City
Wealth management firms in Fuquay-Varina, North Carolina
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Fuquay-Varina, North Carolina reported $455.5 million in regulatory assets under management; the largest by assets was Quest 10 Wealth Builders, Inc., with $237.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $455.5 million
- Average per firm
- $75.9 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Quest 10 Wealth Builders, Inc. | SEC | $237.7 million | 1,086 |
| 2 | Saber Capital Management LLC | SEC | $129.3 million | 123 |
| 3 | Signature Resources LLC | State | $84.2 million | 135 |
| 4 | Pharos Capital Management, LLC | State | $3.9 million | 16 |
| 5 | Pine Ridge Wealth LLC | State | $399,270 | 5 |
| 6 | Planvision, LLC | SEC | $0 | 0 |
Wealth management firms in North Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.