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# Best Financial Advisors in Raleigh, NC - RaleighTopRated.com

[RaleighTopRated.com](/)

Proudly serving **North Raleigh, Cary, Apex, Wake Forest, Holly Springs, Garner** and the greater Raleigh area. **Made for The Tar Heel State.**

[RaleighTopRated](/) / Financial Advisors

# Best financial advisors in Raleigh, NC

Verified Raleigh financial advisors for wealth management, retirement planning, estate and tax strategy - serving North Raleigh, Cary, Apex, Wake Forest, Holly Springs, Garner and beyond.

Rankings updated October 2026 from Google ratings and review volume - not paid placement

Maya, the Top Rated AI concierge

Maya is on now

## Have Maya call you.

Pick your trade and Maya texts you from (813) 454-0813. Reply YES and the call comes in about a minute: you play the customer and hear how an AI answers the front desk for a Raleigh business like yours. It is a demo, and it also covers After Hours AI, the service behind these agents.

Talk with Maya now

[or text her at (813) 454-0813](sms:+18134540813)

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## How to pick a financial advisor in Raleigh

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Searching for financial advisors near me in Raleigh? Everyone ranked below serves Raleigh and the surrounding neighborhoods, including North Raleigh, Cary, Apex, Wake Forest, Holly Springs, Garner. Check the address and service area on a listing before you call, because the closest one is not always the one a search engine puts first.

How we rank these Raleigh businesses

Today this order comes from public Google ratings and review volume, and nothing else.

- **A quality floor.** At least a 4.0 rating and 15 or more reviews to be listed at all.

- **Confidence, not just stars.** A thin rating gets pulled toward the typical rating for its own category, in proportion to how few reviews back it up; a well-reviewed rating is trusted almost entirely as is. A 4.9 from 7 reviews is a weaker claim than a 4.5 from 890, and the order says so.

- **Recent counts for more.** A five star review from four years ago is not evidence about the crew working today.

- **One customer, one voice,** and a burst of reviews in a single day counts for less than the same reviews earned over a month.

- **Local means local.** A business has to actually serve Raleigh to be listed here. We measure the distance from the business to the city and drop the ones that are really in another market, which is why you will not see a clinic an hour away sitting above the one down the road.

- **The ranked order is not for sale.** No business can pay to move up in the numbered list. Every position in it is earned on public ratings and review volume and nothing else.

- **Featured is a labelled spotlight, not a rank.** The starred card above the rankings is reserved for businesses that have recently joined Top Rated. A new client can be excellent and still have a short review history, and the numbers alone would bury them for months, so the spotlight gives them visibility while that history builds. It carries no position number, it never moves anyone in the numbered list below it, and it is clearly marked every time it appears. We also rotate it: promotions and seasonal events cycle different clients through the slot, so it is a turn in the spotlight rather than a permanent purchase.

**What is changing.** We are adding a second signal: reviews left here by customers whose job we can actually trace. It is built and published below so you can see it before it counts, and it is not part of the order yet. A review will count more when we can prove the job happened, not because it was left on our site.

How much each kind of review counts

- 1.6x**Verified job**

A Top Rated review from a customer whose job we can trace: we brokered the lead, the work was booked, and the review came after the job.

- 1.2x**Verified account**

A Top Rated review from a real, signed-in account that we cannot tie to a specific job.

- 1x**Google**

A public Google review. This is the baseline and it is not discounted.

- 0x**Unverified**

Anything we cannot stand behind. Shown if we show it, counts for nothing.

Still curious? [The full methodology](/methodology/) and [the FAQ](/faq/).

## The full Raleigh ranking

Show independents only

1

[Cardinal Hill Wealth Management Independent · Locally Owned](/biz/cardinal-hill-wealth-management/)

★★★★★ 5 · 76 Google reviews · 1143 Executive Cir STE B

[View profile](/biz/cardinal-hill-wealth-management/) [Website](http://www.cardinalhillwm.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

2

[Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC Independent · Locally Owned](/biz/scott-d-sorrell-cfp-aif-aep-chfc-clu-cka-ricp-casl-cltc/)

★★★★★ 5 · 64 Google reviews · 8816 Six Forks Rd Ste 301

[View profile](/biz/scott-d-sorrell-cfp-aif-aep-chfc-clu-cka-ricp-casl-cltc/) [Call](tel:+19197193817) [Website](http://www.scottsorrell.net/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

3

[Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor Independent · Locally Owned](/biz/trevor-lawson-cfp-aif-ricp-chfc-clu-cdfa-tpcp-financial-advisor/)

★★★★★ 5 · 61 Google reviews · 8816 Six Forks Rd Ste 301

[View profile](/biz/trevor-lawson-cfp-aif-ricp-chfc-clu-cdfa-tpcp-financial-advisor/) [Call](tel:+19197193816) [Website](https://www.trevor-lawson.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

4

[SmithSandlin Wealth Planning Powered By LPL Financial Independent · Locally Owned](/biz/smithsandlin-wealth-planning-powered-by-lpl-financial/)

★★★★★ 5 · 57 Google reviews · 3700 Glenwood Ave Ste 400

[View profile](/biz/smithsandlin-wealth-planning-powered-by-lpl-financial/) [Call](tel:+19842682999) [Website](https://sswp.lpl.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

5

[Raleigh Wealth Solutions Independent · Locally Owned](/biz/raleigh-wealth-solutions/)

★★★★★ 5 · 50 Google reviews · 117 Edinburgh S Dr #110

[View profile](/biz/raleigh-wealth-solutions/) [Call](tel:+19198521215) [Website](https://raleighwealthsolutions.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

6

[Peace Of Mind Wealth Management Independent · Locally Owned](/biz/peace-of-mind-wealth-management/)

★★★★★ 5 · 48 Google reviews · 4101 Lake Boone Trail #111

[View profile](/biz/peace-of-mind-wealth-management/) [Call](tel:+19197878866) [Website](https://pomwealth.net/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

7

[Stone Legacy Capital Independent · Locally Owned](/biz/stone-legacy-capital/)

★★★★★ 5 · 42 Google reviews · 8341 Bandford Way #007

[View profile](/biz/stone-legacy-capital/) [Call](tel:+19193416462) [Website](http://stonelegacycapital.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

8

[Thorough Financial Group Independent · Locally Owned](/biz/thorough-financial-group/)

★★★★★ 5 · 25 Google reviews · 2245 Gtwy Acc Pt Ste 200

[View profile](/biz/thorough-financial-group/) [Call](tel:+19197852221) [Website](https://www.thoroughfinancialgroup.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

9

[Pendleton Financial Independent · Locally Owned](/biz/pendleton-financial/)

★★★★★ 5 · 23 Google reviews · 2607 Oberlin Rd

[View profile](/biz/pendleton-financial/) [Call](tel:+19197814167) [Website](http://www.pendletonfinancial.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

10

[Ark Royal Wealth Management Independent · Locally Owned](/biz/ark-royal-wealth-management/)

★★★★★ 5 · 21 Google reviews · 2700 Wycliff Rd Ste 360

[View profile](/biz/ark-royal-wealth-management/) [Call](tel:+19197108665) [Website](https://www.ark-wealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

11

[Concord Private Wealth of Sullivan & Associates Wealth Management Independent · Locally Owned](/biz/concord-private-wealth-of-sullivan-associates-wealth-management/)

★★★★★ 5 · 21 Google reviews · 9121 Anson Way Ste 200

[View profile](/biz/concord-private-wealth-of-sullivan-associates-wealth-management/) [Call](tel:+19198718910) [Website](https://www.concordprivatewealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

12

[Cerity Partners Independent · Locally Owned](/biz/cerity-partners/)

★★★★★ 5 · 18 Google reviews · 4101 Lake Boone Trail #200

[View profile](/biz/cerity-partners/) [Call](tel:+19197849100) [Website](https://ceritypartners.com/locations/Raleigh/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

13

[Olde Raleigh Financial Group Independent · Locally Owned](/biz/olde-raleigh-financial-group/)

★★★★★ 5 · 18 Google reviews · 3110 Edwards Mill Rd #340

[View profile](/biz/olde-raleigh-financial-group/) [Call](tel:+19198618212) [Website](https://www.olderaleighfinancial.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

14

[Steward Wealth Strategies - Raleigh Office Independent · Locally Owned](/biz/steward-wealth-strategies-raleigh-office/)

★★★★½ 4.9 · 79 Google reviews · 343 E Six Forks Rd Suite 100

[View profile](/biz/steward-wealth-strategies-raleigh-office/) [Call](tel:+19198030035) [Website](http://www.steward-wealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

15

[Left Tackle Advisors Independent · Locally Owned](/biz/left-tackle-advisors/)

★★★★½ 4.9 · 74 Google reviews · 1340 Sunday Dr #101

[View profile](/biz/left-tackle-advisors/) [Call](tel:+19199008032) [Website](http://lefttackleadvisors.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

16

[H & M Financial Group LLC - LPL Financial Independent · Locally Owned](/biz/h-m-financial-group-llc-lpl-financial/)

★★★★½ 4.9 · 39 Google reviews · 8309 Six Forks Rd Ste 107

[View profile](/biz/h-m-financial-group-llc-lpl-financial/) [Call](tel:+19198701818) [Website](http://www.hmfinancial.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

17

[Compass Financial Group](/biz/compass-financial-group/)

★★★★½ 4.9 · 33 Google reviews · 7000 Harps Mill Rd Ste 103

[View profile](/biz/compass-financial-group/) [Call](tel:+19197147491) [Website](https://www.compassfinancialgrp.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

18

[Vesta Wealth Advisors Independent · Locally Owned](/biz/vesta-wealth-advisors/)

★★★★½ 4.8 · 17 Google reviews · 3221 Blue Ridge Rd Ste 105

[View profile](/biz/vesta-wealth-advisors/) [Call](tel:+19192058473) [Website](http://www.vesta-wealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

19

[Financial Symmetry Independent · Locally Owned](/biz/financial-symmetry/)

★★★★½ 4.8 · 18 Google reviews · 5438 Wade Park Blvd Ste 310

[View profile](/biz/financial-symmetry/) [Call](tel:+19198518200) [Website](https://www.financialsymmetry.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

20

[Capitol Financial Solutions Independent · Locally Owned](/biz/capitol-financial-solutions/)

★★★★½ 4.8 · 31 Google reviews · 8816 Six Forks Rd Ste 301

[View profile](/biz/capitol-financial-solutions/) [Call](tel:+19195460400) [Website](https://www.capfs.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

Ratings and review counts sourced from Google. Businesses shown are the highest-rated in Raleigh; owners can claim and verify their listing free.

## Financial Advisors in Raleigh: common questions

### Who are the best financial advisors in Raleigh?

Based on Google ratings and review volume as of October 2026, the top rated financial advisors in Raleigh are Cardinal Hill Wealth Management, Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC, Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor. See the live ranked list, ratings, and contact details on this page.

### How do I find financial advisors near me in Raleigh?

Every company ranked on this page serves Raleigh and the surrounding area, including North Raleigh, Cary, Apex, Wake Forest, Holly Springs, Garner. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

### How do I choose a financial advisor in Raleigh?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

National resources

Useful national platforms for this category. These are not ranked listings: no ratings are involved and placement cannot be bought into the rankings above.

[wealth.comOnline estate planning: wills, trusts and beneficiaries, built with advisors](https://www.wealth.com/)

## Are you a top-rated Raleigh pro?

Listings and claims are free. Early claimants receive Premium at no charge, a $297 value, after confirmation. No purchase is required.

[Claim your free listing](#)

Prefer to talk? Call or text the Top Rated directory on [(813) 454-0813](tel:+18134540813). This is our number, not the number of any business listed here.

Related in Raleigh: [Chiropractic](/chiropractic/) · [Acupuncture](/acupuncture/) · [Physical Therapy](/physical-therapy/) · [Roofing](/roofing/)