Top Financial Advisors in Cary, North Carolina
Finding the right financial advisor in Cary is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cary, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cary, NC.
Find the Best Financial Advisor Firms in Cary:
VERATIS ADVISORS, INC.
CRD#: 117892
Address: 1400 Crescent Green Suite 110, Cary, NC 27518-8118
Clients: 4
Average Clients per Advisor: 1
AUM: $ 4.5B
COMPERIO RETIREMENT CONSULTING, INC.
CRD#: 140786
Address: 2500 Regency Parkway, Cary, NC 27518
AUM: $ 2.0B
WEALTHSHIELD PARTNERS, LLC
CRD#: 169584
Address: 2500 Regency Parkway, Cary, NC 27518
Clients: 881
Average Clients per Advisor: 73
AUM: $ 1.1B
RALEIGH CAPITAL MANAGEMENT INC.
CRD#: 149538
Address: 117 Edinburgh South Drive Suite 110, Cary, NC 27511
Clients: 320
Average Clients per Advisor: 26
AUM: $ 398M
INDEPENDENT WEALTH ADVISORS, LLC
CRD#: 328786
Address: 167 E. Chatham Street Suite 300, Cary, NC 27511
Clients: 132
Average Clients per Advisor: 44
AUM: $ 184M
PLATT INVESTMENT COUNSEL, LLC
CRD#: 118737
Address: Cary, NC
Clients: 90
Average Clients per Advisor: 90
AUM: $ 154M
How We Chose the Top Financial Advisors in Cary, North Carolina
To create this list of top financial advisor firms in Cary, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cary has to offer.
Search Financial Advisors in Cary, North Carolina
Daniel Brian Conklin
Laird Wallace Hepburn
James Craige Summers
Susan Pettyjohn Ledford
Joseph Nicholas Grabar III
Philip David Nation
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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