Home
Financial Advisor
North Carolina
Raleigh
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Raleigh, North Carolina

Raleigh, North Carolina, is a part of the Research Triangle, known for its booming tech industry, research, education, and high quality of life. With a 5% lower cost of living than the national average, retirees are also exempt from paying state income tax on Social Security benefits in Raleigh.

With over 1700+ financial advisors in Raleigh, NC, to choose from, finding the right financial advisor for your particular situation can be overwhelming. WiserAdvisor simplifies this process by connecting you with 2-3 financial advisors that could help you meet your specific financial goals. The service is free, and you have no obligation to hire.

For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Every Raleigh, NC financial advisor in our network is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a financial planner in Raleigh, NC, who understands your unique financial situation and can help you build, protect, and grow your wealth for long-term financial success.

How To Find Trusted Financial Advisors in Raleigh, North Carolina

Are you a Financial Advisor in Raleigh, North Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
CAPTRUSTRaleigh, NC
No. of Advisors1554
AUM$852,173,054,617
No. of Clients100603
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
ALLSPRING GLOBAL INVESTMENTS, LLCCharlotte, NC
No. of Advisors1015
AUM$429,024,440,167
No. of Clients9416
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
BARINGS LLCCharlotte, NC
No. of Advisors985
AUM$307,726,562,224
No. of Clients343
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
ALLSPRING FUNDS MANAGEMENT, LLCCharlotte, NC
No. of Advisors513
AUM$300,798,686,558
No. of Clients8078
Fee StructureA percentage of AUM, Performance Based
Firm Name
BRIGHTHOUSE INVESTMENT ADVISERS, LLCCharlotte, NC
No. of Advisors31
AUM$137,561,001,775
No. of Clients6685
Fee StructureA percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)
Firm Name
STERLING CAPITAL MANAGEMENT LLCCharlotte, NC
No. of Advisors181
AUM$66,746,472,114
No. of Clients3215
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
WELLS FARGO INVESTMENT INSTITUTE, INC.Charlotte, NC
No. of Advisors251
AUM$43,998,251,201
No. of Clients20338
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ALIGHT FINANCIAL ADVISORS, LLCCharlotte, NC
No. of Advisors60
AUM$33,737,582,682
No. of Clients219477
Fee StructureA percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
Firm Name
ALUMINA INVESTMENT MANAGEMENTCharlotte, NC
No. of Advisors3
AUM$14,681,685,404
No. of Clients2
Fee StructureFixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
Firm Name
INDEPENDENT ADVISOR ALLIANCE, LLCCharlotte, NC
No. of Advisors230
AUM$12,826,908,245
No. of Clients52309
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
GLOBAL ENDOWMENT MANAGEMENT, LPCharlotte, NC
No. of Advisors72
AUM$11,558,231,568
No. of Clients33
Fee StructureA percentage of AUM, Performance Based
Firm Name
ADHESION WEALTH ADVISOR SOLUTIONSCharlotte, NC
No. of Advisors50
AUM$10,771,561,842
No. of Clients40484
Fee StructureA percentage of AUM, Fixed fees
Firm Name
TRUEBRIDGE CAPITAL PARTNERSChapel Hill, NC
No. of Advisors38
AUM$8,363,744,672
No. of Clients196
Fee StructureA percentage of AUM, Performance Based
Firm Name
RIDGEMONT PARTNERS MANAGEMENT, LLCCharlotte, NC
No. of Advisors58
AUM$7,634,744,615
No. of Clients33
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
WEDGE CAPITAL MANAGEMENT LLPCharlotte, NC
No. of Advisors26
AUM$7,583,000,000
No. of Clients234
Fee StructureA percentage of AUM

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.