Company lists · Data refreshed September 2026

Top 22 Esop advisors based in Raleigh, United States

RevenueBase identified 36 esop advisors headquartered in Raleigh, United States as of September 2026 and tracks 2,281 professional contacts across them, including 1,635 with verified work emails. New York is the largest hub.

This list covers esop advisors headquartered in Raleigh, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
36Companies
2,281Contacts tracked
1,635Verified emails
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The 22 largest esop advisors based in Raleigh, United States

Ranked by team size
Top 22 of 36 esop advisors based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to esop advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261,001-5,0001,768 contacts →

Partial evidence

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 2026501-1,000297 contacts →

Partial evidence

“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-each with an unwavering commitment to serve clients.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202651-20075 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“Investment banking and financial consulting services to emerging and middle-market companies.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

“Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Oakbridge Financial Group, LLC.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“Sunfield Advisors is a Global Mergers and Acquisitions advisory firm with over 125 years of combined expertise.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Founders Financial Alliance, LLC located in Raleigh, North Carolina is an SEC Registered Investment Advisor established in 2014, FFA is a firm that provides support to Advisors…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“The Timeless Approach.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Collegiate Capital Management, Inc.(CCM) is an SEC-registered investment adviser that specializes in providing comprehensive portfolio management services to university faculty…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“Retirement and Income Planning Investment Management Insurance Solutions Tax Reduction Strategies Estate Planning Strategies Retirement and Income Planning Investment Management…”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Let’s create the retirement you dream about, together.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 202611-503 contacts →

Partial evidence

“Strategies and Solutions – Core Services Our Advisory, Procurement and Enterprise Growth expertise is specialized for health and life insurance, security benefits and overall…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Van is the founder of Van Daughtry Consulting, LLC, a company focused on small and mid-size business sales and acquisitions.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Anchor Capital Management Company, LLC is an exempt reporting advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Board like advice accessible for every company.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Triscend Partners, LLC is a boutique investment bank based in Raleigh, NC.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Every business reaches a point where growth slows, clarity fades, or the next step isn’t obvious.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 22 of 36 esop advisors based in Raleigh, United States

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Esop advisors based in Raleigh, United States at a glance

As of Sep 19, 2026
71.7%Verified-email coverage
63.4Average contacts per company
1-10Median size (employees)
1150.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
7
51-200
1
501-1,000
1
1,001-5,000
1

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 36 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among esop advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Raleigh, United States whose own description of what they do matches “esop advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names esop advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among esop advisors, and records with no verified work email. Companies headquartered outside Raleigh are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,635 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names esop advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many esop advisors are there based in Raleigh, United States?

RevenueBase identified 36 esop advisors headquartered in Raleigh, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Captrust, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,635 verified decision-maker contacts tracked across these 36 companies.

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 Smart Search, 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.