Vault-13

Managers in High Point, NC

United States · 22 asset managers within 25 km (2 in High Point itself) · 44 wealth managers, banks and others

High PointCharlotteHuntersvilleBelmontFort MillRaleighCaryWake ForestDurhamGreenville
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Greensboro, NC 19 · Winston-Salem, NC 14 · Oak Ridge, NC 1 · Lexington, NC 1

Asset managers in and around High Point

#Manager People here Assets Visa salary
1 BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Greensboro BELL PARTNERS · 3 related pages $24.1bn about 23main office $24.1bn
2 OneDigital Investment Advisors LLC institutions · Greensboro $155.4bn 7 $155.4bn
3 GRANVILLE CAPITAL, INC. hedge funds · Greensboro $1.4bn about 7main office $1.4bn
4 MMA SECURITIES LLC Greensboro 4
5 MMA ASSET MANAGEMENT LLC institutions · Greensboro $787.8m 3 $787.8m
6 FUND DIRECT ADVISORS INC. institutions · Greensboro $593.0m about 3main office $593.0m
7 BLUEPRINT INVESTMENT PARTNERS LLC Greensboro $1.8bn about 2main office $1.8bn
8 BLUEPRINT FUND MANAGEMENT mutual funds · Greensboro $340.5m about 2main office $340.5m
9 Advisory Alpha, LLC Greensboro $4.4bn 1 $4.4bn
10 NAMCOA institutions · High Point $404.3m 1 $404.3m
11 Collaborative Fund Advisors, LLC mutual funds · High Point $144.8m 1 $144.8m
12 OSAIC HOLDINGS, INC. private equity, wealth · Greensboro Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
13 CNO Financial Group, Inc. structured credit, institutions, wealth · Greensboro BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
14 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Greensboro FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
15 Blueprint Investment Partners LLC Greensboro $1.2bn based here $1.2bn
16 HOLDERNESS INVESTMENTS CO Greensboro $599.8m based here $599.8m
17 TRIAD FINANCIAL ADVISORS, INC. Greensboro $283.9m based here $283.9m
18 Old North State Trust, LLC Greensboro $194.5m based here $194.5m
19 Kiely Wealth Advisory Group, Inc. Oak Ridge $155.4m based here $155.4m
20 MCMILLION CAPITAL MANAGEMENT INC Greensboro $112.3m based here $112.3m
21 VN CAPITAL MANAGEMENT, LLC hedge funds · Greensboro $63.0m office $63.0m
22 SALEM INVESTMENT PARTNERS private equity · Greensboro office

22 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.