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Find The Best Financial Advisors in Raleigh, North Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 Raleigh is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Raleigh & pick the one as per your needs

How To Find The Best Financial Advisors in Raleigh, North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Raleigh, 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 Raleigh, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Raleigh, 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.

List of Qualified Financial Advisors in Raleigh, North Carolina

Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

Address

1500 Town Side Drive, Suite 200,
Apex, NC 27502 See Details

Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 See Details

Allworth Financial

888-242-6766

Address

3917 University Drive Suite 200,
Durham, NC 27707 See Details

Top Financial Advisor Firms in Raleigh, North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	175112	$714,587,898,072	76254	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
QHP CAPITAL, L.P. 4509 Creedmoor Road, Ste. 403 Raleigh, NC, 27612	311710	$2,368,083,000	11	A Percentage of AUM, Other (CARRIED INTEREST)
CAPITAL INVESTMENT ADVISORY SERVICES, LLC 100 E. Six Forks Road, Suite 200 Raleigh, NC, 27609	149124	$1,842,974,741	9990	A Percentage of AUM, Hourly charges, Fixed Fees
NOVAQUEST CAPITAL MANAGEMENT, L.L.C. 4208 Six Forks Road, Suite 920 Raleigh, NC, 27609-5769	160359	$1,785,068,000	39	A Percentage of AUM, Other (CARRIED INTEREST)
FIRST CITIZENS INVESTOR SERVICES, INC. 4300 Six Forks Rd, Raleigh, NC, 27609	44430	$1,526,535,778	5949	A Percentage of AUM, Fixed Fees
CURI CAPITAL 700 Spring Forest Road, Suite 235 Raleigh, NC, 27609	281133	$1,403,785,530	1746	A Percentage of AUM, Fixed Fees
GUARDIAN WEALTH ADVISORS, LLC 4270 The Circle At North Hills Street, Suite 200 Raleigh, NC, 27609	305412	$1,350,674,710	3119	A Percentage of AUM, Hourly charges, Fixed Fees
HALIFAX INVESTMENT MANAGEMENT, L.L.C. 3605 Glenwood Avenue, Suite 490 Raleigh, NC, 27612	152789	$1,261,722,116	5	A Percentage of AUM, Performance Based, Other (CONSULTING)
HCG FUND MANAGEMENT LP 133 Fayetteville Street, 3rd Floor Raleigh, NC, 27601	281615	$1,041,792,847	10	A Percentage of AUM, Fixed Fees, Performance Based
TRIANGLE WEALTH MANAGEMENT 1301 Annapolis Drive, Raleigh, NC, 27608	148156	$967,800,990	1086	A Percentage of AUM
TIVERTON ADVISORS, LLC 301 Hillsborough Street, Ste 1020 Raleigh, NC, 27603	305331	$845,690,824	4	A Percentage of AUM, Performance Based
FINANCIAL SYMMETRY INC. 5438 Wade Park Blvd, Suite 310 Raleigh, NC, 27607	118443	$807,615,757	4193	A Percentage of AUM, Hourly charges, Fixed Fees
HATTERAS INVESTMENT PARTNERS, LP 8510 Colonnade Center Drive, Suite 150 Raleigh, NC, 27615	170628	$669,648,238	8	A Percentage of AUM, Performance Based
FOUNDERS FINANCIAL ALLIANCE, LLC 9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC, 27615	173011	$617,123,862	2661	A Percentage of AUM, Hourly charges, Fixed Fees
CARDINAL CAPITAL MANAGEMENT INC 2626 Glenwood Avenue, Suite 380 Raleigh, NC, 27608	108076	$594,191,495	1266	A Percentage of AUM

Select other cities around Raleigh, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Raleigh, North Carolina

How To Find The Best Financial Advisors in Raleigh, North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Raleigh, North Carolina

Kenneth Nelson

Nelson Wealth Advisors

Address

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

Address

Tom Morris

Northwestern Mutual -Tom Morris

Address

Allworth Financial

Address

Top Financial Advisor Firms in Raleigh, North Carolina (Ranked by AUM)

Select other cities around Raleigh, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Raleigh, North Carolina
Last Updated - 13-Jun-2023

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