Best Financial Advisors in RALEIGH, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in RALEIGH
LEWIS FINANCIAL MANAGEMENT, LLC
RALEIGH, NC · Since 2001
CAPITAL ADVISERS, INC.
RALEIGH, NC · Since 2004
PHYSICIANS FINANCIAL SERVICES, INC.
RALEIGH, NC · Since 2006
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
RALEIGH, NC · Since 2018
SOUND FINANCIAL MANAGEMENT, INC.
RALEIGH, NC · Since 2025
FIRST FINANCIAL GROUP
RALEIGH, NC · Since 2018
LIFEPLAN GROUP
RALEIGH, NC · Since 2021
BROAD REACH CAPITAL LLC
RALEIGH, NC · Since 2024
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
RALEIGH, NC · Since 2010
REH WEALTH ADVISORS LLC
RALEIGH, NC · Since 2024
THE WEALTH GROUP, LTD
RALEIGH, NC · Since 2023
CHARTER WEALTH MANAGEMENT
RALEIGH, NC · Since 2020
HATTERAS INVESTMENT PARTNERS, LP
RALEIGH, NC · Since 2014
FOUNDERS FINANCIAL ALLIANCE, LLC
RALEIGH, NC · Since 2016
CAPTRUST
RALEIGH, NC · Since 2003
FIRST OAK WEALTH MANAGEMENT, LLC
RALEIGH, NC · Since 2018
IFC CORE INVESTMENT MANAGEMENT LLC
RALEIGH, NC · Since 2019
TOLLEY FINANCIAL GROUP, LLC
RALEIGH, NC · Since 2026
SHARPVUE CAPITAL, LLC
RALEIGH, NC · Since 2019
IFC INVESTMENT MANAGEMENT, LLC
RALEIGH, NC · Since 2021
PLEXUS CAPITAL
RALEIGH, NC · Since 2022
QHP CAPITAL, L.P.
RALEIGH, NC · Since 2021
PEACE OF MIND WEALTH MANAGEMENT
RALEIGH, NC · Since 2021
WHITE OAK WEALTH PARTNERS
RALEIGH, NC · Since 2026
PENDLETON FINANCIAL WEALTH MANAGEMENT
RALEIGH, NC · Since 2023
PURSUIT WEALTH STRATEGIES, LLC
RALEIGH, NC · Since 2025
CAPITAL INVESTMENT COUNSEL INC
RALEIGH, NC · Since 1984
CARDINAL CAPITAL MANAGEMENT INC
RALEIGH, NC · Since 1992
TOWNSEND ASSET MANAGEMENT CORP.
RALEIGH, NC · Since 1982
COLLEGIATE CAPITAL MANAGEMENT, INC.
RALEIGH, NC · Since 2005
FINANCIAL SYMMETRY INC.
RALEIGH, NC · Since 2004
MODERN CAPITAL ADVISORS, LLC
RALEIGH, NC · Since 2011
BEACON FINANCIAL STRATEGIES CORP.
RALEIGH, NC · Since 2017
SHAH CAPITAL MANAGEMENT
RALEIGH, NC · Since 2005
ARMOR INVESTMENT ADVISORS, LLC
RALEIGH, NC · Since 2005
TRIANGLE WEALTH MANAGEMENT
RALEIGH, NC · Since 2008
ARK ROYAL WEALTH MANAGEMENT LLC
RALEIGH, NC · Since 2025
HCG FUND MANAGEMENT LP
RALEIGH, NC · Since 2016
RIDGELINE WEALTH ADVISORS, LLC.
RALEIGH, NC · Since 2024
FORTRESS PRIVATE LEDGER, LLC
RALEIGH, NC · Since 2020
ADVISORSTRUST PARTNERS LLC
RALEIGH, NC · Since 2025
TIVERTON ADVISORS, LLC
RALEIGH, NC · Since 2021
BD INVESTMENT PARTNERS, LLC
RALEIGH, NC · Since 2025
CORDGRASS CAPITAL ADVISORS, LLC
RALEIGH, NC · Since 2021
BEACON WEALTHCARE LLC
RALEIGH, NC · Since 2021
TRADEWINDS, LLC
RALEIGH, NC · Since 2021
AIM ADVISORS, LLC
RALEIGH, NC · Since 2023
EVERGREEN WEALTH ADVISORS
RALEIGH, NC · Since 2023
CORIGLIANO INVESTMENT ADVISERS, LLC
RALEIGH, NC · Since 2024
EQV ADVISORY, LLC
RALEIGH, NC · Since 2025
GUARDIAN WEALTH ADVISORS, LLC
RALEIGH, NC · Since 2020
FIRST CITIZENS ASSET MANAGEMENT, INC
RALEIGH, NC · Since 2014
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RALEIGH, NC · Since 2009
FIRST CITIZENS INVESTOR SERVICES, INC.
RALEIGH, NC · Since 2000
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in RALEIGH?
The median advisory fee in RALEIGH, NC is 0.95% of assets under management per year, based on Form ADV filings from 54 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.