Company lists · Data refreshed September 2026

Top 23 Investment management companies based in Raleigh, United States

RevenueBase identified 46 investment management companies headquartered in Raleigh, United States as of September 2026 and tracks 633 professional contacts across them, including 247 with verified work emails. New York is the largest hub.

This list covers investment management companies 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 20, 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 20, 2026 86% judged on-target in blind review
46Companies
633Contacts tracked
247Verified emails
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The 23 largest investment management companies based in Raleigh, United States

Ranked by team size
Top 23 of 46 investment management companies based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management companies: 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
1Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202651-200185 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 20, 2026
2Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 2026201-50070 contacts →

Partial evidence

“Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202611-5042 contacts →

Strong evidence

“We are an Investment management company that manages and regulates multiple investments for retail investors and drive portfolio companies towards excellence.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202611-5024 contacts →

Partial 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 20, 2026
5Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-1010 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 20, 2026
6Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202611-508 contacts →

Partial 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 20, 2026
7Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“At Pendleton Financial Wealth Management, your goals and objectives come first.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong 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 20, 2026
10Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial 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 20, 2026
11Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial 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 20, 2026
13Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 202611-504 contacts →

Strong 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 20, 2026
14Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“WolfBridge Financial is revolutionizing financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At Capital Advisers, we understand managing wealth requires personalized attention and a comprehensive approach.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At TARA Wealth, we’re more than financial planners-we’re your trusted advocates and guides.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Financial Firm”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial 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 20, 2026
22Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“An Independent Firm focusing on your Financial Success.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 23 of 46 investment management companies based in Raleigh, United States

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Investment management companies based in Raleigh, United States at a glance

As of Sep 20, 2026
39.0%Verified-email coverage
13.8Average contacts per company
1-10Median size (employees)
615.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
6
51-200
3
201-500
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 46 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 investment management companies, 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 “investment management companies”. 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 investment management companies), 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 investment management companies, 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, 247 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 20, 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.

Investment management companies 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 investment management companies, 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 investment management companies are there based in Raleigh, United States?

RevenueBase identified 46 investment management companies 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?

First Citizens Investor Services, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most investment management companies?

New York leads with 283 headquartered companies, followed by Chicago (125) and Atlanta (111).

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 247 verified decision-maker contacts tracked across these 46 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 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 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.