Top Picks · Morrisville
Best Financial Advisors in Morrisville, NC
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As of June 2026, RatingsNearMe ranks 12 financial advisors in Morrisville, NC by verified customer ratings and review volume. The highest-rated is Richon Planning with a 4.8-star rating from 33 verified reviews. Also in the top tier: AKM Investments-Consultants & Brokers and Vesta Wealth Advisors. The average rating across all listed financial advisors in Morrisville is 4.6 stars from 22 reviews per business on average.
Financial advisors in Morrisville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.6★
Avg rating
22
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
AKM Investments-Consultants & Brokers
4181 Davis Dr #300, Morrisville, NC 27560, USA
Vesta Wealth Advisors
3221 Blue Ridge Rd STE 105, Raleigh, NC 27612, USA
Financial Advisors Rankings in Morrisville, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Richon Planning600 Stellata Dr, Fuquay-Varina, NC 27526, USA | 4.8★ | 33 |
| #2 | AKM Investments-Consultants & Brokers4181 Davis Dr #300, Morrisville, NC 27560, USA | 4.9★ | 28 |
| #3 | Vesta Wealth Advisors3221 Blue Ridge Rd STE 105, Raleigh, NC 27612, USA | 4.8★ | 16 |
| #4 | Edward Jones - Financial Advisor: Joe Spendley5105 Grace Park Dr, Morrisville, NC 27560, USA | 5.0★ | 3 |
| #5 | Edward Jones - Financial Advisor: Darrin F Guay, CFP®140 Preston Executive Dr Suite 100, Cary, NC 27513, USA | 5.0★ | 1 |
| #6 | SB Financial Group, LLC2000 Aerial Center Pkwy #112, Morrisville, NC 27560, USA | 3.7★ | 3 |
| #7 | Edward Jones - Financial Advisor: Eliot R Barton430 Davis Dr Suite 155, Morrisville, NC 27560, USA | 5.0★ | 5 |
| #8 | Edward Jones - Financial Advisor: Vimal Bisaria3607 Davis Dr Ste 205, Morrisville, NC 27560, USA | — | — |
| #9 | Wells Fargo Advisors4011 Davis Dr, Morrisville, NC 27560, USA | 5.0★ | 2 |
| #10 | Vidwans Financial, LLC124 Heartsease Ln, Morrisville, NC 27560, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Morrisville
Edward Jones - Financial Advisor: Joe Spendley
5105 Grace Park Dr, Morrisville, NC 27560, USA
Edward Jones - Financial Advisor: Darrin F Guay, CFP®
140 Preston Executive Dr Suite 100, Cary, NC 27513, USA
SB Financial Group, LLC
2000 Aerial Center Pkwy #112, Morrisville, NC 27560, USA
Edward Jones - Financial Advisor: Eliot R Barton
430 Davis Dr Suite 155, Morrisville, NC 27560, USA
Edward Jones - Financial Advisor: Vimal Bisaria
3607 Davis Dr Ste 205, Morrisville, NC 27560, USA
Wells Fargo Advisors
4011 Davis Dr, Morrisville, NC 27560, USA
Vidwans Financial, LLC
124 Heartsease Ln, Morrisville, NC 27560, USA
KLS Financial Services
991 Aviation Pkwy #500, Morrisville, NC 27560, USA
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Frequently Asked Questions — Financial Advisors in Morrisville
What is a fiduciary financial advisor and why does it matter in Morrisville?
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 Morrisville, 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 Morrisville?
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: June 1, 2026.
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