Falists

North Carolina · 78 advisers

Financial Advisors in Raleigh, North Carolina

Looking for a financial advisor in Raleigh, North Carolina? Falists indexes 78 SEC-registered and state-registered investment advisers in Raleigh — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 75 firms list a website you can visit directly. Firms in this directory manage up to $1.24T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

78

With website

75

Largest AUM

$1.24T

Financial planning

57

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth70Planning57Trusts54Retirement26Institutional32

Top advisors in Raleigh

Ranked by AUM · Fees, team & specialties at a glance

View all 78 →

CAPTRUST

Raleigh, NC

AUM

$1.24T

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

885 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

919-870-6822

Full profileVisit site →
View all 78 advisors in Raleigh

More cities in North Carolina

Charlotte (140)Durham (31)Chapel Hill (27)Greensboro (27)Cary (21)Asheville (16)Wilmington (16)Winston Salem (13)Winston-Salem (12)Mooresville (8)Concord (7)Southern Pines (6)

Common questions

How many financial advisors are in Raleigh, North Carolina?
78 registered investment advisers are listed in our Raleigh directory, sourced from public SEC filings.
What types of advisors are in Raleigh?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Raleigh?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.