Company lists · Data refreshed October 2026

Top 25 Financial advisory firms for manufacturers based in Raleigh, United States

RevenueBase identified 58 company matches for financial advisory firms for manufacturers associated with Raleigh, United States as of October 2026 and tracks 2,182 professional contacts across them, including 1,449 with verified work emails. Across the United States, New York is the largest hub for this category (231 companies); Raleigh has 58.

This list covers company matches for financial advisory firms for manufacturers 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 12, 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 12, 2026 How this list was built
58Companies
2,182Contacts tracked
1,449Verified emails
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The 25 largest financial advisory firms for manufacturers based in Raleigh, United States

Ranked by team size
Top 25 of 58 company matches for financial advisory firms for manufacturers based in Raleigh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261,001-5,0001,865 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 12, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202651-20076 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 · Oct 12, 2026 · View company records in RevenueBase
3Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-5022 contacts →

Exact match

“FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-1012 contacts →

Exact match

“Aria Financial Services works with clients across the country to help them achieve financial freedom.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-109 contacts →

Exact match

“Real Planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-509 contacts →

Exact match

“Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-108 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-108 contacts →

Exact match

“Oakbridge Financial Group, LLC.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-107 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 · Oct 12, 2026 · View company records in RevenueBase
10Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-507 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 12, 2026 · View company records in RevenueBase
11Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-505 contacts →

Exact match

“As life becomes more complex, money starts to feel overwhelming.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-505 contacts →

Exact match

“The Timeless Approach.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-105 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 12, 2026 · View company records in RevenueBase
14Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“WillowTrust Wealth Management is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial success.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-104 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 · Oct 12, 2026 · View company records in RevenueBase
16Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 202611-504 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 12, 2026 · View company records in RevenueBase
18Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-103 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 12, 2026 · View company records in RevenueBase
19Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“WolfBridge Financial is revolutionizing financial planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Yanke Financial, LLC is an independent office with an outward focus.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Blue Collar Business Advisors guide blue collar companies to create consistent, positive cash flow.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchRaleigh, NC, United StatesHQ recorded Oct 12, 20261-102 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 · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 58 financial advisory firms for manufacturers based in Raleigh, United States

See the full list, filter by size, metro and specialty, and access 1,449 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory firms for manufacturers based in Raleigh, United States at a glance

As of Oct 12, 2026
66.4%Verified-email coverage
37.6Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
8
51-200
2
201-500
2
1,001-5,000
1
10001+
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 58 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 “financial advisory firms for manufacturers” 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 1,449 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 12, 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.

Financial advisory firms for manufacturers 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 “financial advisory firms for manufacturers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory firms for manufacturers are there based in Raleigh, United States?

RevenueBase identified 58 company matches for financial advisory firms for manufacturers 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 financial advisory firms for manufacturers?

New York leads the United States with 231 company records, followed by Houston (141) and Atlanta (131). Raleigh has 58.

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 1,449 professional contacts with verified work emails tracked across these 58 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 12, 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.