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Best financial advisors in Raleigh, NC

Registered advisers within 25 miles of Raleigh, NC.

Offices
933
Firms
358
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,552,778 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

PIECAPITAL
NORTHROCK PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
FINDICIA, INC.
EP WEALTH ADVISORS
STERLING CAPITAL MANAGEMENT LLC
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
HCG FUND MANAGEMENT LP
COLLEGIATE CAPITAL MANAGEMENT, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

ROBERT WILSON REVELS
Sarah Marie Slattery
CAMERON JOHN ROSENOW
Domenic Matthew Battistella
TRAVIS L WHITE
Brian Christopher Migdal
STEFFEN MICHELLE PERRY
Bret Parker Miller
Linda Michelle Bumgarner
REBECCA VELENA PATEL
TIMOTHY ANDREW SARGENT
ANTHONY GERARD DELUCIA
NICHOLAS E GLENN
STEPHEN MILTON HOLLOMAN
DANIEL WADE MCCALL
William Scott Faircloth
JANE GOELLNER WATSON
SCOTT ALLEN STEPHENS
MARK EDWARD GOODING
JOHN WILLIAM SWINDELL
ANDREW BRIAN ORR
LEVENTE FERENC ZSUPPAN
ROBERT REAVES GREER
MICHELLE JENKINS MCNAMARA
REED ZIEMIANSKI
FREDERICK MORTON HIGHT
FRANCIS MICHAEL THOMAS
CORY BRANDON CAPPS
DANIEL CARSON SIGMON
DEREK GRANT WALKER
TONY WAYNE SIGMON
CHARLES STANLY CUNNINGHAM

Within 25 miles of Raleigh, NC, Best Investors lists 358 registered investment advisory firms with 933 offices nearby, managing about $22.4T in combined regulatory AUM across 3,552,778 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Raleigh

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM