AdvisorCensus / Financial advisors / North Carolina / Raleigh, NC / Fidelity Investments
Financial advisors in Raleigh, NC using Fidelity Investments
9 SEC-registered investment advisory firms headquartered in the Raleigh, NC metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisorengine Portfolio Solutions Inc. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Advisorstrust Partners LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Armor Investment Advisors, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| BSG Advisers | Apex | SEC-registered investment adviser | $100 million to $500 million |
| Oak City Investment Consulting | Wake Forest | SEC-registered investment adviser | $1 billion to $5 billion |
| Peace of Mind Wealth Management | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina | SEC-registered investment adviser | $100 million to $500 million |
| Raleigh Capital Management Inc. | Cary | SEC-registered investment adviser | $100 million to $500 million |
| Saber Capital Management LLC | Fuquay Varina | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Raleigh, NC using Fidelity Investments. https://advisorcensus.com/advisors/nc/raleigh/custodians/fidelity https://advisorcensus.com/advisors/nc/raleigh/custodians/fidelity