Verified · Apex
Trusted Financial Advisors in Apex, NC
Trust matters when you're inviting a pro into your home or business. These financial advisors in Apex have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 12 financial advisors in Apex, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Hunter Street Investment Advisors with a 4.9-star rating from 17 Google reviews and an RNM Score of 72/100. Also in the top tier: Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® and Blue Water Capital Management, LLC. The average rating across all listed financial advisors in Apex is 4.8 stars from 5 reviews per business on average.
Financial advisors in Apex typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Hunter Street Investment Advisors
Hunter Street Investment Advisors stands out as a top-ranked independent firm offering personalized, fiduciary advice tailored to local clients.
Most Reviewed
Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®
A high review count for Josh Almond reflects a large base of satisfied clients and proven reliability in the Apex community.
When choosing a financial advisor in Apex, consider both individualized attention from independent firms and the established reputation of larger networks like Edward Jones. Always verify credentials and review fee structures to ensure alignment with your financial goals.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Apex's top-rated financial advisor with 4.9 stars from 17 reviews.
56 Hunter St Suite 210, Apex, NC 27502, USATrusted by 11 clients with a perfect 5.0-star rating in Apex, NC.
859 Perry Rd, Apex, NC 27502, USATrusted by clients with a strong 4.6-star rating from 10 Google reviews.
315 S Salem St #422, Apex, NC 27502, USAFinancial Advisors Rankings in Apex, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Hunter Street Investment Advisors56 Hunter St Suite 210, Apex, NC 27502, USA | 4.9★ | 17 |
| #2 | Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®859 Perry Rd, Apex, NC 27502, USA | 5.0★ | 11 |
| #3 | Blue Water Capital Management, LLC315 S Salem St #422, Apex, NC 27502, USA | 4.6★ | 10 |
| #4 | Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Nathan M Philbrook, ABFP®|AAMS®1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA | 5.0★ | 2 |
| #6 | Merrill Edge5496 Apex Peakway, Apex, NC 27502, USA | 4.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Bonnie Fischer, AAMS®113A N Salem St, Apex, NC 27502, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Kevin R Overcash, CFP®56 Hunter St Suite 100, Apex, NC 27502, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Stephen Hedrick, CFP®|ChFC®|CPWA®|ABFP®|AAMS®3675 Green Level W Rd Suite 201, Apex, NC 27523, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS®800 W Williams St Suite 205, Apex, NC 27502, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Apex
This Apex financial advisor holds a perfect 5.0-star rating from one review.
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Apex.
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA
Trusted local financial advisor with a solid 4.0-star rating from client reviews.
5496 Apex Peakway, Apex, NC 27502, USA
Exceptional 5.0-star rating from early Google reviews in Apex, NC.
113A N Salem St, Apex, NC 27502, USA
This financial advisor has no customer reviews yet to help guide your choice.
56 Hunter St Suite 100, Apex, NC 27502, USA
New to Google Reviews, this Apex financial advisor has no ratings yet.
3675 Green Level W Rd Suite 201, Apex, NC 27523, USA
This financial advisor has no Google reviews yet, offering a fresh start for clients.
800 W Williams St Suite 205, Apex, NC 27502, USA
Exceptional 5.0-star rating from one Google review in Apex, NC.
2021 Shepherds Vineyard Dr #100, Apex, NC 27502, USA
Trusted Apex financial advisor with a perfect 5.0-star rating from clients.
5160 Sunset Lake Rd Suite 107, Apex, NC 27539, USA
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Financial Advisors in Apex, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Hunter Street Investment Advisors | 72/100 | 4.9 ★ | 17 |
| 2 | Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® | 72/100 | 5.0 ★ | 11 |
| 3 | Blue Water Capital Management, LLC | 65/100 | 4.6 ★ | 10 |
| 4 | Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Nathan M Philbrook, ABFP®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 6 | Merrill Edge | 45/100 | 4.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Bonnie Fischer, AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Kevin R Overcash, CFP® | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Stephen Hedrick, CFP®|ChFC®|CPWA®|ABFP®|AAMS® | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Apex
What is a fiduciary financial advisor and why does it matter in Apex?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Apex, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Apex?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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