Financial advisors in Wake Forest, NC: 2026 report
480 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Wake Forest, NC hold 480 ranked entries. Financial advisors have the most, with 203.
Key numbers for Wake Forest
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
480
ranked entries by RFA Score, in 5 specialty lists
2,267
specialty listings serving the city; a firm counts once per specialty
5.0
median of the specialties’ median Google ratings
Advisor specialties in Wake Forest, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 203 | 900 | 5.0 | 10 |
| Financial planners | 124 | 542 | 4.9 | 16 |
| Investment advisors | 78 | 413 | 5.0 | 8 |
| Wealth managers | 40 | 238 | 5.0 | 7 |
| Stockbrokers | 35 | 174 | 5.0 | 5 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Wake Forest, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Wake Forest, NC: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/wake-forest-nc-financial-advisors-2026, data as of November 9, 2026.
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