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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!
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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 5 vetted financial advisors and 50 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 25 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
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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 | $852,173,054,617 | 100603 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| QHP CAPITAL, L.P. 4509 Creedmoor Road, Ste. 403 Raleigh, NC, 27612 | 311710 | $2,727,552,000 | 9 | A percentage of AUM, Other (CARRIED INTEREST) |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC 100 E. Six Forks Road, Suite 200 Raleigh, NC, 27609 | 149124 | $1,965,083,259 | 8913 | 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 | $1,765,002,000 | 40 | A percentage of AUM, Other (CARRIED INTEREST) |
| FIRST CITIZENS INVESTOR SERVICES, INC. 8540 Colonnade Center Drive, Raleigh, NC, 27615 | 44430 | $1,729,333,096 | 6086 | A percentage of AUM, Fixed fees |
| PLEXUS CAPITAL 4242 Six Forks Road, Suite 950 Raleigh, NC, 27609 | 310241 | $1,692,644,750 | 13 | A percentage of AUM, Performance Based, Other (BUSINESS ADVISORY SERVICES) |
| GUARDIAN WEALTH ADVISORS, LLC 4270 The Circle At North Hills Street, Suite 200 Raleigh, NC, 27609 | 305412 | $1,660,902,219 | 3670 | A percentage of AUM, Hourly charges, Fixed fees |
| TIVERTON ADVISORS, LLC 301 Hillsborough Street, Ste 1020 Raleigh, NC, 27603 | 305331 | $1,629,393,167 | 6 | A percentage of AUM, Performance Based |
| HALIFAX INVESTMENT MANAGEMENT, L.L.C. 3605 Glenwood Avenue, Suite 490 Raleigh, NC, 27612 | 152789 | $1,570,095,198 | 7 | A percentage of AUM, Performance Based, Other (CONSULTING) |
| TRIANGLE WEALTH MANAGEMENT 1301 Annapolis Drive, Raleigh, NC, 27608 | 148156 | $1,202,394,950 | 1150 | A percentage of AUM |
| FINANCIAL SYMMETRY INC. 5438 Wade Park Blvd, Suite 310 Raleigh, NC, 27607 | 118443 | $1,004,433,560 | 4599 | A percentage of AUM, Hourly charges, Fixed fees |
| CARDINAL CAPITAL MANAGEMENT INC 2626 Glenwood Avenue, Suite 380 Raleigh, NC, 27608 | 108076 | $805,142,431 | 1411 | A percentage of AUM |
| HCG FUND MANAGEMENT LP 133 Fayetteville Street, 3rd Floor Raleigh, NC, 27601 | 281615 | $709,788,151 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| FOUNDERS FINANCIAL ALLIANCE, LLC 9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC, 27615 | 173011 | $700,896,438 | 3033 | A percentage of AUM, Hourly charges, Fixed fees |
| CAPITAL INVESTMENT COUNSEL INC 100 E. Six Forks Road, Ste. 200, Raleigh, NC, 27609 | 104591 | $691,452,923 | 1077 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
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