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Financial Advisors in Cary, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Cary: NRACPA LLC, RFA Score 74/100; 5.0★ from 326 Google reviews.

  2. 4

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 449 ranked; ranked #4.

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

449 Cary financial advisors are ranked here by RFA Score, from eight published factors. 118 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.9★ across 449 rated firms.

Top 10 financial advisors in Cary 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 Cary at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1NRACPA LLC745.0★ (326)Hoffman Estates, 11 mi away—Top score
2Sansone CPA & Financial745.0★ (155)Crystal Lake, 5 mi away——
3The Dala Group725.0★ (176)Hoffman Estates, 11 mi awaySat—
4Bank of America (with Drive-thru ATM)714.6★ (494)Buffalo Grove, 15 mi awaySatMost reviews
5KTax and Accounting715.0★ (235)Wood Dale, 19 mi away——
6Wealth Financial Services & Tax Advisory714.9★ (167)Buffalo Grove, 14 mi away——
7Guardian Wealth Advisory Group705.0★ (107)Elgin, 13 mi away——
8Mutual of Omaha Mortgage704.9★ (133)Schaumburg, 15 mi away——
9Dean Mangano | Fairway Independent Mortgage Corporation Senior Loan Officer705.0★ (38)Lake in the Hills, 3 mi awaySat · Sun · Evenings—
10The Chris Eastman Team - Society Mortgage705.0★ (149)Bloomingdale, 19 mi awaySat · Evenings—

All 449 financial advisors in Cary, 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 Cary

    #1 NRACPA LLC

    Based in Hoffman Estates, 11 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 326 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 326 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10 Executive Ct Ste 1, South Barrington, IL 60010
    View profile for NRACPA LLC(847) 852-1400

  2. #2 Sansone CPA & Financial

    Based in Crystal Lake, 5 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 155 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 155 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    850 S McHenry Ave Ste D, Crystal Lake, IL 60014
    View profile for Sansone CPA & Financial(815) 459-4300

  3. #3 The Dala Group

    Based in Hoffman Estates, 11 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 176 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2800 W Higgins Rd #895, Hoffman Estates, IL 60169
    View profile for The Dala Group(847) 485-0248

  5. #5 KTax and Accounting

    Based in Wood Dale, 19 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 235 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 235 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    650 Devon Ave Ste 188, Itasca, IL 60143
    View profile for KTax and Accounting(630) 626-5829

  8. #8 Mutual of Omaha Mortgage

    Based in Schaumburg, 15 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 133 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    953 American Ln Suite 120A, Schaumburg, IL 60173
    View profile for Mutual of Omaha Mortgage(630) 523-6011

  17. #17 Kaizen CPAs + Advisors

    Based in Antioch, 19 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1555 Main St, Antioch, IL 60002
    View profile for Kaizen CPAs + Advisors(847) 395-6000

  23. #23 Accounting Freedom

    Based in Mundelein, 13 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    469 N Lake St, Mundelein, IL 60060
    View profile for Accounting Freedom(847) 949-8373

  24. #24 WealthCamp Advisors

    Based in Crystal Lake, 5 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1805 Nish Rd, Crystal Lake, IL 60012
    View profile for WealthCamp Advisors(815) 455-7622

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 449 ranked financial advisors here; the rest are on their profiles.

financial advisors in Cary, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Briggs Financial Inc.685.0★ (59)15 mi
27Merlak Tax Advisory Group, Inc.684.6★ (36)4 mi
28Juan A Carreno: Primerica - Financial Services685.0★ (39)10 mi
29Apollon Wealth Management684.6★ (52)8 mi
30Monotelo Advisors Inc685.0★ (38)10 mi
31B.B. Financial Group685.0★ (51)15 mi
32Livingston Taxes674.8★ (57)13 mi
33SK Tax Associates674.6★ (102)16 mi
34Brant Spreitzer - COUNTRY Financial Representative674.8★ (21)3 mi
35MPPL Financial675.0★ (18)3 mi
36Michael Weinstein - COUNTRY Financial Representative674.9★ (51)14 mi
37Wilsave Financial675.0★ (96)24 mi
38Puzzle Wealth Solutions® LLC675.0★ (39)13 mi
39Mutual of Omaha Mortgage675.0★ (39)14 mi
40Edward Jones - Financial Advisor: Bob Gajewski Jr675.0★ (32)11 mi
41North Shore Asset Management and Tax Advisory, Inc.674.9★ (43)14 mi
42Rodgers Financial Group674.9★ (16)3 mi
43Bank of America (with Drive-thru ATM)674.8★ (74)19 mi
44Faltax Accounting Services Inc.675.0★ (16)4 mi
45Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC675.0★ (44)16 mi
46Downey Financial Group674.7★ (60)15 mi
47Assured Concepts Group Ltd675.0★ (23)9 mi
48Charles Schwab665.0★ (19)7 mi
49Old Second National Bank664.6★ (78)17 mi
50Shoreline Financial Partners665.0★ (56)21 mi

Also serving Cary

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 Cary
BusinessGoogle ratingDistance
Big Timber Wealth Management5.0★ (2)10 mi
Bill Gitzke - COUNTRY Financial Representative5.0★ (1)In Cary
Callahan Financial Strategies5.0★ (2)6 mi
Cesar I Popoca: Primerica - Financial Services5.0★ (2)10 mi
Chase Bradford Country Financial5.0★ (2)6 mi
Cliff Hunn - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Curtis Whitehouse | Barrington, Illinois | Financial Advisor | Wells Fargo Advisors, LLC.In Cary
Edward Jones - Financial Advisor: Denny White5.0★ (2)6 mi
Edward Jones - Financial Advisor: Jim Wresch5.0★ (2)5 mi
Edward Jones - Financial Advisor: Jonathan D Graham, CFP®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Mark D Hornok, CRPC™5.0★ (2)7 mi
Edward Jones - Financial Advisor: Paul F Schifferer, AAMS®5.0★ (2)In Cary
Edward Jones - Financial Advisor: Sean T BorchersIn Cary
Edward Jones - Financial Advisor: Stacey L Stickle, AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Timothy J Matta, CEPA®5.0★ (2)2 mi
Fifth Third Securities - Amber SuttonIn Cary
Ki Chung - COUNTRY Financial Representative5.0★ (2)3 mi
Professional Wealth Advisors, LLC5.0★ (2)4 mi
Robert Sitkiewicz - COUNTRY Financial Agent3.5★ (2)7 mi
Wintrust Wealth ManagementIn Cary

How we ranked Cary financial advisors

We scored 449 Cary 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 Cary 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 Cary: frequently asked questions

Which financial advisor has the highest RFA Score in Cary?

By RFA Score, the highest-ranked financial advisor in Cary, IL is NRACPA LLC with an RFA Score of 74/100. It has 5.0★ from 326 Google reviews. Sansone CPA & Financial (#2) and The Dala Group (#3) follow. We ranked 449 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Cary?

RankedFinancialAdvisors ranks 449 financial advisors serving Cary, IL. 1 of them is based in Cary; 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 Cary work on weekends?

118 of 449 ranked financial advisors post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are The Dala Group (#3), Bank of America (with Drive-thru ATM) (#4) and Dean Mangano | Fairway Independent Mortgage Corporation Senior Loan Officer (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cary financial advisors have?

The median Google rating among 449 rated financial advisors in Cary is 4.9★, with a median of 11 reviews. Bank of America (with Drive-thru ATM) has the most, 494 reviews, and ranks #4. 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 Cary count in this ranking?

Yes, if they are within 25 mi of the Cary 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 Cary 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 Cary 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 Cary

  1. November 2026: RFA Scores recalculated for 449 financial advisors serving Cary.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Cary pages