AdvisorCensus / Financial advisors / North Carolina / Raleigh, NC / Branch offices
Advisory firms with an office in Raleigh, NC, headquartered elsewhere
102 investment advisory firms with a principal office outside the Raleigh, NC metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Absher Wealth Management, LLC | Raleigh, NC | Chapel Hill, NC | SEC-registered investment adviser |
| ACT Wealth Management, LLC | Raleigh, NC | Allen, TX | SEC-registered investment adviser |
| Alidade Capital, LLC | Raleigh, NC | Bloomfield Hills, MI | SEC-registered investment adviser |
| Almega Wealth Management | Raleigh, NC | Scottsdale, AZ | SEC-registered investment adviser |
| Altitude Capital Management LLC | Raleigh, NC | Des Moines, IA | SEC-registered investment adviser |
| Altrius Capital Management, Inc. | Wake Forest, NC | Novi, MI | SEC-registered investment adviser |
| AON Investments USA Inc. | Raleigh, NC | Chicago, IL | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Raleigh, NC | Atlanta, GA | SEC-registered investment adviser |
| Ascendor Wealth, LLC | Fuqua-Varina, NC | Wilmington, NC | SEC-registered investment adviser |
| AWH Financial, LLC | Wake Forest, NC | Bala Cynwyd, PA | SEC-registered investment adviser |
| Balentine | Raleigh, NC | Atlanta, GA | SEC-registered investment adviser |
| Bell Partners | Raleigh, NC | Greensboro, NC | SEC-registered investment adviser |
| Benefit Street Partners L.L.C. | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| Blue Ridge Wealth Planners | Raleigh, NC | Knoxville, TN | SEC-registered investment adviser |
| Blueprint Financial Advisors | Raleigh, NC | Charlotte, NC | SEC-registered investment adviser |
| Broadoak Asset Management, LLC | Raleigh, NC | Bethesda, MD | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Raleigh, NC | Wheaton, IL | SEC-registered investment adviser |
| BSP CLO Management LLC | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| Callan Family Office, LLC | Raleigh, NC | Radnor, PA | SEC-registered investment adviser |
| Cannon Beach Financial Advisors | Cary, NC | San Ramon, CA | SEC-registered investment adviser |
| Capital Endurance Group, Inc | Cary, NC | Alpharetta, GA | SEC-registered investment adviser |
| Cerity Partners LLC | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| Charles Schwab Investment Management, Inc | Raleigh, NC | San Francisco, CA | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Raleigh, NC | Cleveland, OH | SEC-registered investment adviser |
| Commerce Street Investment Management | Raleigh, NC | Dallas, TX | SEC-registered investment adviser |
| Commonwealth Financial Network | Raleigh, NC | Waltham, MA | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Cary, NC | Dallas, TX | SEC-registered investment adviser |
| Corecap Advisors | Cary, NC | Southfield, MI | SEC-registered investment adviser |
| Creative Planning | Raleigh, NC | Overland Park, KS | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Raleigh, NC | Clearwater, FL | SEC-registered investment adviser |
| Curi Capital, LLC | Raleigh, NC | Chicago, IL | SEC-registered investment adviser |
| CWA Asset Management Group | Cary, NC | Naples, FL | SEC-registered investment adviser |
| Davenport & Company LLC | Raleigh, NC | Richmond, VA | SEC-registered investment adviser |
| Diversified, LLC | Raleigh, NC | Wilmington, DE | SEC-registered investment adviser |
| Equus Capital Partners, Ltd. | Raleigh, NC | Newtown Square, PA | SEC-registered investment adviser |
| FCP | Raleigh, NC | Chevy Chase, MD | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Raleigh, NC | Springfield, MO | SEC-registered investment adviser |
| Foundry Financial LLC | Raleigh, NC | Pasadena, CA | SEC-registered investment adviser |
| G. A. Repple & Company | Wake Forest, NC | Casselberry, FL | SEC-registered investment adviser |
| GHO Capital Management Limited | Raleigh, NC | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| Good Life Advisors, LLC | Fuquay Varina, NC | Celebration, FL | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Raleigh, NC | Berwyn, PA | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Cary, NC | Houston, TX | SEC-registered investment adviser |
| IFG Advisory, LLC | Raleigh, NC | Atlanta, GA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Raleigh, NC | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Raleigh, NC | Tampa, FL | SEC-registered investment adviser |
| Intercarolina Financial Services, Inc. | Cary, NC | Greensboro, NC | SEC-registered investment adviser |
| Invicta Advisors LLC | Raleigh, NC | Oakmont, PA | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Raliegh, NC | Charlotte, NC | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Raleigh, NC | Philadelphia, PA | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Raleigh, NC | San Diego, CA | SEC-registered investment adviser |
| Lido | Raleigh, NC | Los Angeles, CA | SEC-registered investment adviser |
| Lynk Capital Management Company, LLC | Raleigh, NC | Jacksonville, FL | SEC-registered investment adviser |
| Madison Advisory Services, Inc. | Raleigh, NC | White Plains, NY | SEC-registered investment adviser |
| Mariner | Raleigh, NC | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Raleigh, NC | Overland Park, KS | SEC-registered investment adviser |
| Matter Family Office | Raleigh, NC | St Louis, MO | SEC-registered investment adviser |
| Meadow Capital Management LLC | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| MMA Securities LLC | Raleigh, NC | New York, NY | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Raleigh, NC | Rock Island, IL | SEC-registered investment adviser |
| New Republic Partners | Raleigh, NC | Charlotte, NC | SEC-registered investment adviser |
| Northrock Partners, LLC | Raleigh, NC | Minneapolis, MN | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Raleigh, NC | Birmingham, AL | SEC-registered investment adviser |
| Onedigital | Apex, NC | Overland Park, KS | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Raleigh, NC | Scottsdale, AZ | SEC-registered investment adviser |
| Peak Planning Group, LLC | Raleigh, NC | Centennial, CO | SEC-registered investment adviser |
| PNC Capital Advisors LLC | Raleigh, NC | Baltimore, MD | SEC-registered investment adviser |
| Prime Capital Financial | Clayton, NC | Overland Park, KS | SEC-registered investment adviser |
| Principal Asset Management | Raleigh, NC | Des Moines, IA | SEC-registered investment adviser |
| Principal Securities, Inc. | Raleigh, NC | Des Moines, IA | SEC-registered investment adviser |
| Private Wealth Management of North Carolina LLC | Raleigh, NC | Henderson, NC | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Raleigh, NC | Dallas, TX | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | Raleigh, NC | Owings Mills, MD | SEC-registered investment adviser |
| RC Capital | Raleigh, NC | Cincinnati, OH | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Cary, NC | Minneapolis, MN | SEC-registered investment adviser |
| RFG Advisory, LLC | Cary, NC | Vestavia Hills, AL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Raleigh, NC | Miami, FL | SEC-registered investment adviser |
| Schrum Private Wealth Management, LLC | Raleigh, NC | Saint Augustine, FL | SEC-registered investment adviser |
| Secure Wealth, Inc. | Raleigh, NC | Boca Raton, FL | SEC-registered investment adviser |
| Sequoia Global Equities | Raleigh, NC | Menlo Park, CA | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Raleigh, NC | St. George, UT | SEC-registered investment adviser |
| Sterling Capital Management LLC | Raleigh, NC | Charlotte, NC | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Raleigh, NC | Atlanta, GA | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Raleigh, NC | Louisville, KY | SEC-registered investment adviser |
| Summit Financial, LLC | Raleigh, NC | Parsippany, NJ | SEC-registered investment adviser |
| SVB Wealth | Raleigh, NC | Boston, MA | SEC-registered investment adviser |
| Tannin Capital, LLC | Raleigh, NC | Charlotte, NC | SEC-registered investment adviser |
| Tarheel Advisors, LLC | Cary, NC | Chapel Hill, NC | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Raleigh, NC | Minneapolis, MN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Raleigh, NC | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Cary, NC | Scottsdale, AZ | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Cary, NC | Monrovia, CA | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Garner, NC | Lawrence, KS | SEC-registered investment adviser |
| Trillium Wealth LLC | Raleigh, NC | Winter Park, FL | SEC-registered investment adviser |
| Truist Advisory Services, Inc. | Raleigh, NC | Atlanta, GA | SEC-registered investment adviser |
| USA Financial Securities LLC | Raleigh, NC | Ada, MI | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Cary, NC | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Raleigh, NC | Plymouth, MN | SEC-registered investment adviser |
| Wells Fargo Advisors | Raleigh, NC | St. Louis, MO | SEC-registered investment adviser |
| Whitener Capital Management, Inc | Cary, NC | Rocky Mount, NC | SEC-registered investment adviser |
| Xypn Sapphire | Raleigh, NC | Bozeman, MT | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Raleigh, NC, headquartered elsewhere. https://advisorcensus.com/advisors/nc/raleigh/branch-offices https://advisorcensus.com/advisors/nc/raleigh/branch-offices