Thursday, June 26, 2014

Three Charlotte investment advisers among top in U.S.

Three Charlotte-based investment advisory firms ranked among the top 300 in the country, as chosen in a Financial Times report Thursday.

Carroll Financial Associates Inc., Horizon Investments and Novare Capital each made the list, which took into account firms' assets under management, growth rate, industry certifications and compliance.

Carroll Financial was founded in 1980 and serves investors ranging from retail to high net worth to institutional. Horizon Investments launched in 1995, with its office in Ballantyne. Novare Capital was founded in 1999 and now manages about $725 million.