AdvisorCensus / Financial advisors / North Carolina / Wilmington, NC / Branch offices
Advisory firms with an office in Wilmington, NC, headquartered elsewhere
28 investment advisory firms with a principal office outside the Wilmington, 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 |
|---|---|---|---|
| Allegiance Financial Group | Wilmington, NC | Vienna, VA | SEC-registered investment adviser |
| Allison Investment Management, LLC | Wrightsville Beach, NC | Columbia, SC | SEC-registered investment adviser |
| AWH Financial, LLC | Wilmington, NC | Bala Cynwyd, PA | SEC-registered investment adviser |
| Buck Wealth Strategies, LLC | Leland, NC | Denver, CO | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Wilmington, NC | Glen Allen, VA | SEC-registered investment adviser |
| Captrust | Wilmington, NC | Raleigh, NC | SEC-registered investment adviser |
| Castle Coast Wealth, LLC | Hampstead, NC | La Jolla, CA | SEC-registered investment adviser |
| Centerharbor Canapi Ventures Investment Advisor LLP | Wilmington, NC | Washington, DC | Exempt reporting adviser |
| CG Advisory Services | Wilmington, NC | Williamston, MI | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Wilmington, NC | Raleigh, NC | SEC-registered investment adviser |
| First Financial Coaching, Inc. | Southport, NC | Mt. Clemens, MI | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Southport, NC | Charlotte, NC | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Wilmington, NC | Rock Island, IL | SEC-registered investment adviser |
| Pbmares Wealth Management LLC | Wilmington, NC | Fairfax, VA | SEC-registered investment adviser |
| Quest 10 Wealth Builders, Inc. | Wilmington, NC | Fuquay-Varina, NC | SEC-registered investment adviser |
| Resurgent Advisors | Wilmington, NC | Atlanta, GA | SEC-registered investment adviser |
| Rockefeller Capital Management | Wilmington, NC | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Wilmington, NC | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | St. Petersburg, FL | Lady Lake, FL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Wilmington, NC | Miami, FL | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Wilmington, NC | Atlanta, GA | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Wilmington, NC | New York, NY | SEC-registered investment adviser |
| Three Magnolias Financial Advisors | Wrightsville Beach, NC | Winston Salem, NC | SEC-registered investment adviser |
| Verity Asset Management | Wilmington, NC | Durham, NC | SEC-registered investment adviser |
| W&S Advisory Services, LLC | Wilmington, NC | Cincinnati, OH | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Wilmington, NC | Cincinnati, OH | SEC-registered investment adviser |
| William Joseph Capital Management, Inc. | Hampstead, NC | Bristol, CT | SEC-registered investment adviser |
| Zermatt Wealth Partners | Wilmington, NC | San Diego, CA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Wilmington, 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 |
|---|---|---|
| Disciplined Portfolio Solutions LLC | Leland, NC | SEC-registered investment adviser |
| Seaside Wealth Advisors LLC | Wilmington, 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 Wilmington, NC, headquartered elsewhere. https://advisorcensus.com/advisors/nc/wilmington/branch-offices https://advisorcensus.com/advisors/nc/wilmington/branch-offices