Best Financial Advisors in CARY, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CARY
VERATIS ADVISORS, INC.
CARY, NC · Since 2002
COMPERIO RETIREMENT CONSULTING, INC.
CARY, NC · Since 2006
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CARY, NC · Since 2025
INDEPENDENT WEALTH ADVISORS, LLC
CARY, NC · Since 2024
WEALTHSHIELD PARTNERS, LLC
CARY, NC · Since 2013
RALEIGH CAPITAL MANAGEMENT INC.
CARY, NC · Since 2021
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CARY, NC · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CARY?
The median advisory fee in CARY, NC is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.