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Financial advisory firms
in Cary, NC.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

11 financial advisors6 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

11 financial advisors6 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

FAMILY LEGACY FINANCIAL SOLUTIONS, LLCCRD 314351

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsLimited

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HICKS & ASSOCIATES WEALTH MANAGEMENT, LLCCRD 323171

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

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INDEPENDENT WEALTH ADVISORS, LLCCRD 328786

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

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RALEIGH CAPITAL MANAGEMENT INC.CRD 149538

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

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VERATIS ADVISORS, INC.CRD 117892

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsLimited

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WEALTHSHIELD PARTNERS, LLCCRD 169584

Advisory firm

Filed advisory firm office: Cary, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)State or municipal government entities

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

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