Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Raleigh, United States

Name: Family office 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 Sep 28, 2026 63 companies tracked

RevenueBase identified 63 family office consulting firms headquartered in Raleigh, United States as of September 2026 and tracks 2,331 professional contacts across them, including 1,622 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Raleigh has 63.

This list covers family office consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review

63Companies

2,331Contacts tracked

1,622Verified emails

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The 25 largest family office consulting firms based in Raleigh, United States

Ranked by team size

Top 25 of 63 family office consulting firms based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Indirect 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 28, 2026
2	First Citizens Investor Services	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	51-200	185 contacts →
	Indirect evidence “First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as…” Source: RevenueBase Database · checked Sep 28, 2026
3	Allbackoffice Consulting, LLC	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong 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 28, 2026
4	Weston Banks Wealth Partners	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “We support your life and legacy goals by managing your assets in a way that aligns with your value system.” Source: RevenueBase Database · checked Sep 28, 2026
5	Townsend Asset Management Corp	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Welcome to Townsend.” Source: RevenueBase Database · checked Sep 28, 2026
6	Socratic Better Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Socratic Better Wealth offers customized financial planning and asset management to people looking to make smart decisions with their money.” Source: RevenueBase Database · checked Sep 28, 2026
7	RHA Wealth	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
8	Beacon Financial Strategies	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Beacon Financial Strategies was established in 2004, by Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® with the purpose of helping individuals and families make sound and…” Source: RevenueBase Database · checked Sep 28, 2026
9	Pendleton Financial	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “At Pendleton Financial Wealth Management, your goals and objectives come first.” Source: RevenueBase Database · checked Sep 28, 2026
10	Mcgeever Family Office	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “McGeever is a family office positioned to establish, administer, and govern our unique financial and philanthropic values and goals.” Source: RevenueBase Database · checked Sep 28, 2026
11	Armor Investment Advisors, LLC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC.” Source: RevenueBase Database · checked Sep 28, 2026
12	Copperleaf Capital, LLC	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “From day one, and for over 35 years, we’ve invested in making a positive impact on families through strategic wealth management and financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
13	Timeless Solutions	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “The Timeless Approach.” Source: RevenueBase Database · checked Sep 28, 2026
14	Nautical Advisory Services	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	6 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 28, 2026
15	Cook Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “As life becomes more complex, money starts to feel overwhelming.” Source: RevenueBase Database · checked Sep 28, 2026
16	Vesta Wealth Advisors	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Vesta Wealth Advisors, founded in January 2021, is a female-led team based in Raleigh, NC, that focuses on financial planning and wealth management with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	Provision Wealth Management INC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Our Team includes Bill Dowdy CFP®, AEP®, CAP®, RICP®, CLU®, ChFC®, CASL®, REBC®, RHU® and Jared Brogden CFP®, ChFC®, CLU®, CASL®.” Source: RevenueBase Database · checked Sep 28, 2026
18	First OAK Wealth Management	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026
19	Willowtrust Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “WillowTrust Wealth Management is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026
20	Alpha Omega Wealth Partners	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	11-50	4 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 28, 2026
21	Wolfbridge Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “WolfBridge Financial is revolutionizing financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
22	RGA Investments	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Financial Advisor Serving Raleigh, Durham & the Triangle Financial planning represents the major cornerstone of your future financial independence.” Source: RevenueBase Database · checked Sep 28, 2026
23	Franklin Watkins Financial Group	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Source: RevenueBase Database · checked Sep 28, 2026
24	Yanke Financial, LLC	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Yanke Financial, LLC is an independent office with an outward focus.” Source: RevenueBase Database · checked Sep 28, 2026
25	Tara Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At TARA Wealth, we’re more than financial planners-we’re your trusted advocates and guides.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office consulting firms.
Partial evidence: Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 63 family office consulting firms based in Raleigh, United States

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Family office consulting firms based in Raleigh, United States at a glance

As of Sep 28, 2026

69.6%Verified-email coverage

37.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 63 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 family office consulting firms, 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 “family office consulting firms”. 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 family office consulting firms), 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 family office consulting firms, 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, 1,622 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 28, 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.

Family office consulting firms by metro in the United States

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 family office consulting firms, 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 family office consulting firms are there based in Raleigh, United States?

RevenueBase identified 63 family office consulting firms 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 in the United States has the most family office consulting firms?

New York leads the United States with 531 headquartered companies, followed by Dallas (213) and Atlanta (194). Raleigh has 63.

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 1,622 verified decision-maker contacts tracked across these 63 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 28, 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.