Firms by city
Registered investment advisers in Greensboro, NC
16 SEC-registered advisers headquartered in Greensboro, listed by regulatory assets under management as reported on Form ADV.
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16 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Bell Partners Investment Manager | Greensboro, NC | $6.12B |
| Smith, Salley & Associates | Greensboro, NC | $2.89B |
| Blueprint Investment Partners | Greensboro, NC | $1.78B |
| Granville Capital | Greensboro, NC | $1.37B |
| Holderness Investments | Greensboro, NC | $661M |
| One8zero8 | Greensboro, NC | $645M |
| Fund Direct Advisors | Greensboro, NC | $593M |
| Zuraw Financial Advisors | Greensboro, NC | $520M |
| Spartan Planning & Wealth Management | Greensboro, NC | $384M |
| Cascades Capital Asset Management | Greensboro, NC | $383M |
| Capital Management | Greensboro, NC | $383M |
| Blueprint Fund Management | Greensboro, NC | $340M |
| Carolina Financial Advisors | Greensboro, NC | $241M |
| Level Wealth Management | Greensboro, NC | $237M |
| Smith Partners Wealth Management | Greensboro, NC | $196M |
| Strategic Advisory Partners | Greensboro, NC | $191M |
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $6.12B
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $2.89B
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $1.78B
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $1.37B
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $661M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $645M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $593M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $520M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $384M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $383M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $383M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $340M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $241M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $237M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $196M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $191M
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 Greensboro 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.