Financial advisers in Cary, NC
7 registered investment adviser firms in Cary managing $10.1B in assets, based on public SEC Form ADV filings.
Veratis Advisors, INC.
Cary, NC · Est. 2002
Regional
- AUM
- $6.0B
- Per adviser
- $1.5B
- Advisers
- 4
No reported disclosures
Comperio Retirement Consulting, INC.
Cary, NC · Est. 2006
Local
- AUM
- $2.0B
- Per adviser
- $993M
- Advisers
- 2
No reported disclosures
Wealthshield Partners, LLC
Cary, NC · Est. 2013
RegionalInternational
- AUM
- $1.3B
- Per adviser
- $97M
- Advisers
- 13
No reported disclosures
Raleigh Capital Management INC.
Cary, NC · Est. 2021
LocalInternational
- AUM
- $398M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
Independent Wealth Advisors, LLC
Cary, NC · Est. 2024
Local
- AUM
- $195M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Family Legacy Financial Solutions, LLC
Cary, NC · Est. 2025
Local
- AUM
- $175M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Hicks & Associates Wealth Management, LLC
Cary, NC · Est. 2022
Local
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures