Top 10 advisors in Raleigh
We’ve curated a list of the best financial advisors in Raleigh, take a look at it below
Find an advisor in Raleigh| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $115,942,729,824 | 1338 advisors | ||
| 2 | $2,368,083,000 | 19 advisors | ||
| 3 | $1,785,068,000 | 29 advisors | ||
| 4 | $1,737,746,677 | 116 advisors | ||
| 5 | $1,403,488,084 | 23 advisors | ||
| 6 | $1,261,722,116 | 20 advisors | ||
| 7 | $1,168,212,357 | 39 advisors | ||
| 8 | $965,842,884 | 26 advisors | ||
| 9 | $845,690,824 | 20 advisors | ||
| 10 | $579,642,486 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Raleigh, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Raleigh. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Captrust
Assets under management
$115,942,729,824
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
2. Qhp Capital, L.p.
Assets under management
$2,368,083,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Novaquest Capital Management, L.l.c.
Assets under management
$1,785,068,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Capital Investment Advisory Services, LLC
Assets under management
$1,737,746,677
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Curi Capital
Assets under management
$1,403,488,084
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Halifax Investment Management, L.l.c.
Assets under management
$1,261,722,116
Fee structure
A percentage of assets under your management
Performance-based fees
CONSULTING
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Guardian Wealth Advisors, LLC
Assets under management
$1,168,212,357
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
8. Hcg Fund Management Lp
Assets under management
$965,842,884
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Tiverton Advisors, LLC
Assets under management
$845,690,824
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Cardinal Capital Management Inc
Assets under management
$579,642,486
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.