Company lists · Data refreshed September 2026

Top 20 Portfolio management firms based in Raleigh, United States

Name: Portfolio management firms 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 43 companies tracked

RevenueBase identified 43 company matches for portfolio management firms associated with Raleigh, United States as of September 2026 and tracks 568 professional contacts across them, including 227 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Raleigh has 43.

This list covers company matches for portfolio management firms 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

43Companies

568Contacts tracked

227Verified emails

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The 20 largest portfolio management firms based in Raleigh, United States

Ranked by team size

Top 20 of 43 company matches for portfolio management firms 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	First Citizens Investor Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	51-200	185 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Capital Investment Companies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	201-500	70 contacts →
	Exact match “Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Weston Banks Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “We support your life and legacy goals by managing your assets in a way that aligns with your value system.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	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
5	Pendleton Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Pendleton Financial Wealth Management, your goals and objectives come first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	Collegiate Capital Management, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Collegiate Capital Management, Inc.(CCM) is an SEC-registered investment adviser that specializes in providing comprehensive portfolio management services to university faculty…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	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
10	Alpha Omega Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Retirement and Income Planning Investment Management Insurance Solutions Tax Reduction Strategies Estate Planning Strategies Retirement and Income Planning Investment Management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	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
12	Capital Advisers, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Capital Advisers, we understand managing wealth requires personalized attention and a comprehensive approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	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
14	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
15	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
16	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
17	Madison Oaks Wealth Partners, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Cameron Advisors, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Cameron Advisors LLC is a registered investment advisory (RIA) firm that provides comprehensive, fee-based financial planning services to individuals, families, and businesses in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	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
20	Fulcrum Financial Services, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” 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 “portfolio management firms”. 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 20 of 43 portfolio management firms based in Raleigh, United States

See the full list, filter by size, metro and specialty, and access 227 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Raleigh, United States at a glance

As of Sep 20, 2026

40.0%Verified-email coverage

13.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

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 43 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 “portfolio management firms” 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 227 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Raleigh, United States?

RevenueBase identified 43 company matches for portfolio management firms 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?

First Citizens Investor Services 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Raleigh has 43.

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 227 professional contacts with verified work emails tracked across these 43 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.