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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Svb Wealth financial advisors in Raleigh, NC

Every SEC-registered investment adviser representative at a Svb Wealth office in Raleigh, A to Z.

The short answer

7 registered advisors work at Svb Wealth in Raleigh, out of 70 at the firm nationwide; it ranks number 45 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.

Svb Wealth advisors in Raleigh, A to Z

Every Svb Wealth advisor →

Svb Wealth advisors in every city and state →Svb Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Svb Wealth advisors in other cities

Boston, MA 21Menlo Park, CA 5New York, NY 5Palm Beach Gardens, FL 5San Francisco, CA 5Charlotte, NC 3Atlanta, GA 2Beverly Hills, CA 2Cottonwood Heights, UT 2Arlington, VA 1Cypress, TX 1Fayetteville, AR 1Fort Lauderdale, FL 1Maumelle, AR 1Omaha, NE 1

Other firms in Raleigh

All Raleigh advisors →

Captrust 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 101Wells Fargo Clearing Services, LLC 101Strategic Advisers LLC 97First Citizens Investor Services, Inc. 86Morgan Stanley 84Capital Investment Advisory Services, LLC 69Edward Jones 69LPL Financial LLC 62Credit Union Investment Services 51Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 49

Questions

How many financial advisors does Svb Wealth have in Raleigh?

7 investment adviser representatives are registered at Svb Wealth offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

Is Svb Wealth one of the largest advisor employers in Raleigh?

Svb Wealth ranks number 45 in Raleigh by registered advisors; Captrust has the most, with 121.

How do I check a Svb Wealth advisor in Raleigh?

Each advisor below links to a profile with their registrations, exams, designations 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 Svb Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.