Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Cary is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Cary & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Cary, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Cary, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cary, North Carolina have an average of 33 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
VERATIS ADVISORS, INC. 1400 Crescent Green, Suite 110 Cary, NC, 27518-8118 | 117892 | $3,681,294,980 | 437 | A Percentage of AUM, Hourly charges, Fixed Fees |
COMPERIO RETIREMENT CONSULTING, INC. 51 Kilmayne Drive, Suite 304 Cary, NC, 27511 | 140786 | $1,746,385,093 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTHSHIELD PARTNERS, LLC 2500 Regency Parkway, Cary, NC, 27518 | 169584 | $901,663,737 | 1129 | A Percentage of AUM, Hourly charges, Fixed Fees |
RALEIGH CAPITAL MANAGEMENT INC. 1400 Crescent Green Drive, Suite 100 Cary, NC, 27518 | 149538 | $247,225,472 | 1346 | A Percentage of AUM, Fixed Fees, Other (SELECTION OF OTHER ADVISORS) |
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC 1225 Crescent Green, Suite 100 Cary, NC, 27518 | 323171 | $102,208,076 | 811 | A Percentage of AUM, Fixed Fees |
WEALTHSHIELD LLC 2500 Regency Parkway, Cary, NC, 27518 | 288875 | $0 | 0 | A Percentage of AUM, Fixed Fees |
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