Best Financial Planners in Apex, North Carolina
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Apex
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-4 of 4 Financial Planners listings in Apex, NC · page 1 of 1
Score breakdown
- Financial Planner
- Apex, North Carolina
- (919) 297-2712
- cardinalhillwm.com
Cardinal Hill Wealth Management of Apex: Cardinal Hill Wealth Management is a financial planning firm in Apex, North Carolina, serving retirees, entrepreneurs, and working professionals through comprehensive financial planning, retirement planning, small business planning, investment management, tax...
Score breakdown
- Financial Planner
- Apex, North Carolina
- (919) 362-5121
- edwardjones.com
Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® is a financial planner in Apex, NC. They offer wealth management and financial planning services tailored for individuals looking to secure their financial future. With over 20 years of...
Score breakdown
- Financial Planner
- Apex, North Carolina
- (919) 267-9615
- edwardjones.com
Score breakdown
- Financial Planner
- Apex, North Carolina
- (919) 589-2528
- bluewatercapitalmanagement.com
What the Data Shows for Financial Planners in Apex
0% of the 4 financial planners we measured in Apex reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 29, compared with an average SEO score of 63.
The average Google rating across 4 rated financial planners is 4.9.
None of the 4 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 26, 2026. What each score measures: How We Score.
BizScoreAI compares 4 financial planners in Apex, North Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Apex ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Apex, North Carolina does BizScoreAI track?
4 financial planners in Apex currently meet the profile-quality bar for this page, with an average BizScore of 46 and a top score of 59.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Apex score 50 or higher.
Is being listed free?
Yes. Every financial planner in Apex is listed and scored for free, and claiming a listing is free too.
