Investment advisers in Wilmington, NC
9 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Live Oak Private Wealth, LLC | $1.32 billion | 12 | 0 |
| Old North State Wealth Management, LLC | $452.6 million | 6 | 0 |
| Tilia Fiduciary Partners, Inc. | $403.7 million | 8 | 0 |
| Dovetail Financial Group LLC | $298.9 million | 6 | 0 |
| Omnistar Financial Group, Inc. | $285.7 million | 7 | 0 |
| Lumina Wealth Management, LLC | $240.2 million | 3 | 0 |
| Counterweight Private Wealth | $207.2 million | 3 | 0 |
| Masonboro Advisors | $206.5 million | 9 | 0 |
| Ascendor Wealth, LLC | $145.6 million | 6 | 0 |