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Stonegate Financial

Established in 2005, Stonegate Financial says its vision is to place client interests first.

Investment Management
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Headquarters
Cary, North Carolina, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2005Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
17 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Stonegate Financial do?

The firm provides comprehensive planning and asset management. The firm works with clients to create plans for short- and long-term goals.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Stonegate Financial serves individuals and families.

What the business offers

Services & capabilities.

Comprehensive financial planning

The firm works with clients to create plans aimed at their short- and long-term goals.

Source: LinkedIn company description · Retrieved October 13, 2026

Asset management

The firm identifies asset management as a service it provides.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWStonegate Financial listed #1 on Private client accounting firms, September 4, 2026Open the published source list.
Stonegate Financial

#1 Private client accounting firms

Snapshot: September 4, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026 and September 28, 2026. How the company lists are built.

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