Top 10 fastest-growing RIAs in North Carolina (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Blueprint Financial Advisors CHARLOTTE	$132.5M → $1.41B	10.67× 8.0× typical	14 → 39	+8	Organic	Schwab	98.3
2	Strathmore Capital Advisors CHARLOTTE	$391M → $805M	2.06× 1.5× typical	5 → 11	+3	Organic or recruited	Schwab	95.4
3	Alphastar Capital Management CORNELIUS	$1.15B → $2.5B	2.18× 1.6× typical	94 → 130	+20	Acquisitions	Schwab	93.1
4	Tradewinds, LLC RALEIGH	$293.9M → $659.4M	2.24× 1.7× typical	6 → 9	+3	Organic or recruited	Wells Fargo	92.9
5	Ip Financial Advisory Services LLC CHARLOTTE	$297M → $481.4M	1.62× 1.2× typical	92 → 112	+7	Organic or recruited	–	84.3
6	Raleigh Capital Management Inc. CARY	$262.8M → $397.8M	1.51× 1.1× typical	8 → 12	+2	Organic or recruited	Fidelity	82.3
7	First Citizens Investor Services, Inc. RALEIGH	$1.73B → $2.63B	1.52× 1.1× typical	130 → 164	+15	Organic or recruited	Pershing	81.8
8	Cornerstone Wealth Planning CHARLOTTE	$309.4M → $485.9M	1.57× 1.2× typical	7 → 9	+1	Organic	Schwab	79.9
9	Topsail Wealth Management LLC CHARLOTTE	$875.7M → $1.31B	1.5× 1.1× typical	3 → 4	+1	Organic or recruited	Schwab	77.1
10	Fortress Private Ledger, LLC RALEIGH	$200.7M → $584M	2.91× 2.2× typical	15 → 13	+4	Organic	Interactive Brokers	76.6

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in North Carolina.

How we ranked