Investment adviser firms in CARY, North Carolina
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- COMPERIO RETIREMENT CONSULTING, INC.CRD 140786 · CARY, NC$1,985,229,783.00Regulatory AUM · August 2026
- FAMILY LEGACY FINANCIAL SOLUTIONS, LLCCRD 314351 · CARY, NC$174,530,000.00Regulatory AUM · August 2026
- HICKS & ASSOCIATES WEALTH MANAGEMENT, LLCCRD 323171 · CARY, NC$119,572,858.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH ADVISORS, LLCCRD 328786 · CARY, NC$195,338,422.00Regulatory AUM · August 2026
- RALEIGH CAPITAL MANAGEMENT INC.CRD 149538 · CARY, NC$397,774,895.00Regulatory AUM · August 2026
- VERATIS ADVISORS, INC.CRD 117892 · CARY, NC$5,994,203,169.00Regulatory AUM · August 2026
- WEALTHSHIELD PARTNERS, LLCCRD 169584 · CARY, NC$1,265,665,461.00Regulatory AUM · August 2026