Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Raleigh, United States

Name: Senior financial planning 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 22, 2026 118 companies tracked

RevenueBase identified 118 company matches for senior financial planning firms associated with Raleigh, United States as of September 2026 and tracks 2,756 professional contacts across them, including 1,776 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Raleigh has 118.

This list covers company matches for senior financial planning 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 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

118Companies

2,756Contacts tracked

1,776Verified emails

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The 25 largest senior financial planning firms based in Raleigh, United States

Ranked by team size

Top 25 of 118 company matches for senior financial planning firms based in Raleigh, 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	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	First Citizens Investor Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	51-200	75 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Capital Investment Companies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Financial Symmetry INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	11-50	47 contacts →
	Exact match “Financial Symmetry, Inc, in Raleigh, North Carolina, is an independent, employee-owned financial planning firm that provides fee-only services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Lifetime Asset & TAX Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	11-50	24 contacts →
	Exact match “FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Meridian Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “Meridian Financial is at the forefront of redesigning retirement, redesigning life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Triangle Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match “Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Peace Of Mind Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	13 contacts →
	Exact match “We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Aria Financial Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	11 contacts →
	Exact match “Aria Financial Services works with clients across the country to help them achieve financial freedom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Weston Banks Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Townsend Asset Management Corp	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Welcome to Townsend.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Lifeplan Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “We are financial advisors helping our clients make wise financial decisions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Oakbridge Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Oakbridge Financial Group, LLC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Socratic Better Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
16	RHA Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Beacon Wealthcare	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Real Planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Beacon Financial Strategies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Pendleton Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
20	TRG Capital Management, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “TRG Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Armor Investment Advisors, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Copperleaf Capital, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Smithsandlin Wealth Planning	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “We're passionate about achieving your goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Compass Financial Group - Raleigh, NC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do.” 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 25 of 118 senior financial planning firms based in Raleigh, United States

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

As of Sep 22, 2026

64.4%Verified-email coverage

23.4Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 118 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 “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 1,776 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 Raleigh, United States?

RevenueBase identified 118 company matches for senior financial planning 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?

Captrust 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). Raleigh has 118.

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 1,776 professional contacts with verified work emails tracked across these 118 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.