Financial advisors in Raleigh, NC

221 financial advisors listed in Raleigh, North Carolina. 206 with a phone number and 188 with a website.

Raleigh accounts for 8.5% of the financial advisors listed in North Carolina.

Quick answer

Raleigh, NC has 221 financial advisors listed on USA Business Search. 206 list a phone number and 188 list a website. The most listings are in ZIP codes 27609, 27612, 27615.

Updated November 2026

Capitol Financial Solutions

8816 Six Forks Rd Ste 301, Raleigh, NC 27615 · Claim or fix

Call (919) 546-0400 Website

Olde Raleigh Financial Group

3110 Edwards Mill Rd Ste 340, Raleigh, NC 27612 · Claim or fix

Call (919) 861-8212 Website

H&R Block

RALEIGH BLVD SHOPPING CENTER 1100 RALEIGH BLVD STE 115, Raleigh, NC 27610 · Claim or fix

Call (919) 834-9220 Website

Jackson Hewitt Tax Service

111 S King Charles Rd, Raleigh, NC 27610 · Claim or fix

Call (919) 827-1000 Website

Captrust

4208 Six Forks Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 870-6822 Website

LifePlan Group

7201 Creedmoor Rd STE 147, Raleigh, NC 27613 · Claim or fix

Call (919) 858-6119 Website

H&R Block

6021 Poyner Village Pkwy, Raleigh, NC 27616 · Claim or fix

Call (919) 876-5078 Website

H&R Block

4532 CAPITAL BLVD, Raleigh, NC 27604 · Claim or fix

Call (919) 878-9455 Website

Liberty Tax

6260 Glenwood Ave #111, Raleigh, NC 27612 · Claim or fix

Call (919) 803-7570 Website

TaxCom

8220 Creedmoor Rd Ste 101, Raleigh, NC 27613 · Claim or fix

Call (919) 890-5058 Website

Sister's Tax

7530 Ramble Way #107, Raleigh, NC 27616 · Claim or fix

Call (919) 238-9676 Website

The Sizemore Group

3800 Glenwood Ave Ste 500, Raleigh, NC 27612 · Claim or fix

Call (919) 571-6160 Website

College Foundation

2917 Highwoods Blvd, Raleigh, NC 27604 · Claim or fix

Call (919) 821-4743 Website

Top Rank Advisors, Llc

3733 National Dr Ste 123, Raleigh, NC 27612 · Claim or fix

Call (919) 300-5870 Website

Edward Jones

7201 Creedmoor Rd, Raleigh, NC 27613 · Claim or fix

Call (984) 217-1863 Website

Vesta Wealth Advisors

3221 Blue Ridge Rd Ste 105, Raleigh, NC 27612 · Claim or fix

Call (919) 205-8473 Website

Scott Allen Stephens

434 Fayetteville St #1860, Raleigh, NC 27601 · Claim or fix

Call (919) 578-9014 Website

Edward Jones

4600 Marriott Dr Suite 320, Raleigh, NC 27612 · Claim or fix

Call (919) 571-7892 Website

Mickle & Associates, P.A.

1731 Sorrell Brook Way, Raleigh, NC 27609 · Claim or fix

Call (919) 386-9829 Website

Absolute Tax and Financial Services

3723 Benson Dr, Raleigh, NC 27609 · Claim or fix

Call (919) 888-4042 Website

Abundant Life Financial

5540 Centerview Dr Ste 418, Raleigh, NC 27606 · Claim or fix

Call (919) 852-1971 Website

ACH Investment Group

2840 Plaza Pl #150, Raleigh, NC 27612 · Claim or fix

Call (919) 571-3435 Website

Adams & Associates Tax and Bookkeeping

1109 Sky Ridge Dr, Raleigh, NC 27603 · Claim or fix

Call (919) 661-2723 Website

Adams Financial

GlenLake Four, 4141 Parklake Ave #120, Raleigh, NC 27612 · Claim or fix

Call (919) 424-4650 Website

America Services

7326 Great Laurel Dr, Raleigh, NC 27616 · Claim or fix

Call (919) 398-0650 Website

Angiecorp

4104 Atlantic Ave, Raleigh, NC 27604 · Claim or fix

Call (919) 342-5050 Website

Ariel Latin Income Tax Service

8320 Litchford Rd #200, Raleigh, NC 27615 · Claim or fix

Call (919) 438-8380 Website

Ark Royal Wealth Management

2700 Wycliff Rd Ste 360, Raleigh, NC 27607 · Claim or fix

Call (919) 710-8665 Website

Bob Mann Jr.

5400 Glenwood Ave, Raleigh, NC 27612 · Claim or fix

Call (919) 334-4552 Website

Bowers Private Wealth Management

260 W Millbrook Rd, Raleigh, NC 27609 · Claim or fix

Call (984) 308-1908 Website

City of Oaks Wealth Management

5513 Cressage Ct, Raleigh, NC 27613 · Claim or fix

Call (919) 887-2828 Website

Collegiate Capital Management , Inc.

214 New Bern Pl, Raleigh, NC 27601 · Claim or fix

Call (800) 333-1701 Website

Cunningham Financial

112 N Person St, Raleigh, NC 27601 · Claim or fix

Call (919) 876-9449 Website

Custom Tax Services

121 Inwood Forest Dr, Raleigh, NC 27603 · Claim or fix

Call (801) 688-4278 Website

Devin Butler CFP AIF CRPC

8816 Six Forks Rd Ste 301, Raleigh, NC 27615 · Claim or fix

Call (919) 719-3801 Website

Diamond Financial Services

5306 Six Forks Rd Ste 105, Raleigh, NC 27609 · Claim or fix

Call (919) 782-3101 Website

Edward Jones

5003 Falls of Neuse Rd Ste E, Raleigh, NC 27609 · Claim or fix

Call (919) 850-1313 Website

Edward Jones

4030 Wake Forest Rd #206, Raleigh, NC 27609 · Claim or fix

Call (919) 872-7006 Website

Edward Jones

4040 Ed Dr Ste 105, Raleigh, NC 27612 · Claim or fix

Call (919) 787-1972 Website

Edward Jones - Financial Advisor: Sara Hanna Fortier, CFP®

3304 Six Forks Rd Ste 104, Raleigh, NC 27609 · Claim or fix

Call (984) 228-6537 Website

Family Tax Service

6425 Lakeway Dr, Raleigh, NC 27612 · Claim or fix

Call (919) 801-2705 Website

Financial Resource Management

211 E Six Forks Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 856-1968 Website

Forward Consulting

7800 Falls of Neuse Rd, Raleigh, NC 27615 · Claim or fix

Call (919) 706-3881 Website

FRW Virtual Tax & Bookkeeping Services

4801 Glenwood Ave Ste 200, Raleigh, NC 27612 · Claim or fix

Call (919) 578-6183 Website

Gate Key Financial

4900 Thornton Rd Ste 109, Raleigh, NC 27616 · Claim or fix

Call (801) 400-1193 Website

H & M Financial Group Llc - Lpl Financial

8309 Six Forks Rd Ste 107, Raleigh, NC 27615 · Claim or fix

Call (919) 870-1818 Website

H. Lee Miller, CPA PLLC

1804 Baker Rd, Raleigh, NC 27607 · Claim or fix

Call (919) 376-5584 Website

H&R Block

3116 HILLSBOROUGH ST STE 101, Raleigh, NC 27607 · Claim or fix

Call (919) 834-0792 Website

H&R Block

9113 LEESVILLE RD STE 101, Raleigh, NC 27613 · Claim or fix

Call (919) 847-8991 Website

H&R Block

5605 Creedmoor Rd, Raleigh, NC 27612 · Claim or fix

Call (919) 782-7381 Website

H&R Block

4321 FALLS OF THE NEUSE RD, Raleigh, NC 27609 · Claim or fix

Call (919) 872-8000 Website

Halftax

107 Fayetteville St #400, Raleigh, NC 27601 · Claim or fix

Call (866) 344-0142 Website

Health Partner Inc.

5720 Creedmoor Rd STE 103, Raleigh, NC 27612 · Claim or fix

Call (919) 600-5526 Website

Jackson Hewitt Tax Service

6600 Glenwood Ave, Raleigh, NC 27612 · Claim or fix

Call (919) 617-0398 Website

Jackson Hewitt Tax Service

4500 Fayetteville Rd, Raleigh, NC 27603 · Claim or fix

Call (919) 617-0397 Website

Jireh Taxes

2950 E Millbrook Rd, Raleigh, NC 27604 · Claim or fix

Call (919) 673-2100 Website

Josh Seligson - Edward Jones

5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609 · Claim or fix

Call (919) 981-0620 Website

Kent Thompson

8816 Six Forks Rd Ste 301, Raleigh, NC 27615 · Claim or fix

Call (919) 719-3824 Website

Latin American Tax INC

1616 N Market Dr Ste a, Raleigh, NC 27609 · Claim or fix

Call (919) 521-4230 Website

Legacy Tax Advisors

5104 Bur Oak Cir, Raleigh, NC 27612 · Claim or fix

Call (984) 683-3391 Website

Lewis Financial Management Llc

1611 E Millbrook Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 872-7000 Website

Liberty Tax

4011 Capital Blvd, Raleigh, NC 27604 · Claim or fix

Call (919) 999-2050 Website

Liberty Tax

1400 New Bern Ave, Raleigh, NC 27610 · Claim or fix

Call (919) 747-4474 Website

M Sean Godwin

8816 Six Forks Rd, Raleigh, NC 27615 · Claim or fix

Call (919) 719-3849 Website

Matthew Hall

8816 Six Forks Rd, Raleigh, NC 27615 · Claim or fix

Call (919) 719-3837 Website

Merritt Tax and Notary Service

1301 Wake Forest Rd Ste 103, Raleigh, NC 27604 · Claim or fix

Call (919) 436-6030 Website

MGT Capital Investments

150 Fayetteville St #1110, Raleigh, NC 27601 · Claim or fix

Call (914) 630-7430 Website

Morgan Tax LLC

4801 Glenwood Ave Ste 200, Raleigh, NC 27612 · Claim or fix

Call (919) 247-3730 Website

Mr. Best Financial

3901 Capital Blvd #139, Raleigh, NC 27604 · Claim or fix

Call (984) 223-4969 Website

My Fed University

3733 National Dr Ste 123 -B, Raleigh, NC 27612 · Claim or fix

Call (919) 706-1846 Website

My Local Cfo

4701 Creedmoor Rd Ste 109, Raleigh, NC 27612 · Claim or fix

Call (984) 202-5574 Website

My Quality Tax Service

207 W Millbrook Rd Ste 210, Raleigh, NC 27609 · Claim or fix

Call (919) 438-3465 Website

My Tax Pros

8311 Brier Creek Pkwy Ste 105-243, Raleigh, NC 27617 · Claim or fix

Call (984) 444-8634 Website

Myk Tax Services

5300 Atlantic Ave, Raleigh, NC 27609 · Claim or fix

Call (919) 790-5353 Website

Nelson Wealth Advisors

10604 Bent Twig Dr, Raleigh, NC 27613 · Claim or fix

Call (919) 796-9907 Website

Nick Pangakis

8816 Six Forks Rd Ste 301, Raleigh, NC 27615 · Claim or fix

Call (984) 205-8060 Website

Other Side Asset Management

4141 Banks Stone Dr, Raleigh, NC 27603 · Claim or fix

Call (919) 249-9650 Website

Patriot Wealth Management

4350 Lassiter at North Hills Ave, Raleigh, NC 27609 · Claim or fix

Call (919) 322-4113 Website

Peace Of Mind Wealth Management

4101 Lake Boone Trl Ste 111, Raleigh, NC 27607 · Claim or fix

Call (919) 787-8866 Website

Polimeni Tax and Financial Group

3733 National Dr, Raleigh, NC 27612 · Claim or fix

Call (919) 300-5870 Website

Pursuit Wealth Strategies

8311 Bandford Way Ste 105, Raleigh, NC 27615 · Claim or fix

Call (919) 847-7600 Website

Rukosky & Associates Financial Group

4904 Professional Ct Ste 102, Raleigh, NC 27609 · Claim or fix

Call (919) 781-9319 Website

Schrum Private Wealth Management

4325 Lake Boone Trl, Raleigh, NC 27607 · Claim or fix

Call (919) 948-1835 Website

Scott D Sorrell

8816 Six Forks Rd Ste 301, Raleigh, NC 27615 · Claim or fix

Call (919) 719-3817 Website

Solas Financial

1201 Edwards Mill Rd 2nd floor, Raleigh, NC 27607 · Claim or fix

Call (919) 582-0348 Website

Tax Guru-Jain Consulting

5535 Western Blvd Ste 202, Raleigh, NC 27606 · Claim or fix

Call (919) 349-5414 Website

TaxHelp Real Estate

1053 E Whitaker Mill Rd, Raleigh, NC 27604 · Claim or fix

Call (919) 749-3971 Website

The Taxnut

2816 Brewton Pl #300, Raleigh, NC 27604 · Claim or fix

Call (919) 200-0199 Website

Townsend Asset Management

3110 Edwards Mill Rd, Raleigh, NC 27612 · Claim or fix

Call (919) 782-9689 Website

Triangle Tax Group

8382 Six Forks Rd Ste 101, Raleigh, NC 27615 · Claim or fix

Call (919) 870-1099 Website

VisionQuest Wealth Management

112 E Hargett St #201, Raleigh, NC 27601 · Claim or fix

Call (919) 433-3560 Website

Wind Chime Wealth Partners

183 Wind Chime Ct STE 202, Raleigh, NC 27624 · Claim or fix

Call (919) 322-4236 Website

Consumer Education Services Inc

3700 Barrett Dr, Raleigh, NC 27609 · Claim or fix

Call (877) 322-8824 Website

Cook Wealth Management Group

4101 Lake Boone Trl Ste 210, Raleigh, NC 27607 · Claim or fix

Call (919) 784-9100 Website

Edward Jones - Financial Advisor: John Soles

9101 Leesville Rd Ste 123, Raleigh, NC 27613 · Claim or fix

Call (919) 844-4577 Website

Innovative Advisors

8601 Six Forks Rd Ste 400, Raleigh, NC 27615 · Claim or fix

Call (919) 841-0170 Website

Josiah A Miller - Edward Jones

7277 Nc Highway 42 Ste 210, Raleigh, NC 27603 · Claim or fix

Call (919) 662-5010 Website

Exito Tax

4913 Professional Ct #201, Raleigh, NC 27609 · Claim or fix

Call (919) 332-4276 Website

ATAX

4312 Wake Forest Rd Suite 2D-5, Raleigh, NC 27609 · Claim or fix

Call (984) 223-4969 Website

Diversified Estate Services

4101 Lake Boone Trl Ste 122, Raleigh, NC 27607 · Claim or fix

Call (919) 787-8866 Website

Tax Queen & Services

1631 Midtown Pl, Raleigh, NC 27609 · Claim or fix

Call (877) 976-9258 Website

A Safta Group

207 Fayetteville St Ste 200, Raleigh, NC 27601 · Claim or fix

Call (919) 594-1197 Website

Day Consultants Llc

4801 Glenwood Ave Ste 200, Raleigh, NC 27612 · Claim or fix

Call (919) 991-5484 Website

First Financial Group

1100 Logger Ct Ste B101, Raleigh, NC 27609 · Claim or fix

Call (919) 876-4926 Website

Guardian Wealth Partners

4270 The Cir At North Hills St Ste 200, Raleigh, NC 27609 · Claim or fix

Call (919) 249-1810 Website

K&m Wealth Services

8601 Six Forks Rd, Raleigh, NC 27615 · Claim or fix

Call (888) 793-5968 Website

Legacy Funding Services

1024 Washington St # A, Raleigh, NC 27605 · Claim or fix

Call (919) 747-3723 Website

Merit Financial Advisors

3100 Smoketree Ct Ste 1002, Raleigh, NC 27604 · Claim or fix

Call (919) 878-6600 Website

Proximity Financial Partners

8313 Six Forks Rd Ste 209, Raleigh, NC 27615 · Claim or fix

Call (919) 977-9204 Website

Rha Wealth

2710 Wycliff Rd Ste 140, Raleigh, NC 27607 · Claim or fix

Call (919) 400-6000 Website

Waterstone Defeasance, Llc

223 S West St, Raleigh, NC 27603 · Claim or fix

Call (855) 347-3695 Website

Oak City Financial

2626 Glenwood Ave Ste 450, Raleigh, NC 27608 · Claim or fix

Call (919) 670-0158 Website

D Dollar

414 Fayetteville St 4th Floor Suite D23, Raleigh, NC 27601 · Claim or fix

Call (844) 695-4848 Website

Mega Win

119 Wind Chime Ct, Raleigh, NC 27615 · Claim or fix

Call (919) 847-4567 Website

Cameron Financial

231 Inwood Forest Dr, Raleigh, NC 27603 · Claim or fix

Call (919) 415-1788 Website

Colbert Ball Tax Service

315 Hubert St, Raleigh, NC 27603 · Claim or fix

Call (919) 518-9621 Website

Advisors Financial Group

5904 Six Forks Rd Ste 105, Raleigh, NC 27609 · Claim or fix

Call (919) 844-1777 Website

Blanton Financial Group, Inc.

17 Glenwood Ave, Raleigh, NC 27603 · Claim or fix

Call (919) 831-2370 Website

Brink's Inc

601 Mercury St, Raleigh, NC 27603 · Claim or fix

Call (919) 833-6479 Website

Futurity First Insurance Group

1500 Sunday Dr, Raleigh, NC 27607 · Claim or fix

Call (919) 792-1830 Website

Insight Investment Planning, Inc.

100 E Six Forks Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 831-2370 Website

Merrill Edge

7950 Brier Creek Pkwy, Raleigh, NC 27617 · Claim or fix

Call (919) 433-5165 Website

Money Mike Llc

555 Fayetteville St Ste 201, Raleigh, NC 27601 · Claim or fix

Call (313) 405-4988 Website

Providence Financial Solutions

4600 Marriott Dr Ste 140, Raleigh, NC 27612 · Claim or fix

Call (919) 789-7111 Website

Resource Management Associates Of Raleigh

210 W Millbrook Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 841-9642 Website

Left Tackle Advisors

1340 Sunday Dr #101, Raleigh, NC 27607 · Claim or fix

Call (919) 900-8032 Website

NC 529 Savings Plan

2917 Highwoods Blvd, Raleigh, NC 27604 · Claim or fix

Call (800) 600-3453 Website

Fedbanker & Associates

260 W Millbrook Rd, Raleigh, NC 27609 · Claim or fix

Call (910) 500-6198 Website

Capital City Taxes

555 Fayetteville St, Raleigh, NC 27601 · Claim or fix

Call (919) 289-3489 Website

Altrius Capital Management

434 Fayetteville St Ste 2110, Raleigh, NC 27601 · Claim or fix

Call (919) 746-7977 Website

Ameriprise Financial Advisors

5511 Capital Center Dr Ste 100, Raleigh, NC 27606 · Claim or fix

Call (919) 851-1011 Website

Ameriprise Financial Advisors

5540 Centerview Dr Ste 421, Raleigh, NC 27606 · Claim or fix

Call (919) 859-2636 Website

Ameriprise Financial Advisors

5650 Six Forks Rd Ste 203, Raleigh, NC 27609 · Claim or fix

Call (919) 676-3428 Website

Ameriprise Financial Advisors

1601 Jones Franklin Rd Ste 103, Raleigh, NC 27606 · Claim or fix

Call (919) 852-2399 Website

Ameriprise Financial Advisors

9208 Falls Of Neuse Rd Ste 201, Raleigh, NC 27615 · Claim or fix

Call (919) 329-2915 Website

Ameriprise Financial Advisors

154 Mine Lake Ct Ste 100, Raleigh, NC 27615 · Claim or fix

Call (919) 518-2115 Website

Bryan Foskie - Ameriprise Financial Advisor

1611 Jones Franklin Rd Ste 104, Raleigh, NC 27606 · Claim or fix

Call (919) 858-5600 Website

Carroll Financial Associates

4101 Lake Boone Trl Ste 116, Raleigh, NC 27607 · Claim or fix

Call (984) 344-9139 Website

Credit And Financial Consulting

5540 Centerview Dr Ste 200, Raleigh, NC 27606 · Claim or fix

Call (919) 561-6436 Website

Delung Capital

8801 Fast Park Dr Ste 301, Raleigh, NC 27617 · Claim or fix

Call (919) 371-2299 Website

Dw Consulting

3201 Edwards Mill Rd Ste 141, Raleigh, NC 27612 · Claim or fix

Call (910) 248-4925 Website

Edward Jones - Financial Advisor: Geoffrey C Raynor

1 Glenwood Ave Ste 4-102, Raleigh, NC 27603 · Claim or fix

Call (919) 341-8430 Website

Edward Jones - Financial Advisor: Scott G Cook

8480 Honeycutt Rd Ste 200 Unit 262, Raleigh, NC 27615 · Claim or fix

Call (919) 341-0480 Website

Everson Wealth Management

6531 Creedmoor Rd Ste 204, Raleigh, NC 27613 · Claim or fix

Call (919) 864-2041 Website

Financial Symmetry, Inc

1511 Sunday Dr Ste 120, Raleigh, NC 27607 · Claim or fix

Call (919) 851-8200 Website

Fortune Management, Llc

2300 Rexwoods Dr Ste 130, Raleigh, NC 27607 · Claim or fix

Call (919) 782-5228 Website

Hilliard Financial Group

5720 Six Forks Rd, Raleigh, NC 27609 · Claim or fix

Call (919) 846-7268 Website

Lewis & Associates Capital Advisors

3737 Glenwood Ave Ste 100, Raleigh, NC 27612 · Claim or fix

Call (919) 573-6052 Website

Lima One Capital

3737 Glenwood Ave Ste 100, Raleigh, NC 27612 · Claim or fix

Call (984) 244-2559 Website

Lisa Zywicki - Ameriprise Financial Advisor

1121 Situs Ct Ste 300, Raleigh, NC 27606 · Claim or fix

Call (919) 859-1962 Website

How to choose a financial advisor in Raleigh

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the business: confirm a company's registration with the state in our North Carolina business lookup guide, and licensed trades in the contractor license lookup guide.

Common questions

How many financial advisors are listed in Raleigh, North Carolina?

USA Business Search shows 221 financial advisors in Raleigh. 206 list a phone number and 188 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 27609, 27612, 27615, 27607, 27604, 27603, 27606, 27601.

How do I choose a financial advisor in Raleigh?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Get every quote or recommendation in writing. Check the license or registration through the North Carolina business lookup guide.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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