The 34 largest Investment Management companies in North Carolina

First Citizens Wealthfirstcitizens.com

A financial services company offering personalized financial planning and advice to individuals and families, with $11 billion in client assets managed

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

Duke Impact Investing Groupdukeimpact.org

A team of experienced students at Duke University dedicated to engaging undergraduates in impact investing for social innovation and environmental change

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

Ridgemont Equity Partnersridgemontep.com

Charlotte-based private equity firm providing buyout and growth capital to industry-leading companies in business services, industrial growth, and healthcare sectors for three decades

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

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

WestEnd Advisorswestendadvisors.com

Institutional asset management firm in Charlotte, NC, offering portfolios constructed with ETFs and a large-cap, core equity portfolio based on macroeconomic analysis

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

NovaQuest Capital Managementnovaquest.com

Innovative biopharma and life sciences investment firm providing non-dilutive funding for pivotal clinical trials and product launches, with global investment opportunities

GenCrest Capital Partnersgencrestcapital.com

Specialists at a family office offer tailored wealth management, tax planning, and asset protection services for high net-worth families Securities offered through affiliates

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

Gordon Asset Management, LLCWealthQB.com

An independent registered investment advisory firm offering wealth management, retirement plan consulting, and exit planning services with a focus on high-net-worth individuals and businesses

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

Abacus Capitalabacuscapitalusa.com

Specializing in value-oriented assets, the company focuses on strategic market selection and disciplined investing to generate superior returns with downside protection and durable income

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

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

HCG Fund Managementhcgfunds.com

Specialty finance manager in private credit, purchasing loans from Fintech companies Founded by seasoned investors aiming to transform finance through trust and innovation

Whitener Capital Management, Inc.whitenercapital.com

This company provides investment advice and money management services, focusing on quality, value, and conservative strategies for long-term success

Midtown Financial AdvisorsMidtownFA.com

Wealth management firm offering investment management, financial planning, retirement planning, estate planning, and tax reduction strategies for clients' financial goals

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

Harbright Venturesharbrightventures.com

An early-stage investment group fostering exceptional ideas and driving stakeholder success through disciplined and transparent processes

Wood Creekbarings.com

Barings is a global asset manager providing a diverse range of traditional and alternative investment solutions, tailored to meet investors' needs

Investor Advisory Group, LLCtheiag.com

A boutique wealth and asset management firm offering portfolio construction and ongoing investment management advice to clients

Bold Brain Capitalboldbrain.vc

A venture capital firm specializing in investing in healthcare start-ups developing disruptive AI technologies with the support of a proprietary doctor network

Oxford Investment Group Inc.oxfordinvestmentgroupinc.com

Customized financial services designed to meet individual goals and needs, tailored to each client for optimal success and future planning

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

Edge Water Group, Incedgewatergroupinc.com

A private investment company specializing in real estate, manufacturing, construction, and computer software with a focus on adding value through unique strengths

Newton Wealth Managementnewtonwealthmanagement.com

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