Firms by city
Registered investment advisers in Cary, NC
6 SEC-registered advisers headquartered in Cary, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Veratis Advisors | Cary, NC | $5.99B |
| Comperio Retirement Consulting | Cary, NC | $1.99B |
| Raleigh Capital Management | Cary, NC | $398M |
| Independent Wealth Advisors | Cary, NC | $195M |
| Family Legacy Financial Solutions | Cary, NC | $175M |
| Hicks & Associates Wealth Management | Cary, NC | $120M |
- Headquarters
- Cary, NC
- Regulatory AUM
- $5.99B
- Headquarters
- Cary, NC
- Regulatory AUM
- $1.99B
- Headquarters
- Cary, NC
- Regulatory AUM
- $398M
- Headquarters
- Cary, NC
- Regulatory AUM
- $195M
- Headquarters
- Cary, NC
- Regulatory AUM
- $175M
- Headquarters
- Cary, NC
- Regulatory AUM
- $120M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Cary on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in North Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.