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Financial Advisors in Apex, NC: 2026 rankings

243 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Apex: WOOMER Insurance, RFA Score 74/100; 4.8★ from 126 Google reviews.

  2. 44

    Most-reviewed: American Consumer Credit Counseling, Inc, 884 Google reviews at 5.0★, the most of 243 ranked; ranked #44.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

243 Apex financial advisors are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 5.0★ across 243 rated firms.

Top 10 financial advisors in Apex at a glance

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.

Top 10 financial advisors in Apex at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1WOOMER Insurance744.8★ (126)Apex—Top score
2Cardinal Hill Wealth Management725.0★ (76)Cary, 5 mi away——
3Raleigh Wealth Solutions725.0★ (56)Cary, 3 mi away——
4Capital Financial Advisory Group724.6★ (87)Apex——
5BSG Advisers725.0★ (45)Apex——
6Pelnik Insurance714.9★ (61)Cary, 4 mi away——
7First Horizon Bank - Cary, NC - SW Cary Pkwy714.9★ (50)Cary, 4 mi away——
8MJ Sheerin, M.S. Taxation714.6★ (85)Cary, 4 mi awaySat—
9Left Tackle Advisors714.9★ (72)Raleigh, 8 mi away——
10Retirement Solutions705.0★ (43)Cary, 5 mi away——

All 243 financial advisors in Apex, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

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.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Apex

    #1 WOOMER Insurance

    Based in Apex

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 126 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 126 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    106 N Salem St, Apex, NC 27502
    View profile for WOOMER Insurance(919) 290-6000

  3. #3 Raleigh Wealth Solutions

    Based in Cary, 3 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    117 Edinburgh S Dr #110, Cary, NC 27511
    View profile for Raleigh Wealth Solutions(919) 852-1215

  5. #5 BSG Advisers

    Based in Apex

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    56 Hunter St #230, Apex, NC 27502
    View profile for BSG Advisers(919) 267-4753

  6. #6 Pelnik Insurance

    Based in Cary, 4 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Ridgeview Dr STE 100, Cary, NC 27511
    View profile for Pelnik Insurance(919) 459-8000

  9. #9 Left Tackle Advisors

    Based in Raleigh, 8 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1340 Sunday Dr #101, Raleigh, NC 27607
    View profile for Left Tackle Advisors(919) 900-8032

  10. #10 Retirement Solutions

    Based in Cary, 5 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1140 Kildaire Farm Road, ERA Building, Suite 200-6, Cary, NC 27511
    View profile for Retirement Solutions(919) 696-9664

  12. #12 Ms. Value LLC

    Based in Apex

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Thu 8 AM–7 PM · Fri–Sat 8 AM–1 PM · Sun 9 AM–1 PM
    View profile for Ms. Value LLC(984) 600-1450

  18. #18 Paul Scheible, CPA, PLLC

    Based in Durham, 21 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 151 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 151 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    3400 Croasdaile Dr #203, Durham, NC 27705
    View profile for Paul Scheible, CPA, PLLC(919) 382-2507

  19. #19 Bankers Life

    Based in Cary, 3 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    125 Edinburgh S Dr Ste 306, Cary, NC 27511
    View profile for Bankers Life(919) 466-9706

  20. #20 Aspire Money Management

    Based in Fuquay-Varina, 11 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    121 Raleigh St, Fuquay-Varina, NC 27526
    View profile for Aspire Money Management(919) 342-7715

  25. #25 Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

    Based in Raleigh, 16 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8816 Six Forks Rd Ste 301, Raleigh, NC 27615
    View profile for Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC(919) 719-3817

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 243 ranked financial advisors here; the rest are on their profiles.

financial advisors in Apex, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor685.0★ (63)16 mi
27First Bank - Cary, NC684.8★ (31)6 mi
28Family Legacy Financial Solutions685.0★ (27)7 mi
29Advantage Accounting & Tax Services684.9★ (39)11 mi
30Wise Women Wealth685.0★ (12)In Apex
31Thorough Financial Group685.0★ (31)10 mi
32Richon Planning684.8★ (39)11 mi
33Testament Wealth Management685.0★ (17)4 mi
34Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®685.0★ (11)In Apex
35Stone Legacy Capital685.0★ (44)15 mi
36First Horizon Bank - Raleigh, NC - Clark Ave674.5★ (55)11 mi
37Blue Water Capital Management, LLC675.0★ (9)In Apex
38First Horizon Bank - Cary, NC - Carpenter Fire Station Rd674.6★ (26)7 mi
39First Bank - Apex, NC675.0★ (9)In Apex
40Compass Financial Group674.9★ (43)16 mi
41Financial Symmetry674.9★ (20)9 mi
42Fidelity Investments674.3★ (22)4 mi
43H & M Financial Group LLC - LPL Financial674.9★ (39)16 mi
44American Consumer Credit Counseling, Inc675.0★ (884)12 mi
45Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®675.0★ (27)13 mi
46First Horizon Bank - Cary, NC - Kildaire Farm Rd674.1★ (31)4 mi
47First Horizon Bank - Raleigh, NC - Glenwood Ave674.6★ (37)12 mi
48Ark Royal Wealth Management665.0★ (21)11 mi
49Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|AAMS®|CRPS™664.7★ (13)4 mi
50Hilltop Wealth Advisors665.0★ (29)14 mi

Also serving Apex

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Apex
BusinessGoogle ratingDistance
Acorn Accounting, LLC5.0★ (2)In Apex
Advisor Near Me Matching Tool5.0★ (1)In Apex
Crutchfield Advisors IncIn Apex
Edward Jones - Financial Advisor: Anita J Hearn, AAMS®In Apex
Edward Jones - Financial Advisor: Chuck Houston, CFP®5.0★ (2)In Apex
Edward Jones - Financial Advisor: James McMahon, CRPS™In Apex
Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS®In Apex
Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®5.0★ (1)In Apex
Edward Jones - Financial Advisor: Kevin R Overcash, CFP®In Apex
Edward Jones - Financial Advisor: Rod Fauth, AAMS®In Apex
Financial Strategies Group5.0★ (1)In Apex
Jensen Financial Group5.0★ (1)In Apex
Justine Saxe KilbyIn Apex
Merrill Edge4.0★ (1)In Apex
Ricky SloanIn Apex
Summit Retirement Partners, LLCIn Apex
Wealth CAPSIn Apex
Wealth Strategies For LifeIn Apex
Wells Fargo AdvisorsIn Apex
Wendy Garrett - Financial Advisor, Ameriprise Financial Services, LLCIn Apex

How we ranked Apex financial advisors

We scored 243 Apex financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Apex data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Apex: frequently asked questions

Which financial advisor has the highest RFA Score in Apex?

By RFA Score, the highest-ranked financial advisor in Apex, NC is WOOMER Insurance with an RFA Score of 74/100. It has 4.8★ from 126 Google reviews. Cardinal Hill Wealth Management (#2) and Raleigh Wealth Solutions (#3) follow. We ranked 243 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Apex?

RankedFinancialAdvisors ranks 243 financial advisors serving Apex, NC. 11 of them are based in Apex; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Apex work on weekends?

27 of 243 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are MJ Sheerin, M.S. Taxation (#8), Ms. Value LLC (#12) and The Morris Group @ LPL Financial (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Apex financial advisors have?

The median Google rating among 243 rated financial advisors in Apex is 5.0★, with a median of 12 reviews. American Consumer Credit Counseling, Inc has the most, 884 reviews, and ranks #44. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Apex count in this ranking?

Yes, if they are within 25 mi of the Apex city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Apex ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Apex a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Apex

  1. November 2026: RFA Scores recalculated for 243 financial advisors serving Apex.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Apex pages