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🤫 Directory · consent-first

Near 27612. Raleigh.

24 financial advisors & firms and 10 insurance agents verified near Raleigh, NC — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 27612

Townsend Asset Management Corp.0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $480M AUM

CRD 108216 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shah Capital Management0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $768M AUM

CRD 133941 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sovereign Financial Group0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $47M AUM

CRD 137145 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Halifax Investment Management, L.L.C.0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $1.9B AUM

CRD 152789 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wake Wealth Management CO.0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $13M AUM

CRD 159170 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fortress Private Ledger, LLC0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $584M AUM

CRD 290298 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
University Financial Strategies, LLC.0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $15M AUM

CRD 297121 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sharpvue Capital, LLC0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $465M AUM

CRD 304746 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cordgrass Capital Advisors, LLC0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $730M AUM

CRD 311528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Qhp Capital, L.P.0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $4.6B AUM

CRD 311710 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tradewinds, LLC0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $659M AUM

CRD 316415 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jme Wealth Management0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser · $48M AUM

CRD 319491 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Top Rank Wealth Management, LLC0 mi

RIA firm · Raleigh, NC 27612 · Registered investment adviser

CRD 341288 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Symmetry INC.2.6 mi

RIA firm · Raleigh, NC 27607 · Registered investment adviser · $1.5B AUM

CRD 118443 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Armor Investment Advisors, LLC2.6 mi

RIA firm · Raleigh, NC 27607 · Registered investment adviser · $356M AUM

CRD 134200 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ark Royal Wealth Management LLC2.6 mi

RIA firm · Raleigh, NC 27607 · Registered investment adviser · $169M AUM

CRD 175151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Guardian Wealth Advisors, LLC2.6 mi

RIA firm · Raleigh, NC 27607 · Registered investment adviser · $2.7B AUM

CRD 305412 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Peace of Mind Wealth Management2.6 mi

RIA firm · Raleigh, NC 27607 · Registered investment adviser · $283M AUM

CRD 317067 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Timothy Ellis3.6 mi

Advisor · Morgan Stanley · Raleigh, NC · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
SSG Wealth Management3.6 mi

Advisor · UBS · Raleigh, NC · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
Dennis Cody3.6 mi

Advisor · Wells Fargo Advisors · Raleigh, NC · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
Stephen Fry3.6 mi

Advisor · Wells Fargo Advisors · Raleigh, NC · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
Steve Fordham3.6 mi

Advisor · Edward Jones · Raleigh, NC · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
The Thomas Group4 mi

Advisor · Merrill Lynch Wealth Management · Raleigh, NC 27609 · Wealth management, Raleigh

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 27612

Tommy Kelaher4 mi

Insurance · State Farm · Raleigh, NC 27609 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Chad Richards4 mi

Insurance · State Farm · Raleigh, NC 27609 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Peter Uliciansky4 mi

Insurance · Allstate · Raleigh, NC 27609 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Harry Hutchins4 mi

Insurance · Allstate · Raleigh, NC 27609 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Colin deSouza4 mi

Insurance · Allstate · Raleigh, NC 27609 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Varinder Sharma8.2 mi

Insurance · Farmers · Raleigh, NC 27604 · Home, auto, life in Raleigh

This is you? Claim itclaimable & removable by its owner
Kevin Cooke21.1 mi

Insurance · State Farm · Chapel Hill, NC 27514 · Home, auto, life in Chapel Hill

This is you? Claim itclaimable & removable by its owner
Pam Herndon21.1 mi

Insurance · State Farm · Chapel Hill, NC 27514 · Home, auto, life in Chapel Hill

This is you? Claim itclaimable & removable by its owner
Scott Clawson21.1 mi

Insurance · Allstate · Chapel Hill, NC 27514 · Home, auto, life in Chapel Hill

This is you? Claim itclaimable & removable by its owner
Lee McPherson21.1 mi

Insurance · Allstate · Chapel Hill, NC 27514 · Home, auto, life in Chapel Hill

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Raleigh, NC.

  • Raleigh, NC3 mi
  • Raleigh, NC4 mi
  • Raleigh, NC4 mi
  • Raleigh, NC5 mi
  • Raleigh, NC5 mi
  • Cary, NC6 mi
  • Raleigh, NC7 mi
  • Cary, NC8 mi
  • Cary, NC9 mi
  • Durham, NC10 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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