RIA Intel›Advisers›North Carolina›RALEIGH INVESTMENT ADVISORS, INC.

RALEIGH INVESTMENT ADVISORS, INC.

Advisory

NC

Data as of Jun 17, 2026 · Source: SEC Form ADV

Rank in NC

#474

of 516 advisers by AUM

Average account

$619K

across 42 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndApril

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

42 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

BMF INVESTMENTS, INC.

$26M

PULLEN INVESTMENTS, LLC

$26M

W.WALL AND COMPANY, INC.

$26M

WOODWARD FINANCIAL ADVISORS, LLC

CHAPEL HILL, NC

$26M

FESTOG CAPITAL, LLC

$26M

COLVILLE WEALTH ADVISORY, LLC

$26M

Get the full picture on RALEIGH INVESTMENT ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RALEIGH INVESTMENT ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans