Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Raleigh, United States

Name: Retirement planning companies based in Raleigh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 86 companies tracked

RevenueBase identified 86 retirement planning companies headquartered in Raleigh, United States as of September 2026 and tracks 2,476 professional contacts across them, including 1,586 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

86Companies

2,476Contacts tracked

1,586Verified emails

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The 25 largest retirement planning companies based in Raleigh, United States

Ranked by team size

Top 25 of 86 retirement planning companies based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
2	GP Agency Brokerage	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	95 contacts →
	Indirect evidence “Founded in 1967, GPA has evolved from a regional agency into a national brokerage that has supported employers and individuals through decades of change in workforce…” Source: RevenueBase Database · checked Sep 19, 2026
3	Capitol Financial Solutions	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	51-200	75 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
4	Capital Investment Companies	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	201-500	70 contacts →
	Indirect 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 19, 2026
5	Lifetime Asset & TAX Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect 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 19, 2026
6	Meridian Financial	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Meridian Financial is at the forefront of redesigning retirement, redesigning life.” Source: RevenueBase Database · checked Sep 19, 2026
7	Triangle Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast.” Source: RevenueBase Database · checked Sep 19, 2026
8	Peace Of Mind Wealth Management	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Source: RevenueBase Database · checked Sep 19, 2026
9	Aria Financial Services	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Aria Financial Services works with clients across the country to help them achieve financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
10	Lifeplan Group	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “We are financial advisors helping our clients make wise financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026
11	Socratic Better Wealth	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
12	Qrps, INC	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Qualified Retirement Plan Services was founded in 1988 to provide retirement plan administration services to small and mid-size companies.” Source: RevenueBase Database · checked Sep 19, 2026
13	RHA Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 19, 2026
14	Beacon Wealthcare	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Real Planning.” Source: RevenueBase Database · checked Sep 19, 2026
15	Beacon Financial Strategies	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
16	Pendleton Financial	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “At Pendleton Financial Wealth Management, your goals and objectives come first.” Source: RevenueBase Database · checked Sep 19, 2026
17	Copperleaf Capital, LLC	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
18	Timeless Solutions	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “The Timeless Approach.” Source: RevenueBase Database · checked Sep 19, 2026
19	Compass Financial Group - Raleigh, NC	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do.” Source: RevenueBase Database · checked Sep 19, 2026
20	Cook Wealth	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “As life becomes more complex, money starts to feel overwhelming.” Source: RevenueBase Database · checked Sep 19, 2026
21	Vesta Wealth Advisors	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	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 19, 2026
22	First OAK Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
23	Willowtrust Wealth Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect 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 19, 2026
24	Generations Wealth Advisors	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Jim Yent, Teresa Yent, and Jake Towles are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member…” Source: RevenueBase Database · checked Sep 19, 2026
25	Alpha Omega Wealth Partners	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026

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: retirement planning companies. 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 retirement planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. 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 25 of 86 retirement planning companies based in Raleigh, United States

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Retirement planning companies based in Raleigh, United States at a glance

As of Sep 19, 2026

64.1%Verified-email coverage

28.8Average contacts per company

1-10Median size (employees)

281.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 86 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 1,586 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 19, 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.

Retirement planning companies by metro in the United States

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 retirement planning companies, 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 retirement planning companies are there based in Raleigh, United States?

RevenueBase identified 86 retirement planning companies 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 retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 1,586 verified decision-maker contacts tracked across these 86 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 19, 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.