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July 24, 2024

Top RIAs Firms in the Charlotte Metro Area

The RIA Channel is one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace RIA database, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Charlotte that we thought you might like to know. For a more detailed list of RIAs in Charlotte, book a demo of Dakota Marketplace.

1. Compass Financial Partners, a Marsh McLennan Agency LLC Company

AUM: $18,700,000,000

2. Independent Advisor Alliance

AUM: $11,800,000,000

3. Global Endowment Management

AUM: $10,580,525,716

4. Horizon Investments

AUM: $3,816,815,479

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5. Salem Investment Counselors Inc.

AUM: $3,614,716,454

6. Bragg Financial Advisors

AUM: $3,423,863,250

7. Colony Family Offices

AUM: $2,600,638,955

8. WEG - Charlotte

AUM: $2,476,825,260

9. Biltmore Family Office

AUM: $2,322,649,734

10. New Republic Partners

AUM: $2,000,000,000

For a more detailed list of all RIAs in Charlotte click here to book a demo.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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