September 19, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Raleigh that we thought you might like to know. For a more detailed list of RIAs in Raleigh, click here to see for free.
AUM: $1.08T
CAPTRUST Advisors is an RIA specializing in Multi Family Office services. The firm is situated at 4208 Six Forks Road Suite 1700, Raleigh, NC, within the Raleigh metro area. With a substantial $1.08T AUM, CAPTRUST manages $630B in client assets under advisement and $98B in clients under management across institutional and high net worth advisory businesses.
Known for providing objective fiduciary advice, CAPTRUST operates with a national presence and offers a diverse range of services including advising DC plans, Endowments, Foundations, and Pensions. The firm emphasizes a comprehensive research process and utilizes a recommended list for investment decisions. Alternatives play a significant role in their business strategy, and recent expansions include acquiring Aevitas Wealth Management with $567M AUM in Boston in May 2023.
AUM: $9.83B
Curi Capital operates as a RIA with a focus on Multi Family Office services. The firm is located at 700 Spring Forest Road Suite 235, Raleigh, NC, and is associated with the Raleigh metro area. Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net-worth families, and businesses.
The firm manages an AUM of $9.83B and emphasizes a high-touch, personalized approach in its services. Curi Capital's investment offerings include both public and private options, focusing on private investments in real estate, private equity, and private credit to enhance portfolio diversification. Furthermore, the firm recently acquired RMB Capital in December 2023, expanding its capabilities in wealth management and investment services.
AUM: $4.48B
Veratis Advisors is an RIA specializing in Corporate Retirement Plans and Personal Wealth services. The firm is headquartered at 1400 Crescent Green, Suite 110, Cary, NC, operating within the Raleigh metro area. Established in 2001, Veratis Advisors is recognized for its quality, progressiveness, and client engagement in the retirement advisory industry.
With an AUM of $4.48B, Veratis Advisors focuses on tailored advisory services for Corporate Retirement Plans and Personal Wealth. The firm's commitment to client involvement sets it apart, reflecting a unique approach to retirement planning. Veratis Advisors' expertise lies in delivering comprehensive solutions tailored to meet the diverse needs of its clientele.
AUM: $3.93B
Franklin Street Partners is an RIA specializing in Multi Family Office services. Situated at 1450 Raleigh Road Suite 300, Chapel Hill, NC, the firm manages approximately $3.93B in assets, catering to both high net worth and institutional clients. As a subsidiary of Fifth Third Bank, Franklin Street Partners internally oversees stock, fixed income, and credit portfolios, complemented by external managers, particularly in alternative investments and equities. The firm's investment strategy encompasses a diverse range of asset classes, including equities, fixed income, and alternative investments, emphasizing rigorous analysis and strategic asset allocation to optimize returns and manage risks. With a focus on long-term growth and capital preservation, Franklin Street Partners aims to deliver steady, sustainable returns by maintaining a balanced portfolio structure, adapting to market conditions, and prioritizing client success within the Raleigh metro area.
AUM: $3B
The Trust Company of the South operates as a RIA, offering a comprehensive suite of wealth management services. Situated at 800 Green Valley Road, Suite 304, Greensboro, NC, the firm serves families and institutions with a client-centric approach focused on individual goals and circumstances. Trust Company of the South's investment strategy encompasses a diverse range of asset classes, including equities, fixed income, and alternative investments. The firm's disciplined asset allocation approach, guided by macroeconomic analysis, aims to optimize returns while effectively managing risks in response to market dynamics. With $3B in AUM, Trust Company of the South emphasizes long-term value creation through a balanced investment scheme that prioritizes growth and capital preservation. The firm leverages its experienced network to source alternative investment opportunities, aiding in diversifying market risk and enhancing long-term returns for its clients. Located in the Raleigh metro area, Trust Company of the South's investment philosophy centers on income generation, capital appreciation, and strategic adjustments to capitalize on market opportunities.
6. The Lighthouse Group of Truist Investment Services, Inc.
AUM: $2.5B
The Lighthouse Group of Truist Investment Services, Inc. is an RIA based in Raleigh, NC. The organization operates within the Raleigh metro area and manages an AUM of $2.5B.
The Lighthouse Group focuses on providing investment services as an RIA. With a significant AUM of $2.5B, the firm caters to clients in the Raleigh area, showcasing its expertise in wealth management within the region.
AUM: $1.94B
Eton Advisors is an RIA specializing in Multi Family Office services. Situated at 5915 Farrington Road Suite 202, Chapel Hill, NC, the firm operates within the Raleigh metro area. Led by John Wallace, the firm allocates investments across alternatives and public asset classes, with a focus on international emerging markets, small caps, and other sectors.
Eton Advisors manages an AUM of $1.94B. The firm utilizes Albourne for operational due diligence and manager sourcing, particularly in the private alternative space encompassing hedge funds and private equity. With expertise in active and public markets, Eton Advisors emphasizes a comprehensive investment approach spanning various asset classes to optimize portfolio performance.
8. The STK Group of Truist Investment Services, Inc.
AUM: $1.7B
The STK Group of Truist Investment Services, Inc. operates as a RIA with a focus on services in Raleigh. The firm is situated at 3605 Glenwood Ave Suite 400, Raleigh, NC. The organization manages an AUM of $1.7B. The firm emphasizes a strategic approach to investment management, overseeing a significant $1.7B AUM. Operating within the Raleigh metro area, The STK Group of Truist Investment Services, Inc. aligns its services with the needs of its clients, providing tailored financial solutions and expertise in the realm of investment management.
9. Morgan Creek Capital Management
AUM: $1.51B
Morgan Creek Capital Management is an RIA specializing in Multi Family Office services. The firm is headquartered at 1414 Raleigh Road Suite 445, Chapel Hill, NC, and operates within the Raleigh metro area. Founded by Mark Yusko, the company offers tailored investment management solutions to institutional and qualifying clients, including endowments, pension plans, foundations, and family offices.
Morgan Creek Capital Management oversees an AUM of $1.51B. The firm's investment strategies encompass a range of hedge fund strategies such as long-short equity, merger arbitrage, global macro, and systematic trading. Additionally, it focuses on private equity investments, advocating for single-sector niche managers with a bias towards first institutional capital. The company also engages in digital currency investments and manages discretionary fund of fund programs, enhancing its diversified investment offerings.
AUM: $1.46B
Delegate Advisors is an RIA specializing in Multi Family Office services. The firm is situated at 101 Glen Lennox Drive, Suite 150, Chapel Hill, NC, and primarily operates within the Raleigh metro area. Delegate Advisors distinguishes itself by offering a comprehensive approach to investment management, tailoring portfolios to each family's financial goals, risk tolerance, and time horizon.
With an AUM of $1.46B, Delegate Advisors focuses on diversification, capital preservation, and long-term growth in its investment strategy. The firm incorporates a variety of alternative investments, including private equity and real estate, to enhance risk diversification and generate additional sources of return. Notably, Delegate Advisors' management team operates from home offices in Austin and San Francisco, with a strategic emphasis on credit-heavy alternatives over public equities.
To see a full list of RIAs in Raleigh or other metros, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
