Company lists · Data refreshed September 2026

Top 14 Senior financial planning firms based in Cary, United States

Name: Senior financial planning firms based in Cary, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 26 companies tracked

RevenueBase identified 26 company matches for senior financial planning firms associated with Cary, United States as of September 2026 and tracks 122 professional contacts across them, including 69 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Cary has 26.

This list covers company matches for senior financial planning firms associated with Cary, 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 22, 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 22, 2026 How this list was built

26Companies

122Contacts tracked

69Verified emails

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The 14 largest senior financial planning firms based in Cary, United States

Ranked by team size

Top 14 of 26 company matches for senior financial planning firms based in Cary, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Cary Estate Planning	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	11-50	38 contacts →
	Exact match “Founded in 2018, Cary Estate Planning believes in 'planning not paperwork' providing comprehensive client-first estate and financial planning services that go beyond just…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Crescent Private Wealth	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Stonegate Financial	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Established in 2005, Stonegate Financial began with a simple vision to place client interests first.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Veratis Advisors, INC	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Veratis Advisors is a forward-thinking boutique firm, specializing in two retirement practice areas - Retirement Plan Consulting and Personal Wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Left Tackle Advisors	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Our team is committed to covering your blindside with a financial strategy that protects your hard-earned assets and delivers the confidence you need to live life to the fullest…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Financial Directions Group, INC	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Since 1989, we have provided businesses and individuals with a broad range of financial services including employer retirement benefits programs, executive benefits, investments…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Trust Company Of North Carolina Tcnc	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	501-1,000	4 contacts →
	Exact match “Trust Company of North Carolina (TCNC) is a privately owned wealth management planning firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	DU LAC Wealth Services	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Du Lac Wealth Services is dedicated to helping you achieve your goals with thoughtful strategies and custom portfolios.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Williams Wealth Management	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Robert Williams, CFF®,CWS®, CIC® Financial Planner.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Cardinal Hill Wealth Management	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Financial Planning for Retirees, Entrepreneurs, and Working Professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Family Legacy TAX Solutions	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Independent tax preparation and filing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	ECN Legacy Advisors	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “At ECN Legacy Advisors, we believe financial planning should be as unique as the individuals and families we serve.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Eustace Advisors	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Our company was founded to help individuals, couples and families address financial planning challenges related to budgeting, debt management, saving for personal goals including…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Carolina Wealth Strategies	Exact match	Cary, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Carolina Wealth Strategies is an independent financial planning firm located in Cary, NC.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 14 of 26 senior financial planning firms based in Cary, United States

See the full list, filter by size, metro and specialty, and access 69 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Cary, United States at a glance

As of Sep 22, 2026

56.6%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Cary, so it is reported there. Company counts and contact totals on this page are exact for Cary, over 26 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 Cary, United States whose business descriptions match “senior financial planning 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 69 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 22, 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.

Senior financial planning 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Cary, United States?

RevenueBase identified 26 company matches for senior financial planning firms associated with Cary, 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?

Cary Estate Planning 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Cary has 26.

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 69 professional contacts with verified work emails tracked across these 26 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 22, 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.