Investment adviser firms in WILMINGTON, North Carolina
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
9 firms · Source months shown: August 2026
- ASCENDOR WEALTH, LLCCRD 148969 · WILMINGTON, NC$145,590,518.00Regulatory AUM · August 2026
- COUNTERWEIGHT VENTURES, LLCCRD 327880 · WILMINGTON, NC$207,187,212.00Regulatory AUM · August 2026
- DOVETAIL FINANCIAL GROUP LLCCRD 311298 · WILMINGTON, NC$298,927,453.00Regulatory AUM · August 2026
- GLASGOW & ASSOCIATES, LLCCRD 145151 · WILMINGTON, NC$206,479,807.00Regulatory AUM · August 2026
- LIVE OAK PRIVATE WEALTH, LLCCRD 297904 · WILMINGTON, NC$1,320,408,330.00Regulatory AUM · August 2026
- LUMINA WEALTH MANAGEMENT, LLCCRD 291548 · WILMINGTON, NC$240,235,234.00Regulatory AUM · August 2026
- OLD NORTH STATE WEALTH MANAGEMENT, LLCCRD 148659 · WILMINGTON, NC$452,559,489.00Regulatory AUM · August 2026
- OMNISTAR FINANCIAL GROUP, INC.CRD 138515 · WILMINGTON, NC$285,730,273.00Regulatory AUM · August 2026
- TILIA FIDUCIARY PARTNERS, INC.CRD 157852 · WILMINGTON, NC$403,650,829.00Regulatory AUM · August 2026