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Top RIA Firms in Raleigh, North Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Raleigh, North Carolina. This hub covers 51 matching firms with $1.3T in total reported AUM and median AUM of $457.5M.
Firms
51
Matching current profiles
Total AUM
$1.3T
Reported regulatory AUM
Median AUM
$457.5M
Across firms with AUM
Largest firm
$1.2T
Captrust
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Captrust CRD 175112 · Limited Liability Company | RALEIGH, NC | $1.2T May 2026 | +$153.7B+14.2% | +$522.1B+73.1% | +$786.7B+174.8% | +$1.1T+964.0% | +503 employees+37.6% over 3Y | +70,523 accounts+92.5% over 3Y |
| 2. Qhp Capital, L.p. CRD 311710 · Limited Partnership | RALEIGH, NC | $4.6B Mar 2026 | +$1.5B+47.7% | +$2.2B+92.9% | — | — | +6 employees+31.6% over 3Y | +4 accounts+36.4% over 3Y |
| 3. Plexus Capital CRD 310241 · Limited Liability Company | RALEIGH, NC | $3.8B Mar 2026 | +$2.0B+117.9% | +$3.3B+655.0% | — | +$3.5B+1203.1% | +8 employees+19.0% over 3Y | +13 accounts+325.0% over 3Y |
| 4. Guardian Wealth Advisors, LLC CRD 305412 · Limited Liability Company | RALEIGH, NC | $2.7B Mar 2026 | +$1.1B+65.2% | +$2.4B+658.0% | +$2.6B+1735.6% | — | +26 employees+108.3% over 3Y | +4,257 accounts+376.7% over 3Y |
| 5. First Citizens Investor Services, INC. CRD 44430 · Corporation | RALEIGH, NC | $2.6B May 2026 | +$527.3M+25.1% | +$1.1B+72.0% | +$1.4B+118.3% | +$2.3B+672.3% | +102 employees+40.8% over 3Y | +1,696 accounts+28.5% over 3Y |
| 6. Capital Investment Advisory Services, LLC CRD 149124 · Limited Liability Company | RALEIGH, NC | $2.4B Mar 2026 | +$428.5M+21.8% | +$550.6M+29.9% | +$1.4B+145.1% | +$2.3B+1608.8% | -25 employees-21.6% over 3Y | -128 accounts-1.3% over 3Y |
| 7. Tiverton Advisors, LLC CRD 305331 · Limited Liability Company | RALEIGH, NC | $2.1B Mar 2026 | +$120.7M+6.0% | +$1.3B+153.4% | +$1.9B+1002.4% | +$1.9B+1002.4% | +21 employees+105.0% over 3Y | +5 accounts+125.0% over 3Y |
| 8. Halifax Investment Management, L.l.c. CRD 152789 · Limited Liability Company | RALEIGH, NC | $1.9B Mar 2026 | +$93.4M+5.2% | +$836.1M+78.7% | +$1.0B+121.5% | +$1.2B+160.6% | -3 employees-14.3% over 3Y | +3 accounts+60.0% over 3Y |
| 9. Financial Symmetry INC. CRD 118443 · Corporation | RALEIGH, NC | $1.5B May 2026 | +$330.0M+27.3% | +$733.0M+90.8% | +$875.9M+131.8% | +$1.4B+1022.3% | +8 employees+29.6% over 3Y | +1,177 accounts+28.1% over 3Y |
| 10. Triangle Wealth Management CRD 148156 · Corporation | RALEIGH, NC | $1.3B Feb 2026 | +$88.3M+7.3% | +$194.1M+17.7% | +$451.7M+53.8% | +$827.9M+178.9% | +1 employees+7.7% over 3Y | +175 accounts+17.6% over 3Y |
| 11. Founders Financial Alliance, LLC CRD 173011 · Limited Liability Company | RALEIGH, NC | $1.2B Mar 2026 | +$485.1M+69.2% | +$568.8M+92.2% | +$597.5M+101.5% | +$1.1B+1793.5% | +3 employees+10.7% over 3Y | +1,568 accounts+58.9% over 3Y |
| 12. Cardinal Capital Management INC CRD 108076 · Corporation | RALEIGH, NC | $1.0B Feb 2026 | +$220.9M+27.4% | +$386.6M+60.5% | +$542.3M+112.1% | +$854.0M+496.6% | -2 employees-33.3% over 3Y | +349 accounts+30.4% over 3Y |
| 13. Capital Investment Counsel INC CRD 104591 · Corporation | RALEIGH, NC | $1.0B Apr 2026 | +$332.0M+48.0% | +$485.5M+90.3% | +$513.6M+100.7% | +$793.9M+345.9% | +2 employees+22.2% over 3Y | +286 accounts+29.0% over 3Y |
| 14. Shah Capital Management CRD 133941 · Corporation | RALEIGH, NC | $768.0M Feb 2026 | +$253.4M+49.3% | +$301.9M+64.8% | +$345.9M+81.9% | +$568.4M+284.7% | -2 employees-33.3% over 3Y | -10 accounts-10.8% over 3Y |
| 15. Ifc Core Investment Management LLC CRD 302090 · Limited Liability Company | RALEIGH, NC | $742.4M May 2026 | -$15.8M-2.1% | +$288.9M+63.7% | +$637.1M+605.0% | — | -8 employees-15.4% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Oak Harbor Wealth Partners, LLC CRD 311528 · Limited Liability Company | RALEIGH, NC | $729.9M Apr 2026 | +$106.8M+17.1% | +$221.7M+43.6% | — | — | +1 employees+14.3% over 3Y | +274 accounts+20.8% over 3Y |
| 17. Tradewinds, LLC CRD 316415 · Limited Liability Company | RALEIGH, NC | $659.4M Mar 2026 | +$365.5M+124.3% | +$392.0M+146.6% | — | — | +7 employees+140.0% over 3Y | +932 accounts+125.9% over 3Y |
| 18. Collegiate Capital Management, INC. CRD 118205 · Corporation | RALEIGH, NC | $653.0M Mar 2026 | +$154.4M+31.0% | +$153.9M+30.8% | +$289.3M+79.5% | +$520.6M+393.4% | -1 employees-11.1% over 3Y | +270 accounts+15.7% over 3Y |
| 19. Capital Advisers, INC. CRD 118442 · Corporation | RALEIGH, NC | $620.0M Jan 2026 | +$60.0M+10.7% | +$188.8M+43.8% | +$291.0M+88.4% | +$467.4M+306.2% | +3 employees+150.0% over 3Y | +345 accounts+29.7% over 3Y |
| 20. Fortress Private Ledger, LLC CRD 290298 · Limited Liability Company | RALEIGH, NC | $584.0M Mar 2026 | +$237.9M+68.7% | +$442.3M+312.1% | +$484.5M+487.3% | +$482.3M+474.5% | +1 employees+4.8% over 3Y | +1,104 accounts+260.4% over 3Y |
| 21. Corigliano Investment Advisers, LLC CRD 331908 · Limited Liability Company | RALEIGH, NC | $495.5M Mar 2026 | +$176.6M+55.4% | — | — | +$483.9M+4150.7% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 22. Physicians Financial Services, INC. CRD 118519 · Corporation | RALEIGH, NC | $482.3M Mar 2026 | +$50.5M+11.7% | +$176.2M+57.6% | +$166.0M+52.5% | +$391.4M+430.7% | 0 employees+0.0% over 3Y | +57 accounts+11.1% over 3Y |
| 23. Townsend Asset Management Corp. CRD 108216 · Corporation | RALEIGH, NC | $479.6M Feb 2026 | +$78.2M+19.5% | +$112.5M+30.6% | +$217.0M+82.6% | +$382.4M+393.4% | -1 employees-12.5% over 3Y | +160 accounts+16.5% over 3Y |
| 24. Sharpvue Capital, LLC CRD 304746 · Limited Liability Company | RALEIGH, NC | $465.2M May 2026 | +$109.6M+30.8% | +$210.6M+82.7% | +$338.9M+268.1% | +$291.2M+167.4% | 0 employees+0.0% over 3Y | +3 accounts+33.3% over 3Y |
| 25. First Citizens Asset Management, INC CRD 140777 · Corporation | RALEIGH, NC | $465.1M May 2026 | +$298.1M+178.5% | +$191.4M+69.9% | +$355.2M+323.5% | +$397.3M+586.3% | +9 employees+18.4% over 3Y | +1 accounts+0.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.