On November 18th, 2025, Financial Planning posted their list of the 2025 Top 150 Fee-Only RIA Firms. HB Wealth is one of twelve with an office in North Carolina. Here is the full list of Top Fee-Only RIA Firms with an office in North Carolina:
| North Carolina Rank | National Rank | Firm Name | Location (Principal Office) | North Carolina Office(s) | AUM | Client Accounts | Advisors | Employees |
| #1 | #7 | Clearstead; Hartland & Company; Clearstead Advisory Solutions | Cleveland, Ohio | Raleigh | $24,294,182,322 | 12,144 | 34 | 223 |
| #2 | #9 | HB Wealth | Atlanta, Georgia | Charlotte | $18,591,404,091 | 19,370 | 89 | 215 |
| #3 | #11 | Modera Wealth Management | Westwood, New Jersey | Southern Pines, Tryon, Charlotte, Winston-Salem, Asheville | $15,510,482,152 | 20,833 | 121 | 219 |
| #4 | #19 | The Mather Group | Chicago, Illinois | Charlotte | $11,710,038,016 | 16,285 | 103 | 186 |
| #5 | #32 | Parallel Advisors | San Francisco, California | Durham | $8,735,387,332 | 14,928 | 65 | 126 |
| #6 | #48 | Callan Family Office | Radnor, Pennsylvania | Charlotte, Raleigh, Winston-Salem | $6,669,553,323 | 1,848 | NA | 42 |
| #7 | #62 | Balentine | Atlanta, Georgia | Raleigh | $5,295,516,500 | 3,796 | 14 | 64 |
| #8 | #83 | Veratis Advisors | Cary, North Carolina | Cary | $4,478,828,516 | 431 | 4 | 8 |
| #9 | #106 | Bragg Financial Advisors | Charlotte, North Carolina | Charlotte | $3,904,367,607 | 1,552 | 15 | 33 |
| #10 | #111 | Salem Investment Counselors | Winston-Salem, North Carolina | Winston-Salem, Durham | $3,844,773,011 | 3,064 | 10 | 18 |
| #11 | #133 | Biltmore Family Office | Charlotte, North Carolina | Charlotte | $3,164,134,924 | 951 | 14 | 21 |
| #12 | #146 | Colony Family Offices | Charlotte, North Carolina | Charlotte, Chapel Hill | $2,989,459,612 | 989 | 6 | 15 |
Based on a review of Form ADVs as of 12/23/2025.
Methodology
Using the below criteria from Financial Planning, data partner COMPLY gathered the rankings by scraping registered investment advisory firms’ filings with the Securities and Exchange Commission. The resulting group of the largest 150 RIAs based in the U.S. spans 4,422 financial advisors and nearly 11,850 employees.
Notes: FP’s data partner for the RIA Leaders feature, COMPLY, produced the below rankings by applying the following six criteria to firms’ required SEC Form ADV filings on May 1, 2025:
- Firms must have zero registered representatives of a broker-dealer.
- At least 50% of the firm’s clients must be individuals or high net worth individuals.
- Firms must not list commissions as a compensation arrangement.
- Firms must have more than zero financial planning clients.
- Firms must not list commission-taking businesses in “other business activities.”
- Firms cannot be affiliated under common ownership with commission-taking businesses.
In the absence of an official regulatory classification and definition for the titles “financial planner” or “financial advisor,” FP is using the closest available figure available through Form ADV requiring firms to state the number of employees “registered with one or more state securities authorities as investment adviser representatives.”
For the full list, click here.
No compensation was provided to be included on this list.
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