Firms by city
Registered investment advisers in Wilmington, NC
9 SEC-registered advisers headquartered in Wilmington, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Live Oak Private Wealth | Wilmington, NC | $1.32B |
| Old North State Wealth Management | Wilmington, NC | $453M |
| Tilia Fiduciary Partners | Wilmington, NC | $404M |
| Dovetail Financial Group | Wilmington, NC | $299M |
| OmniStar Financial Group | Wilmington, NC | $286M |
| Lumina Wealth Management | Wilmington, NC | $240M |
| Counterweight Ventures | Wilmington, NC | $207M |
| Glasgow & Associates | Wilmington, NC | $206M |
| Ascendor Wealth | Wilmington, NC | $146M |
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $1.32B
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $453M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $404M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $299M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $286M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $240M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $207M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $206M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $146M
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 Wilmington 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.