Company lists · Data refreshed September 2026

Top 19 Financial planning recruiters based in Raleigh, United States

Name: Financial planning recruiters based in Raleigh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 31 companies tracked

RevenueBase identified 31 company matches for financial planning recruiters associated with Raleigh, United States as of September 2026 and tracks 1,996 professional contacts across them, including 1,433 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Raleigh has 31.

This list covers company matches for financial planning recruiters 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 20, 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 20, 2026 How this list was built

31Companies

1,996Contacts tracked

1,433Verified emails

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The 19 largest financial planning recruiters based in Raleigh, United States

Ranked by team size

Top 19 of 31 company matches for financial planning recruiters based in Raleigh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	Yang Technical Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	36 contacts →
	Exact match “At the forefront staffing & recruiting industry, we have extensive connections and stay competitive.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Meridian Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Meridian Financial is at the forefront of redesigning retirement, redesigning life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Aria Financial Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Beacon Financial Strategies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 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 · Sep 20, 2026 · View company records in RevenueBase
7	Compass Financial Group - Raleigh, NC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Vesta Wealth Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 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 · Sep 20, 2026 · View company records in RevenueBase
10	Provision Wealth Management INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our Team includes Bill Dowdy CFP®, AEP®, CAP®, RICP®, CLU®, ChFC®, CASL®, REBC®, RHU® and Jared Brogden CFP®, ChFC®, CLU®, CASL®.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Willowtrust Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 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 · Sep 20, 2026 · View company records in RevenueBase
12	Wolfbridge Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “WolfBridge Financial is revolutionizing financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Trail Ridge Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Franklin Watkins Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Yanke Financial, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Tara Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
17	Lewis Financial Management LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Pratto Wealth Management, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “An Independent Firm focusing on your Financial Success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Deckelbaum & Associates, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Deckelbaum & Associates, LLC brings exceptional people to exceptional companies is at the heart of what we’ve done for more than 35 years.” Recorded in the RevenueBase company graph · Sep 20, 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 “financial planning recruiters”. 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 19 of 31 financial planning recruiters based in Raleigh, United States

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Financial planning recruiters based in Raleigh, United States at a glance

As of Sep 20, 2026

71.8%Verified-email coverage

64.4Average contacts per company

1-10Median size (employees)

Sep 20, 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 31 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 planning recruiters” 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 1,433 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 20, 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 planning recruiters 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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there based in Raleigh, United States?

RevenueBase identified 31 company matches for financial planning recruiters 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 financial planning recruiters?

New York leads the United States with 243 company records, followed by Atlanta (93) and Houston (91). Raleigh has 31.

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 1,433 professional contacts with verified work emails tracked across these 31 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 20, 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.