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Financial Advisors in Raleigh, NC — Free Estimates
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Raleigh, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Cardinal Hill Wealth Management with a 5.0-star rating from 74 Google reviews and an RNM Score of 93/100. Also in the top tier: Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC and Compass Financial Group. The average rating across all listed financial advisors in Raleigh is 4.9 stars from 31 reviews per business on average.
Financial advisors in Raleigh 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
Bowers Private Wealth Management
Consistently recognized as a top-ranked independent wealth management firm in Raleigh.
Most Reviewed
CAPTRUST
A high number of reviews indicates broad client experience and reliability.
Consumers should verify advisor credentials and fee structures, and consider interviewing multiple firms from this list to find the best fit for their financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
31
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 74 Google reviews, reflecting exceptional client satisfaction.
1143 Executive Cir STE B, Cary, NC 27511, USARated 5.0 stars from 63 Google reviews, this Raleigh financial advisor is highly trusted.
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USATrusted by clients for exceptional financial guidance with a perfect 4.9-star rating from 32 reviews.
7000 Harps Mill Rd STE 103, Raleigh, NC 27615, USAFinancial Advisors Rankings in Raleigh, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cardinal Hill Wealth Management1143 Executive Cir STE B, Cary, NC 27511, USA | 5.0★ | 74 |
| #2 | Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA | 5.0★ | 63 |
| #3 | Compass Financial Group7000 Harps Mill Rd STE 103, Raleigh, NC 27615, USA | 4.9★ | 32 |
| #4 | Pendleton Financial2607 Oberlin Rd, Raleigh, NC 27608, USA | 5.0★ | 23 |
| #5 | Cerity Partners4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA | 5.0★ | 18 |
| #6 | H & M Financial Group LLC - LPL Financial8309 Six Forks Rd STE 107, Raleigh, NC 27615, USA | 4.9★ | 39 |
| #7 | Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA | 5.0★ | 56 |
| #8 | Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA®3304 Six Forks Rd #104, Raleigh, NC 27609, USA | 5.0★ | 26 |
| #9 | University Financial Strategies4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, USA | 4.8★ | 12 |
| #10 | Glenwood Financial Partners, LLC3717 National Dr Suite 211, Raleigh, NC 27612, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Raleigh
5.0 stars from 23 Google reviews, reflecting trusted local financial guidance.
2607 Oberlin Rd, Raleigh, NC 27608, USA
Rated 5.0 stars from 18 Google reviews, reflecting exceptional client satisfaction.
4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA
Rated 4.9 stars from 39 Google reviews, this Raleigh financial advisor is highly trusted.
8309 Six Forks Rd STE 107, Raleigh, NC 27615, USA
Rated 5.0 stars from 56 Google reviews, this Raleigh financial advisor is highly trusted.
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
Rated 5.0 stars from 26 Google reviews, consistently earning exceptional client feedback.
3304 Six Forks Rd #104, Raleigh, NC 27609, USA
4.8 stars from 12 Google reviews, reflecting strong client satisfaction.
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, USA
A 5.0-star rating from three Google reviews reflects strong early customer satisfaction.
3717 National Dr Suite 211, Raleigh, NC 27612, USA
Top-rated 4.8★ financial advisor in Raleigh with 14 glowing client reviews.
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607, USA
Rated 5.0 stars from 43 Google reviews, a top choice for Raleigh financial guidance.
2245 Gtwy Acc Pt STE 301, Raleigh, NC 27607, USA
Rated 4.8 stars from 31 reviews, this Raleigh financial advisor earns exceptional client trust.
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
5.0 stars from 39 Google reviews, reflecting exceptional client satisfaction.
4101 Lake Boone Trail #111, Raleigh, NC 27607, USA
Rated 4.9 stars from 24 reviews, this Raleigh financial advisor is highly trusted.
117 Edinburgh S Dr #110, Cary, NC 27511, USA
Rated 5.0 stars from 17 reviews, this Raleigh financial advisor earns exceptional client trust.
3110 Edwards Mill Rd #340, Raleigh, NC 27612, USA
Rated 4.9 stars from 78 Google reviews, this Raleigh financial advisor is highly trusted.
343 E Six Forks Rd Suite 100, Raleigh, NC 27609, USA
Consistently earns perfect 5-star ratings from dozens of local clients in Raleigh.
2700 Wycliff Rd Suite 360, Raleigh, NC 27607, USA
Earns a perfect 5.0-star rating from 11 Google reviews in Raleigh.
260 W Millbrook Rd, Raleigh, NC 27609, USA
Rated 4.2 stars from 5 Google reviews for financial guidance in Raleigh.
4208 Six Forks Rd #1700, Raleigh, NC 27609, USA
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Financial Advisors in Raleigh, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cardinal Hill Wealth Management | 93/100 | 5.0 ★ | 74 |
| 2 | Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC | 93/100 | 5.0 ★ | 63 |
| 3 | Compass Financial Group | 87/100 | 4.9 ★ | 32 |
| 4 | Pendleton Financial | 87/100 | 5.0 ★ | 23 |
| 5 | Cerity Partners | 74/100 | 5.0 ★ | 18 |
| 6 | H & M Financial Group LLC - LPL Financial | 77/100 | 4.9 ★ | 39 |
| 7 | Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor | 80/100 | 5.0 ★ | 56 |
| 8 | Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA® | 76/100 | 5.0 ★ | 26 |
| 9 | University Financial Strategies | 69/100 | 4.8 ★ | 12 |
| 10 | Glenwood Financial Partners, LLC | 66/100 | 5.0 ★ | 3 |
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 Raleigh
What is a fiduciary financial advisor and why does it matter in Raleigh?
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 Raleigh, 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 Raleigh?
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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