A complete list of active advisors currently associated with Raleigh Capital Management Inc.

Warmer can help you find a great advisor at Raleigh Capital Management Inc. or one who fits your needs even better.

Raleigh Capital Management is an owner-operated advisory firm serving individuals (including high‑net‑worth clients), retirees, business owners, pension plans, trusts, and other entities. The firm provides financial planning, direct investment management, and referrals to outside money managers, and it also operates a manager‑of‑managers program using third‑party investment platforms. RCM tailors recommendations to clients through interviews, questionnaires and portfolio risk/cost analysis tools, and offers both discretionary and non‑discretionary management. It implements multi‑manager model portfolios via platform relationships with AE Wealth Management and Verity Asset Management while also providing direct management and tactical or strategic asset allocation approaches. Noteworthy features include ongoing cash marketing arrangements with certain model managers and the use of paid third‑party promoters, which can influence model selections; an affiliated insurance agency whose principals devote substantial time to selling insurance and receive promotional incentives; and principals who act as referring agents for a separate solar project business for additional compensation. The firm manages roughly $398 million for about 443 clients with a 13‑advisor team and discloses use of radio advertisements and client interview testimonials in its marketing.

To learn more about the advisors currently working at Raleigh Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.