RIAs in Raleigh, NC

72 RIAs based in Raleigh, North Carolina managing a combined $1.3T.

Armor Investment Advisors, LLC

RIA

Raleigh, NC

AUM $356MTEAM 6REPS 4

HCG Fund Management LP

RIA

Raleigh, NC

AUM $347MTEAM 11REPS 2

Lewis Financial Management, LLC

RIA

Raleigh, NC

AUM $339MTEAM 2REPS 3

Lifeplan Group

RIA

Raleigh, NC

AUM $326MTEAM 9REPS 4

First Financial Group

RIA

Raleigh, NC

AUM $317MTEAM 4REPS 4

First Oak Wealth Management, LLC

RIA

Raleigh, NC

AUM $316MTEAM 3REPS 1

Beacon Financial Strategies Corp.

RIA

Raleigh, NC

AUM $309MTEAM 7REPS 4

Beacon Wealthcare LLC

RIA

Raleigh, NC

AUM $308MTEAM 6REPS 6

Peace Of Mind Wealth Management

RIA

Raleigh, NC

AUM $283MTEAM 18REPS 9

Modern Capital Advisors, LLC

RIA

Raleigh, NC

AUM $255MTEAM 19REPS 21

BD Investment Partners, LLC

RIA

Raleigh, NC

AUM $224MTEAM 9REPS 2

Charter Wealth Management

RIA

Raleigh, NC

AUM $196MTEAM 4REPS 4

Ridgeline Wealth Advisors, LLC

RIA

Raleigh, NC

AUM $189MTEAM 7REPS 4

Broad Reach Capital LLC

RIA

Raleigh, NC

AUM $180MTEAM 4REPS 3

Hollingsworth Avent Averre & Purvis, Pa

RIA

Raleigh, NC

AUM $177MTEAM 3REPS 5

Advisorengine Portfolio Solutions Inc.

RIA

Raleigh, NC

AUM $176MTEAM 1REPS 6

ARK Royal Wealth Management LLC

RIA

Raleigh, NC

AUM $169MTEAM 4REPS 3

The Wealth Group, Ltd

RIA

Raleigh, NC

AUM $160MTEAM 8REPS 5

Pendleton Financial Wealth Management

RIA

Raleigh, NC

AUM $160MTEAM 4REPS 1

AIM Advisors, LLC

RIA

Raleigh, NC

AUM $158MTEAM 5REPS 3

Sound Financial Management, Inc.

RIA

Raleigh, NC

AUM $134MTEAM 2REPS 2

Tolley Financial Group, LLC

RIA

Raleigh, NC

AUM $122MTEAM 1REPS 1

TRG Capital Management, Inc.

RIA

Raleigh, NC

AUM $118MTEAM 5REPS 4

Hatteras Investment Partners, LP

RIA

Raleigh, NC

AUM $115MTEAM 9REPS 8

All North Carolina RIAs

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo