Vault-13

Managers in Raleigh, NC

United States · 71 asset managers within 25 km (59 in Raleigh itself) · 114 wealth managers, banks and others

RaleighCharlotteHuntersvilleFort MillCaryWake ForestDurhamChapel HillGreensboroHigh Point
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Durham, NC 25 · Chapel Hill, NC 16 · Cary, NC 9 · Wake Forest, NC 3 · Apex, NC 1 · Clayton, NC 1

Asset managers in and around Raleigh

#Manager People here Assets Visa salary
51 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Raleigh Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
52 Janney Montgomery Scott LLC wealth · Raleigh JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
53 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Cary W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
54 Treasurer of the State of North Carolina asset owner · Raleigh $38.8bn based here $38.8bn
55 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Raleigh FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn 4 offices $2.6bn
56 WealthShield Partners, LLC Cary $653.8m based here $653.8m
57 Financial Symmetry Inc Raleigh $299.7m based here $299.7m
58 Corigliano Investment Advisers, LLC Raleigh $255.9m based here $255.9m
59 MODERN CAPITAL ADVISORS, LLC mutual funds, wealth · Raleigh MODERN CAPITAL ADVISORS, LLC · 2 related pages $254.8m office $254.8m
60 Cunning Capital Partners, LP hedge funds · Cary $228.4m based here $228.4m
61 Veratis Advisors, Inc. Cary $141.3m based here $141.3m
62 ANCHOR CAPITAL MANAGEMENT COMPANY, LLC hedge funds · Raleigh $97.0m office $97.0m
63 POM Investment Strategies, LLC Raleigh $88.3m based here $88.3m
64 Cook Wealth, LLC Raleigh based here
65 Curi Wealth Management, LLC Raleigh based here
66 DENTAL INNOVATION ALLIANCE MANAGEMENT COMPANY, LP venture · Cary office
67 HARGETT HUNTER CAPITAL MANAGEMENT, LLC private equity · Raleigh office
68 KINETICOS LIFE SCIENCES MANAGEMENT LLC venture · Raleigh office
69 MOLOKAI INVESTMENT MANAGEMENT, LLC hedge funds · Wake Forest office
70 OVAL PARK CAPITAL LLC venture · Raleigh office
71 ROGUE FUNDS MANAGEMENT, LLC hedge funds · Raleigh office

71 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.