Company lists · Data refreshed October 2026

Top 23 Asset management consulting firms based in Raleigh, United States

Name: Asset management consulting firms based in Raleigh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 44 companies tracked

RevenueBase identified 44 company matches for asset management consulting firms associated with Raleigh, United States as of October 2026 and tracks 3,016 professional contacts across them, including 2,011 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Raleigh has 44.

This list covers company matches for asset management consulting firms 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 October 1, 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 Oct 1, 2026 How this list was built

44Companies

3,016Contacts tracked

2,011Verified emails

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The 23 largest asset management consulting firms based in Raleigh, United States

Ranked by team size

Top 23 of 44 company matches for asset management consulting firms based in Raleigh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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 Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2	Brightly Software	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	501-1,000	976 contacts →
	Exact match “Siemens Asset Management Software enables organizations with connected insights and processes to manage the entire lifecycle of their assets, facilities, and infrastructure.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Marshall Institute	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	11-50	45 contacts →
	Exact match “Marshall Institute is an asset management consulting and training company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Allbackoffice Consulting, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Triangle Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
6	Weston Banks Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “We support your life and legacy goals by managing your assets in a way that aligns with your value system.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Lewis, Alligood & Associates, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Founding in 1972, Lewis, Alligood & Associates (Formerly Dickinson, Lewis & Associates) specializes in commercial real estate appraisal, consulting, and advisory services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Socratic Better Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “Socratic Better Wealth offers customized financial planning and asset management to people looking to make smart decisions with their money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	TRG Capital Management, INC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “TRG Capital Management Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Compass Financial Group - Raleigh, NC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	First OAK Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Generations Wealth Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Alpha Omega Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
16	Patriot Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Let’s create the retirement you dream about, together.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Franklin Watkins Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
18	Yanke Financial, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Yanke Financial, LLC is an independent office with an outward focus.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Madison Oaks Wealth Partners, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Cameron Advisors, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Cameron Advisors LLC is a registered investment advisory (RIA) firm that provides comprehensive, fee-based financial planning services to individuals, families, and businesses in…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Heartland Financial Advisor	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22	Empowered Portfolios , LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “For Fiduciary Advisors and Institutional Clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Fulcrum Financial Services, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Recorded in the RevenueBase company graph · Oct 1, 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 “asset management consulting firms”. 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 23 of 44 asset management consulting firms based in Raleigh, United States

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Asset management consulting firms based in Raleigh, United States at a glance

As of Oct 1, 2026

66.7%Verified-email coverage

68.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 44 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 “asset management consulting firms” 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 2,011 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 October 1, 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.

Asset management consulting firms 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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Raleigh, United States?

RevenueBase identified 44 company matches for asset management consulting firms associated with Raleigh, United States as of October 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 asset management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Raleigh has 44.

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 2,011 professional contacts with verified work emails tracked across these 44 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 October 1, 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.