| 1. Veratis Advisors, INC. CRD 117892 · Corporation | CARY, NC | $6.0B Mar 2026 | +$1.5B+33.8% | +$2.3B+62.8% | +$5.9B+4304.6% | +$6.0B+26148.0% | +1 employees+14.3% over 3Y | +145 accounts+33.2% over 3Y |
| 2. Comperio Retirement Consulting, INC. CRD 140786 · Corporation | CARY, NC | $2.0B Mar 2026 | -$26.9M-1.3% | +$238.8M+13.7% | +$185.2M+10.3% | +$804.2M+68.1% | -1 employees-20.0% over 3Y | -8 accounts-20.0% over 3Y |
| 3. Wealthshield Partners, LLC CRD 169584 · Limited Liability Company | CARY, NC | $1.3B Mar 2026 | +$347.8M+37.9% | +$352.1M+38.5% | +$892.6M+239.2% | — | -2 employees-8.0% over 3Y | +2,453 accounts+184.4% over 3Y |
| 4. Raleigh Capital Management INC. CRD 149538 · Corporation | CARY, NC | $397.8M Feb 2026 | +$135.0M+51.4% | +$192.0M+93.3% | — | +$279.9M+237.5% | +10 employees+100.0% over 3Y | +725 accounts+46.2% over 3Y |
| 5. Independent Wealth Advisors, LLC CRD 328786 · Limited Liability Company | CARY, NC | $195.3M May 2026 | +$43.8M+28.9% | — | — | — | +1 employees+33.3% over 1Y | +59 accounts+15.8% over 1Y |
| 6. Family Legacy Financial Solutions, LLC CRD 314351 · Limited Liability Company | CARY, NC | $174.5M Mar 2026 | — | — | — | +$34.5M+24.7% | +3 employees+75.0% over Total | +50 accounts+6.6% over Total |
| 7. Hicks & Associates Wealth Management, LLC CRD 323171 · Limited Liability Company | CARY, NC | $119.6M Feb 2026 | -$4.4M-3.5% | +$17.4M+17.0% | — | — | -2 employees-33.3% over 3Y | -241 accounts-29.7% over 3Y |