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Financial advisors in Raleigh, NC: 5 specialties ranked (2026)

5 ranked specialtiesUpdated 0 paid placements in any rankingHow we rank

5 specialties have a ranked list for Raleigh, NC. Each list ranks the firms that serve the city by RFA Score. The largest list by ranked firms is financial advisors, with 247.

Top 3 in each specialty in Raleigh

Ranked by RFA Score among the firms that serve the city. Open a specialty for its full list.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Financial planners

154 ranked financial planners serve Raleigh.

  1. 1
    Steward Wealth Strategies - Raleigh Office

    4.9 from 79 Google reviews · Based in Raleigh

    76 RFA Score
  2. 2
    Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

    5.0 from 65 Google reviews · Based in Raleigh

    76 RFA Score
  3. 3
    Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor

    5.0 from 63 Google reviews · Based in Raleigh

    75 RFA Score
All 154 ranked financial planners in Raleigh →

More specialties listed in Raleigh

Fewer than 5 firms qualify to rank here. Linked specialties open the North Carolina list.

Nearby pages for Raleigh

How Raleigh financial advisors are ranked

Each specialty list scores every firm that serves Raleigh on the same RFA Score, from 0 to 100.

Reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered each carry a fixed weight.

Rankings can’t be bought. Sponsored firms are labelled, never numbered and never change a rank.

Read the full methodRaleigh financial advisors report 2026All North Carolina cities