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Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Raleigh-Cary.

180 scored firmsTop 10 recognizedfidelon.com/markets/raleigh-cary-nc
#1IA-only$457M93ARecognized · #1 Firm
2
Cook Wealth
CRD 170372
IA-only—91.5Arank within Top 10; below the 80 standard
3IA-only$105M91.4ARecognized · Top 10
4IA-only$4.9M91ARecognized · Top 10
5IA-only$15.2M91ARecognized · Top 10
6
Just Advising
CRD 338540
IA-only—91Arank within Top 10; below the 80 standard
7
Bfwm
CRD 339127
IA-only—91Arank within Top 10; below the 80 standard
8
Hanafara
CRD 340416
IA-only—91Arank within Top 10; below the 80 standard
9IA-only$571K90.8ARecognized · Top 10
10
Tilly
CRD 300631
IA-only—90.4Arank within Top 10; below the 80 standard
11IA-only$10.5M90.2A—
12IA-only—90.2A—
13
Heron Wealth
CRD 339109
IA-only$16.9M90.2A—
14IA-only—90A—
15IA-only—90A—
16IA-only—89.9A—
17IA-only$110M89.8A—
18IA-only$38.4M89.8A—
19IA-only$317M89.7A—
20IA-only$331M89.6A—
21
Limber Capital
CRD 299315
IA-only$11.5M89.6A—
22IA-only—89.6A—
23IA-only$180M89.5A—
24IA-only$23M89.4A—
25IA-only$195M89.4A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Raleigh-Cary

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    CHRIS BRATTAIN HARRELL
    CORDGRASS CAPITAL ADVISORS, LLC · Raleigh, NC
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  2. 2
    Pamela Sue Rigsby
    PURSUIT WEALTH STRATEGIES, LLC · Raleigh, NC
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  3. 3
    STEPHEN THOMAS REH
    REH WEALTH ADVISORS LLC · Raleigh, NC
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  4. 4
    TERRANCE ANTHONY GREEN
    BLUE WATER CAPITAL MANAGEMENT, LLC · Apex, NC
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  5. 5
    LAURETTA ANN REEVES
    BASTION FIDUCIARY · Raleigh, NC
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  6. 6
    THOMAS J. GERAGHTY JR
    DUTCH ASSET CORPORATION · Cary, NC
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  7. 7
    JASON WILLIAM CARTER
    VERATIS ADVISORS, INC. · Cary, NC
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  8. 8
    DEREK THOMPSON WILLIAMS
    VERATIS ADVISORS, INC. · Cary, NC
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  9. 9
    Adam Wesley Boor
    PURSUIT WEALTH STRATEGIES, LLC · Raleigh, NC
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  10. 10
    WILLIAM RUSSELL HESMER Jr
    OAK HARBOR WEALTH PARTNERS · Raleigh, NC
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