Adviser Record

Investment advisers in Durham, NC

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NC

FirmAssetsEmployeesDisclosures
Silverback Asset Management, LLC$1.19 billion120
Verity Asset Management$1.15 billion774
Kuhn Advisors, Inc.$800.8 million80
Integrated Wealthcare, LLC$218.2 million110
Pinafore Wealth Counsel Inc.$173.6 million20
Slp Wealth$63.7 million210
Vested Finance$0600