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NAICS 523940 · Portfolio Management and Investment Advice

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Financial advisors in North Carolina

1,016 financial advisors listed in North Carolina, each checked against the issuer's record. In the published order.

  1. Abundant Power Group LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Charlotte, NC

    Ask it
    Proof for Abundant Power Group LLC
    SAM.gov registration
    SAM.gov L35NGAMH9HL1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Jan 28, 2027
    Checked
    Oct 23, 2026
    Where
    Charlotte, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  2. Allspring Global Investments, LLC

    ActiveOther organization registered in SAM.gov

    Charlotte, NC

    Ask it
    Proof for Allspring Global Investments, LLC
    SAM.gov registration
    SAM.gov LSRKKGGDXXH5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Apr 30, 2027
    Checked
    Oct 23, 2026
    Where
    Charlotte, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  3. Captrust Financial Advisors

    ActivePartnership or limited liability partnership registered in SAM.gov

    Raleigh, NC

    Ask it
    Proof for Captrust Financial Advisors
    SAM.gov registration
    SAM.gov N6A6BVYDTF41
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Oct 30, 2026
    Checked
    Oct 23, 2026
    Where
    Raleigh, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  4. Coddle Creek Capital, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Kannapolis, NC

    Ask it
    Proof for Coddle Creek Capital, LLC
    SAM.gov registration
    SAM.gov S45DEW7HD1T8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Jan 14, 2027
    Checked
    Oct 23, 2026
    Where
    Kannapolis, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  5. Coinedly

    ActiveCorporation registered in SAM.gov

    Charlotte, NC

    Ask it
    Proof for Coinedly
    SAM.gov registration
    SAM.gov SUXZG2QVYQ93
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 27, 2027
    Checked
    Oct 23, 2026
    Where
    Charlotte, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  6. Eagle Compliance LLC

    ActiveCorporation registered in SAM.gov

    Charlotte, NC

    Ask it
    Proof for Eagle Compliance LLC
    SAM.gov registration
    SAM.gov K5ZEHD2S6PN1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 9, 2027
    Checked
    Oct 23, 2026
    Where
    Charlotte, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  7. Eagle Market Streets Development Corporation, Cdc, Eagle Market Streets Development Corporation Cdc

    ActiveTax-exempt corporation registered in SAM.gov

    Asheville, NC

    Ask it
    Proof for Eagle Market Streets Development Corporation, Cdc, Eagle Market Streets Development Corporation Cdc
    SAM.gov registration
    SAM.gov MKN1CUDFLLH3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Tax-exempt corporation registered in SAM.gov
    Expires
    Aug 28, 2027
    Checked
    Oct 23, 2026
    Where
    Asheville, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  8. Falcon Square Capital LLC, Falcon Square Capital, LLC

    ActiveCorporation registered in SAM.gov

    Raleigh, NC

    Ask it
    Proof for Falcon Square Capital LLC, Falcon Square Capital, LLC
    SAM.gov registration
    SAM.gov MZC8KJJKFF45
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 23, 2027
    Checked
    Oct 23, 2026
    Where
    Raleigh, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  9. Federal Pension and Retirement Advisors LLC, Federal Pension and Retirement Advisors, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Statesville, NC

    Ask it
    Proof for Federal Pension and Retirement Advisors LLC, Federal Pension and Retirement Advisors, LLC
    SAM.gov registration
    SAM.gov SES1LB5Y3PZ5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    May 27, 2027
    Checked
    Oct 23, 2026
    Where
    Statesville, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  10. In His Hands Financial LLC

    ActiveOther organization registered in SAM.gov

    Greensboro, NC

    Ask it
    Proof for In His Hands Financial LLC
    SAM.gov registration
    SAM.gov CR1VC9LAZZ87
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Mar 4, 2027
    Checked
    Oct 23, 2026
    Where
    Greensboro, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  11. Prosperity Services Group LLC

    ActiveSole proprietorship registered in SAM.gov

    Clinton, NC

    Ask it
    Proof for Prosperity Services Group LLC
    SAM.gov registration
    SAM.gov PJPACFCN9G83
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Aug 30, 2027
    Checked
    Oct 23, 2026
    Where
    Clinton, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  12. Chb Products & Services

    ActiveSole proprietorship registered in SAM.gov

    Raleigh, NC

    Ask it
    Proof for Chb Products & Services
    SAM.gov registration
    SAM.gov RU3JHEG53SM8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Aug 7, 2027
    Checked
    Oct 23, 2026
    Where
    Raleigh, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  13. Jefferson-Pilot Investments Inc

    ActiveCorporation registered in SAM.gov

    Greensboro, NC

    Ask it
    Proof for Jefferson-Pilot Investments Inc
    SAM.gov registration
    SAM.gov PRR5B3AA8LL9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 24, 2027
    Checked
    Oct 23, 2026
    Where
    Greensboro, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  14. Mediation Skills, Inc.

    ActiveCorporation registered in SAM.gov

    Kernersville, NC

    Ask it
    Proof for Mediation Skills, Inc.
    SAM.gov registration
    SAM.gov W7FUEM36T8V3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 10, 2027
    Checked
    Oct 23, 2026
    Where
    Kernersville, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  15. Saves Green Capital, LLC

    ActiveCorporation registered in SAM.gov

    Charlotte, NC

    Ask it
    Proof for Saves Green Capital, LLC
    SAM.gov registration
    SAM.gov GDW3WB8WHYJ1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 28, 2027
    Checked
    Oct 23, 2026
    Where
    Charlotte, NC · serves North Carolina
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  16. 360 Capital Management

    Financial advisor

    Southern Pines, NC

    CallAsk it
    Proof for 360 Capital Management
    Where
    Southern Pines, NC · serves North Carolina
    Phone
    (910) 235-0812
    Listing
    Built from public records. Not claimed yet, so call them directly.

  17. 4Point Wealth Management

    Financial advisor

    Davidson, NC

    CallAsk it
    Proof for 4Point Wealth Management
    Where
    Davidson, NC · serves North Carolina
    Phone
    (704) 765-1688
    Listing
    Built from public records. Not claimed yet, so call them directly.

  18. A Safta Group

    Financial advisor

    Raleigh, NC

    CallAsk it
    Proof for A Safta Group
    Where
    Raleigh, NC · serves North Carolina
    Phone
    (919) 594-1197
    Listing
    Built from public records. Not claimed yet, so call them directly.

  19. A4 Wealth Advisors

    Financial advisor

    Huntersville, NC

    CallAsk it
    Proof for A4 Wealth Advisors
    Where
    Huntersville, NC · serves North Carolina
    Phone
    (704) 509-1141
    Listing
    Built from public records. Not claimed yet, so call them directly.

  20. Absher Wealth Management, Llc

    Financial advisor

    Chapel Hill, NC

    CallAsk it
    Proof for Absher Wealth Management, Llc
    Where
    Chapel Hill, NC · serves North Carolina
    Phone
    (919) 283-2340
    Listing
    Built from public records. Not claimed yet, so call them directly.

Cities

Charlotte 167Raleigh 116Greensboro 55Durham 33Winston-Salem 32Asheville 31Cary 28Wilmington 28Chapel Hill 25Greenville 16Mooresville 16Fayetteville 14Hickory 12Huntersville 11Salisbury 11Cornelius 10High Point 10Apex 9Concord 9Hendersonville 9Lexington 9Burlington 8New Bern 8Garner 6

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