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Financial Advisors in Garner, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Garner: IPX1031: Whitney Brennan, RFA Score 72/100; 5.0★ from 77 Google reviews.

  2. 18

    Most-reviewed: American Consumer Credit Counseling, Inc, 884 Google reviews at 5.0★, the most of 219 ranked; ranked #18.

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

219 Garner financial advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 219 rated firms.

Top 10 financial advisors in Garner 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 Garner at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Whitney Brennan725.0★ (77)Raleigh, 5 mi awayTop score
2Steward Wealth Strategies - Raleigh Office714.9★ (79)Raleigh, 8 mi away—
3Cardinal Hill Wealth Management715.0★ (76)Cary, 10 mi away—
4Left Tackle Advisors704.9★ (72)Raleigh, 9 mi away—
5SmithSandlin Wealth Planning Powered By LPL Financial705.0★ (58)Raleigh, 9 mi away—
6WOOMER Insurance704.8★ (126)Apex, 13 mi away—
7Peace Of Mind Wealth Management705.0★ (51)Raleigh, 9 mi away—
8Pelnik Insurance704.9★ (61)Cary, 10 mi away—
9Raleigh Wealth Solutions705.0★ (56)Cary, 11 mi away—
10Edward Jones - Financial Advisor: Victoria L Johnston, CFP®|CEPA®705.0★ (46)Raleigh, 9 mi away—

All 219 financial advisors in Garner, 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 Garner

    #1 IPX1031: Whitney Brennan

    Based in Raleigh, 5 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 77 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 77 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    421 Fayetteville St, Raleigh, NC 27601
    View profile for IPX1031: Whitney Brennan(916) 806-1468

  4. #4 Left Tackle Advisors

    Based in Raleigh, 9 mi away

    70/100RFA Score

    Ranked #4 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

  6. #6 WOOMER Insurance

    Based in Apex, 13 mi away

    70/100RFA Score

    Ranked #6 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

  8. #8 Pelnik Insurance

    Based in Cary, 10 mi away

    70/100RFA Score

    Ranked #8 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 Raleigh Wealth Solutions

    Based in Cary, 11 mi away

    70/100RFA Score

    Ranked #9 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

  11. #11 Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

    Based in Raleigh, 13 mi away

    69/100RFA Score

    Ranked #11 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

  13. #13 Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor

    Based in Raleigh, 13 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    8816 Six Forks Rd Ste 301, Raleigh, NC 27615
    View profile for Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor(919) 719-3816

  14. #14 AVRAC FINANCE

    Based in Clayton, 1 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for AVRAC FINANCE(910) 460-0592

  15. #15 Retirement Solutions

    Based in Cary, 10 mi away

    69/100RFA Score

    Ranked #15 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

  22. #22 Aspire Money Management

    Based in Fuquay-Varina, 14 mi away

    68/100RFA Score

    Ranked #22 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

  23. #23 BSG Advisers

    Based in Apex, 13 mi away

    68/100RFA Score

    Ranked #23 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

  24. #24 Compass Financial Group

    Based in Raleigh, 12 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7000 Harps Mill Rd Ste 103, Raleigh, NC 27615
    View profile for Compass Financial Group(919) 714-7491

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

financial advisors in Garner, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Finance Queen® Inc684.9★ (14)In Garner
27Stone Legacy Capital685.0★ (44)14 mi
28Pendleton Financial685.0★ (24)7 mi
29Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA®685.0★ (25)8 mi
30Capital Financial Advisory Group684.6★ (87)15 mi
31United Community684.9★ (31)10 mi
32Advantage Accounting & Tax Services684.9★ (39)13 mi
33H & M Financial Group LLC - LPL Financial684.9★ (39)13 mi
34June Neri Financial675.0★ (52)18 mi
35The Morris Group @ LPL Financial675.0★ (21)8 mi
36Richon Planning674.8★ (39)13 mi
37Ark Royal Wealth Management675.0★ (21)9 mi
38Hicks & Associates Wealth Management675.0★ (24)10 mi
39First Bank - Cary, NC674.8★ (31)11 mi
40The Sizemore Group - Morgan Stanley674.8★ (25)9 mi
41Bankers Life674.6★ (38)11 mi
42Capital Investment Companies674.7★ (24)8 mi
43United Community674.1★ (16)In Garner
44Nicholas J. Pino, CFP , AIF675.0★ (28)13 mi
45Cerity Partners675.0★ (18)9 mi
46Family Legacy Financial Solutions675.0★ (27)13 mi
47PieCapital Wealth Management675.0★ (12)5 mi
48Financial Symmetry674.9★ (20)9 mi
49Brian B. Bunn CPA, PLLC674.8★ (19)8 mi
50Olde Raleigh Financial Group675.0★ (18)9 mi

Also serving Garner

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 Garner
BusinessGoogle ratingDistance
Carolina Benefits & Planning, Inc.In Garner
Charles Calloway: Primerica - Financial Services5.0★ (2)In Garner
Destination Wealth AdvisorsIn Garner
Edward Jones - Financial Advisor: Bill Moyer5.0★ (1)In Garner
Edward Jones - Financial Advisor: Christine Goldner, AAMS®In Garner
Edward Jones - Financial Advisor: Crystal C Dempsey, CFP®In Garner
Edward Jones - Financial Advisor: Derek J CrooksIn Garner
Edward Jones - Financial Advisor: Haley L Plumley, CFP®5.0★ (2)In Garner
Edward Jones - Financial Advisor: Jesse MaloneIn Garner
Edward Jones - Financial Advisor: Katie Wall, CFP®5.0★ (1)In Garner
Edward Jones - Financial Advisor: Lonnie D Hedrick, AAMS®5.0★ (2)In Garner
Edward Jones - Financial Advisor: Maria C Williams, CFP®In Garner
Edward Jones - Financial Advisor: Marty EargleIn Garner
Financial institutionIn Garner
Hearthstone Financial Services1.0★ (1)In Garner
Left Tackle Advisors5.0★ (2)In Garner
Michael BakerIn Garner
Spence Management, LLCIn Garner
Wells Fargo AdvisorsIn Garner
Wells Fargo AdvisorsIn Garner

How we ranked Garner financial advisors

We scored 219 Garner 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 Garner 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 Garner: frequently asked questions

Which financial advisor has the highest RFA Score in Garner?

By RFA Score, the highest-ranked financial advisor in Garner, NC is IPX1031: Whitney Brennan with an RFA Score of 72/100. It has 5.0★ from 77 Google reviews. Steward Wealth Strategies - Raleigh Office (#2) and Cardinal Hill Wealth Management (#3) follow. We ranked 219 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Garner?

RankedFinancialAdvisors ranks 219 financial advisors serving Garner, NC. 2 of them are based in Garner; 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 Garner work on weekends?

21 of 219 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are MJ Sheerin, M.S. Taxation (#12) and American Consumer Credit Counseling, Inc (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Garner financial advisors have?

The median Google rating among 219 rated financial advisors in Garner is 5.0★, with a median of 11 reviews. American Consumer Credit Counseling, Inc has the most, 884 reviews, and ranks #18. 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 Garner count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 219 financial advisors serving Garner.

More financial advisors and Garner pages