Best Financial Advisors in RALEIGH, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in RALEIGH
Page 1 of 3 · 54 firms
CAPTRUST
RALEIGH, NC · Since 2003
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
RALEIGH, NC · Since 2010
PLEXUS CAPITAL
RALEIGH, NC · Since 2022
QHP CAPITAL, L.P.
RALEIGH, NC · Since 2021
LEWIS FINANCIAL MANAGEMENT, LLC
RALEIGH, NC · Since 2001
CAPITAL ADVISERS, INC.
RALEIGH, NC · Since 2004
PHYSICIANS FINANCIAL SERVICES, INC.
RALEIGH, NC · Since 2006
FOUNDERS FINANCIAL ALLIANCE, LLC
RALEIGH, NC · Since 2016
HATTERAS INVESTMENT PARTNERS, LP
RALEIGH, NC · Since 2014
IFC CORE INVESTMENT MANAGEMENT LLC
RALEIGH, NC · Since 2019
FIRST OAK WEALTH MANAGEMENT, LLC
RALEIGH, NC · Since 2018
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
RALEIGH, NC · Since 2018
FIRST FINANCIAL GROUP
RALEIGH, NC · Since 2018
CHARTER WEALTH MANAGEMENT
RALEIGH, NC · Since 2020
SHARPVUE CAPITAL, LLC
RALEIGH, NC · Since 2019
LIFEPLAN GROUP
RALEIGH, NC · Since 2021
IFC INVESTMENT MANAGEMENT, LLC
RALEIGH, NC · Since 2021
PEACE OF MIND WEALTH MANAGEMENT
RALEIGH, NC · Since 2021
PENDLETON FINANCIAL WEALTH MANAGEMENT
RALEIGH, NC · Since 2023
PURSUIT WEALTH STRATEGIES, LLC
RALEIGH, NC · Since 2025
BROAD REACH CAPITAL LLC
RALEIGH, NC · Since 2024
REH WEALTH ADVISORS LLC
RALEIGH, NC · Since 2024
THE WEALTH GROUP, LTD
RALEIGH, NC · Since 2023
TOLLEY FINANCIAL GROUP, LLC
RALEIGH, NC · Since 2026
FINANCIAL SYMMETRY INC.
RALEIGH, NC · Since 2004
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.