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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cary, NC

Every SEC-registered investment adviser representative at a firm office in Cary, with the firms that employ the most of them.

273 registered advisors work in Cary; the most are at Strategic Advisers LLC (40). 62 list the CFP designation and 215 are also registered broker representatives.

Firms with the most advisors in Cary

FirmAdvisors in Cary
Strategic Advisers LLC40
Edward Jones news25
Cetera Investment Advisers LLC news15
Raleigh Capital Management Inc.12
Charles Schwab & Co., Inc. news11
Raymond James Financial Services Advisors, Inc. news11
Commonwealth Financial Network news9
Equitable Advisors, LLC news8
LPL Financial LLC news8
Credit Union Investment Services7
Osaic Wealth, Inc. news7
Raymond James & Associates, Inc. news7
J.P. Morgan Securities LLC news6
Janney Montgomery Scott LLC news6
Truist Advisory Services, Inc. news6
Cambridge Investment Research Advisors, Inc. news4
Family Legacy Financial Solutions, LLC4
Ameriprise Financial Services, LLC news3
Eagle Strategies LLC3
Equity Services, Inc.3
MML Investors Services, LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Veratis Advisors, Inc.3
Wells Fargo Clearing Services, LLC news3
Brookstone Capital Management LLC2

Advisors in Cary, A to Z

CFP advisors in Cary →

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58Davidson 54

Questions

How many financial advisors are in Cary, NC?

273 investment adviser representatives are registered at firm offices in Cary, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 215 of them are also registered as broker representatives, and 62 list the CFP designation.

Which firm has the most financial advisors in Cary?

Strategic Advisers LLC, with 40 registered advisors in Cary, followed by Edward Jones with 25.

How do I check a financial advisor in Cary?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.