VERATIS ADVISORS, INC.
Cary, NC
AUM
$5.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-460-8875
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC, CARY
8 advisers found
AUM
$1.99B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-401-3500
WEALTHSHIELD PARTNERS, LLC
Cary, NC
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-948-4453
RALEIGH CAPITAL MANAGEMENT INC.
Cary, NC
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-852-1215
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-777-8481
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
INDEPENDENT WEALTH ADVISORS, LLC
Cary, NC
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-749-7596
Full profileNo website
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-714-9555
Full profileNo website