Company lists · Data refreshed September 2026
Top 18 Private equity advisors based in Raleigh, United States
RevenueBase identified 39 private equity advisors headquartered in Raleigh, United States as of September 2026 and tracks 1,923 professional contacts across them, including 1,426 with verified work emails. New York is the largest hub.
This list covers private equity advisors 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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.
The 18 largest private equity advisors based in Raleigh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,768 | ||||
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | EAI CapitalIndirect evidence | 16 | |||
“EAI Capital helps blue-collar business owners unlock trapped value and exit on their terms.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Dunning CapitalIndirect evidence | 15 | |||
“Investment banking and financial consulting services to emerging and middle-market companies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 | ||||
“We strive to be defined by our core values and desire to partner with like-minded private equity firms, independent sponsors, business owners, and management teams to create…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | RHA WealthPartial evidence | 7 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | Sunfield AdvisorsPartial evidence | 7 | |||
“Sunfield Advisors is a Global Mergers and Acquisitions advisory firm with over 125 years of combined expertise.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Timeless SolutionsIndirect evidence | 6 | |||
“The Timeless Approach.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Nautical Advisory ServicesPartial evidence | 6 | |||
“Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Cook WealthIndirect evidence | 5 | |||
“As life becomes more complex, money starts to feel overwhelming.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 | ||||
“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Trail Ridge FinancialPartial evidence | 3 | |||
“Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | Yanke Financial, LLCIndirect evidence | 2 | |||
“Yanke Financial, LLC is an independent office with an outward focus.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 | ||||
“At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 | ||||
“Aloft Capital Advisors provides our clients with solutions.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Madison Oaks Wealth Partners, LLCPartial evidence | 2 | |||
“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | Triscend PartnersIndirect evidence | 1 | |||
“Triscend Partners, LLC is a boutique investment bank based in Raleigh, NC.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 | ||||
“Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 | ||||
“At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 39 private equity advisors based in Raleigh, United States
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Private equity advisors based in Raleigh, United States at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 39 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among private equity advisors, 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 an evidence 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, 1,426 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in Raleigh, United States?
RevenueBase identified 39 private equity advisors 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 private equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).
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 1,426 verified decision-maker contacts tracked across these 39 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 5, 2026.
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Private equity advisors by geography
- Private equity advisors based in the United States
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- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
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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.
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