List of financial services firms in North Carolina

Bank of Americabankofamerica.com

Global financial institution providing comprehensive banking, investing, and asset management services to individuals, small businesses, and large corporations through diverse risk management products.

Truisttruist.com

A financial institution formed to inspire and improve lives and communities, offering a wide range of services to individuals and businesses nationwide

First Citizens Bankfirstcitizens.com

A family-controlled bank providing general banking, commercial banking, and wealth services with a nationwide presence and a legacy of strength and stability since 1898

Bank of America Merrill Lynchbusiness.bofa.com

Global banking and markets business providing strategic advisory, securities, investment banking, retirement services, and commercial banking activities across local and global financial markets.

BB&Tbbt.com

Financial services provider offering retail, small business, and commercial banking, insurance, mortgage, asset management, and wealth management for millions of households and businesses.

SunTrusttruist.com

Financial institution providing retail, small business, and commercial banking services, including asset management, capital markets, insurance, mortgage, specialized lending, and wealth management solutions.

Symmetry Financial Groupsfglife.com

A fast-growing insurance marketing organization providing agents with competitive product portfolio, resources, and customized coverage to protect families' life journeys

Blue Cross NCbluecrossnc.com

Leading provider of health insurance in North Carolina with a focus on improving health and well-being through innovative approaches and passionate employees

SECUncsecu.org

Largest credit union in North Carolina, serving over 26 million members with 270+ branches, 24/7 account access, and award-winning financial services since 1937

First National Bankfirstcitizens.com

A leading family-controlled bank in the US offering a variety of financial products and services to individuals and businesses

Amwinsamwins.com

A leading wholesaler of specialty insurance products and services in the US, offering a variety of property, casualty, and group benefits solutions

National Generalnationalgeneral.com

A leading insurer in the US, offering personal and commercial automobile, homeowners, renters, recreational vehicle insurance through independent agents Dedicated to customer needs

McGriffmcgriff.com

A leading insurance broker providing tailored risk management solutions for businesses and individuals, focused on integrity, determination, passion, & collaboration

Self-Help Credit Unionself-help.org

A family of nonprofit organizations providing fair lending, community development, research, and policy support to create ownership and economic opportunity for all

Baringsbarings.com

Global investment manager with $381+ billion AUM invested in public and private fixed income, real estate, and specialist equity markets worldwide

North Carolina Farm Bureau Mutual Insurance Companyncfbins.com

Providing fast, fair claims service and tailored insurance solutions to protect North Carolina residents against diverse natural challenges.

CAPTRUSTcaptrust.com

Specializing in financial advisory services for retirement plans, endowments, institutional investors, executives, and high-net-worth individuals to build strong financial foundations

Cardinal Financial Company, Limited Partnershipcardinalfinancial.com

Revolutionizing the mortgage industry with transparency, simplicity, and speed Offering low rates, fast closings, great service, and a personal experience

RBC Bankrbcbank.com

The company provides banking solutions for Canadians in the US, including accounts, credit cards, loans, mortgages, and cross-border financing options

Truist Wealthtruist.com

Providing guidance in building wealth, protecting assets, and generating income in retirement through personalized financial planning and innovative solutions

Brighthouse Financialbrighthousefinancial.com

provider of annuities and life insurance products helping customers protect their earnings and ensure long-term financial security

McGriff Insurance Servicesmcgriffinsurance.com

A subsidiary of Truist Insurance Holdings, McGriff Insurance Services is one of the largest insurance brokers in the United States

First Bank (FBNC)localfirstbank.com

Established in 1935, we are the largest independent community bank in North Carolina Offering financial solutions with a personal touch

Allspring Global Investmentsallsprg.co

This company is redefining investing by focusing on financial returns and positive outcomes, with a commitment to thoughtful and purposeful planning

Live Oak Bankliveoak.bank

America's small business bank, offering digital banking products including loans, checking, savings, and CDs to help business owners buy, build, and expand.

IAT Insurance Groupiatinsurancegroup.com

Specialty insurance company offering a wide range of property and casualty insurance products and surety bonds nationwide with a focus on customer service and innovation

National Agents Alliance - The Alliancenaaleads.com

Insurance Marketing Organization offering financial products, career opportunities, and top insurance coverage options through partnerships with leading insurance carriers

Bank of America Businessbusiness.bofa.com

Global banking and markets services including commercial lending, financial instrument trading, strategic advisory, and investment banking activities for diverse clients across international jurisdictions.

Live Oak Bancshares

A financial holding company and its subsidiary are focused on revolutionizing the banking industry through technology and innovation for customer efficiency

FMIfmicorp.com

A leading consulting and investment banking firm specializing in engineering, construction, infrastructure, and the built environment for over 65 years

Truliant Federal Credit Uniontruliantfcu.org

A credit union serving over 300,000 members in the Carolinas and Virginia, providing financial solutions and guidance with a focus on member satisfaction

Coastal Credit Unioncoastal24.com

A not-for-profit financial institution providing exceptional customer service, competitive rates, and top-notch mobile banking services in central North Carolina with 23 branches

Blue Cross Blue Shield of Texas

A health insurance provider in Texas offering a wide range of healthcare plans and coverage options to individuals and businesses

Arch Mortgage Insurance Company (Arch MI)mortgage.archgroup.com

A leading provider of private mortgage insurance in the US, helping lenders manage risk, support homeownership, and offer competitive rates

OneWest Bankfirstcitizens.com

A banking institution that was formerly known as OneWest Bank, now operating under the name First Citizens Bank Member FDIC

HomeTrust Bankhtb.com

A regional bank providing full-service commercial banking tailored to businesses' needs through relationship-focused, personalized solutions by experienced local bankers

Investors Title Company and Affiliatesinvtitle.com

A Chapel Hill-based holding company offering title insurance, 1031 exchanges, trust and capital management services to protect real property stakeholders since 1972

Regional Acceptance Corporationregionalacceptance.com

A company specializing in sub-prime automotive financing and portfolio acquisitions, with nationwide dealer support and top rankings in the industry

The Fidelity Bankfidelitybanknc.com

A full-service financial institution offering personal service, independence, security, and profitability to customers through various banking products and services

Wachovia Corpwachovia.com

A leading provider of investment and advisory services, catering to individuals, corporations, and institutions in the financial sector

TIHcrcgroup.com

A leading insurance broker offering comprehensive risk management services for individuals, businesses, and employees through various subsidiaries and independent agencies

Atlantic Casualty Insurance Co.atlanticcasualty.net

An insurance company originally focused on non-standard personal auto, now specializing in various commercial products and part of a reputable insurance group

NAA Lifenaalife.com

Specializing in Mortgage Protection Insurance, Life Insurance, and Annuities to provide financial security and peace of mind for individuals and families

Sterling Capital Management LLCsterlingcapital.com

An institutional investment management firm offering a range of services including mutual funds, separately managed accounts, model portfolios, and other investment vehicles

Babson Capital Managementbarings.com

Global asset manager offering a diverse range of traditional and alternative investments with enhanced global perspective and local insight for investors

Horizonhorizoninvestments.com

A modern investment management firm working with financial advisors to align clients' wealth with their life goals through goals-based strategies

Nottinghamnottinghamco.com

A company providing structural and operational solutions for mutual funds, private funds, and other investment vehicles, offering customized fund accounting and reporting services

GEMgeminvestments.com

An investment management firm specializing in protecting and growing multigenerational capital for long-term investors through bespoke portfolios and alternative investment vehicles

Piedmont Federal Bankpiedmontfederal.bank

This company specializes in assisting clients with home purchases, savings, business financing, and community development with a focus on core values

Capital Investment Companiescapital-invest.com

A leading financial services firm offering investment brokerage, money management, trust services, estate planning, insurance, retirement plans, and more Based in Raleigh, NC

Local Government Federal Credit Unioncivicfcu.org

A member-owned financial cooperative providing affordable services to local government employees, officials, volunteers, and their families in North Carolina

Cornerstone Real Estate Advisersbarings.com

Global asset management firm formed from Babson, Baring, Cornerstone, and Wood Creek, providing diverse investment solutions across traditional and alternative asset classes

Scottish Rescottishre.com

A holding company in Bermuda specializing in reinsurance of life insurance, annuities, and annuity-type products with operating companies in Bermuda, Ireland, and the United States

James River Groupjrvrgroup.com

A Bermuda-based holding company specializing in insurance and reinsurance, focused on generating returns on tangible equity while managing underwriting and investment risk

Morgan Creek Capital Management, LLCmorgancreekcap.com

SEC-registered investment adviser providing customized investment solutions based on the University Endowment Model, integrating alternative investments into traditional portfolios globally

Central Carolina Insurance Agency Inccentralcarolina.com

An independent insurance firm founded in 1931, expanding in the 1980s Offers risk management services with a holistic approach

WEDGE Capital Management® L.L.P.wedgecapital.com

A dedicated investment management firm offering stable, diversified value products in equity and fixed income markets for institutional investors Applies fundamental analysis

Bragg Financialbraggfinancial.com

A trusted Registered Investment Advisor offering fee-based asset management and planning for individuals, trusts, foundations, and corporations for over 50 years

Alliance Investments Management LLCainvestmentsm.com

An investment management firm focused on regulating and managing investments for retail clients, driving portfolio companies towards excellence with innovation and optimization

Kornegay Inc Insurancekornegayinsurance.com

This company offers a wide range of personal and commercial insurance options, including life, health, home, auto, and various other coverages

Marshall Insurancepiedmont-ins.com

A provider of superior service offering auto, homeowners, business, and life insurance options

JHA Risk Managementoakbridgeinsurance.com

Providing personalized insurance solutions for individuals and businesses to protect their assets, with expertise in personal, commercial, bonding, and benefits coverage

New Republic Banknewrepublicbank.com

This company offers advanced financial solutions, personalized lending, and deposit services to its clients

Standard Insurance & Realtystandardins.com

Specializing in tailored insurance strategies for individuals, families, and businesses in today's complex business environment, addressing unique risks and needs

Wayah Insurance Groupwayah.com

Independent insurance agency providing personalized insurance solutions by working with top carriers to secure competitive prices for clients' current and future needs

Amundi Smith Breeden (now Amundi US)amundipioneer.com

A leading investment firm providing fixed income research and portfolio management services to a range of institutional clients globally

Carolinas Investment Consultingcarolinasinvest.com

An employee-owned investment consulting firm offering unbiased advisory solutions with comprehensive wealth management services, prioritizing client interests and financial goals

QMS Capital Management LPqmscapital.com

Alternative investment management firm utilizing quantitative methods for global markets, blending research, expertise, and technology to meet client needs CFTC-registered

Adams Financialadamsfinancial.com

A client-focused financial services and investment management firm in central North Carolina, prioritizing trust, ethical treatment, and personalized solutions for achieving financial goals

Black Pearl Global Investmentsblackpearlglobalinvestments.com

An Asset Management Firm specializing in healthcare investments, focused on creating sustainable growth and improving global health outcomes Headquarters in Charlotte, USA

Welcome Federal Credit Unionwelcomecu.org

Empowering individuals with stable and stress-free financial solutions through personalized service, education, and access to nationwide branch locations

Blueprint Investment Partnersblueprintip.com

A leading firm specializing in systematic investment strategies for financial advisors and institutions, offering diversified portfolios based on rules and risk tolerance/ESG objectives

Hamilton Point Investment Advisorshamiltonpoint.com

Independent wealth management firm offering transparent investment advice, tax, retirement, and estate planning Specializing in endowment-style portfolios with high-quality, diversified investments for clients

The Insurance Pros, Inc.insuranceprosonline.com

A company specializing in tailored insurance solutions, offering personalized service, competitive pricing, and comprehensive coverage based on each client's unique needs

Sheets Smith Wealth Management, Inc.sheetssmith.com

Independent investment advisory firm offering wealth management, financial planning, and tailored investment strategies for high-net-worth individuals, families, retirement plans, and foundations

Flatlands Insurance Groupflatlandsgroup.com

A leading health, life, P&C, and crop insurance agency with over 40 years of experience, focusing on growth and expansion

Trinity Consultingnfp.com

Provider of insurance broker and consultant services, specializing in employee benefits, property & casualty, retirement, individual insurance, and wealth management solutions

Live Oak Private Wealthliveoakprivatewealth.com

We provide innovative wealth and investment management strategies, personalized client experiences, expert financial guidance, and a comprehensive range of financial services

Carolina Asset Managementcamplanning.com

The company provides personalized financial solutions, education, and macro-economic modeling to help clients achieve their goals and navigate retirement planning efficiently

Arbor Investment Advisorsarborinvest.com

An independent investment management firm founded in 1998, providing tailored solutions for high-net-worth individuals, foundations, and retirement plan trustees with exceptional service

Athens Capital Managementacm401.com

A leading financial investment service provider with over 20 years' experience, dedicated to helping clients achieve their financial objectives globally

Harris Williams Primary Fund Placementharriswilliams.com

An alternative asset placement business connecting top investment talent with exclusive pools of capital to generate high returns

Baldwin Insurance Group LLCbaldwininsgroup.com

A company specializing in providing insurance solutions and services to clients, offering customized policies to meet individual needs and requirements

GBAgagebenefit.com

Specializing in risk management solutions for 35+ years, our team of experts offers innovative and customized insurance and human resources services

Myrtle Nexgen Capitalmyrtlenexgen.com

A finance company offering actively-managed investment products for individuals and institutions seeking diversified exposure to promising digital assets like crypto

Carolina Wealth Stewardship Groupstewardingwealth.com

A financial services firm offering a wide range of products and services to individuals and business owners, helping them pursue their financial goals

KENSON Investmentskensoninvestments.com

A team of experienced professionals at the forefront of digital asset investing, offering opportunities for diversification and growth to HNWI and enterprises

blueharbor bankblueharborbank.com

This company focuses on community banking, keeping money local and prioritizing customer and community interests over large financial institutions

Bluefox Privatebluefoxprivate.com

Asset management firm specializing in alternative investments, offering investors opportunities to diversify from traditional equity holdings

Retiring In Peaceretiringinpeace.com

A full-service financial firm providing a wide range of products and services to help individuals and business owners achieve their financial goals

Fulcrum Financial Services, LLCfulcrumfp.com

A financial services firm offering asset management to high net worth individuals and institutional investors

Old Well Partnersoldwellpartners.com

Global investment firm utilizing technology for long-term investing, managed by experienced professionals from hedge funds and institutional firms Email for opportunities or strategy information

Newton Wealth Managementnewtonwealthmanagement.com

Providing financial services and solutions to help clients reach their goals, prioritizing fair treatment, ethical advice, and competitive pricing

Marsh McLennan Agency, formally known as The Benefit Planning Groupmma-bpg.com

A provider of risk management, insurance, and industry-specific expertise, offering comprehensive solutions for businesses through local touch and global resources

Brown Legacy Enterprisesbrownlegacy-enterprises.com

A rapidly growing financial institution in the southeast, dedicated to serving others and improving quality of life through impactful work

Robinson-Langley Capital Management, LLCrlcap.com

Global asset manager specializing in systematic investment strategies across futures, commodities, and stocks for superior risk-adjusted returns for various investors worldwide