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Top Financial Advisors in Raleigh

In terms of economic vitality, Raleigh has been consistently ranking on the top 10 according some polls compared to other metro areas in the United States. This same vitality and lower cost of living compared to other coastal tech hubs has encouraged more and more people to move to the area and find and better ways to manage their money. Read more to find out the best way to manage your money in the Raleigh-Durham area thanks to Benzinga’s research.

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  • $413,647,939
    321
    • Financial planning services
    • Pension consulting services
  • $226,562,982
    360
    • Financial planning services
    • Pension consulting services
  • $298,153,628
    185
    • Financial planning services
  • $138,695,477
    691
    • Financial planning services
  • $312,615,659
    655
    • Financial planning services
  • $101,945,833
    87
    • Financial planning services
  • $271,000,000
    390
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $257,180,073
    202
    • Financial planning services
    • Educational seminars/workshops
  • $415,579,794
    130
  • $211,416,145
    85
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
    • INVESTMENT CONSULTING

To determine the top financial advisors in Raleigh we poured through all SEC registered advisory firms who have an office in Raleigh. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

FINANCIAL SYMMETRY INC.

CDR# 118443
$413,647,939
321
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1511 SUNDAY DR SUITE 300
RALEIGH NC, 27607
919-851-8200

$413,647,939
321
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SECREST BLAKEY & ASSOCIATES, LLC

CDR# 151216
$226,562,982
360
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
7780 BRIER CREEK PARKWAY SUITE 325
RALEIGH NC, 27617
919-544-0500

$226,562,982
360
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges

COLLEGIATE CAPITAL MANAGEMENT, INC.

CDR# 118205
$298,153,628
185
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
214 NEW BERN PLACE
RALEIGH NC, 27601
919-838-0101

$298,153,628
185
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

BEACON WEALTHCARE, INC.

CDR# 108103
$138,695,477
691
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1633 GLENWOOD AVE
RALEIGH NC, 27608-2319
919-821-5225

$138,695,477
691
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CAPITAL INVESTMENT COUNSEL INC

CDR# 104591
$312,615,659
655
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
100 E. SIX FORKS ROAD, STE. 200
RALEIGH NC, 27609
919-831-2370

$312,615,659
655
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

CDR# 118943
$101,945,833
87
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
300 W. MILLBROOK ROAD
RALEIGH NC, 27609
919-848-4100

$101,945,833
87
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

CAPITAL ADVISERS, INC.

CDR# 118442
$271,000,000
390
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
100 EAST SIX FORKS ROAD, SUITE 250
RALEIGH NC, 27609
919-865-1930

$271,000,000
390
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges

TOWNSEND ASSET MANAGEMENT CORP.

CDR# 108216
$257,180,073
202
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
5120 BUR OAK CIRCLE
RALEIGH NC, 27612
919-782-9689

$257,180,073
202
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CARDINAL CAPITAL MANAGEMENT INC

CDR# 108076
$415,579,794
130
Works with high networth individuals
  • A percentage of assets under your management
2626 GLENWOOD AVENUE SUITE 380
RALEIGH NC, 27608
919-532-7500

$415,579,794
130
Works with high networth individuals
  • A percentage of assets under your management

ARMOR INVESTMENT ADVISORS, LLC

CDR# 134200
$211,416,145
85
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4101 LAKE BOONE TRAIL SUITE 520
RALEIGH NC, 27607
919-571-4382

$211,416,145
85
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)