24/7 Available · Cary
24-Hour Financial Advisors in Cary, NC — Always Available
Emergencies don't keep business hours. These financial advisors in Cary are available 24 hours a day, 7 days a week — including holidays.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Cary, NC by verified customer ratings and review volume. The highest-rated is Family Legacy Financial Solutions with a 5.0-star rating from 27 verified reviews. Also in the top tier: Hicks & Associates Wealth Management and Capital Financial Advisory Group. The average rating across all listed financial advisors in Cary is 5 stars from 13 reviews per business on average.
Financial advisors in Cary typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Family Legacy Financial Solutions
6501 Weston Pkwy Suite #300, Cary, NC 27513, USA
Hicks & Associates Wealth Management
1145 Executive Cir STE C, Cary, NC 27511, USA
Capital Financial Advisory Group
1500 Town Side Dr #201, Apex, NC 27502, USA
Financial Advisors Rankings in Cary, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Family Legacy Financial Solutions6501 Weston Pkwy Suite #300, Cary, NC 27513, USA | 5.0★ | 27 |
| #2 | Hicks & Associates Wealth Management1145 Executive Cir STE C, Cary, NC 27511, USA | 5.0★ | 24 |
| #3 | Capital Financial Advisory Group1500 Town Side Dr #201, Apex, NC 27502, USA | 4.6★ | 83 |
| #4 | Testament Wealth Management1014 High House Rd Suite 102, Cary, NC 27513, USA | 5.0★ | 7 |
| #5 | Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®2425 Kildaire Farm Rd Suite 100, Cary, NC 27518, USA | 5.0★ | 7 |
| #6 | BSG Advisers56 Hunter St #230, Apex, NC 27502, USA | 5.0★ | 33 |
| #7 | Edward Jones - Financial Advisor: Maria Litzinger, CFP®|RICP®|AAMS®728 Slash Pine Dr, Cary, NC 27519, USA | 5.0★ | 1 |
| #8 | Stonegate Financial204 Towne Village Dr, Cary, NC 27513, USA | 5.0★ | 3 |
| #9 | Triangle Advisors Group200 Cornerstone Dr Suite 201, Cary, NC 27519, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|CRPS™1003 High House Rd Suite 104, Cary, NC 27513, USA | 4.7★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Cary
Testament Wealth Management
1014 High House Rd Suite 102, Cary, NC 27513, USA
Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®
2425 Kildaire Farm Rd Suite 100, Cary, NC 27518, USA
BSG Advisers
56 Hunter St #230, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Maria Litzinger, CFP®|RICP®|AAMS®
728 Slash Pine Dr, Cary, NC 27519, USA
Stonegate Financial
204 Towne Village Dr, Cary, NC 27513, USA
Triangle Advisors Group
200 Cornerstone Dr Suite 201, Cary, NC 27519, USA
Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|CRPS™
1003 High House Rd Suite 104, Cary, NC 27513, USA
Edward Jones - Financial Advisor: Bradford Wilson, CFP®
118 New Edition Ct, Cary, NC 27511, USA
Edward Jones - Financial Advisor: David W Beeler, CFP®|CEPA®|AAMS®
8000 Regency Pkwy Suite 140, Cary, NC 27518, USA
Hellinger Financial (David Hellinger, LPL Financial)
167 E Chatham St Suite 300, Cary, NC 27511, USA
Edward Jones - Financial Advisor: Mark P Despagni, CFP®|AAMS®
2550 Walnut St STE 200, Cary, NC 27518, USA
Edward Jones - Financial Advisor: Jason M Jonczak, CFP®|AAMS®
1225 Crescent Green #100, Cary, NC 27518, USA
Edward Jones - Financial Advisor: Cole McGlothlin, ChFC®|AAMS®|SE-AWMA®
1151 SE Cary Pkwy Ste 102, Cary, NC 27518, USA
Edward Jones - Financial Advisor: Rob Larson, AAMS®|CRPC™|AWMA®
1400 Crescent Green Suite 130, Cary, NC 27518, USA
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Frequently Asked Questions — Financial Advisors in Cary
What is a fiduciary financial advisor and why does it matter in Cary?
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 Cary, 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 Cary?
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: May 17, 2026.
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