Company lists · Data refreshed September 2026
Top 12 Stock brokerages based in Raleigh, United States
RevenueBase identified 27 stock brokerages headquartered in Raleigh, United States as of September 2026 and tracks 536 professional contacts across them, including 216 with verified work emails. New York is the largest hub.
This list covers stock brokerages 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 22, 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.
The 12 largest stock brokerages based in Raleigh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 185 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 70 contacts → | ||||
Partial 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 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Indirect evidence “Equity Shift is a trusted provider revolutionizing the private markets by transforming how companies manage ownership, governance, and transactions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “TradeWinds was born of the desire to be a force of financial good.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Oakbridge Financial Group, LLC.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “TRG Capital Management Inc.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Indirect evidence “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “Yanke Financial, LLC is an independent office with an outward focus.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Financial Firm” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
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: stock brokerages. 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 stock brokerages.
- Partial evidence
- Its own public description names part of stock brokerages, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name stock brokerages. 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 12 of 27 stock brokerages based in Raleigh, United States
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Stock brokerages based in Raleigh, United States at a glance
As of Sep 22, 2026Companies by employee count
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 27 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 stock brokerages, 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 “stock brokerages”. 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 stock brokerages), 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 stock brokerages, 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, 216 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 22, 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.
Stock brokerages by metro in the United States
- Stock brokerages in New York253
- Stock brokerages in Chicago82
- Stock brokerages in Miami51
- Stock brokerages in Dallas47
- Stock brokerages in Charlotte42
- Stock brokerages in San Diego41
- Stock brokerages in Houston40
- Stock brokerages in Atlanta38
- Stock brokerages in Boston35
- Stock brokerages in Tampa32
- Stock brokerages in Los Angeles30
- Stock brokerages in Austin28
- Stock brokerages in Minneapolis28
- Stock brokerages in Portland27
- Stock brokerages in Raleigh27
- Stock brokerages in San Francisco26
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 stock brokerages, 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 stock brokerages are there based in Raleigh, United States?
RevenueBase identified 27 stock brokerages 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?
First Citizens Investor Services, headquartered in Raleigh, tops this list with the largest team on record.
Which city has the most stock brokerages?
New York leads with 253 headquartered companies, followed by Chicago (82) and Miami (51).
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 216 verified decision-maker contacts tracked across these 27 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 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 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.
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