Best Financial Planners in Raleigh, North Carolina
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Top Financial Planners in Raleigh
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Showing 1-20 of 20 Financial Planners listings in Raleigh, NC · page 1 of 1
#1Captrust of Raleigh Top-Rated
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 870-6822
- captrust.com
Captrust of Raleigh is a financial planner in Raleigh, NC. The firm provides wealth management and investment advisory services to high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations. Specific offerings for nonprofit...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 851-8200
- financialsymmetry.com
Financial Symmetry is a financial planner in Raleigh, NC, located at 5438 Wade Park Blvd Suite 310. It is an independent, employee-owned financial advisory firm serving the Triangle area of North Carolina on a fee-only basis. The firm helps clients across all...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 546-0400
- capfs.com
Capitol Financial Solutions is a financial planner in Raleigh, North Carolina. The firm provides specialized wealth management, retirement planning, and estate planning strategies to business owners, entrepreneurs, and professionals. Serving clients across...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 861-8212
- olderaleighfinancial.com
Olde Raleigh Financial Group is a financial planner in Raleigh, NC. It is an employee-owned, fee-based financial advisory firm that provides personalized wealth management, investment services, and customized financial planning. The firm serves individuals...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 227-3171
- ameripriseadvisors.com
Inspired Capital - Ameriprise Financial Services, LLC is a financial planner in Raleigh, NC. They offer personalized financial advice to help clients achieve their financial goals and provide services such as planning for retirement, managing investments, and...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 803-0035
- steward-wealth.com
Steward Wealth Strategies, Raleigh Office is a financial planner in Raleigh, North Carolina, serving individuals and families through biblically aligned, faith-based financial planning. The firm specializes in comprehensive wealth management, including...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 887-2828
- cityofoakswealth.com
City of Oaks Wealth Management is a financial planner in Raleigh, NC. The firm provides a variety of specialized services including investment strategy, retirement planning, insurance, and estate planning. With nearly 40 years of experience, the firm has...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 784-9100
- ceritypartners.com
Cerity Partners of Raleigh is a financial planner in Raleigh, NC. The firm provides custom-tailored wealth management for individuals, businesses, and nonprofit organizations. It serves high-net-worth individuals, business owners, corporate leaders, and...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 785-2221
- thoroughfinancial.com
Thorough Financial Group is a financial planner in Raleigh, North Carolina. The firm provides personalized retirement, investment, insurance, and education strategies to a diverse clientele, including retirees, small business owners, working professionals...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 710-8665
- ark-wealth.com
Ark Royal Wealth Management of Raleigh: Ark Royal Wealth Management is a financial planner in Raleigh, NC. The firm provides retirement planning, tax planning, and investment management for professionals and retirees. Its CFP® team serves clients in Raleigh and Charlotte, NC. The business holds a...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 714-7491
- compassfinancialgrp.com
Compass Financial Group of Raleigh: Compass Financial Group is a financial planner in Raleigh, NC. They specialize in retirement and financial planning for retirees or those within five years of retiring. Their services include retirement planning, retirement income planning, investment...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 341-1688
- oakbridge-financial.com
Oakbridge Financial Group is a financial planner in Raleigh, North Carolina. The firm provides wealth management, financial planning, estate planning strategies, and risk management services to individuals, families, and business owners. With a 4.40 rating...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 781-4167
- pendletonfinancial.com
Pendleton Financial is a financial planner in Raleigh, North Carolina. The firm provides fee-only financial planning, fee-based investment management, retirement plan consulting, estate planning, and life and disability services. They serve retirees...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 719-3817
- scottsorrell.net
Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC is a financial planner in Raleigh, North Carolina. The firm provides fee-based advisory services to individuals, families, and business owners, specializing in wealth management...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 803-3801
- beaconfinancialstrategies.com
Beacon Financial Strategies is a financial planner in Raleigh, North Carolina, serving mid-career professionals, pre-retirees, and retirees with comprehensive tax-centered financial and retirement planning. The firm specializes in helping clients navigate...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 719-3801
- devinbutlerfinancial.com
Devin Butler CFP AIF CRPC is a financial planner in Raleigh, NC, serving individuals and families with personalized financial strategies tailored to their unique goals. Based at 8816 Six Forks Rd Suite 301, the firm specializes in wealth management...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 719-3839
- willsmithfinancial.com
William D. Smith, CPWA®, CFP®, CAP®, AIF®, AEP®, RICP®, LUTCF®, CLTC® is a financial planner in Raleigh, NC. The firm provides personalized wealth management, retirement planning strategies, and advanced planning services for individuals, families, and...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (866) 273-2848
- us.creative.com
Creative Planning of Raleigh: Creative Planning is a Financial Planner in Raleigh, NC. They offer comprehensive financial planning services to individuals and families, specializing in investment management, retirement planning, estate planning, and tax strategies. With over 500 reviews...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 205-8473
- vesta-wealth.com
Vesta Wealth Advisors is a financial planner in Raleigh, North Carolina. The firm provides fee-based planning, personalized individual services, and expert support for navigating both personal and business ventures. Serving clients through various life...
Score breakdown
- Financial Planner
- Raleigh, North Carolina
- (919) 578-6500
- universityfinancialstrategies.com
What the Data Shows for Financial Planners in Raleigh
40% of the 20 financial planners we measured in Raleigh reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 43, compared with an average SEO score of 72.
The average Google rating across 18 rated financial planners is 4.9, and the median listing has 500 reviews.
None of the 20 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 20 financial planners in Raleigh, 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 Raleigh 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 Raleigh, North Carolina does BizScoreAI track?
20 financial planners in Raleigh currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 75.
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. 40% of measured financial planners in Raleigh score 50 or higher.
Is being listed free?
Yes. Every financial planner in Raleigh is listed and scored for free, and claiming a listing is free too.
