Financial advisers in Raleigh , NC

AUM: $1.2T
Per adviser: $1.4B
Advisers: 885

No reported disclosures

Qhp Capital, L.P.

Raleigh, NC · Est. 2021

AUM: $4.6B
Per adviser: $269M
Advisers: 17

No reported disclosures

Plexus Capital

Raleigh, NC · Est. 2022

AUM: $3.8B
Per adviser: $114M
Advisers: 33

No reported disclosures

Guardian Wealth Advisors, LLC

Raleigh, NC · Est. 2020

AUM: $2.7B
Per adviser: $91M
Advisers: 30

No reported disclosures

First Citizens Investor Services, INC.

Raleigh, NC · Est. 2000

National

AUM: $2.6B
Per adviser: $16M
Advisers: 164

No reported disclosures

Capital Investment Advisory Services, LLC

Raleigh, NC · Est. 2009

National

AUM: $2.4B
Per adviser: $28M
Advisers: 87

Tiverton Advisors, LLC

Raleigh, NC · Est. 2021

AUM: $2.1B
Per adviser: $63M
Advisers: 34

No reported disclosures

Halifax Investment Management, L.L.C.

Raleigh, NC · Est. 2010

AUM: $1.9B
Per adviser: $119M
Advisers: 16

No reported disclosures

Financial Symmetry INC.

Raleigh, NC · Est. 2004

AUM: $1.5B
Per adviser: $103M
Advisers: 15

No reported disclosures

Triangle Wealth Management

Raleigh, NC · Est. 2008

AUM: $1.3B
Per adviser: $143M
Advisers: 9

No reported disclosures

Founders Financial Alliance, LLC

Raleigh, NC · Est. 2016

AUM: $1.2B
Per adviser: $38M
Advisers: 31

No reported disclosures

Cardinal Capital Management INC

Raleigh, NC · Est. 1992

AUM: $1.0B
Per adviser: $342M
Advisers: 3

No reported disclosures

Capital Investment Counsel INC

Raleigh, NC · Est. 1984

AUM: $1.0B
Per adviser: $256M
Advisers: 4

No reported disclosures

Shah Capital Management

Raleigh, NC · Est. 2005

AUM: $768M
Per adviser: $384M
Advisers: 2

No reported disclosures

Ifc Core Investment Management LLC

Raleigh, NC · Est. 2019

AUM: $742M
Per adviser: $35M
Advisers: 21

No reported disclosures

Cordgrass Capital Advisors, LLC

Raleigh, NC · Est. 2021

AUM: $730M
Per adviser: $182M
Advisers: 4

No reported disclosures

Tradewinds, LLC

Raleigh, NC · Est. 2021

AUM: $659M
Per adviser: $73M
Advisers: 9

No reported disclosures

Collegiate Capital Management, INC.

Raleigh, NC · Est. 2005

AUM: $653M
Per adviser: $163M
Advisers: 4

No reported disclosures

Capital Advisers, INC.

Raleigh, NC · Est. 2004

AUM: $620M
Per adviser: $310M
Advisers: 2

No reported disclosures

Fortress Private Ledger, LLC

Raleigh, NC · Est. 2020

AUM: $584M
Per adviser: $45M
Advisers: 13

No reported disclosures

Physicians Financial Services, INC.

Raleigh, NC · Est. 2006

AUM: $482M
Per adviser: $161M
Advisers: 3

No reported disclosures

Townsend Asset Management Corp.

Raleigh, NC · Est. 1982

AUM: $480M
Per adviser: $120M
Advisers: 4

No reported disclosures

Sharpvue Capital, LLC

Raleigh, NC · Est. 2019

AUM: $465M
Per adviser: $58M
Advisers: 8

No reported disclosures

First Citizens Asset Management, INC

Raleigh, NC · Est. 2014

National

AUM: $465M
Per adviser: $15M
Advisers: 32

No reported disclosures

Pursuit Wealth Strategies, LLC

Raleigh, NC · Est. 2025

AUM: $457M
Per adviser: $114M
Advisers: 4

No reported disclosures

Advisorstrust Partners LLC

Raleigh, NC · Est. 2025

AUM: $435M
Per adviser: $109M
Advisers: 4

No reported disclosures

Armor Investment Advisors, LLC

Raleigh, NC · Est. 2005

AUM: $356M
Per adviser: $89M
Advisers: 4

No reported disclosures

Hcg Fund Management LP

Raleigh, NC · Est. 2016

AUM: $347M
Per adviser: $69M
Advisers: 5

No reported disclosures

Lewis Financial Management, LLC

Raleigh, NC · Est. 2001

AUM: $339M
Per adviser: $339M
Advisers: 1

No reported disclosures

Lifeplan Group

Raleigh, NC · Est. 2021

AUM: $326M
Per adviser: $65M
Advisers: 5

No reported disclosures

First Financial Group

Raleigh, NC · Est. 2018

AUM: $317M
Per adviser: $79M
Advisers: 4

No reported disclosures

First Oak Wealth Management, LLC

Raleigh, NC · Est. 2018

AUM: $316M
Per adviser: $316M
Advisers: 1

No reported disclosures

Beacon Financial Strategies Corp.

Raleigh, NC · Est. 2017

AUM: $309M
Per adviser: $103M
Advisers: 3

No reported disclosures

Beacon Wealthcare LLC

Raleigh, NC · Est. 2021

AUM: $308M
Per adviser: $62M
Advisers: 5

No reported disclosures

Peace Of Mind Wealth Management

Raleigh, NC · Est. 2021

AUM: $283M
Per adviser: $40M
Advisers: 7

No reported disclosures

Modern Capital Advisors, LLC

Raleigh, NC · Est. 2011

AUM: $255M
Per adviser: $14M
Advisers: 18

No reported disclosures

Bd Investment Partners, LLC

Raleigh, NC · Est. 2025

AUM: $224M
Per adviser: $25M
Advisers: 9

No reported disclosures

Charter Wealth Management

Raleigh, NC · Est. 2020

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

Ridgeline Wealth Advisors, LLC.

Raleigh, NC · Est. 2024

AUM: $189M
Per adviser: $47M
Advisers: 4

No reported disclosures

Broad Reach Capital LLC

Raleigh, NC · Est. 2024

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Hollingsworth Avent Averre & Purvis, Pa

Raleigh, NC · Est. 2018

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Advisorengine Portfolio Solutions INC.

Raleigh, NC · Est. 2025

AUM: $176M
Per adviser: $176M
Advisers: 1

No reported disclosures

Ark Royal Wealth Management LLC

Raleigh, NC · Est. 2025

AUM: $169M
Per adviser: $56M
Advisers: 3

No reported disclosures

The Wealth Group, Ltd

Raleigh, NC · Est. 2023

AUM: $160M
Per adviser: $32M
Advisers: 5

No reported disclosures

Pendleton Financial Wealth Management

Raleigh, NC · Est. 2023

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Aim Advisors, LLC

Raleigh, NC · Est. 2023

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Sound Financial Management, INC.

Raleigh, NC · Est. 2025

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Tolley Financial Group, LLC

Raleigh, NC · Est. 2026

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

Hatteras Investment Partners, LP

Raleigh, NC · Est. 2014

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Evergreen Wealth Advisors

Raleigh, NC · Est. 2023

AUM: $112M
Per adviser: $16M
Advisers: 7

No reported disclosures

Reh Wealth Advisors LLC

Raleigh, NC · Est. 2024

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

White Oak Wealth Partners

Raleigh, NC · Est. 2026

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Eqv Advisory, LLC

Raleigh, NC · Est. 2025

AUM: $107M
Per adviser: $36M
Advisers: 3

No reported disclosures

Ifc Investment Management, LLC

Raleigh, NC · Est. 2021

AUM: —
Per adviser: —
Advisers: 21

No reported disclosures

Findicia, INC.

Raleigh, NC · Est. 2026