Company lists · Data refreshed September 2026

Top 21 401k plan advisors based in Raleigh, United States

Name: 401k plan advisors based in Raleigh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 46 companies tracked

RevenueBase identified 46 company matches for 401k plan advisors associated with Raleigh, United States as of September 2026 and tracks 2,011 professional contacts across them, including 1,455 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Raleigh has 46.

This list covers company matches for 401k plan advisors associated with Raleigh, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

46Companies

2,011Contacts tracked

1,455Verified emails

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The 21 largest 401k plan advisors based in Raleigh, United States

Ranked by team size

Top 21 of 46 company matches for 401k plan advisors based in Raleigh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	51-200	75 contacts →
	Exact match “Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Triangle Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Peace Of Mind Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	13 contacts →
	Exact match “We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Aria Financial Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Aria Financial Services works with clients across the country to help them achieve financial freedom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Lifeplan Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “We are financial advisors helping our clients make wise financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Qrps, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “Qualified Retirement Plan Services was founded in 1988 to provide retirement plan administration services to small and mid-size companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	RHA Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Compass Financial Group - Raleigh, NC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Generations Wealth Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Jim Yent, Teresa Yent, and Jake Towles are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Alpha Omega Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Retirement and Income Planning Investment Management Insurance Solutions Tax Reduction Strategies Estate Planning Strategies Retirement and Income Planning Investment Management…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Trail Ridge Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Patriot Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Let’s create the retirement you dream about, together.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Franklin Watkins Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Yanke Financial, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Yanke Financial, LLC is an independent office with an outward focus.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Tara Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At TARA Wealth, we’re more than financial planners-we’re your trusted advocates and guides.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	WM Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Financial Firm” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Heartland Financial Advisor	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Pratto Wealth Management, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “An Independent Firm focusing on your Financial Success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “401k plan advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 21 of 46 401k plan advisors based in Raleigh, United States

See the full list, filter by size, metro and specialty, and access 1,455 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k plan advisors based in Raleigh, United States at a glance

As of Sep 19, 2026

72.4%Verified-email coverage

43.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 46 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Raleigh, United States whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,455 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k plan advisors are there based in Raleigh, United States?

RevenueBase identified 46 company matches for 401k plan advisors associated with Raleigh, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most 401k plan advisors?

New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Raleigh has 46.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,455 professional contacts with verified work emails tracked across these 46 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.