Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Raleigh, United States

Name: Fractional cfp services agencies based in Raleigh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 57 companies tracked

RevenueBase identified 57 fractional cfp services agencies headquartered in Raleigh, United States as of September 2026 and tracks 2,060 professional contacts across them, including 1,469 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies 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

57Companies

2,060Contacts tracked

1,469Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fractional cfp services agencies based in Raleigh, United States

Ranked by team size

Top 25 of 57 fractional cfp services agencies 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 fractional cfp services agencies: 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 19, 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 19, 2026
2	Capitol Financial Solutions	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	51-200	75 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
3	Lifetime Asset & TAX Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.” Source: RevenueBase Database · checked Sep 19, 2026
4	Aria Financial Services	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Aria Financial Services works with clients across the country to help them achieve financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
5	Socratic Better Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
6	RHA Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect 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 19, 2026
7	Beacon Wealthcare	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Real Planning.” Source: RevenueBase Database · checked Sep 19, 2026
8	Beacon Financial Strategies	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
9	Pendleton Financial	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “At Pendleton Financial Wealth Management, your goals and objectives come first.” Source: RevenueBase Database · checked Sep 19, 2026
10	TRG Capital Management, INC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “TRG Capital Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026
11	Compass Financial Group - Raleigh, NC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do.” Source: RevenueBase Database · checked Sep 19, 2026
12	Cook Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “As life becomes more complex, money starts to feel overwhelming.” Source: RevenueBase Database · checked Sep 19, 2026
13	Vesta Wealth Advisors	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
14	First OAK Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
15	Alpha Omega Wealth Partners	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
16	Wolfbridge Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “WolfBridge Financial is revolutionizing financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
17	RGA Investments	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
18	Trail Ridge Financial	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect 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
19	ARK Royal Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Ark Royal is an independent, comprehensive wealth management firm focused on serving clients free of conflicts of interest common within the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
20	Franklin Watkins Financial Group	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
21	Yanke Financial, LLC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Yanke Financial, LLC is an independent office with an outward focus.” Source: RevenueBase Database · checked Sep 19, 2026
22	Tara Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 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 19, 2026
23	WM Financial	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Financial Firm” Source: RevenueBase Database · checked Sep 19, 2026
24	Lewis Financial Management LLC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	Cameron Advisors, LLC	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Cameron Advisors LLC is a registered investment advisory (RIA) firm that provides comprehensive, fee-based financial planning services to individuals, families, and businesses in…” Source: RevenueBase Database · checked Sep 19, 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: fractional cfp services agencies. 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 fractional cfp services agencies.
Partial evidence: Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fractional cfp services agencies. 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 57 fractional cfp services agencies based in Raleigh, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,469 reachable decision-makers.

Free signup · no credit card

View the full list →

Fractional cfp services agencies based in Raleigh, United States at a glance

As of Sep 19, 2026

71.3%Verified-email coverage

36.1Average contacts per company

1-10Median size (employees)

280.7%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 57 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 1,469 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.

Fractional cfp services agencies 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Raleigh, United States?

RevenueBase identified 57 fractional cfp services agencies 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 fractional cfp services agencies?

New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).

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 1,469 verified decision-maker contacts tracked across these 57 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.

Ready to reach these companies? Verified emails and direct dials for all 57 fractional cfp services agencies based in Raleigh, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fractional cfp services agencies by geography

Browse the directory

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.