Areas served: Raleigh, NC and surrounding Wake County
Raleigh's financial advisory landscape serves a diverse client base, from Research Triangle professionals with stock options and equity compensation to retirees managing pension distributions and healthcare costs. The area's concentration of technology workers, university employees, and healthcare professionals creates demand for advisors experienced with complex benefits packages and tax-efficient strategies. This directory provides evaluated listings of financial advisors in Raleigh, compared by fee structure, credentials, fiduciary commitment, specialization areas, and minimum asset requirements.
Peace of Mind Wealth Management is a fee-only financial advisory firm in Raleigh serving pre-retirees and retirees throughout the Raleigh and Durham/Chapel Hill areas. Led by advisors Radon Stancil and Murs Tariq, the firm takes a comprehensive approach to retirement planning that goes beyond investments to address taxes, estate planning, healthcare, and income strategy through their trademarked Peace of Mind Pathway™. Their integrated, transparent fee structure eliminates the need for multiple financial professionals and is designed specifically for clients seeking clarity and confidence in retirement.
Steward Wealth Strategies is an independent financial advisory firm serving Raleigh and the surrounding Triangle area. They provide comprehensive wealth management, retirement planning, investment management, and financial planning services tailored to individuals and families. The firm is committed to fiduciary standards, putting client interests first in all recommendations.
Hilltop Wealth Advisors is a fee-only fiduciary financial planning and investment management firm serving high-net-worth individuals and families in Chapel Hill. They provide integrated wealth management, comprehensive financial planning, investment management, and specialized services for executives including equity compensation analysis and 401(k) strategies. Their approach emphasizes personal relationships, alignment with client values, and coordination with other professionals like accountants and estate attorneys.
Pendleton Financial is an independent financial advisory firm based in Raleigh that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized investment strategies, retirement planning, and long-term financial goals. Their experienced advisors take a consultative approach to help clients build and preserve wealth.
Cardinal Hill Wealth Management is an independent financial advisory firm in Cary specializing in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. Led by experienced advisors, they provide personalized financial guidance designed to help clients build and protect their wealth through customized investment portfolios and long-term planning strategies.
Cerity Partners is a comprehensive wealth management firm serving high-net-worth individuals, families, business owners, and institutions from their Raleigh headquarters. They offer integrated financial planning, investment management, tax planning and preparation, estate and gift planning, insurance planning, and specialized services like business owner advisory, family office management, and cross-border financial planning. Their team of planning, tax, investment, and retirement plan specialists provides objective, goal-driven advice tailored to complex financial situations.
Trevor Lawson is a CFP®-certified financial advisor in Raleigh specializing in comprehensive financial planning, retirement strategy, investment management, and wealth preservation. With credentials including AIF®, ChFC®, CDFA®, and others, he helps individuals and families align their finances with their life goals through personalized planning and ongoing advisory relationships.
Ark Royal Wealth Management is a fee-only financial advisory firm founded by Mike Palmer, serving clients in Raleigh and Charlotte with comprehensive wealth management, investment management, retirement planning, and employee benefit analysis. As fiduciaries, they prioritize clients' interests first and take a holistic approach to financial planning—helping clients align their assets with their life goals, not just portfolio performance. They specialize in complex financial matters and are known for their personalized, detailed guidance and long-term client relationships.
Vesta Wealth Advisors is a Raleigh-based financial planning and advisory firm led by women advisors Kate Anders, Elaine Jolley, and Mary Norton. They provide comprehensive financial planning, investment management, insurance products (life insurance and annuities), and ongoing advisory services with a focus on inclusivity and personalized guidance. The firm is committed to serving all clients with integrity and transparency, particularly those historically underserved by the financial services industry.
Bowers Private Wealth Management is an independent financial planning firm in Raleigh specializing in small-business owners and equity-compensated IT and biotech professionals navigating the sandwich generation. Led by CFP® and CEPA® advisor Blaine Bowers, they provide comprehensive wealth management including retirement planning, tax strategy, and equity compensation guidance. Their approach emphasizes unbiased planning that allows entrepreneurs and executives to delegate complex financial decisions so they can focus on growing their businesses and living their best lives.
Thorough Financial Group is an independent financial advisory firm based in Raleigh that provides comprehensive wealth management, retirement planning, and investment management services to individuals and families. Their team of certified professionals takes a holistic approach to financial planning, helping clients build and preserve wealth through personalized strategies tailored to their unique goals and circumstances.
Compass Financial Group is an independent financial advisory firm in Raleigh serving individuals and families across North Carolina with comprehensive wealth management, retirement planning, and investment management. Led by experienced advisors, they focus on personalized financial strategies tailored to each client's unique goals and circumstances, emphasizing a collaborative approach to building and protecting long-term wealth.
Capital Investment Companies is an independent financial advisory firm based in Raleigh with over 40 years of experience. They offer comprehensive investment management, financial planning, and wealth management services through their Ensemble Platform, which brings together a team of professionals to help clients manage their money on their own terms. The firm has remained independent and locally focused, prioritizing client relationships and ethical service over mergers and acquisitions.
Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area serving clients since 2001. They provide comprehensive fee-only, fiduciary financial planning and investment management, including retirement planning, tax planning, social security analysis, college planning, 401(k) allocation, and estate planning. With 13 CFP® professionals managing $1.2B in assets, they focus on helping busy professionals, those planning retirement, and clients experiencing major life changes reach their financial goals.
Lily Wealth Partners is an independent financial advisory firm in Raleigh specializing in personalized wealth management and financial planning for individuals and families. They provide comprehensive financial guidance including investment management, retirement planning, and strategic wealth strategies tailored to each client's unique goals and circumstances.
Turnpoint Wealth is an independent financial advisory firm in Raleigh specializing in personalized wealth management for high-net-worth individuals and families. They offer comprehensive financial planning, investment management, and retirement strategy services designed to help clients build and preserve wealth. With a focus on fiduciary-standard advice and personalized service, Turnpoint Wealth helps clients navigate complex financial decisions and work toward their long-term goals.
Scott D Sorrell is a Raleigh-based financial advisor and CFP® professional offering comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. With multiple advanced certifications including Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®), Sorrell serves individuals and families seeking personalized guidance on complex financial matters including estate planning coordination, tax-efficient investing, and long-term wealth strategies.
Green Harbor Capital is a real estate financing advisory firm serving the Southeast, specializing in construction financing, land bank financing, and value-add funding solutions. The team leverages an extensive network of capital sources to provide tailored financial solutions and expert guidance for real estate investors and developers. They focus on building lasting client relationships through transparent processes and favorable terms.
Glenwood Financial Partners, LLC is an independent financial advisory firm based in Raleigh specializing in comprehensive financial planning and investment management. The firm works with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Their consultative approach focuses on understanding each client's unique situation to provide tailored financial guidance.
Peoples Wealth Management is a financial advisory firm based in Raleigh offering comprehensive wealth management, investment management, and financial planning services. The firm helps clients build and protect their wealth through personalized strategies tailored to individual financial goals. They serve individual investors and families seeking professional guidance on portfolio management, retirement planning, and long-term financial strategy.
Edward Jones Financial Advisor W George Alexander Jr is a CFP® certified financial professional serving Raleigh and surrounding areas. With expertise in investment management, retirement planning, and personalized financial strategies, Alexander helps clients build and protect their wealth through comprehensive financial guidance. Edward Jones advisors work to understand each client's unique goals and develop tailored solutions to help achieve long-term financial success.
Baird Private Wealth Management is a financial advisory firm serving clients in Raleigh and the surrounding region. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies tailored to individual client goals. As part of Baird's larger platform, they combine local expertise with institutional resources to help clients build and protect their wealth.
AIM Advisors is an independent financial advisory firm located in downtown Raleigh serving individuals and small business owners throughout North Carolina. They provide comprehensive financial planning, investment management, and insurance solutions tailored to help clients build and protect their wealth. With a focus on personalized service and fiduciary responsibility, AIM Advisors works closely with each client to develop strategies aligned with their long-term financial goals.
BrightWealth Management is a private wealth advisory practice of Ameriprise Financial Services offering personalized financial advice, investment management, and comprehensive financial planning. Named to the 2026 Forbes Best-in-State Wealth Management Teams list, they help clients build diversified portfolios, navigate tax strategies, and plan for their financial goals across all life stages. They provide complimentary initial consultations and secure digital access to accounts, with a focus on understanding each client's unique objectives and life circumstances.
Captrust is a financial advisory firm serving Raleigh and the surrounding region with comprehensive wealth management, investment management, retirement planning, and personalized financial strategy services. The firm works with individuals and businesses to build customized financial plans aligned with their long-term goals. With a focus on fiduciary principles and client-centered advisory, Captrust helps clients navigate complex financial decisions and grow their wealth.
SBSB Financial Advisors is an independent financial advisory firm based in Raleigh offering personalized investment and financial planning services. The team works with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. They focus on delivering professional advice and ongoing portfolio management to help clients build and preserve wealth.
Patriot Wealth Management is an independent financial advisory firm based in Raleigh that provides comprehensive wealth management, investment management, and financial planning services. The firm helps clients build and preserve wealth through personalized strategies tailored to individual goals and circumstances. They serve individuals, families, and business owners seeking professional guidance on investments, retirement planning, and overall financial strategy.
Wake Wealth Management Co. is an independent financial advisory firm based in Raleigh that helps clients build and protect their wealth through comprehensive financial planning and investment management. The firm serves individuals and families across the Raleigh area with personalized strategies tailored to their long-term financial goals. Their team focuses on delivering fiduciary-standard advice and building lasting relationships with clients who want a trusted partner for their financial future.
Scott Allen Stephens is a Private Wealth Advisor with Ameriprise Financial Services in Raleigh, specializing in personalized financial planning and wealth management. He works with clients to develop comprehensive financial strategies tailored to their individual goals, including investment management, retirement planning, and broader wealth preservation. Based in downtown Raleigh, Scott helps clients navigate complex financial decisions with professional guidance backed by Ameriprise's resources.
Truist Wealth is part of Truist Financial Corporation, one of the largest financial institutions in the United States. They provide comprehensive wealth management services including investment management, financial planning, retirement planning, and estate planning for high-net-worth individuals and families in the Raleigh area. With access to Truist's extensive resources and team of financial advisors, they help clients build and preserve wealth while managing complex financial goals.
Miner Wealth Management is an independent financial advisory firm based in Raleigh specializing in comprehensive wealth management and financial planning. The team works with individuals and families to develop personalized investment strategies, retirement planning, and wealth preservation strategies tailored to their specific goals and circumstances.
WillowTrust Wealth Management is an independent financial advisory firm based in Raleigh specializing in personalized wealth management and financial planning. The firm helps clients build and preserve wealth through strategic investment management, retirement planning, and comprehensive financial strategies tailored to individual goals and circumstances.
Wells Fargo Advisors is a financial advisory firm located in Raleigh offering investment management, retirement planning, and wealth management services. As part of the Wells Fargo network, they provide comprehensive financial guidance to help clients build and preserve wealth through personalized investment strategies and financial planning.
Merrill Lynch Wealth Management in Raleigh offers comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth division, they provide access to institutional-quality investment research, portfolio management, and personalized financial planning to help clients build and preserve wealth.
Peace Of Mind Wealth Management is the top-ranked financial advisor in Raleigh with a Lantern Score of 82.92/100 and a 5★ rating from 39 reviews. They specialize in comprehensive retirement planning and serve pre-retirees and retirees throughout the Raleigh and Durham/Chapel Hill areas.
Several top-ranked advisors serve high-net-worth clients: Hilltop Wealth Advisors (Lantern Score: 81.80/100) specializes in individuals with $1M+ in investable assets, while Cerity Partners (80.19/100) and Cardinal Hill Wealth Management (80.64/100) both focus on high-net-worth individuals and families seeking comprehensive wealth management.
Business owners have several excellent options: Steward Wealth Strategies (Lantern Score: 82.67/100) serves business owners seeking comprehensive wealth management, while Bowers Private Wealth Management (77.70/100) specializes specifically in small-business owners and equity-compensated IT and biotech professionals navigating complex financial priorities.
Peace Of Mind Wealth Management (Lantern Score: 82.92/100) is specifically designed for pre-retirees and retirees seeking comprehensive retirement planning. Trevor Lawson, CFP® (80.04/100) also specializes in retirees and pre-retirees planning retirement income with a 5★ rating from 53 reviews.
Vesta Wealth Advisors (Lantern Score: 79.34/100) is led by women advisors Kate Anders, Elaine Jolley, and Mary Norton. They provide comprehensive financial planning and specialize in serving individuals valuing inclusive and respectful advisory relationships, particularly women and underserved populations in wealth management.
None of the 34 financial advisors in Raleigh's directory are open on weekends. All advisors operate on standard weekday business hours only, so you'll need to schedule appointments during regular business days.