Best Financial Advisors in Raleigh

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
430+
Advisors
4.9/5.0
Average Rating

Raleigh Financial Landscape

Raleigh's economy is driven by technology, education, and healthcare sectors, contributing to its rapid growth. The city is part of the Research Triangle, fostering innovation and collaboration.

Major industries
Technology, Education, Healthcare
Population
431K (metro: 1.4M)
Median household income
$70,000
Unique needs
Raleigh's growing tech sector requires workforce development and infrastructure investment to support continued growth.
Market Insights
Economic Growth
According to BEA (2023), Raleigh's GDP growth rate is projected at 3.5%, driven by technology and healthcare advancements.
Wealth Demographics
According to Census (2023), the median household income in Raleigh is approximately $70,000, reflecting a growing affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Raleigh are increasingly specializing in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Raleigh's cost of living is rising, with housing costs increasing by 8% over the past year.
Real Estate Market
According to Zillow (2024), the median home price in Raleigh has reached $350,000, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Raleigh's business climate is favorable, with a growing number of startups and established firms relocating to the area.

Top 5 Financial Advisors in Raleigh

Steward Wealth Strategies - Raleigh Office
★ ★ ★ ★ ★ 5
Peace Of Mind Wealth Management
★ ★ ★ ★ ★ 5
Cerity Partners
★ ★ ★ ★ ★ 5
Olde Raleigh Financial Group
★ ★ ★ ★ ★ 5
Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Raleigh, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Raleigh-Specific Expertise
For Raleigh residents working in Technology, Education, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Raleigh's tech focus necessitates diversification to mitigate sector volatility. Real estate is booming, raising bubble concerns. Prepare for hurricane and flooding risks.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington