners, LP",
      "name_as_filed": "ASANA PARTNERS, LP",
      "url": "https://advisorcensus.com/firm/asana-partners-lp-charlotte-nc-284477",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284601,
      "name": "Ascendant Capital Research, Ltd.",
      "name_as_filed": "ASCENDANT CAPITAL RESEARCH, LTD.",
      "url": "https://advisorcensus.com/firm/ascendant-capital-research-ltd-284601",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148969,
      "name": "Ascendor Wealth, LLC",
      "name_as_filed": "ASCENDOR WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/ascendor-wealth-llc-wilmington-nc-148969",
      "city": "Wilmington",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118946,
      "name": "Aspentree Capital Corporation",
      "name_as_filed": "ASPENTREE CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/aspentree-capital-corporation-chapel-hill-nc-118946",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142003,
      "name": "Aspera Financial, LLC",
      "name_as_filed": "ASPERA FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/aspera-financial-llc-142003",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154116,
      "name": "Aspire Private Capital",
      "name_as_filed": "ASPIRE PRIVATE CAPITAL",
      "url": "https://advisorcensus.com/firm/aspire-private-capital-cornelius-nc-154116",
      "city": "Cornelius",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343106,
      "name": "Astrelle Capital LLC",
      "name_as_filed": "ASTRELLE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/astrelle-capital-llc-raleigh-nc-343106",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338150,
      "name": "Ataraxis Capital, LLC",
      "name_as_filed": "ATARAXIS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ataraxis-capital-llc-durham-nc-338150",
      "city": "Durham",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311517,
      "name": "Atlantic Private Wealth, LLC",
      "name_as_filed": "ATLANTIC PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288009,
      "name": "Atticus Capital Advisors LLC",
      "name_as_filed": "ATTICUS CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/atticus-capital-advisors-llc-charlotte-nc-288009",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289489,
      "name": "Auctus Advisors LLC",
      "name_as_filed": "AUCTUS ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/auctus-advisors-llc-charlotte-nc-289489",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314387,
      "name": "Aureus Capital",
      "name_as_filed": "AUREUS CAPITAL",
      "url": "https://advisorcensus.com/firm/aureus-capital-314387",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 268828,
      "name": "Aurora Strategic Advisors, LLC",
      "name_as_filed": "AURORA STRATEGIC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/aurora-strategic-advisors-llc-lumberton-nc-268828",
      "city": "Lumberton",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307388,
      "name": "Axiom Private Wealth, LLC",
      "name_as_filed": "AXIOM PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/axiom-private-wealth-llc-charlotte-nc-307388",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338702,
      "name": "Azimuth Planning Group, LLC",
      "name_as_filed": "AZIMUTH PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106006,
      "name": "Barings LLC",
      "name_as_filed": "BARINGS LLC",
      "url": "https://advisorcensus.com/firm/barings-llc-charlotte-nc-106006",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 85,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333173,
      "name": "Based Capital Wealth LLC",
      "name_as_filed": "BASED CAPITAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173",
      "city": "Durham",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309347,
      "name": "BD Investment Partners, LLC",
      "name_as_filed": "BD INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/bd-investment-partners-llc-raleigh-nc-309347",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333090,
      "name": "Beacon Capital Advisory Group",
      "name_as_filed": "BEACON CAPITAL ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/beacon-capital-advisory-group-charlotte-nc-333090",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132987,
      "name": "Beacon Financial Strategies Corp.",
      "name_as_filed": "BEACON FINANCIAL STRATEGIES CORP.",
      "url": "https://advisorcensus.com/firm/beacon-financial-strategies-corp-raleigh-nc-132987",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312556,
      "name": "Beacon Wealthcare LLC",
      "name_as_filed": "BEACON WEALTHCARE LLC",
      "url": "https://advisorcensus.com/firm/beacon-wealthcare-llc-raleigh-nc-312556",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329611,
      "name": "Bell Partners",
      "name_as_filed": "BELL PARTNERS",
      "url": "https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339127,
      "name": "BFWM LLC",
      "name_as_filed": "BFWM LLC",
      "url": "https://advisorcensus.com/firm/bfwm-llc-holly-springs-nc-339127",
      "city": "Holly Springs",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167174,
      "name": "Biltmore Family Office, LLC",
      "name_as_filed": "BILTMORE FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/biltmore-family-office-llc-charlotte-nc-167174",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330161,
      "name": "Black Owl Capital",
      "name_as_filed": "BLACK OWL CAPITAL",
      "url": "https://advisorcensus.com/firm/black-owl-capital-charlotte-nc-330161",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 330324,
      "name": "Blue Financial",
      "name_as_filed": "BLUE FINANCIAL",
      "url": "https://advisorcensus.com/firm/blue-financial-charlotte-nc-330324",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155134,
      "name": "Blue Ridge Financial Services LLC",
      "name_as_filed": "BLUE RIDGE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/blue-ridge-financial-services-llc-155134",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127193,
      "name": "Blue Water Capital Management, LLC",
      "name_as_filed": "BLUE WATER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blue-water-capital-management-llc-apex-nc-127193",
      "city": "Apex",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315570,
      "name": "Blueprint Financial Advisors",
      "name_as_filed": "BLUEPRINT FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/blueprint-financial-advisors-charlotte-nc-315570",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306419,
      "name": "Blueprint Fund Management",
      "name_as_filed": "BLUEPRINT FUND MANAGEMENT",
      "url": "https://advisorcensus.com/firm/blueprint-fund-management-greensboro-nc-306419",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170196,
      "name": "Blueprint Investment Partners LLC",
      "name_as_filed": "BLUEPRINT INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/blueprint-investment-partners-llc-greensboro-nc-170196",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116760,
      "name": "Bluesky Wealth Advisors, LLC",
      "name_as_filed": "BLUESKY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bluesky-wealth-advisors-llc-new-bern-nc-116760",
      "city": "New Bern",
      "state": "NC",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325013,
      "name": "Bolin Creek Wealth Advisors LLC",
      "name_as_filed": "BOLIN CREEK WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 3,
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      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 292262,
      "name": "Bookman Bright, Inc.",
      "name_as_filed": "BOOKMAN BRIGHT, INC.",
      "url": "https://advisorcensus.com/firm/bookman-bright-inc-davidson-nc-292262",
      "city": "Davidson",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 142561,
      "name": "Booth Asset Management, LLC",
      "name_as_filed": "BOOTH ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/booth-asset-management-llc-142561",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 282300,
      "name": "Boundary Street Partners LP",
      "name_as_filed": "BOUNDARY STREET PARTNERS LP",
      "url": "https://advisorcensus.com/firm/boundary-street-partners-lp-chapel-hill-nc-282300",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 328276,
      "name": "BP Asset Management Inc.",
      "name_as_filed": "BP ASSET MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/bp-asset-management-inc-charlotte-nc-328276",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108780,
      "name": "Bragg Financial Advisors Inc",
      "name_as_filed": "BRAGG FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/bragg-financial-advisors-inc-charlotte-nc-108780",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "hourly",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 300728,
      "name": "Brecken Capital Advisors, LLC",
      "name_as_filed": "BRECKEN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brecken-capital-advisors-llc-300728",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306435,
      "name": "Brevity & Associates",
      "name_as_filed": "BREVITY & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/brevity-and-associates-306435",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343048,
      "name": "Brian Apple Retirement Planning LLC",
      "name_as_filed": "BRIAN APPLE RETIREMENT PLANNING LLC",
      "url": "https://advisorcensus.com/firm/brian-apple-retirement-planning-llc-343048",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298351,
      "name": "Brian B. Bunn CPA, PLLC",
      "name_as_filed": "BRIAN B. BUNN CPA, PLLC",
      "url": "https://advisorcensus.com/firm/brian-b-bunn-cpa-pllc-raleigh-nc-298351",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159177,
      "name": "Brick Street Equity Management, LLC",
      "name_as_filed": "BRICK STREET EQUITY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brick-street-equity-management-llc-159177",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 107312,
      "name": "Brighthouse Investment Advisers, LLC",
      "name_as_filed": "BRIGHTHOUSE INVESTMENT ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/brighthouse-investment-advisers-llc-charlotte-nc-107312",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144686,
      "name": "Broad Reach Capital LLC",
      "name_as_filed": "BROAD REACH CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/broad-reach-capital-llc-raleigh-nc-144686",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337682,
      "name": "Broadtree Partners Management, LLC",
      "name_as_filed": "BROADTREE PARTNERS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/broadtree-partners-management-llc-charlotte-nc-337682",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/nc/charlotte",
      "name": "Charlotte",
      "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
      "state_code": "NC",
      "firm_count": 221
    },
    {
      "path": "/advisors/nc/raleigh",
      "name": "Raleigh",
      "msa_name": "Raleigh-Cary, NC",
      "state_code": "NC",
      "firm_count": 124
    },
    {
      "path": "/advisors/nc/durham",
      "name": "Durham",
      "msa_name": "Durham-Chapel Hill, NC",
      "state_code": "NC",
      "firm_count": 70
    },
    {
      "path": "/advisors/nc/greensboro",
      "name": "Greensboro",
      "msa_name": "Greensboro-High Point, NC",
      "state_code": "NC",
      "firm_count": 35
    },
    {
      "path": "/advisors/nc/winston-salem",
      "name": "Winston-Salem",
      "msa_name": "Winston-Salem, NC",
      "state_code": "NC",
      "firm_count": 33
    },
    {
      "path": "/advisors/nc/asheville",
      "name": "Asheville",
      "msa_name": "Asheville, NC",
      "state_code": "NC",
      "firm_count": 24
    },
    {
      "path": "/advisors/nc/wilmington",
      "name": "Wilmington",
      "msa_name": "Wilmington, NC",
      "state_code": "NC",
      "firm_count": 22
    },
    {
      "path": "/advisors/nc/pinehurst",
      "name": "Pinehurst",
      "msa_name": "Pinehurst-Southern Pines, NC",
      "state_code": "NC",
      "firm_count": 14
    },
    {
      "path": "/advisors/nc/greenville",
      "name": "Greenville",
      "msa_name": "Greenville, NC",
      "state_code": "NC",
      "firm_count": 8
    },
    {
      "path": "/advisors/nc/hickory",
      "name": "Hickory",
      "msa_name": "Hickory-Lenoir-Morganton, NC",
      "state_code": "NC",
      "firm_count": 4
    },
    {
      "path": "/advisors/nc/rocky-mount",
      "name": "Rocky Mount",
      "msa_name": "Rocky Mount, NC",
      "state_code": "NC",
      "firm_count": 4
    },
    {
      "path": "/advisors/nc/burlington",
      "name": "Burlington",
      "msa_name": "Burlington, NC",
      "state_code": "NC",
      "firm_count": 2
    },
    {
      "path": "/advisors/nc/fayetteville",
      "name": "Fayetteville",
      "msa_name": "Fayetteville, NC",
      "state_code": "NC",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nc",
      "label": "Financial advisors in North Carolina"
    },
    "fee_pages": [
      {
        "path": "/advisors/nc/fee-only",
        "label": "Fee-only financial advisors in North Carolina",
        "firm_count": 292
      },
      {
        "path": "/advisors/nc/flat-fee",
        "label": "Flat-fee financial advisors in North Carolina",
        "firm_count": 410
      },
      {
        "path": "/advisors/nc/hourly",
        "label": "Hourly financial advisors in North Carolina",
        "firm_count": 327
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/nc.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}