Company lists · Data refreshed September 2026
Top 25 Wealth management law firms based in Raleigh, United States
RevenueBase identified 60 wealth management law firms headquartered in Raleigh, United States as of September 2026 and tracks 620 professional contacts across them, including 279 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Raleigh has 60.
This list covers wealth management law firms 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 29, 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 25 largest wealth management law firms 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24 contacts → | ||||
Indirect evidence “Our firm assists clients and their families with the business of life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “Our Law Firm serves the estate planning and real estate needs of clients in North Carolina.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “Since 2001, the attorneys and staff of Wilson Ratledge, PLLC have been committed to the diverse group of individuals, entities, and businesses they represent, and have helped…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “Welcome to Townsend.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “Pierce Law Group is a client-centric law firm dedicated to guiding families and individuals through the complexities of estate administration and planning across North Carolina.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Our passion is giving clients peace of mind by implementing unique and comprehensive estate and business planning strategies designed to protect and preserve both their personal…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “Real Planning.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Strong evidence “At Pendleton Financial Wealth Management, your goals and objectives come first.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Strong evidence “Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “The Timeless Approach.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “As life becomes more complex, money starts to feel overwhelming.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “The mission of Chambers & Ennis is to satisfy our clients by providing the highest quality estate planning services possible.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Our Team includes Bill Dowdy CFP®, AEP®, CAP®, RICP®, CLU®, ChFC®, CASL®, REBC®, RHU® and Jared Brogden CFP®, ChFC®, CLU®, CASL®.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Strong evidence “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “WolfBridge Financial is revolutionizing financial planning.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “At Capital Advisers, we understand managing wealth requires personalized attention and a comprehensive approach.” Source: RevenueBase Database · checked Sep 29, 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: wealth management law firms. 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 wealth management law firms.
- Partial evidence
- Its own public description names part of wealth management law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management law firms. 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 60 wealth management law firms based in Raleigh, United States
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Wealth management law firms based in Raleigh, United States at a glance
As of Sep 29, 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 60 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 wealth management law firms, 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 “wealth management law firms”. 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 wealth management law firms), 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 wealth management law firms, 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, 279 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 29, 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.
Wealth management law firms by metro in the United States
- Wealth management law firms in New York471
- Wealth management law firms in Houston208
- Wealth management law firms in Atlanta199
- Wealth management law firms in Dallas196
- Wealth management law firms in Chicago195
- Wealth management law firms in San Diego181
- Wealth management law firms in Austin150
- Wealth management law firms in Miami147
- Wealth management law firms in Denver139
- Wealth management law firms in Los Angeles136
- Wealth management law firms in San Francisco134
- Wealth management law firms in Scottsdale128
- Wealth management law firms in Boston120
- Wealth management law firms in Charlotte100
- Wealth management law firms in Tampa97
- Wealth management law firms in Irvine92
- Wealth management law firms in Boca Raton91
- Wealth management law firms in Portland80
- Wealth management law firms in Seattle78
- Wealth management law firms in Cincinnati74
- Wealth management law firms in Las Vegas74
- Wealth management law firms in Newport Beach73
- Wealth management law firms in St. Louis70
- Wealth management law firms in Indianapolis69
- Wealth management law firms in Phoenix68
- Wealth management law firms in Bellevue66
- Wealth management law firms in Minneapolis65
- Wealth management law firms in Columbus62
- Wealth management law firms in Washington62
- Wealth management law firms in San Antonio59
- Wealth management law firms in Walnut Creek58
- Wealth management law firms in Orlando57
- Wealth management law firms in Overland Park56
- Wealth management law firms in Coral Gables52
- Wealth management law firms in Fort Worth52
- Wealth management law firms in Columbia51
- Wealth management law firms in Fort Lauderdale51
- Wealth management law firms in Omaha51
- Wealth management law firms in Birmingham50
- Wealth management law firms in Grand Rapids50
- Wealth management law firms in Wilmington50
- Wealth management law firms in Rochester49
- Wealth management law firms in Pittsburgh48
- Wealth management law firms in Madison47
- Wealth management law firms in Jacksonville46
- Wealth management law firms in Richmond46
- Wealth management law firms in Sarasota46
- Wealth management law firms in Greenwood Village45
- Wealth management law firms in Louisville45
- Wealth management law firms in Naples44
- Wealth management law firms in Tulsa44
- Wealth management law firms in San Jose42
- Wealth management law firms in Beverly Hills40
- Wealth management law firms in Pasadena40
- Wealth management law firms in Philadelphia40
- Wealth management law firms in Roseville40
- Wealth management law firms in Springfield40
- Wealth management law firms in Greenville39
- Wealth management law firms in Nashville39
- Wealth management law firms in Salt Lake City38
- Wealth management law firms in The Woodlands38
- Wealth management law firms in Colorado Springs37
- Wealth management law firms in Sacramento37
- Wealth management law firms in Baton Rouge36
- Wealth management law firms in Cleveland36
- Wealth management law firms in Lexington36
- Wealth management law firms in Troy36
- Wealth management law firms in Tucson36
- Wealth management law firms in Alpharetta34
- Wealth management law firms in Plano34
- Wealth management law firms in Westlake Village34
- Wealth management law firms in Melville33
- Wealth management law firms in Oklahoma City33
- Wealth management law firms in Bethesda32
- Wealth management law firms in Reno32
- Wealth management law firms in Charleston31
- Wealth management law firms in Memphis31
- Wealth management law firms in St. Petersburg31
- Wealth management law firms in Frisco30
- Wealth management law firms in Greensboro30
- Wealth management law firms in Annapolis29
- Wealth management law firms in Chesterfield29
- Wealth management law firms in Alexandria28
- Wealth management law firms in Santa Barbara28
- Wealth management law firms in Clearwater27
- Wealth management law firms in Knoxville27
- Wealth management law firms in Little Rock27
- Wealth management law firms in Woodland Hills27
- Wealth management law firms in Arlington26
- Wealth management law firms in Boulder26
- Wealth management law firms in Brentwood26
- Wealth management law firms in Lake Oswego26
- Wealth management law firms in Naperville26
- Wealth management law firms in Stamford26
- Wealth management law firms in Virginia Beach26
- Wealth management law firms in Bloomington25
- Wealth management law firms in Northbrook25
- Wealth management law firms in Red Bank25
- Wealth management law firms in Salem25
- Wealth management law firms in Torrance25
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 wealth management law firms, 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 wealth management law firms are there based in Raleigh, United States?
RevenueBase identified 60 wealth management law firms 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 in the United States has the most wealth management law firms?
New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Raleigh has 60.
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 279 verified decision-maker contacts tracked across these 60 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 29, 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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