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 Wealth Management advisors in NC, RALEIGH
70 advisers found
QHP CAPITAL, L.P.
Raleigh, NC
AUM
$4.57B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
919-261-5250
PLEXUS CAPITAL
Raleigh, NC
AUM
$3.77B
Wealth Mgmt
Team
33 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
919-256-6340
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
FIRST CITIZENS INVESTOR SERVICES, INC.
Raleigh, NC
AUM
$2.63B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
164 advisors
Clients
More than 500
Fees
Percentage of AUM
800-229-0205
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
TIVERTON ADVISORS, LLC
Raleigh, NC
AUM
$2.14B
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
919-307-4527
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Raleigh, NC
AUM
$1.90B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
919-786-4420
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
TRIANGLE WEALTH MANAGEMENT
Raleigh, NC
AUM
$1.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
919-838-3221
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
CARDINAL CAPITAL MANAGEMENT INC
Raleigh, NC
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
919-532-7500
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
SHAH CAPITAL MANAGEMENT
Raleigh, NC
AUM
$768.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-719-6360
IFC CORE INVESTMENT MANAGEMENT LLC
Raleigh, NC
AUM
$742.4M
Wealth Mgmt
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(252) 523-0800
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
PHYSICIANS FINANCIAL SERVICES, INC.
Raleigh, NC
AUM
$482.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-863-2355
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
SHARPVUE CAPITAL, LLC
Raleigh, NC
AUM
$465.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
984-246-2040
FIRST CITIZENS ASSET MANAGEMENT, INC
Raleigh, NC
AUM
$465.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
0
Fees
Percentage of AUM
800-229-0205
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