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Best Financial Planners in Raleigh, North Carolina

BizScoreAI ranks 18 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. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Rankings use the published BizScore formulas. How we score

18Financial Planners scored in Raleigh
63Average BizScore
75Top BizScore
50%AI Visibility 50 or higher
77Average SEO score
4.9Average Google rating (16 rated)
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Top Financial Planners in Raleigh by BizScore

Showing 1-18 of 18 Financial Planners listings in Raleigh, NC · page 1 of 1

#1

Captrust of Raleigh Claim Now Top-Rated

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 63 · SEO 88 · Google 4.2 · Rank 1 of 21 financial planners in Raleigh

75Score
#2

Peace Of Mind Wealth Management Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 55 · SEO 90 · Google 5.0 · Rank 2 of 21 financial planners in Raleigh

74Score
#3

Cerity Partners of Raleigh Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 58 · SEO 86 · Google 5.0 · Rank 3 of 21 financial planners in Raleigh

70Score
#4

Financial Symmetry Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 53 · SEO 82 · Google 4.8 · Rank 4 of 21 financial planners in Raleigh

68Score
#5

Capitol Financial Solutions Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 50 · SEO 85 · Google 4.8 · Rank 5 of 21 financial planners in Raleigh

68Score
#6

Olde Raleigh Financial Group Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 58 · SEO 73 · Google 5.0 · Rank 6 of 21 financial planners in Raleigh

67Score
#7

Beacon Financial Strategies Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 54 · SEO 74 · Rank 7 of 21 financial planners in Raleigh

65Score
#8

Steward Wealth Strategies - Raleigh Office Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 48 · SEO 79 · Google 4.9 · Rank 9 of 21 financial planners in Raleigh

64Score
#9

City of Oaks Wealth Management Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 47 · SEO 76 · Google 5.0 · Rank 10 of 21 financial planners in Raleigh

64Score
#10

Thorough Financial Group Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 50 · SEO 78 · Google 5.0 · Rank 4 of 8 financial planners in Raleigh

63Score
#11

Ark Royal Wealth Management Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 51 · SEO 73 · Google 5.0 · Rank 12 of 21 financial planners in Raleigh

61Score
#12

Raleigh Wealth Solutions Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 45 · SEO 75 · Google 4.9 · Rank 13 of 21 financial planners in Raleigh

61Score
#13

Oakbridge Financial Group Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 41 · SEO 77 · Google 4.4 · Rank 14 of 21 financial planners in Raleigh

60Score
#14

Pendleton Financial Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 37 · SEO 75 · Google 5.0 · Rank 16 of 21 financial planners in Raleigh

58Score
#15

Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 40 · SEO 65 · Rank 17 of 21 financial planners in Raleigh

56Score
#16

Devin Butler CFP AIF CRPC Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 39 · SEO 63 · Google 5.0 · Rank 18 of 21 financial planners in Raleigh

55Score
#17

William D. Smith, CPWA®, CFP®, CAP®, AIF®, AEP®, RICP®, LUTCF®, CLTC® Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 35 · SEO 70 · Google 5.0 · Rank 19 of 21 financial planners in Raleigh

55Score
#18

Vesta Wealth Advisors Claim Now

Financial Planner in Raleigh, North Carolina

Raleigh, North Carolina

AI Visibility 27 · SEO 72 · Google 5.0 · Rank 20 of 21 financial planners in Raleigh

52Score

Frequently Asked Questions

How are financial planners in Raleigh ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Raleigh, North Carolina does BizScoreAI track?

18 financial planners in Raleigh currently meet the profile-quality bar for this page, with an average BizScore of 63 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. 50% 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.