Managers in Mount Holly, NC
United States · 152 asset managers within 25 km (1 in Mount Holly itself) · 164 wealth managers, banks and others
Nearby: Charlotte, NC 145 · Mooresville, NC 4 · Huntersville, NC 3 · Fort Mill, SC 3 · Cornelius, NC 2 · Matthews, NC 2 · Concord, NC 2 · Belmont, NC 1 · Cramerton, NC 1 · Davidson, NC 1
Asset managers in and around Mount Holly
| # | Manager | People here |
|---|---|---|
| 101 | GCM GROSVENOR WEALTH L.P. Charlotte | 1 |
| 102 | INTEGRATED FINANCIAL STRATEGIES, LLC Charlotte | 1 |
| 103 | USI SECURITIES, INC. Charlotte | 1 |
| 104 | CARDINAL COMPANIES, LLC private equity · Charlotte | 1main office |
| 105 | COMMUNITY TAILORED OPPORTUNITIES LLC private equity, venture · Charlotte | 1 |
| 106 | VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Charlotte VANGUARD ADVISERS INC · 8 related pages $11.1tn · visa salary $147,525 | office |
| 107 | BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Charlotte MERRILL LYNCH, PIERCE, FENNER & SMITH INC., BANK OF AMERICA CORP /DE/ · 9 related pages $1.8tn · visa salary $175,000 | office |
| 108 | Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Charlotte EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn | office |
| 109 | WELLS FARGO & COMPANY/MN wealth · Charlotte WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENT INSTITUTE, INC., Wells Fargo Securities, LLC · 8 related pages $671.4bn | 3 offices |
| 110 | RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Charlotte REICHARD CAPITAL, LLC · 70 related pages $368.7bn | office |
| 111 | PNC Financial Services Group, Inc. private equity, institutions, wealth · Charlotte PNC Wealth Management LLC · 6 related pages $201.8bn · visa salary $130,000 | office |
| 112 | FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Charlotte SCS Capital Management LLC · 6 related pages $181.9bn | office |
| 113 | Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Charlotte Corient Private Wealth LP · 2 related pages $165.3bn | office |
| 114 | Janney Montgomery Scott LLC wealth · Charlotte JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn | office |
| 115 | StepStone Group LP hedge funds, private equity, venture, real estate and 2 more · Charlotte STEPSTONE PRIVATE WEALTH · 2 related pages $107.8bn | office |
| 116 | OSAIC HOLDINGS, INC. private equity, wealth · Charlotte CW Advisors, LLC · 6 related pages $85.1bn | office |
| 117 | CNO Financial Group, Inc. structured credit, institutions, wealth · Charlotte BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn | 2 offices |
| 118 | CHURCHILL INVESTMENT MANAGEMENT LLC Charlotte $12.1bn | office |
| 119 | StoneX Group Inc. institutions, FCA fund manager, wealth · Cornelius StoneX Advisors Inc. · 6 related pages $5.7bn | office |
| 120 | WestEnd Advisors, LLC Charlotte $4.5bn | based here |
| 121 | Bragg Financial Advisors, Inc Charlotte $3.7bn | based here |
| 122 | A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Charlotte A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn | office |
| 123 | FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Charlotte FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn | 3 offices |
| 124 | OAKWORTH CAPITAL, INC. wealth · Charlotte OAKWORTH ASSET MANAGEMENT, LLC · 2 related pages $2.1bn | office |
| 125 | TIAA TRUST, NATIONAL ASSOCIATION Charlotte $1.7bn | based here |
| 126 | MBL Wealth, LLC Charlotte $1.5bn | based here |
| 127 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC hedge funds, real estate, institutions · Charlotte $788.3m | office |
| 128 | Verum Partners LLC Charlotte $661.5m | based here |
| 129 | First Personal Financial Services Charlotte $472.9m | based here |
| 130 | Kingfisher Capital LLC Charlotte $436.9m | based here |
| 131 | Tikvah Management LLC Charlotte $329.2m | based here |
| 132 | Defender Capital, LLC. Charlotte $308.0m | based here |
| 133 | Eastover Investment Advisors LLC Charlotte $253.9m | based here |
| 134 | MUIRFIELD WEALTH ADVISORS LLC Charlotte $153.2m | based here |
| 135 | WealthPoint Financial, LLC Cramerton $137.2m | based here |
| 136 | Portus Wealth Advisors, LLC Charlotte $121.5m | based here |
| 137 | VARIANT PERCEPTION mutual funds · Charlotte $31.9m | office |
| 138 | AFTON CAPITAL MANAGEMENT LLC hedge funds · Charlotte AFTON CAPITAL MANAGEMENT LLC, AFTON CAPITAL MANAGEMENT $30.6m | office |
| 139 | Atlas Principals, LLC Charlotte | based here |
| 140 | CAROLINAS WEALTH CONSULTING LLC Charlotte | based here |
| 141 | Old Well Partners, LLC hedge funds, private equity · Charlotte | office |
| 142 | BLACK OWL CAPITAL hedge funds · Charlotte | office |
| 143 | BROADTREE PARTNERS MANAGEMENT, LLC private equity · Charlotte | office |
| 144 | GEM GP, LLC Charlotte | based here |
| 145 | HEADLIGHT PARTNERS private equity · Charlotte | office |
| 146 | LINVILLE CAPITAL private equity · Charlotte | office |
| 147 | MEM MANAGER, LLC real estate · Charlotte | office |
| 148 | MOSAIC CAPITAL PARTNERS LLC private equity · Charlotte | office |
| 149 | ROAN HFH, LP private equity · Mount Holly | office |
| 150 | Simcah Management LLC Charlotte | based here |
152 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.