Fiduciary advisors in Raleigh, NC
53 registered advisers
Raleigh is anchored by Research Triangle Park, where biotech and tech compensation packages drive demand for equity-focused financial planning, and 53 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 91%, with 48 firms declining all forms of commission-based compensation. The directory below breaks down each firm's fee structure, client base, and regulatory standing.
ADVISORSTRUST PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$217M
Minimum--
Clients85
AIM ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$158M
Minimum--
Clients482
ARK ROYAL WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$139M
Minimum--
Clients275
ARMOR INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$389M
Minimum--
Clients203
BD INVESTMENT PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$170M
Minimum--
Clients3
BEACON FINANCIAL STRATEGIES CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$309M
Minimum--
Clients560
BEACON WEALTHCARE LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$308M
Minimum--
Clients908
BROAD REACH CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$180M
Minimum--
Clients25
CAPITAL ADVISERS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$620M
Minimum--
Clients1,505
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients8,619
CAPITAL INVESTMENT COUNSEL INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$889M
Minimum--
Clients1,231
CAPTRUST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1T
Minimum--
Clients127,387
CARDINAL CAPITAL MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients1,498
CHARTER WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$176M
Minimum--
Clients263
COLLEGIATE CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$582M
Minimum--
Clients1,995
CORIGLIANO INVESTMENT ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee1.50%
AUM$319M
Minimum--
Clients2
EQV ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$107M
Minimum--
Clients122
EVERGREEN WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee3.00%
AUM$108M
Minimum--
Clients779
FINANCIAL SYMMETRY INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.5B
Minimum--
Clients5,370
FIRST CITIZENS ASSET MANAGEMENT, INC
Also Compensated via BrokerageTypical Fee--
AUM$167M
Minimum--
Clients409
FIRST CITIZENS INVESTOR SERVICES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$2.1B
Minimum--
Clients6,706
FIRST FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$317M
Minimum--
Clients1,026
FIRST OAK WEALTH MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$268M
Minimum--
Clients527
FORTRESS PRIVATE LEDGER, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$346M
Minimum--
Clients1,115
FOUNDERS FINANCIAL ALLIANCE, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients3,918
GUARDIAN WEALTH ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients1,683
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients8
HATTERAS INVESTMENT PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$188M
Minimum--
Clients7
HCG FUND MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$478M
Minimum--
Clients10
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$154M
Minimum--
Clients153
IFC CORE INVESTMENT MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$758M
Minimum--
Clients1
IFC INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
LEWIS FINANCIAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$431M
Minimum--
Clients128
LIFEPLAN GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$239M
Minimum--
Clients913
LYNK CAPITAL MANAGEMENT COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$225M
Minimum--
Clients2
MODERN CAPITAL ADVISORS, LLC
Also Compensated via BrokerageTypical Fee--
AUM$285M
Minimum--
Clients1,561
OAK HARBOR WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$623M
Minimum--
Clients1,480
PEACE OF MIND WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$214M
Minimum--
Clients783
PENDLETON FINANCIAL WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$142M
Minimum--
Clients324
PHYSICIANS FINANCIAL SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$432M
Minimum--
Clients555
PLEXUS CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients13
PURSUIT WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$457M
Minimum--
Clients2,121
QHP CAPITAL, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.1B
Minimum--
Clients13
REH WEALTH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$110M
Minimum--
Clients200
RIDGELINE WEALTH ADVISORS, LLC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$142M
Minimum--
Clients646
SHAH CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$768M
Minimum--
Clients83
SHARPVUE CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$356M
Minimum--
Clients12
SOUND FINANCIAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$134M
Minimum--
Clients440
THE WEALTH GROUP, LTD
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$289M
Minimum--
Clients692
TIVERTON ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.0B
Minimum--
Clients9
TOWNSEND ASSET MANAGEMENT CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$480M
Minimum--
Clients1,130
TRADEWINDS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$560M
Minimum--
Clients1,633
TRIANGLE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients1,170