Rukosky Wapner and Presley
“Rukosky Wapner and Presley have been completing my tax returns since 2012.”
Best Financial Advisors in Raleigh, NC
24 firms listed · all 24 in Raleigh · 1 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
H & M Financial Group
“I have been working with Chris Cracchiolo for many years and found Chris and the staff at H&M extremely helpful and knowledgeable.”
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Steward Wealth Strategies
“We highly recommend them to anyone who wants help setting and reaching your financial goals!”
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Lifetime Asset and Tax Management
“They worked with us to develop an investment and retirement plan that have helped us achieve our all of our objectives.”
Batchelor Tillery & Roberts
“Ronnie is the best in the business!”
Capital Investment Companies
“They have helped me steer a course toward financial security and walked me through each step of the process, whether planning for retirement or buying a new home.”
The 24 firms listed for Raleigh, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Raleigh, NC
All 24 firms we list here are in Raleigh itself. We have 86 firms in Raleigh on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 433 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (85%) and quality (59%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), tax planning (3), estate planning (2), investment management (2) and wealth management (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 7 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 40 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 9 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Raleigh offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Willowtrust Wealth Management
Lewis Financial Management
“Deborah and her team have really impressed my wife and I with there eagerness to help us achieve our financial goals.”
Wrenn Financial Strategies
Compass Financial Group
“Our finances have improved dramatically and our investment portfolio is much better diversified than it was previously.”
Peace Of Mind Wealth Management
“We have been working with them for a few years and they provide more than just financial counseling!”
Financial Symmetry
“Our team (Cameron and Niamh) are wonderful - each person we've worked with is friendly, knowledgeable and diligent.”
Phil Romano, Cima , Cfp, AIF
“He is patient, explains complicated information clearly, and takes his time with clients.”
Adams Financial
“Lyn and his team are extremely professional, knowledgeable and have done a great job with our investments even during market "bad" times.”
Ark Royal Wealth Management
“Mike Palmer is a person who cares about you as a person - not a client.”
Lily Wealth Partners
Providence Financial Solutions
Pendleton Financial
“I am so thankful to have found a local family-run firm that has helped to take some of the worry of financial planning off of my plate, and given me actionable steps to follow to shore up our financial future.”
Glenwood Financial Partners
“They take the time to understand your situation and come up with a custom plan to fit your needs.”
University Financial Strategies
“Mark focuses on my needs and risk levels and has the knowledge to oversee my investments to my best advantage”
Kent Thompson, Cfp, Msfs
“Kent is knowledgeable and takes his time explaining everything I need to know.”
Oakbridge Financial Group
“Professional, knowledgeable, and personable financial advisors for whatever stage of life you are in with your finances!”
Madison Oaks Wealth Partners
“Kenny's experience, professionalism, and willingness to educate people on wealth management is 5 stars without going any further.”
Olde Raleigh Financial Group
“They have a solid understanding of the markets and financial principles to help others grow their wealth over time, but more than that - these are great people.”
Why these companies made our list
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