Investment advisers in Cary, NC
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Veratis Advisors, Inc. | $5.99 billion | 8 | 0 |
| Comperio Retirement Consulting, Inc. | $1.99 billion | 4 | 0 |
| Wealthshield Partners, LLC | $1.27 billion | 23 | 0 |
| Raleigh Capital Management Inc. | $397.8 million | 20 | 0 |
| Independent Wealth Advisors, LLC | $195.3 million | 4 | 0 |
| Family Legacy Financial Solutions, LLC | $174.5 million | 7 | 0 |
| Hicks & Associates Wealth Management, LLC | $119.6 million | 4 | 0 |