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Investment Advisors in Garner, NC: 2026 rankings

89 investment 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 78/100; 5.0★ from 77 Google reviews.

  2. 11

    Most-reviewed: Capital Financial Advisory Group, 87 Google reviews at 4.6★, the most of 89 ranked; ranked #11.

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

89 Garner investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 89 rated firms.

Top 10 investment 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 investment advisors in Garner at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Whitney Brennan785.0★ (77)Raleigh, 5 mi awayTop score
2Concord Private Wealth of Sullivan & Associates Wealth Management715.0★ (22)Raleigh, 13 mi away—
3Fidelity Investments683.4★ (25)Raleigh, 10 mi away—
4Steward Wealth Strategies - Raleigh Office664.9★ (79)Raleigh, 8 mi away—
5AJB Capital665.0★ (9)Wake Forest, 19 mi away—
6Wells Fargo Advisors662.3★ (6)Raleigh, 8 mi away—
7Edward Jones - Financial Advisor: Victoria L Johnston, CFP®|CEPA®655.0★ (46)Raleigh, 9 mi away—
8Prime Capital Financial645.0★ (40)Clayton, 10 mi away—
9Hunter Street Investment Advisors644.9★ (17)Apex, 13 mi away—
10BSG Advisers635.0★ (45)Apex, 13 mi away—

All 89 investment 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

    78/100RFA 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

  3. #3 Fidelity Investments

    Based in Raleigh, 10 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.4★ from 25 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4509 Creedmoor Rd Ste 101, Raleigh, NC 27612
    View profile for Fidelity Investments(800) 532-5909

  5. #5 AJB Capital

    Based in Wake Forest, 19 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    123 S White St #300, Wake Forest, NC 27587
    View profile for AJB Capital(919) 295-2522

  10. #10 BSG Advisers

    Based in Apex, 13 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 45 Google reviews.

    • 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

  14. #14 Pendleton Financial

    Based in Raleigh, 7 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2607 Oberlin Rd, Raleigh, NC 27608
    View profile for Pendleton Financial(919) 781-4167

  23. #23 Cerity Partners

    Based in Raleigh, 9 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4101 Lake Boone Trail #200, Raleigh, NC 27607
    View profile for Cerity Partners(919) 784-9100

  24. #24 Financial Symmetry

    Based in Raleigh, 9 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5438 Wade Park Blvd Ste 310, Raleigh, NC 27607
    View profile for Financial Symmetry(919) 851-8200

Investment 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 89 ranked investment advisors here; the rest are on their profiles.

investment advisors in Garner, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26CLS Capital, LLC615.0★ (20)11 mi
27Fidelity Investments604.3★ (22)9 mi
28Oxford Investment Group605.0★ (10)7 mi
29Arbor605.0★ (11)8 mi
30Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®605.0★ (27)20 mi
31Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS®605.0★ (20)16 mi
32Turnpoint Wealth605.0★ (10)9 mi
33Bowers Private Wealth Management595.0★ (11)10 mi
34University Financial Strategies594.8★ (12)10 mi
35Citadel Financial Planning595.0★ (12)14 mi
36Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®595.0★ (8)9 mi
37Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|AAMS®|CRPS™594.7★ (13)13 mi
38Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®595.0★ (11)13 mi
39Edward Jones - Financial Advisor: Mike Branan Sr595.0★ (3)In Garner
40Edward Jones - Financial Advisor: Ivan Olshefski584.5★ (8)9 mi
41Western & Southern Life584.8★ (10)13 mi
42Edward Jones - Financial Advisor: Dwight P Carson, CFP®|CRPC™585.0★ (6)8 mi
43Edward Jones - Financial Advisor: Chris Flowers, CEPA®585.0★ (9)13 mi
44Edward Jones - Financial Advisor: Jaime P Molina, CFP®585.0★ (6)10 mi
45Edward Jones - Financial Advisor: Cole McGlothlin, ChFC®|AAMS®|SE-AWMA®585.0★ (5)9 mi
46MassMutual Carolinas – Raleigh583.9★ (7)8 mi
47RHA Wealth585.0★ (5)9 mi
48CAPTRUST574.3★ (6)9 mi
49Charles Schwab573.1★ (28)9 mi
50Merrill Lynch Wealth Management573.3★ (10)9 mi

Also serving Garner

20 more investment 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 investment advisors serving Garner
BusinessGoogle ratingDistance
Cameron Advisors, LLCIn Garner
Charles Calloway: Primerica - Financial Services5.0★ (2)In Garner
Darrell Daniels: Primerica - Financial Services4.5★ (4)In Garner
Destination Wealth AdvisorsIn Garner
Edward Jones - Financial Advisor: Bill Moyer5.0★ (1)In Garner
Edward Jones - Financial Advisor: Chase Breeden, CEPA®, AAMS™5.0★ (5)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
Left Tackle Advisors5.0★ (2)In Garner
Michael BakerIn Garner
Wells Fargo AdvisorsIn Garner
Wells Fargo AdvisorsIn Garner

How we ranked Garner investment advisors

We scored 89 Garner investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Garner: frequently asked questions

Which investment advisor has the highest RFA Score in Garner?

By RFA Score, the highest-ranked investment advisor in Garner, NC is IPX1031: Whitney Brennan with an RFA Score of 78/100. It has 5.0★ from 77 Google reviews. Concord Private Wealth of Sullivan & Associates Wealth Management (#2) and Fidelity Investments (#3) follow. We ranked 89 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Garner?

RankedFinancialAdvisors ranks 89 investment advisors serving Garner, NC. 1 of them is 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 investment advisors in Garner work on weekends?

1 of 89 ranked investment advisors post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Garner investment advisors have?

The median Google rating among 89 rated investment advisors in Garner is 5.0★, with a median of 8 reviews. Capital Financial Advisory Group has the most, 87 reviews, and ranks #11. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Garner count in this ranking?

Yes, if they are within 25 mi of the Garner city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Garner ranked?

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

How do I check an investment 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 investment 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 investment 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 89 investment advisors serving Garner.

More investment advisors and Garner pages