RIAs in Cary, North Carolina
Explore 7 RIAs headquartered in Cary, with $10.1B in combined reported AUM.
RIAs7Headquartered here
Total AUM$10.1BReported regulatory AUM
Total Employees70Reported by these RIAs
% of Total State AUM0.3%% Of total State AUM Reported
All RIAs in Cary
7 RIAsShowing 1–7 of 7 RIAs
Veratis Advisors, Inc.
CARY, NCReported AUM$6B
Employees8
59.2% of city AUMView RIA ↗
Comperio Retirement Consulting, Inc.
CARY, NCReported AUM$2B
Employees4
19.6% of city AUMView RIA ↗
Wealthshield Partners, LLC
CARY, NCReported AUM$1.3B
Employees23
12.5% of city AUMView RIA ↗
Raleigh Capital Management Inc.
CARY, NCReported AUM$397.8M
Employees20
3.9% of city AUMView RIA ↗
Independent Wealth Advisors, LLC
CARY, NCReported AUM$195.3M
Employees4
1.9% of city AUMView RIA ↗
Family Legacy Financial Solutions, LLC
CARY, NCReported AUM$174.5M
Employees7
1.7% of city AUMView RIA ↗
Hicks & Associates Wealth Management, LLC
CARY, NCReported AUM$119.6M
Employees4
1.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.