Verified · Raleigh
Trusted Financial Advisors in Raleigh, NC
Trust matters when you're inviting a pro into your home or business. These financial advisors in Raleigh have earned it through hundreds of verified reviews.
As of June 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Raleigh, North Carolina is home to a variety of financial advisors who offer services such as investment management, retirement planning, and tax preparation. Consumers in the area should research local firms and advisors to find the right fit for their financial needs and goals.
- ✓Raleigh has a range of financial advisory firms, from boutique wealth management firms to larger national companies
- ✓Financial advisors in Raleigh can assist with investment portfolio management, retirement planning, tax strategies, and other financial services
- ✓Consumers should research credentials, services, and client reviews when selecting a financial advisor in the Raleigh area
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.
How to Choose a Financial Advisor in Raleigh
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Raleigh, NC area
- • Fiduciary duty to act in your best interest
- • Fee-based compensation structure rather than commission-based
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my financial goals?
- • Can you provide references from current Raleigh-based clients?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide detailed information about their qualifications and experience
In North Carolina, financial advisors must be licensed as investment advisor representatives and may also need insurance licenses depending on the services they provide. It's important to verify their credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
31
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 | Steward Wealth Strategies - Raleigh Office343 E Six Forks Rd Suite 100, Raleigh, NC 27609, USA | 4.9★ | 78 |
| #5 | Ark Royal Wealth Management2700 Wycliff Rd Suite 360, Raleigh, NC 27607, USA | 5.0★ | 19 |
| #6 | Peace Of Mind Wealth Management4101 Lake Boone Trail #111, Raleigh, NC 27607, USA | 5.0★ | 39 |
| #7 | Olde Raleigh Financial Group3110 Edwards Mill Rd #340, Raleigh, NC 27612, USA | 5.0★ | 17 |
| #8 | Cerity Partners4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA | 5.0★ | 18 |
| #9 | Capitol Financial Solutions8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA | 4.8★ | 31 |
| #10 | Raleigh Wealth Solutions117 Edinburgh S Dr #110, Cary, NC 27511, USA | 4.9★ | 24 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Raleigh
343 E Six Forks Rd Suite 100, Raleigh, NC 27609, USA
2700 Wycliff Rd Suite 360, Raleigh, NC 27607, USA
4101 Lake Boone Trail #111, Raleigh, NC 27607, USA
3110 Edwards Mill Rd #340, Raleigh, NC 27612, USA
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
8309 Six Forks Rd STE 107, Raleigh, NC 27615, USA
3717 National Dr Suite 211, Raleigh, NC 27612, USA
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, USA
3304 Six Forks Rd #104, Raleigh, NC 27609, USA
2245 Gtwy Acc Pt STE 301, Raleigh, NC 27607, USA
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607, USA
4208 Six Forks Rd #1700, Raleigh, NC 27609, USA
260 W Millbrook Rd, Raleigh, NC 27609, USA
2607 Oberlin Rd, Raleigh, NC 27608, 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 | Steward Wealth Strategies - Raleigh Office | 80/100 | 4.9 ★ | 78 |
| 5 | Ark Royal Wealth Management | 75/100 | 5.0 ★ | 19 |
| 6 | Peace Of Mind Wealth Management | 78/100 | 5.0 ★ | 39 |
| 7 | Olde Raleigh Financial Group | 74/100 | 5.0 ★ | 17 |
| 8 | Cerity Partners | 74/100 | 5.0 ★ | 18 |
| 9 | Capitol Financial Solutions | 74/100 | 4.8 ★ | 31 |
| 10 | Raleigh Wealth Solutions | 74/100 | 4.9 ★ | 24 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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