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Find The Best Financial Advisors in Raleigh, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Raleigh, North Carolina

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Raleigh, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Raleigh, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Raleigh, North Carolina have an average of 33 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Raleigh, North Carolina

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Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

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Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

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Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

Top Financial Advisor Firms in Raleigh, North Carolina (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
175112 $714,587,898,072 76254 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
QHP CAPITAL, L.P.
4509 Creedmoor Road, Ste. 403
Raleigh, NC, 27612
311710 $2,368,083,000 11 A Percentage of AUM, Other (CARRIED INTEREST)
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
100 E. Six Forks Road, Suite 200
Raleigh, NC, 27609
149124 $1,842,974,741 9990 A Percentage of AUM, Hourly charges, Fixed Fees
NOVAQUEST CAPITAL MANAGEMENT, L.L.C.
4208 Six Forks Road, Suite 920
Raleigh, NC, 27609-5769
160359 $1,785,068,000 39 A Percentage of AUM, Other (CARRIED INTEREST)
FIRST CITIZENS INVESTOR SERVICES, INC.
4300 Six Forks Rd,
Raleigh, NC, 27609
44430 $1,526,535,778 5949 A Percentage of AUM, Fixed Fees
CURI CAPITAL
700 Spring Forest Road, Suite 235
Raleigh, NC, 27609
281133 $1,403,785,530 1746 A Percentage of AUM, Fixed Fees
GUARDIAN WEALTH ADVISORS, LLC
4270 The Circle At North Hills Street, Suite 200
Raleigh, NC, 27609
305412 $1,350,674,710 3119 A Percentage of AUM, Hourly charges, Fixed Fees
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
3605 Glenwood Avenue, Suite 490
Raleigh, NC, 27612
152789 $1,261,722,116 5 A Percentage of AUM, Performance Based, Other (CONSULTING)
HCG FUND MANAGEMENT LP
133 Fayetteville Street, 3rd Floor
Raleigh, NC, 27601
281615 $1,041,792,847 10 A Percentage of AUM, Fixed Fees, Performance Based
TRIANGLE WEALTH MANAGEMENT
1301 Annapolis Drive,
Raleigh, NC, 27608
148156 $967,800,990 1086 A Percentage of AUM
TIVERTON ADVISORS, LLC
301 Hillsborough Street, Ste 1020
Raleigh, NC, 27603
305331 $845,690,824 4 A Percentage of AUM, Performance Based
FINANCIAL SYMMETRY INC.
5438 Wade Park Blvd, Suite 310
Raleigh, NC, 27607
118443 $807,615,757 4193 A Percentage of AUM, Hourly charges, Fixed Fees
HATTERAS INVESTMENT PARTNERS, LP
8510 Colonnade Center Drive, Suite 150
Raleigh, NC, 27615
170628 $669,648,238 8 A Percentage of AUM, Performance Based
FOUNDERS FINANCIAL ALLIANCE, LLC
9212 Falls Of Neuse Rd., Suite 221,
Raleigh, NC, 27615
173011 $617,123,862 2661 A Percentage of AUM, Hourly charges, Fixed Fees
CARDINAL CAPITAL MANAGEMENT INC
2626 Glenwood Avenue, Suite 380
Raleigh, NC, 27608
108076 $594,191,495 1266 A Percentage of AUM

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