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Find The Best Financial Advisors in Raleigh, North Carolina
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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 232 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 30 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
919-845-3339
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 | $655,054,291,754 | 58162 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| NOVAQUEST CAPITAL MANAGEMENT, L.L.C. 4208 Six Forks Road, Suite 920 Raleigh, NC, 27609-5769 | 160359 | $2,249,172,000 | 35 | A percentage of AUM, Other (CARRIED INTEREST) |
| 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 |
| FIRST CITIZENS INVESTOR SERVICES, INC. 100 E Tryon Road, Raleigh, NC, 27603 | 44430 | $1,624,620,820 | 5099 | A percentage of AUM, Fixed fees |
| QHP CAPITAL, L.P. 4509 Creedmoor Road, Ste. 403 Raleigh, NC, 27612 | 311710 | $1,526,464,000 | 12 | A percentage of AUM, Other (CARRIED INTEREST) |
| TRIANGLE WEALTH MANAGEMENT 1301 Annapolis Drive, Raleigh, NC, 27608 | 148156 | $1,096,640,298 | 995 | A percentage of AUM |
| CURI CAPITAL 700 Spring Forest Road, Suite 235 Raleigh, NC, 27609 | 281133 | $1,095,979,727 | 654 | A percentage of AUM, Fixed fees |
| FINANCIAL SYMMETRY INC. 1511 Sunday Dr, Suite 300 Raleigh, NC, 27607 | 118443 | $812,657,352 | 3838 | A percentage of AUM, Hourly charges, Fixed fees |
| HCG FUND MANAGEMENT LP 133 Fayetteville Street, 3rd Floor Raleigh, NC, 27601 | 281615 | $747,093,070 | 10 | A percentage of AUM, Fixed fees, Performance Based |
| TAILWIND INVESTMENT PARTNERS, LP 8510 Colonnade Center Drive, Suite 150 Raleigh, NC, 27615 | 170628 | $729,874,339 | 8 | A percentage of AUM, Performance Based |
| 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 |
| COLLEGIATE CAPITAL MANAGEMENT, INC. 214 New Bern Place, Raleigh, NC, 27601 | 118205 | $499,078,220 | 1722 | A percentage of AUM |
Additional Financial Advisors in Raleigh, 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 |
Select other cities around Raleigh, North Carolina to broaden your search for a financial advisor
- Financial Advisors in Apex, North Carolina
- Financial Advisors in Asheville, North Carolina
- Financial Advisors in Charlotte, North Carolina
- Financial Advisors in Durham, North Carolina
- Financial Advisors in Hickory, North Carolina
- Financial Advisors in Raleigh, North Carolina
- Financial Advisors in Wilmington, North Carolina
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