SearchWrench Pros

Find the right financial advisor in Raleigh, NC

14 local financial advisors in Raleigh. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in Raleigh

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor

8816 Six Forks Rd Suite 301, Raleigh, NC · (919) 719-3816 · trevor-lawson.com
Not checked by SearchWrench yet

Compass Financial Group

7000 Harps Mill Rd STE 103, Raleigh, NC · (919) 714-7491 · compassfinancialgrp.com
Not checked by SearchWrench yet

First Command

1903 North Harrison Avenue, Raleigh, NC · (919) 878-3577 · advisor.firstcommand.com
Not checked by SearchWrench yet

Raleigh Wealth Solutions

117 Edinburgh S Dr #110, Raleigh, NC · (919) 852-1215 · raleighwealthsolutions.com
Not checked by SearchWrench yet

Glenwood Financial Partners, LLC

3717 National Dr Suite 211, Raleigh, NC · (919) 268-4100 · glenwoodfinancialpartners.com
Not checked by SearchWrench yet

University Financial Strategies

4801 Glenwood Ave Suite 200-630, Raleigh, NC · (919) 578-6500 · universityfinancialstrategies.com
Not checked by SearchWrench yet

Peace Of Mind Wealth Management

4101 Lake Boone Trail #111, Raleigh, NC · (919) 787-8866 · pomwealth.net
Not checked by SearchWrench yet

Olde Raleigh Financial Group

3110 Edwards Mill Rd #340, Raleigh, NC · (919) 861-8212 · olderaleighfinancial.com
Not checked by SearchWrench yet

Pendleton Financial

2607 Oberlin Rd, Raleigh, NC · (919) 781-4167 · pendletonfinancial.com
Not checked by SearchWrench yet

Capitol Financial Solutions

8816 Six Forks Rd Suite 301, Raleigh, NC · (919) 546-0400 · capfs.com
Not checked by SearchWrench yet

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

8816 Six Forks Rd Suite 301, Raleigh, NC · (919) 719-3817 · scottsorrell.net
Not checked by SearchWrench yet

Ark Royal Wealth Management

2700 Wycliff Rd Suite 360, Raleigh, NC · (919) 710-8665 · ark-wealth.com
Not checked by SearchWrench yet

Steward Wealth Strategies - Raleigh Office

343 E Six Forks Rd Suite 100, Raleigh, NC · (919) 803-0035 · steward-wealth.com
Not checked by SearchWrench yet

Edelman Financial Engines

4700 Falls of Neuse Road, Raleigh, NC · (984) 528-4571 · edelmanfinancialengines.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in Raleigh and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

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Questions to ask before you hire a financial advisor in Raleigh

Common questions

How do I choose a financial advisor in Raleigh?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

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