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 Sales
Raleigh, North CarolinaCRD #304967
Typical Fee--
AUM$217M
Minimum--
Clients85

AIM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #325125
Typical Fee--
AUM$158M
Minimum--
Clients482

ARK ROYAL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #175151
Typical Fee--
AUM$139M
Minimum--
Clients275

ARMOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #134200
Typical Fee--
AUM$389M
Minimum--
Clients203

BD INVESTMENT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #309347
Typical Fee--
AUM$170M
Minimum--
Clients3

BEACON FINANCIAL STRATEGIES CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #132987
Typical Fee--
AUM$309M
Minimum--
Clients560

BEACON WEALTHCARE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #312556
Typical Fee--
AUM$308M
Minimum--
Clients908

BROAD REACH CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #144686
Typical Fee--
AUM$180M
Minimum--
Clients25

CAPITAL ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118442
Typical Fee--
AUM$620M
Minimum--
Clients1,505

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #149124
Typical Fee--
AUM$1.9B
Minimum--
Clients8,619

CAPITAL INVESTMENT COUNSEL INC

Clean RecordAlso Compensated via Brokerage
Raleigh, North CarolinaCRD #104591
Typical Fee--
AUM$889M
Minimum--
Clients1,231

CAPTRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #175112
Typical Fee--
AUM$1.1T
Minimum--
Clients127,387

CARDINAL CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #108076
Typical Fee--
AUM$1.0B
Minimum--
Clients1,498

CHARTER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #162299
Typical Fee--
AUM$176M
Minimum--
Clients263

COLLEGIATE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #118205
Typical Fee--
AUM$582M
Minimum--
Clients1,995

CORIGLIANO INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #331908
Typical Fee1.50%
AUM$319M
Minimum--
Clients2

EQV ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #338271
Typical Fee--
AUM$107M
Minimum--
Clients122

EVERGREEN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #326535
Typical Fee3.00%
AUM$108M
Minimum--
Clients779

FINANCIAL SYMMETRY INC.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118443
Typical Fee--
AUM$1.5B
Minimum--
Clients5,370

FIRST CITIZENS ASSET MANAGEMENT, INC

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #140777
Typical Fee--
AUM$167M
Minimum--
Clients409

FIRST CITIZENS INVESTOR SERVICES, INC.

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #44430
Typical Fee--
AUM$2.1B
Minimum--
Clients6,706

FIRST FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #134006
Typical Fee--
AUM$317M
Minimum--
Clients1,026

FIRST OAK WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #288316
Typical Fee--
AUM$268M
Minimum--
Clients527

FORTRESS PRIVATE LEDGER, LLC

Clean RecordAlso Compensated via Brokerage
Raleigh, North CarolinaCRD #290298
Typical Fee--
AUM$346M
Minimum--
Clients1,115

FOUNDERS FINANCIAL ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #173011
Typical Fee--
AUM$1.0B
Minimum--
Clients3,918

GUARDIAN WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #305412
Typical Fee--
AUM$2.1B
Minimum--
Clients1,683

HALIFAX INVESTMENT MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #152789
Typical Fee--
AUM$1.8B
Minimum--
Clients8

HATTERAS INVESTMENT PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #170628
Typical Fee--
AUM$188M
Minimum--
Clients7

HCG FUND MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #281615
Typical Fee--
AUM$478M
Minimum--
Clients10

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118943
Typical Fee--
AUM$154M
Minimum--
Clients153

IFC CORE INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #302090
Typical Fee--
AUM$758M
Minimum--
Clients1

IFC INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #305377
Typical Fee--
AUM--
Minimum--
Clients--

LEWIS FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #116344
Typical Fee--
AUM$431M
Minimum--
Clients128

LIFEPLAN GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #144157
Typical Fee--
AUM$239M
Minimum--
Clients913

LYNK CAPITAL MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #329038
Typical Fee--
AUM$225M
Minimum--
Clients2

MODERN CAPITAL ADVISORS, LLC

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #131117
Typical Fee--
AUM$285M
Minimum--
Clients1,561

OAK HARBOR WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #311528
Typical Fee--
AUM$623M
Minimum--
Clients1,480

PEACE OF MIND WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #317067
Typical Fee--
AUM$214M
Minimum--
Clients783

PENDLETON FINANCIAL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #325303
Typical Fee--
AUM$142M
Minimum--
Clients324

PHYSICIANS FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #118519
Typical Fee--
AUM$432M
Minimum--
Clients555

PLEXUS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #310241
Typical Fee--
AUM$1.7B
Minimum--
Clients13

PURSUIT WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #337709
Typical Fee--
AUM$457M
Minimum--
Clients2,121

QHP CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #311710
Typical Fee--
AUM$3.1B
Minimum--
Clients13

REH WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #153826
Typical Fee1.00%
AUM$110M
Minimum--
Clients200

RIDGELINE WEALTH ADVISORS, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #284843
Typical Fee--
AUM$142M
Minimum--
Clients646

SHAH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #133941
Typical Fee--
AUM$768M
Minimum--
Clients83

SHARPVUE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #304746
Typical Fee--
AUM$356M
Minimum--
Clients12

SOUND FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #122670
Typical Fee--
AUM$134M
Minimum--
Clients440

THE WEALTH GROUP, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #154106
Typical Fee--
AUM$289M
Minimum--
Clients692

TIVERTON ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #305331
Typical Fee--
AUM$2.0B
Minimum--
Clients9

TOWNSEND ASSET MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #108216
Typical Fee--
AUM$480M
Minimum--
Clients1,130

TRADEWINDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #316415
Typical Fee--
AUM$560M
Minimum--
Clients1,633

TRIANGLE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #148156
Typical Fee--
AUM$1.3B
Minimum--
Clients1,170
Fiduciary Advisors in Raleigh, North Carolina | FiduciaryListings