10+ Years · Raleigh
Experienced Financial Advisors in Raleigh, NC
Experience matters. These financial advisors in Raleigh have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Raleigh, NC by verified customer ratings and review volume. The highest-rated is Cardinal Hill Wealth Management with a 5.0-star rating from 74 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
31
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Cardinal Hill Wealth Management
1143 Executive Cir STE B, Cary, NC 27511, USA
Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
Compass Financial Group
7000 Harps Mill Rd STE 103, Raleigh, NC 27615, USA
Financial 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 | Steward Wealth Strategies - Raleigh Office343 E Six Forks Rd Suite 100, Raleigh, NC 27609, USA | 4.9★ | 78 |
| #6 | Ark Royal Wealth Management2700 Wycliff Rd Suite 360, Raleigh, NC 27607, USA | 5.0★ | 19 |
| #7 | Peace Of Mind Wealth Management4101 Lake Boone Trail #111, Raleigh, NC 27607, USA | 5.0★ | 39 |
| #8 | Olde Raleigh Financial Group3110 Edwards Mill Rd #340, Raleigh, NC 27612, USA | 5.0★ | 17 |
| #9 | Cerity Partners4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA | 5.0★ | 18 |
| #10 | Capitol Financial Solutions8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA | 4.8★ | 31 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Raleigh
Steward Wealth Strategies - Raleigh Office
343 E Six Forks Rd Suite 100, Raleigh, NC 27609, USA
Ark Royal Wealth Management
2700 Wycliff Rd Suite 360, Raleigh, NC 27607, USA
Peace Of Mind Wealth Management
4101 Lake Boone Trail #111, Raleigh, NC 27607, USA
Olde Raleigh Financial Group
3110 Edwards Mill Rd #340, Raleigh, NC 27612, USA
Cerity Partners
4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA
Capitol Financial Solutions
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
Raleigh Wealth Solutions
117 Edinburgh S Dr #110, Cary, NC 27511, USA
Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
H & M Financial Group LLC - LPL Financial
8309 Six Forks Rd STE 107, Raleigh, NC 27615, USA
Glenwood Financial Partners, LLC
3717 National Dr Suite 211, Raleigh, NC 27612, USA
University Financial Strategies
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, USA
Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA®
3304 Six Forks Rd #104, Raleigh, NC 27609, USA
Edward Jones - Financial Advisor: Victoria L Johnston, CFP®|CEPA®
2245 Gtwy Acc Pt STE 301, Raleigh, NC 27607, USA
Financial Symmetry
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607, USA
Bowers Private Wealth Management
260 W Millbrook Rd, Raleigh, NC 27609, USA
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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: May 17, 2026.
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