Firms by city
Registered investment advisers in Asheville, NC
12 SEC-registered advisers headquartered in Asheville, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
12 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cornerstone Advisors | Asheville, NC | $3.04B |
| Colton Groome Financial Advisors | Asheville, NC | $725M |
| ACT Advisors | Asheville, NC | $499M |
| Harber Capital | Asheville, NC | $493M |
| Altamont Capital Management | Asheville, NC | $412M |
| Joel Adams and Associates | Asheville, NC | $306M |
| Millbank Dartmoor Portsmouth | Asheville, NC | $263M |
| Horizons Wealth Management | Asheville, NC | $258M |
| McGrath & Associates | Asheville, NC | $156M |
| Shining Rock Advisors | Asheville, NC | $154M |
| White Oak Financial Management | Asheville, NC | $143M |
| Wells Financial Management | Asheville, NC | $133M |
- Headquarters
- Asheville, NC
- Regulatory AUM
- $3.04B
- Headquarters
- Asheville, NC
- Regulatory AUM
- $725M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $499M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $493M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $412M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $306M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $263M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $258M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $156M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $154M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $143M
- Headquarters
- Asheville, NC
- Regulatory AUM
- $133M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Asheville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in North Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.