Company lists · Data refreshed September 2026

Top 22 Personal finance consultants based in Raleigh, United States

Name: Personal finance consultants 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 60 companies tracked

RevenueBase identified 60 company matches for personal finance consultants associated with Raleigh, United States as of September 2026 and tracks 329 professional contacts across them, including 87 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Raleigh has 60.

This list covers company matches for personal finance consultants 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

60Companies

329Contacts tracked

87Verified emails

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

The 22 largest personal finance consultants based in Raleigh, United States

Ranked by team size

Top 22 of 60 company matches for personal finance consultants 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	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
2	Lifetime Asset & TAX Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	24 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 · Sep 20, 2026 · View company records in RevenueBase
3	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
4	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
5	Socratic Better Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	8 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 · Sep 20, 2026 · View company records in RevenueBase
6	Beacon Wealthcare	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Real Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	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
8	Copperleaf Capital, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	6 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 · Sep 20, 2026 · View company records in RevenueBase
9	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
10	ABC Management, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Since 2006, ABC Management, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	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
12	First OAK Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	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
14	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
15	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
16	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
17	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
18	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
19	WM Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial Firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	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
21	Heartland Financial Advisor	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	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

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 “personal finance consultants”. 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 22 of 60 personal finance consultants based in Raleigh, United States

See the full list, filter by size, metro and specialty, and access 87 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal finance consultants based in Raleigh, United States at a glance

As of Sep 20, 2026

26.4%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 60 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 “personal finance consultants” 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 87 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Raleigh, United States?

RevenueBase identified 60 company matches for personal finance consultants 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?

Capitol Financial Solutions 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Raleigh has 60.

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 87 professional contacts with verified work emails tracked across these 60 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.

Ready to reach these companies? Verified emails and direct dials for all 60 personal finance consultants based in Raleigh, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance consultants 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 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.