Financial advisors in Raleigh: list of 22 free CSV

How many financial advisors are in Raleigh?

OpenStreetMap lists 22 named advice firms and offices inside the Raleigh city boundary (388 km²), extract of 11 Nov 2026. 5% of the records list a website and 5% a phone number; 21 named financial advisors have no website on the public record.

Examples on the list: Beacon Financial Services, Capital Investment Companies, CliftonLarsonAllen.

Financial advisors in Raleigh at a glance: most are in North Hills (8), Six Forks (7), Lake Lynn (2); records were last edited between Apr 2018 and Jul 2025; chain names include Edward Jones; Edward Jones list a business phone.

22named advice firms and offices

5%list a website

21no website listed

8neighbourhoods

Download all 22 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

21 with no website1 non-chain, edited since 2022.Filter to them
17 non-chain5 chain branches set aside; the biggest brand is Edward Jones (4).Non-chain only
8 in North HillsPlan a territory by neighbourhood or postcode.Only North Hills

All 22 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in Raleigh, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
B
Beacon Financial Servicesnot edited since 2019	Six Forks, no street on record
C
Capital Investment Companiesnot edited since 2020	North Hills, no street on record
CliftonLarsonAllennot edited since 2020	North Hills, no street on record
D
Dalia Check Cashingnot edited since 2018	5525 Western Boulevard, Westover
E
Edward Jones	7920 ACC Boulevard, Brier Creek	edwardjones.com	+1-919-806-5800
Edward Jones	Lake Lynn, no street on record
Edward Jones	North Hills, no street on record
Edward Jones	Millbrook, no street on record
Everson Wealth Managementnot edited since 2019	Lake Lynn, no street on record
F
Fairway Independent Mortgage Corporationnot edited since 2020	North Hills, no street on record
Fidelity Investments	4800 Glenwood Avenue, Crabtree Valley
H
H&M Financial Group, LLCnot edited since 2019	Six Forks, no street on record
J
Johnson Lambert LLPnot edited since 2020	North Hills, no street on record
N
New Penn Financialnot edited since 2020	North Hills, no street on record
NovaQuest Capital Management LLCnot edited since 2020	North Hills, no street on record
P
Park Ridge Asset Management LLCnot edited since 2019	Six Forks, no street on record
Proximity Financial Partnersnot edited since 2019	Six Forks, no street on record
S
State Employee's Credit Union Headquarters	Glenwood South, no street on record
Steward Wealth Strategiesnot edited since 2020	North Hills, no street on record
T
Tax and Financial Servicesnot edited since 2019	Six Forks, no street on record
Tidewater Management Groupnot edited since 2019	Six Forks, no street on record
TRG Capital Management Inc.not edited since 2019	Six Forks, no street on record

Download the full CSV (22 rows)

Also as Excel file of the 22 financial advisors, GeoJSON file of the 22 financial advisors, KML file of the 22 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Raleigh with no website listed

1 of 17 named non-chain financial advisors.

State Employee's Credit Union HeadquartersGlenwood South

Show all of them Every kind of business in Raleigh without a website

Where they are

Map of the 22 financial advisors inside the Raleigh boundary; most sit around North Hills, Six Forks, Lake Lynn. — website listedno website, or social page only

By neighbourhood

Black: website listed.

Chains and non-chain businesses

23% of the records are branches of a chain or brand; 17 are not.

Edward Jones4

What the records hold

22 map records.
Field	Records	Share
Street address	3	14%
Website (own site)	1	5%
Phone on file	1	5%
Opening hours	1	5%
Chain or brand branch	5	23%
Edited since January 2024	6	27%

Half the records were last edited in Apr 2020 or later.

Why other sites show a different number

Coverage. 22 mapped; Google Maps holds more.
Boundary. 388 km² (map); metro searches count more.
Names. 5 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.42 to $0.64 for 22 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in Raleigh, NC
2. financial advisors in North Hills, Raleigh, NC
Set Country: United States; US state: North Carolina.
Set Maximum leads to 300.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Francisco	25	56%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%
Financial advisors in Houston	20	35%

Every city for financial advisors

More lists in Raleigh

All Raleigh lists

How Raleigh compares: the local digital gap in Raleigh, every kind of business with and without a website on the map.

Questions

How many financial advisors are there in Raleigh?

At least 22: that is how many OpenStreetMap has inside the Raleigh city boundary, 22 with a name (extract of 11 Nov 2026). 5 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Raleigh has the most financial advisors?

North Hills (8), then Six Forks (7) and Lake Lynn (2). 8 neighbourhoods have at least one.

How many financial advisors in Raleigh have no website?

21 of the 22 named financial advisors have no website on their map record; 1 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Raleigh?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Raleigh, NC" plus 1 neighbourhood searches such as "financial advisors in North Hills, Raleigh, NC". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 22 to 240 rows.

Sources

OpenStreetMap extract for Raleigh, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.