RIAs in RALEIGH, NC

70 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 5

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 22

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

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 $116MTEAM 5REPS 4

HATTERAS INVESTMENT PARTNERS, LP

RIA

RALEIGH, NC

AUM $115MTEAM 9REPS 8

EVERGREEN WEALTH ADVISORS

RIA

RALEIGH, NC

AUM $112MTEAM 18REPS 6

All North Carolina RIAs

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo