Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies based in Raleigh, United States

RevenueBase identified 50 wealth management staffing agencies headquartered in Raleigh, United States as of September 2026 and tracks 923 professional contacts across them, including 259 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Raleigh has 50.

This list covers wealth management staffing agencies 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
50Companies
923Contacts tracked
259Verified emails
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The 25 largest wealth management staffing agencies based in Raleigh, United States

Ranked by team size
Top 25 of 50 wealth management staffing agencies based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 202651-200185 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, 2026
2Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 2026n/a181 contacts →

Partial evidence

“Accentuate Staffing, founded in 1996, has experienced unmatched growth and recognition in the local staffing marketplace.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 202651-200177 contacts →

Partial evidence

“Man Mur Shoe Shop is a staffing and recruiting company based out of 2704 Hillsborough St, Raleigh, North Carolina, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 2026501-1,00060 contacts →

Partial evidence

“Greer is a local, woman owned staffing and recruitment firm that has been in business for 39 years!”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 202611-5036 contacts →

Partial evidence

“At the forefront staffing & recruiting industry, we have extensive connections and stay competitive.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-1010 contacts →

Indirect evidence

“Welcome to Townsend.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 202611-508 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, 2026
8Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-107 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, 2026
9Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Real Planning.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“At Pendleton Financial Wealth Management, your goals and objectives come first.”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-106 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, 2026
12Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-106 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, 2026
13Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“G2 Solutions is a talent search agency that specializes in direct hire placements.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“Ave Staffing is a certified woman and minority-owned legal, financial, and administrative recruitment firm.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-104 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, 2026
16Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-104 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, 2026
17Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-104 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, 2026
19Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“WolfBridge Financial is revolutionizing financial planning.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“At Capital Advisers, we understand managing wealth requires personalized attention and a comprehensive approach.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Invoke partners with construction, commercial real estate and engineering company owners and leaders to identify and land your company’s next great hire.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“At TARA Wealth, we’re more than financial planners-we’re your trusted advocates and guides.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Having worked in the professional and technical services market for decades, including serving as executives for multiple organizations, the founders of Three Oaks Resourcing…”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“An Independent Firm focusing on your Financial Success.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 50 wealth management staffing agencies based in Raleigh, United States

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Wealth management staffing agencies based in Raleigh, United States at a glance

As of Sep 29, 2026
28.1%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
7
51-200
3
501-1,000
1

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 50 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 staffing agencies, 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 staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 259 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 staffing agencies 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 wealth management staffing agencies, 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 staffing agencies are there based in Raleigh, United States?

RevenueBase identified 50 wealth management staffing agencies 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 staffing agencies?

New York leads the United States with 530 headquartered companies, followed by Houston (192) and Atlanta (191). Raleigh has 50.

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 259 verified decision-maker contacts tracked across these 50 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.