Firms by city
Registered investment advisers in Greenville, NC
3 SEC-registered advisers headquartered in Greenville, listed by regulatory assets under management as reported on Form ADV.
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3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Carolina Wealth Management | Greenville, NC | $798M |
| H. L. Ormond & Company | Greenville, NC | $401M |
| Crossgen Wealth | Greenville, NC | $223M |
- Headquarters
- Greenville, NC
- Regulatory AUM
- $798M
- Headquarters
- Greenville, NC
- Regulatory AUM
- $401M
- Headquarters
- Greenville, NC
- Regulatory AUM
- $223M
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 Greenville 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.