Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Cary has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Cary, North Carolina have an average of 25 years of experience.
Coach Pete D'Arruda
RFC®, RICP®, MRFC
Capital Financial Advisory Group, LLC
Qualifications
CRD# 2756672
Firm CRD# 144374
Series 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Kenneth Nelson
AIFA®, CRPS®, CRPC®, AIF®
Nelson Wealth Advisors
Qualifications
CRD# 1780923
Firm CRD# 30613
Series 7, 9, 10, 24, 63, 65
Minimum Assets Required
$0
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC®
Northwestern Mutual -Tom Morris
Qualifications
CRD# 5052940
Firm CRD# 2881
Series 7
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Jacob Rice
CFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1400 Crescent Green, Suite 110 Cary, NC, 27518-8118 | $4,429,232,164 | 394 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 51 Kilmayne Drive, Suite 304 Cary, NC, 27511 | $1,900,000,000 | 38 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 2500 Regency Parkway, Cary, NC, 27518 | $917,891,719 | 3214 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 1400 Crescent Green Drive, Suite 100 Cary, NC, 27518 | $262,799,059 | 1406 | 16 | A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISORS) |
5 | 167 E. Chatham Street, Suite 300 Cary, NC, 27511 | $139,171,409 | 350 | 3 | A percentage of AUM, Fixed fees |
6 | 1145 Executive Circle, Suite C Cary, NC, 27511 | $123,957,580 | 881 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
7 | 2500 Regency Parkway, Cary, NC, 27518 | $0 | 0 | 3 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 117892
Assets Under Management $4,429,232,164
No. Of Clients394
Clients Per Financial Advisor56
VERATIS ADVISORS, INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140786
Assets Under Management $1,900,000,000
No. Of Clients38
Clients Per Financial Advisor8
COMPERIO RETIREMENT CONSULTING, INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169584
Assets Under Management $917,891,719
No. Of Clients3214
Clients Per Financial Advisor146
WEALTHSHIELD PARTNERS, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3214 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149538
Assets Under Management $262,799,059
No. Of Clients1406
Clients Per Financial Advisor88
RALEIGH CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1406 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328786
Assets Under Management $139,171,409
No. Of Clients350
Clients Per Financial Advisor117
INDEPENDENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323171
Assets Under Management $123,957,580
No. Of Clients881
Clients Per Financial Advisor147
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288875
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
WEALTHSHIELD LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.