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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC, RALEIGH
26 advisers found
GUARDIAN WEALTH ADVISORS, LLC
Raleigh, NC
AUM
$2.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-249-1810
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Raleigh, NC
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-831-2370
FINANCIAL SYMMETRY INC.
Raleigh, NC
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
919-851-8200
FOUNDERS FINANCIAL ALLIANCE, LLC
Raleigh, NC
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-860-5940
CAPITAL INVESTMENT COUNSEL INC
Raleigh, NC
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
919-831-2370
CORDGRASS CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$729.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-800-0705
TRADEWINDS, LLC
Raleigh, NC
AUM
$659.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
984.257.9091
COLLEGIATE CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$653.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
919-838-0101
CAPITAL ADVISERS, INC.
Raleigh, NC
AUM
$620.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
919-865-1930
FORTRESS PRIVATE LEDGER, LLC
Raleigh, NC
AUM
$584.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-322-2761
TOWNSEND ASSET MANAGEMENT CORP.
Raleigh, NC
AUM
$479.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-782-9689
ARMOR INVESTMENT ADVISORS, LLC
Raleigh, NC
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-571-4382
BEACON FINANCIAL STRATEGIES CORP.
Raleigh, NC
AUM
$309.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-803-3801
PEACE OF MIND WEALTH MANAGEMENT
Raleigh, NC
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-787-8866
CHARTER WEALTH MANAGEMENT
Raleigh, NC
AUM
$195.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-729-2100
RIDGELINE WEALTH ADVISORS, LLC.
Raleigh, NC
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-782-0494
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
Raleigh, NC
AUM
$177.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
919-848-4100
ARK ROYAL WEALTH MANAGEMENT LLC
Raleigh, NC
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-710-8665
PENDLETON FINANCIAL WEALTH MANAGEMENT
Raleigh, NC
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-781-4167
AIM ADVISORS, LLC
Raleigh, NC
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-758-8911
TOLLEY FINANCIAL GROUP, LLC
Raleigh, NC
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-747-9698
REH WEALTH ADVISORS LLC
Raleigh, NC
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
909-518-2134
UNIVERSITY FINANCIAL STRATEGIES, LLC.
Raleigh, NC
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-578-6500
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