Find a Financial Advisor in Raleigh, NC

 

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We did the hard work of finding trustworthy partners in Raleigh, NC.

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We Only Work With The Best Raleigh Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Raleigh, NC


  • Financial Advisor Close to Raleigh, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Raleigh, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Raleigh, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Raleigh financial advisors.
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How Retirement-Friendly is Raleigh, NC?

  • Population: 464,485
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $244,800
  • Average Monthly Housing Cost: $1,190
  • Average Household Income: $94,359
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)



The Top Financial Advisor Firms in Raleigh, NC

 

FIRST CITIZENS INVESTOR SERVICES, INC.

Website

(800) 229-0205

100 E Tryon Road

Raleigh, NC 27603

SEC#: 801-57302
Years in Business: 21 years

CAPITAL INVESTMENT COUNSEL INC

Website

(919) 831-2370

100 E. Six Forks Road, Ste. 200

Raleigh, NC 27609

SEC#: 801-20824
Years in Business: 37 years

SHAH CAPITAL MANAGEMENT

Website

(919) 719-6360

8601 Six Forks Road
Suite 630
Raleigh, NC 27615

SEC#: 801-63881
Years in Business: 16 years

TRIANGLE SECURITIES WEALTH MANAGEMENT

Website

(919) 838-3221

1301 Annapolis Drive

Raleigh, NC 27608

SEC#: 801-69531
Years in Business: 13 years

CHARTER WEALTH MANAGEMENT

Website

(919) 729-2100

8601 Six Forks Road
Suite 400
Raleigh, NC 27615

SEC#: 801-117854
Years in Business: 1 years

GUARDIAN WEALTH ADVISORS, LLC

Website

(919) 249-1810

4270 The Circle At North Hills Street
Suite 200
Raleigh, NC 27609

SEC#: 801-118121
Years in Business: 1 years

RALEIGH INVESTMENT CONSULTANT LLC

Website

(919) 373-5454

8851 Ellstree Ln
Ste 201
Raleigh, NC 27617

SEC#: 801-117081
Years in Business: 2 years

PHYSICIANS FINANCIAL SERVICES, INC.

Website

(919) 863-2355

100 E. Six Forks Road
Suite 200
Raleigh, NC 27609

SEC#: 801-66583
Years in Business: 15 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

9212 Falls Of Neuse Rd., Suite 221

Raleigh, NC 27615

SEC#: 801-108700
Years in Business: 4 years

 


Raleigh, NC Financial Advisor FAQs

The cost will depend on your needs and the specific services you want.
Professional financial advisors are the experts you go to for objective, unbiased advice about your financial health. They can help with things like retirement planning, investing, estate value protection and more.
You should ask your financial advisor how they are paid, fee structures, investment style(s), what is the benchmark they are following, among other things. If an advisor does not provide this information, then it may be best to find another advisor.
Finding a financial advisor should not be an arduous process thanks to the Internet. Websites like LinkedIn will query for people in your area that have a financial advisor or similar occupation as theirs.