search
List Map

Best Financial Advisors near Raleigh, North Carolina


To help Americans find the best financial advisors in Raleigh, North Carolina, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Raleigh, North Carolina.


1. Comperio Retirement Consulting
   (919) 401-3500
51 Kilmayne Drive, Suite 304. Cary, NC

Comperio Retirement Consulting, registered in 2006, manages $1.4 billion for 30 clients.

2. Cardinal Capital Management
   (919) 532-7500
2626 Glenwood Avenue, Suite 380. Raleigh, NC

Cardinal Capital Management, registered in 1992, manages $483.7 million for 247 clients.

3. Triangle Securities Wealth Management
   (919) 838-3221
1301 Annapolis Drive Raleigh, NC

Triangle Securities Wealth Management, registered in 2008, manages $839.0 million for 484 clients.

4. Financial Symmetry
   (919) 851-8200
1511 Sunday DR, Suite 300. Raleigh, NC

Financial Symmetry, registered in 2004, manages $478.1 million for 519 clients.

5. Collegiate Capital Management
   (919) 838-0101
214 New Bern Place Raleigh, NC

Collegiate Capital Management, registered in 2005, manages $363.7 million for 307 clients.

6. Sullivan, Bruyette, Speros & Blayney
   (919) 746-9972
4208 Six Forks Road Suite 1000, Raleigh, North Carolina

Sullivan, Bruyette, Speros & Blayney, registered in 1991, manages $4.3 billion for 1,091 clients.

7. Merit Financial Advisors
   (919) 878-6600
3100 Smoketree Court Suite 1002, Raleigh, North Carolina

Merit Financial Advisors, registered in 2007, manages $2.3 billion for 4,120 clients.

8. ACT Wealth Management
   (214) 618-2022
8601 Six Forks Road Suite 400, Raleigh, North Carolina

ACT Wealth Management, registered in 2010, manages $289.0 million for 193 clients.

9. KDI Capital Partners
   (919) 573-4124
4101 Lake Boone Trail, Ste 218 Raleigh, NC

KDI Capital Partners, registered in 2012, manages $314.5 million for 45 clients.

10. NBT Capital Management
   (919) 676-6101
8506 Six Forks Road Suite 203, Raleigh, North Carolina

NBT Capital Management, registered in 1987, manages $1.2 billion for 462 clients.

11. Dixon Hughes Goodman Wealth Advisors
   (919) 876-4546
2501 Blue Ridge Road Suite 500, Raleigh, North Carolina

Dixon Hughes Goodman Wealth Advisors, registered in 2000, manages $1.6 billion for 4,814 clients.

12. Townsend Asset Management Corp
   (919) 782-9689
5120 Bur Oak Circle Raleigh, NC

Townsend Asset Management Corp, registered in 1982, manages $262.6 million for 272 clients.

13. Wrenn Financial Strategies
   (919) 848-9999
8352 Six Forks Road, Suite 201 Raleigh, NC

Wrenn Financial Strategies, registered in 2000, manages $196.4 million for 180 clients.

14. Balentine
   (984) 355-5200
Charter Square 555 Fayetteville Street Suite 710, Raleigh, North Carolina

Balentine, registered in 2009, manages $2.8 billion for 279 clients.

15. Armor Investment Advisors
   (919) 571-4382
4101 Lake Boone Trail, Suite 520. Raleigh, NC

Armor Investment Advisors, registered in 2005, manages $260.5 million for 164 clients.

16. Retirement Wealth Advisors
   (919) 322-4113
4350 Lassiter At North Hills Ave, Suite 330, Raleigh, North Carolina

Retirement Wealth Advisors, registered in 2007, manages $2.0 billion for 19,411 clients.

17. Veratis Advisors
   (919) 460-8875
1400 Crescent Green, Suite 110. Cary, NC

Veratis Advisors, registered in 2002, manages $109.0 million for 69 clients.

18. Lewis Financial Management
   (919) 872-7000
1611 East Millbrook Road Raleigh, NC

Lewis Financial Management, registered in 2001, manages $373.4 million for 144 clients.

19. IFG Advisory
   (919) 899-9111
8394 Six Forks Road Suite 204, Raleigh, North Carolina

IFG Advisory, registered in 2014, manages $1.8 billion for 5,118 clients.

20. IFG Advisory
   (919) 899-9111
Multiple Locations

IFG Advisory, registered in 2014, manages $1.8 billion for 5,118 clients.



Sponsored Results help_outline


Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

Visit Site

Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

Visit Site

Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.

Visit Site

RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

Visit Site



Top Cities for North Carolina


Cary, North Carolina Charlotte, North Carolina Durham, North Carolina Matthews, North Carolina Morrisville, North Carolina Newell, North Carolina Pineville, North Carolina RTP, North Carolina Raleigh, North Carolina Research Triangle Park, North Carolina

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport