AdvisorCensus / Financial advisors / North Carolina / Raleigh, NC / Pershing LLC
Financial advisors in Raleigh, NC using Pershing LLC
5 SEC-registered investment advisory firms headquartered in the Raleigh, NC metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Capital Investment Advisory Services, LLC | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Investment Counsel Inc | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| EQV Advisory, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| First Citizens Asset Management, Inc | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| First Citizens Investor Services, Inc. | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
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. Pershing LLC nationwide
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