Investment adviser firms in CHAPEL HILL, North Carolina
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
17 firms · Source months shown: August 2026
- ABSHER WEALTH MANAGEMENT, LLCCRD 304642 · CHAPEL HILL, NC$1,260,905,144.00Regulatory AUM · August 2026
- AMPHORA WEALTH MANAGEMENT, LLCCRD 157968 · CHAPEL HILL, NC$196,205,424.00Regulatory AUM · August 2026
- ATLANTIC PRIVATE WEALTH, LLCCRD 311517 · CHAPEL HILL, NC$893,973,591.00Regulatory AUM · August 2026
- DELEGATE ADVISORS, LLCCRD 159953 · CHAPEL HILL, NC$1,713,891,105.00Regulatory AUM · August 2026
- ETON ADVISORS GROUP, LLCCRD 289395 · CHAPEL HILL, NC$1,886,697,575.00Regulatory AUM · August 2026
- FRANKLIN STREET ADVISORS, INC.CRD 106275 · CHAPEL HILL, NC$4,530,294,967.00Regulatory AUM · August 2026
- FRAZIER FINANCIAL CONSULTANTS, LLCCRD 112897 · CHAPEL HILL, NC$196,037,319.00Regulatory AUM · August 2026
- HAMILTON POINT INVESTMENT ADVISORS, LLCCRD 144534 · CHAPEL HILL, NC$1,211,268,079.00Regulatory AUM · August 2026
- HILLTOP WEALTH ADVISORS, LLCCRD 283014 · CHAPEL HILL, NC$635,538,564.00Regulatory AUM · August 2026
- MORGAN CREEK CAPITAL MANAGEMENT, LLCCRD 138401 · CHAPEL HILL, NC$1,790,209,792.00Regulatory AUM · August 2026
- OLD PEAK FINANCE LLCCRD 154804 · CHAPEL HILL, NC$714,051,916.00Regulatory AUM · August 2026
- PHOENIX WEALTH ADVISORS INC.CRD 118412 · CHAPEL HILL, NC$641,416,303.00Regulatory AUM · August 2026
- SAFE HARBOR FAMILY CAPITAL, LLCCRD 317547 · CHAPEL HILL, NC$613,856,599.00Regulatory AUM · August 2026
- STRUCTURAL SOLUTIONS LLCCRD 319155 · CHAPEL HILL, NC$132,985,704.00Regulatory AUM · August 2026
- TARHEEL ADVISORS, LLCCRD 149308 · CHAPEL HILL, NC$137,773,753.00Regulatory AUM · August 2026
- TRUEBRIDGE CAPITAL PARTNERS LLCCRD 155425 · CHAPEL HILL, NC$11,235,243,826.00Regulatory AUM · August 2026
- WOODWARD FINANCIAL ADVISORS, INC.CRD 150641 · CHAPEL HILL, NC$641,480,000.00Regulatory AUM · August 2026