Company lists · Data refreshed September 2026
Top 23 Investment management firms based in Raleigh, United States
RevenueBase identified 46 investment management firms 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 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 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.
The 23 largest investment management firms based in Raleigh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 70 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “At Pendleton Financial Wealth Management, your goals and objectives come first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “As life becomes more complex, money starts to feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Strong evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “WolfBridge Financial is revolutionizing financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “At Capital Advisers, we understand managing wealth requires personalized attention and a comprehensive approach.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Yanke Financial, LLC is an independent office with an outward focus.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Financial Firm” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “An Independent Firm focusing on your Financial Success.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: investment management 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 investment management firms.
- Partial evidence
- Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management 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 23 of 46 investment management firms based in Raleigh, United States
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Investment management firms based in Raleigh, United States at a glance
As of Sep 20, 2026Companies by employee count
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 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 “investment management 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 investment management 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 investment management 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, 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 firms by metro in the United States
- Investment management firms in New York348
- Investment management firms in Chicago141
- Investment management firms in Atlanta122
- Investment management firms in Dallas111
- Investment management firms in Houston110
- Investment management firms in Boston96
- Investment management firms in San Diego93
- Investment management firms in Miami85
- Investment management firms in San Francisco84
- Investment management firms in Austin80
- Investment management firms in Scottsdale73
- Investment management firms in Los Angeles70
- Investment management firms in Denver67
- Investment management firms in Charlotte66
- Investment management firms in Tampa62
- Investment management firms in Portland58
- Investment management firms in Minneapolis55
- Investment management firms in Newport Beach54
- Investment management firms in Cincinnati52
- Investment management firms in Overland Park52
- Investment management firms in Irvine49
- Investment management firms in Raleigh46
- Investment management firms in Seattle45
- Investment management firms in Columbus43
- Investment management firms in Omaha43
- Investment management firms in San Antonio42
- Investment management firms in Indianapolis41
- Investment management firms in Pittsburgh41
- Investment management firms in Boca Raton39
- Investment management firms in Phoenix39
- Investment management firms in Birmingham35
- Investment management firms in Columbia35
- Investment management firms in Greenwood Village35
- Investment management firms in Las Vegas35
- Investment management firms in Madison35
- Investment management firms in Naples35
- Investment management firms in Richmond35
- Investment management firms in Rochester35
- Investment management firms in Springfield34
- Investment management firms in Fort Worth33
- Investment management firms in Washington33
- Investment management firms in Nashville32
- Investment management firms in Sarasota32
- Investment management firms in Grand Rapids31
- Investment management firms in Greenville30
- Investment management firms in Louisville30
- Investment management firms in Wilmington30
- Investment management firms in Tucson29
- Investment management firms in Bellevue28
- Investment management firms in Plano28
- Investment management firms in Jacksonville27
- Investment management firms in Memphis27
- Investment management firms in Pasadena26
- Investment management firms in Philadelphia26
- Investment management firms in Troy26
- Investment management firms in Colorado Springs25
- Investment management firms in Salt Lake City25
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 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 investment management firms are there based in Raleigh, United States?
RevenueBase identified 46 investment management 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?
First Citizens Investor Services, headquartered in Raleigh, tops this list with the largest team on record.
Which city has the most investment management firms?
New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).
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.
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