Investment advisers in Durham, NC
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Silverback Asset Management, LLC | $1.19 billion | 12 | 0 |
| Verity Asset Management | $1.15 billion | 77 | 4 |
| Kuhn Advisors, Inc. | $800.8 million | 8 | 0 |
| Integrated Wealthcare, LLC | $218.2 million | 11 | 0 |
| Pinafore Wealth Counsel Inc. | $173.6 million | 2 | 0 |
| Slp Wealth | $63.7 million | 21 | 0 |
| Vested Finance | $0 | 60 | 0 |