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Best Financial Planners in Apex, North Carolina

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Apex
47Average BizScore
59Top BizScore
0%AI Visibility 50 or higher
65Average SEO score
4.9Average Google rating (4 rated)

Top Financial Planners in Apex

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Showing 1-4 of 4 Financial Planners listings in Apex, NC · page 1 of 1

#1Cardinal Hill Wealth Management

5.0 Google rating

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Cardinal Hill Wealth Management website

Score breakdown

AI Visibility43
SEO77
Freshness-
AI Ready-
  • Financial Planner
  • Apex, North Carolina
  • (919) 297-2712
  • cardinalhillwm.com

Cardinal Hill Wealth Management is a financial planning firm in Apex, North Carolina, serving retirees, entrepreneurs, and working professionals through comprehensive financial planning, retirement planning, small business planning, investment management, tax...

Ranked #3 of 6 Financial Planner listings in ApexScores updated Jun 10, 2026
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Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® website

Score breakdown

AI Visibility40
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Apex, North Carolina
  • (919) 362-5121
  • edwardjones.com

Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® is a financial planner in Apex, NC. They offer wealth management and financial planning services tailored for individuals looking to secure their financial future. With over 20 years of...

Ranked #4 of 6 Financial Planner listings in ApexScores updated Jun 10, 2026
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Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS® website

Score breakdown

AI Visibility30
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Apex, North Carolina
  • (919) 267-9615
  • edwardjones.com
Ranked #5 of 6 Financial Planner listings in ApexScores updated Jun 9, 2026

#4Blue Water Capital Management, LLC

4.6 Google rating

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Blue Water Capital Management, LLC website

Score breakdown

AI Visibility4
SEO45
Freshness-
AI Ready-
  • Financial Planner
  • Apex, North Carolina
  • (919) 589-2528
  • bluewatercapitalmanagement.com
Ranked #6 of 6 Financial Planner listings in ApexScores updated Jun 11, 2026
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BizScoreAI ranks 4 financial planners in Apex, North Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Apex ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Apex, North Carolina does BizScoreAI track?

4 financial planners in Apex currently meet the profile-quality bar for this page, with an average BizScore of 47 and a top score of 59.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Apex score 50 or higher.

Is being listed free?

Yes. Every financial planner in Apex is listed and scored for free, and claiming a listing is free too.