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Find Best Financial Advisors in Raleigh, North Carolina

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 Best Financial Advisors & Planners in Raleigh?

Looking for a qualified financial advisor in Raleigh? We can help you by narrowing down your options & listing the best financial advisors in Raleigh as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Raleigh near you with the list of certified and vetted Raleigh financial advisors.

List of Qualified Financial Advisors in Raleigh, North Carolina

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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919-747-6052

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Kenneth Nelson

Nelson Wealth Advisors

Office A:10604 Bent Twig Drive, Raleigh NC 27613
Office B: 9121 Anson Way, Suite #204

Raleigh, NC 27615

919-845-3339

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Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502

919-657-4201

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Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919-401-0331

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Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408

919-747-6052

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
100 E. Six Forks Road, Suite 200 Raleigh, NC 27609
149124 $1,781,506,591 8641 A percentage of AUM
Hourly charges
Fixed fees
TRIANGLE WEALTH MANAGEMENT
1301 Annapolis Drive, Raleigh, NC 27608
148156 $1,096,640,298 995 A percentage of AUM
FOUNDERS FINANCIAL ALLIANCE, LLC
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615
173011 $642,837,068 2566 A percentage of AUM
Hourly charges
Fixed fees
CARDINAL CAPITAL MANAGEMENT INC
2626 Glenwood Avenue, Suite 380 Raleigh, NC 27608
108076 $639,432,093 1149 A percentage of AUM
CAPITAL INVESTMENT COUNSEL INC
100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609
104591 $588,793,340 926 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
OAK HARBOR WEALTH PARTNERS, LLC
3101 Glenwood Avenue, Suite 102 Raleigh, NC 27612
311528 $547,811,771 1219 A percentage of AUM
Hourly charges
Fixed fees
SHAH CAPITAL MANAGEMENT
8601 Six Forks Road, Suite 630 Raleigh, NC 27615
133941 $466,109,220 93 A percentage of AUM
Performance Based
MID-ATLANTIC SECURITIES, INC.
4001 Barrett Drive, Suite 100 Raleigh, NC 27609
18836 $380,201,903 949 A percentage of AUM
Hourly charges
Fixed fees
PHYSICIANS FINANCIAL SERVICES, INC.
100 E. Six Forks Road, Suite 200 Raleigh, NC 27609
118519 $364,676,874 501 A percentage of AUM
Hourly charges
Fixed fees
GUARDIAN WEALTH ADVISORS, LLC
4270 The Circle At North Hills Street, Suite 200 Raleigh, NC 27609
305412 $361,911,717 1130 A percentage of AUM
Hourly charges
Fixed fees
ARMOR INVESTMENT ADVISORS, LLC
4101 Lake Boone Trail, Suite 208 Raleigh, NC 27607
134200 $325,189,775 527 A percentage of AUM
Hourly charges
Fixed fees
TRADEWINDS, LLC
4600 Marriott Dr., Suite 100 Raleigh, NC 27612
316415 $267,371,971 740 A percentage of AUM
PARK RIDGE ASSET MANAGEMENT
8317 Six Forks Road, Suite 203 Raleigh, NC 27615
147827 $190,850,585 516 A percentage of AUM
Hourly charges
Fixed fees
CHARTER WEALTH MANAGEMENT
8601 Six Forks Road, Suite 400 Raleigh, NC 27615
162299 $146,382,365 217 A percentage of AUM
Hourly charges
Fixed fees
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
300 W. Millbrook Road, Raleigh, NC 27609
118943 $142,325,738 165 A percentage of AUM
Hourly charges

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Adam Whitesell
Inquire with Adam
3600 Glenwood Ave, Ste 130 Raleigh, NC 27612 919-227-3171
Anthem Wealth Management, LLC
Inquire with Anthem
8009 Creedmoor Rd, Suite 104 Raleigh, NC 27613 919-443-2427
Alan Segal
Inquire with Alan
3600 Glenwood Ave, Ste 130 Raleigh, NC 27612 919-227-3168
Ashwin Aggarwal
Inquire with Ashwin
700 Spring Forest Rd, Ste 200 Raleigh, NC 27609 919-877-2428
Bob Watral
Inquire with Bob
3600 Glenwood Ave, Ste 130 Raleigh, NC 27612 919-227-3186
Anthony Delauney
Inquire with Anthony
5420 Wade Park Blvd, Ste 208 Raleigh, NC 27607 919-803-0564
Andy McKay
Inquire with Andy
3737 Glenwood Avenue, Suite 320 Raleigh, NC 27612 919-785-7172
Brenda Dobrick
Inquire with Brenda
183 Wind Chime Ct, Ste 202 Raleigh, NC 27624 919-322-4237
Bennett Dunn III
Inquire with Bennett
3737 Glenwood Avenue, Suite 320 Raleigh, NC 27612 919-788-1142
Arun K Aggarwal
Inquire with Arun
700 Spring Forest Rd, Ste 200 Raleigh, NC 27609 919-877-2431

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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