# Financial advisors in Raleigh, NC

> AdvisorCensus lists 124 investment advisory firms with a principal office in the Raleigh metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nc/raleigh

## At a glance

- Investment advisory firms: 124
- Registration: SEC-registered investment adviser: 72, State-registered investment adviser: 44, Exempt reporting adviser: 8
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 40 (34%); Percentage of assets 110 (95%); Hourly charges 62 (53%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 75 (65%); Commissions 1 (1%); Performance-based fees 16 (14%); Other 15 (13%); No compensation arrangements reported 8
- Regulatory assets under management (Item 5.F): Under $25 million 19 (15%); $25 million to $100 million 19 (15%); $100 million to $500 million 45 (36%); $500 million to $1 billion 7 (6%); $1 billion to $5 billion 15 (12%); Over $5 billion 2 (2%); Not reported 17 (14%)
- Years registered: Under 5 years 56 (45%); 5 to 9 years 31 (25%); 10 to 19 years 21 (17%); 20 years or more 16 (13%)

## Firms (page 1 of 3, 1 to 50 of 124, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advisorengine Portfolio Solutions Inc.](https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317) ([md](https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317.md)) | 336317 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Advisorstrust Partners LLC](https://advisorcensus.com/firm/advisorstrust-partners-llc-raleigh-nc-304967) ([md](https://advisorcensus.com/firm/advisorstrust-partners-llc-raleigh-nc-304967.md)) | 304967 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [AIM Advisors, LLC](https://advisorcensus.com/firm/aim-advisors-llc-raleigh-nc-325125) ([md](https://advisorcensus.com/firm/aim-advisors-llc-raleigh-nc-325125.md)) | 325125 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Aligned Wealth Solutions, LLC](https://advisorcensus.com/firm/aligned-wealth-solutions-llc-raleigh-nc-333288) ([md](https://advisorcensus.com/firm/aligned-wealth-solutions-llc-raleigh-nc-333288.md)) | 333288 | Raleigh, NC | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Other |
| [Anchor Capital Management Company, LLC](https://advisorcensus.com/firm/anchor-capital-management-company-llc-raleigh-nc-288368) ([md](https://advisorcensus.com/firm/anchor-capital-management-company-llc-raleigh-nc-288368.md)) | 288368 | Raleigh, NC | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Animal Capital](https://advisorcensus.com/firm/animal-capital-raleigh-nc-313278) ([md](https://advisorcensus.com/firm/animal-capital-raleigh-nc-313278.md)) | 313278 | Raleigh, NC | Exempt reporting adviser | Not reported | 2 | Not reported |
| [ARK Royal Wealth Management LLC](https://advisorcensus.com/firm/ark-royal-wealth-management-llc-raleigh-nc-175151) ([md](https://advisorcensus.com/firm/ark-royal-wealth-management-llc-raleigh-nc-175151.md)) | 175151 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Armor Investment Advisors, LLC](https://advisorcensus.com/firm/armor-investment-advisors-llc-raleigh-nc-134200) ([md](https://advisorcensus.com/firm/armor-investment-advisors-llc-raleigh-nc-134200.md)) | 134200 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Artifex Advisory Group, Inc.](https://advisorcensus.com/firm/artifex-advisory-group-inc-cary-nc-281588) ([md](https://advisorcensus.com/firm/artifex-advisory-group-inc-cary-nc-281588.md)) | 281588 | Cary, NC | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Astrelle Capital LLC](https://advisorcensus.com/firm/astrelle-capital-llc-raleigh-nc-343106) ([md](https://advisorcensus.com/firm/astrelle-capital-llc-raleigh-nc-343106.md)) | 343106 | Raleigh, NC | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [BD Investment Partners, LLC](https://advisorcensus.com/firm/bd-investment-partners-llc-raleigh-nc-309347) ([md](https://advisorcensus.com/firm/bd-investment-partners-llc-raleigh-nc-309347.md)) | 309347 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Beacon Financial Strategies Corp.](https://advisorcensus.com/firm/beacon-financial-strategies-corp-raleigh-nc-132987) ([md](https://advisorcensus.com/firm/beacon-financial-strategies-corp-raleigh-nc-132987.md)) | 132987 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Beacon Wealthcare LLC](https://advisorcensus.com/firm/beacon-wealthcare-llc-raleigh-nc-312556) ([md](https://advisorcensus.com/firm/beacon-wealthcare-llc-raleigh-nc-312556.md)) | 312556 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [BFWM LLC](https://advisorcensus.com/firm/bfwm-llc-holly-springs-nc-339127) ([md](https://advisorcensus.com/firm/bfwm-llc-holly-springs-nc-339127.md)) | 339127 | Holly Springs, NC | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Blue Water Capital Management, LLC](https://advisorcensus.com/firm/blue-water-capital-management-llc-apex-nc-127193) ([md](https://advisorcensus.com/firm/blue-water-capital-management-llc-apex-nc-127193.md)) | 127193 | Apex, NC | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Brian B. Bunn CPA, PLLC](https://advisorcensus.com/firm/brian-b-bunn-cpa-pllc-raleigh-nc-298351) ([md](https://advisorcensus.com/firm/brian-b-bunn-cpa-pllc-raleigh-nc-298351.md)) | 298351 | Raleigh, NC | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Broad Reach Capital LLC](https://advisorcensus.com/firm/broad-reach-capital-llc-raleigh-nc-144686) ([md](https://advisorcensus.com/firm/broad-reach-capital-llc-raleigh-nc-144686.md)) | 144686 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Brodie Wealth Management](https://advisorcensus.com/firm/brodie-wealth-management-cary-nc-337256) ([md](https://advisorcensus.com/firm/brodie-wealth-management-cary-nc-337256.md)) | 337256 | Cary, NC | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [BSG Advisers](https://advisorcensus.com/firm/bsg-advisers-apex-nc-297243) ([md](https://advisorcensus.com/firm/bsg-advisers-apex-nc-297243.md)) | 297243 | Apex, NC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Capital Advisers, Inc.](https://advisorcensus.com/firm/capital-advisers-inc-raleigh-nc-118442) ([md](https://advisorcensus.com/firm/capital-advisers-inc-raleigh-nc-118442.md)) | 118442 | Raleigh, NC | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [Capital Financial Advisory Group, LLC](https://advisorcensus.com/firm/capital-financial-advisory-group-llc-apex-nc-144374) ([md](https://advisorcensus.com/firm/capital-financial-advisory-group-llc-apex-nc-144374.md)) | 144374 | Apex, NC | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee, Other |
| [Capital Financial Management NC, Inc](https://advisorcensus.com/firm/capital-financial-management-nc-inc-fuquay-varina-nc-157353) ([md](https://advisorcensus.com/firm/capital-financial-management-nc-inc-fuquay-varina-nc-157353.md)) | 157353 | Fuquay Varina, NC | State-registered investment adviser | Not reported | 5 | % of assets |
| [Capital Investment Advisory Services, LLC](https://advisorcensus.com/firm/capital-investment-advisory-services-llc-raleigh-nc-149124) ([md](https://advisorcensus.com/firm/capital-investment-advisory-services-llc-raleigh-nc-149124.md)) | 149124 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Capital Investment Counsel Inc](https://advisorcensus.com/firm/capital-investment-counsel-inc-raleigh-nc-104591) ([md](https://advisorcensus.com/firm/capital-investment-counsel-inc-raleigh-nc-104591.md)) | 104591 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets, Hourly, Fixed fee, Commissions |
| [Captrust](https://advisorcensus.com/firm/captrust-raleigh-nc-175112) ([md](https://advisorcensus.com/firm/captrust-raleigh-nc-175112.md)) | 175112 | Raleigh, NC | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee, Performance fee |
| [Cardinal Capital Management Inc](https://advisorcensus.com/firm/cardinal-capital-management-inc-raleigh-nc-108076) ([md](https://advisorcensus.com/firm/cardinal-capital-management-inc-raleigh-nc-108076.md)) | 108076 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets |
| [Carolina Wealth Strategies, LLC](https://advisorcensus.com/firm/carolina-wealth-strategies-llc-cary-nc-172231) ([md](https://advisorcensus.com/firm/carolina-wealth-strategies-llc-cary-nc-172231.md)) | 172231 | Cary, NC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly |
| [Cary Financial Planning, LLC](https://advisorcensus.com/firm/cary-financial-planning-llc-cary-nc-323662) ([md](https://advisorcensus.com/firm/cary-financial-planning-llc-cary-nc-323662.md)) | 323662 | Cary, NC | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Charter Wealth Management](https://advisorcensus.com/firm/charter-wealth-management-raleigh-nc-162299) ([md](https://advisorcensus.com/firm/charter-wealth-management-raleigh-nc-162299.md)) | 162299 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Collegiate Capital Management, Inc.](https://advisorcensus.com/firm/collegiate-capital-management-inc-raleigh-nc-118205) ([md](https://advisorcensus.com/firm/collegiate-capital-management-inc-raleigh-nc-118205.md)) | 118205 | Raleigh, NC | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |
| [Comperio Retirement Consulting, Inc.](https://advisorcensus.com/firm/comperio-retirement-consulting-inc-cary-nc-140786) ([md](https://advisorcensus.com/firm/comperio-retirement-consulting-inc-cary-nc-140786.md)) | 140786 | Cary, NC | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Cordgrass Capital Advisors, LLC](https://advisorcensus.com/firm/cordgrass-capital-advisors-llc-raleigh-nc-311528) ([md](https://advisorcensus.com/firm/cordgrass-capital-advisors-llc-raleigh-nc-311528.md)) | 311528 | Raleigh, NC | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Credit Union Investment Services](https://advisorcensus.com/firm/credit-union-investment-services-raleigh-nc-144871) ([md](https://advisorcensus.com/firm/credit-union-investment-services-raleigh-nc-144871.md)) | 144871 | Raleigh, NC | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Crutchfield Advisors, Inc](https://advisorcensus.com/firm/crutchfield-advisors-inc-apex-nc-174252) ([md](https://advisorcensus.com/firm/crutchfield-advisors-inc-apex-nc-174252.md)) | 174252 | Apex, NC | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Cunning Capital, LLC](https://advisorcensus.com/firm/cunning-capital-llc-morrisville-nc-310482) ([md](https://advisorcensus.com/firm/cunning-capital-llc-morrisville-nc-310482.md)) | 310482 | Morrisville, NC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Dental Innovation Alliance Management Company, LP](https://advisorcensus.com/firm/dental-innovation-alliance-management-company-lp-cary-nc-333781) ([md](https://advisorcensus.com/firm/dental-innovation-alliance-management-company-lp-cary-nc-333781.md)) | 333781 | Cary, NC | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Endurance Financial LLC](https://advisorcensus.com/firm/endurance-financial-llc-cary-nc-319112) ([md](https://advisorcensus.com/firm/endurance-financial-llc-cary-nc-319112.md)) | 319112 | Cary, NC | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [EQV Advisory, LLC](https://advisorcensus.com/firm/eqv-advisory-llc-raleigh-nc-338271) ([md](https://advisorcensus.com/firm/eqv-advisory-llc-raleigh-nc-338271.md)) | 338271 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Eustace Advisors](https://advisorcensus.com/firm/eustace-advisors-cary-nc-323440) ([md](https://advisorcensus.com/firm/eustace-advisors-cary-nc-323440.md)) | 323440 | Cary, NC | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Evergreen Wealth Advisors](https://advisorcensus.com/firm/evergreen-wealth-advisors-raleigh-nc-326535) ([md](https://advisorcensus.com/firm/evergreen-wealth-advisors-raleigh-nc-326535.md)) | 326535 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Family Legacy Financial Solutions, LLC](https://advisorcensus.com/firm/family-legacy-financial-solutions-llc-cary-nc-314351) ([md](https://advisorcensus.com/firm/family-legacy-financial-solutions-llc-cary-nc-314351.md)) | 314351 | Cary, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Financial Symmetry Inc.](https://advisorcensus.com/firm/financial-symmetry-inc-raleigh-nc-118443) ([md](https://advisorcensus.com/firm/financial-symmetry-inc-raleigh-nc-118443.md)) | 118443 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Findicia, Inc.](https://advisorcensus.com/firm/findicia-inc-raleigh-nc-330609) ([md](https://advisorcensus.com/firm/findicia-inc-raleigh-nc-330609.md)) | 330609 | Raleigh, NC | SEC-registered investment adviser | Not reported | 0 | Fixed fee, Other |
| [First Citizens Asset Management, Inc](https://advisorcensus.com/firm/first-citizens-asset-management-inc-raleigh-nc-140777) ([md](https://advisorcensus.com/firm/first-citizens-asset-management-inc-raleigh-nc-140777.md)) | 140777 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [First Citizens Investor Services, Inc.](https://advisorcensus.com/firm/first-citizens-investor-services-inc-raleigh-nc-44430) ([md](https://advisorcensus.com/firm/first-citizens-investor-services-inc-raleigh-nc-44430.md)) | 44430 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [First Financial Group](https://advisorcensus.com/firm/first-financial-group-raleigh-nc-134006) ([md](https://advisorcensus.com/firm/first-financial-group-raleigh-nc-134006.md)) | 134006 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [First Oak Wealth Management, LLC](https://advisorcensus.com/firm/first-oak-wealth-management-llc-raleigh-nc-288316) ([md](https://advisorcensus.com/firm/first-oak-wealth-management-llc-raleigh-nc-288316.md)) | 288316 | Raleigh, NC | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Fortitude Financial Planning LLC](https://advisorcensus.com/firm/fortitude-financial-planning-llc-raleigh-nc-309750) ([md](https://advisorcensus.com/firm/fortitude-financial-planning-llc-raleigh-nc-309750.md)) | 309750 | Raleigh, NC | State-registered investment adviser | $25 million to $100 million | 6 | Hourly, Fixed fee |
| [Fortress Private Ledger, LLC](https://advisorcensus.com/firm/fortress-private-ledger-llc-raleigh-nc-290298) ([md](https://advisorcensus.com/firm/fortress-private-ledger-llc-raleigh-nc-290298.md)) | 290298 | Raleigh, NC | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Founders Financial Alliance, LLC](https://advisorcensus.com/firm/founders-financial-alliance-llc-raleigh-nc-173011) ([md](https://advisorcensus.com/firm/founders-financial-alliance-llc-raleigh-nc-173011.md)) | 173011 | Raleigh, NC | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/nc/raleigh/page/2.md

## Questions people ask

**How many financial advisory firms are there in Raleigh, NC?**
AdvisorCensus lists 124 investment advisory firms with a principal office in the Raleigh metro area, from Form ADV filings as of October 2026: 72 SEC-registered, 44 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Raleigh, NC?**
40 of the 124 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Raleigh, NC offer financial planning?**
91 of the 116 firms in Raleigh, NC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Raleigh, NC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 40 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in North Carolina](https://advisorcensus.com/advisors/nc) (https://advisorcensus.com/advisors/nc.md)
- [Financial advisors in Raleigh, NC](https://advisorcensus.com/advisors/nc/raleigh) (https://advisorcensus.com/advisors/nc/raleigh.md)
- [Fee-only financial advisors in Raleigh, NC](https://advisorcensus.com/advisors/nc/raleigh/fee-only) (https://advisorcensus.com/advisors/nc/raleigh/fee-only.md)
- [Flat-fee financial advisors in Raleigh, NC](https://advisorcensus.com/advisors/nc/raleigh/flat-fee) (https://advisorcensus.com/advisors/nc/raleigh/flat-fee.md)
- [Hourly financial advisors in Raleigh, NC](https://advisorcensus.com/advisors/nc/raleigh/hourly) (https://advisorcensus.com/advisors/nc/raleigh/hourly.md)
- [Financial advisors for faith-based investing in Raleigh, NC](https://advisorcensus.com/advisors/nc/raleigh/faith-based-investing) (https://advisorcensus.com/advisors/nc/raleigh/faith-based-investing.md)
- [Financial advisors in Cary, NC](https://advisorcensus.com/advisors/nc/raleigh/cary) (https://advisorcensus.com/advisors/nc/raleigh/cary.md)
- [Financial advisors in Charlotte](https://advisorcensus.com/advisors/nc/charlotte) (https://advisorcensus.com/advisors/nc/charlotte.md)
- [Financial advisors in Durham](https://advisorcensus.com/advisors/nc/durham) (https://advisorcensus.com/advisors/nc/durham.md)
- [Financial advisors in Greensboro](https://advisorcensus.com/advisors/nc/greensboro) (https://advisorcensus.com/advisors/nc/greensboro.md)
- [Financial advisors in Winston-Salem](https://advisorcensus.com/advisors/nc/winston-salem) (https://advisorcensus.com/advisors/nc/winston-salem.md)
- [Financial advisors in Asheville](https://advisorcensus.com/advisors/nc/asheville) (https://advisorcensus.com/advisors/nc/asheville.md)
- [Financial advisors in Wilmington](https://advisorcensus.com/advisors/nc/wilmington) (https://advisorcensus.com/advisors/nc/wilmington.md)
- [Financial advisors in Pinehurst](https://advisorcensus.com/advisors/nc/pinehurst) (https://advisorcensus.com/advisors/nc/pinehurst.md)
- [Financial advisors in Greenville](https://advisorcensus.com/advisors/nc/greenville) (https://advisorcensus.com/advisors/nc/greenville.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/nc/raleigh.csv

Cite as: AdvisorCensus. Financial advisors in Raleigh, NC: 124 firms from Form ADV filings as of October 2026.