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Best Financial Planners in Monroe, North Carolina

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Rankings use the published BizScore formulas. How we score

5Financial Planners scored in Monroe

49Average BizScore

61Top BizScore

20%AI Visibility 50 or higher

58Average SEO score

4.8Average Google rating (5 rated)

Top Financial Planners in Monroe

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Showing 1-5 of 5 Financial Planners listings in Monroe, NC · page 1 of 1

#1Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA®

4.3 Google rating

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Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA® website

Score breakdown

AI Visibility55

SEO69

Freshness-

AI Ready-

Financial Planner
Monroe, North Carolina
(704) 684-0103
edwardjones.com

Ranked #2 of 16 Financial Planner listings in MonroeScores updated Jun 7, 2026

#2Edward Jones - Financial Advisor: David E Smith, ChFC®|AAMS®

5.0 Google rating

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Edward Jones - Financial Advisor: David E Smith, ChFC®|AAMS® website

Score breakdown

AI Visibility45

SEO66

Freshness-

AI Ready-

Financial Planner
Monroe, North Carolina
(704) 225-1218
edwardjones.com

Ranked #7 of 16 Financial Planner listings in MonroeScores updated Jun 10, 2026

#3Raymond James & Associates

5.0 Google rating

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Score breakdown

AI Visibility45

SEO59

Freshness-

AI Ready-

Financial Planner
Monroe, North Carolina
(704) 283-2470
raymondjames.com

Scores updated Oct 8, 2026

#4Legacy Movement Financial Services, LLC

5.0 Google rating

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Score breakdown

AI Visibility33

SEO49

Freshness-

AI Ready-

Financial Planner
Monroe, North Carolina
(980) 225-6319
legacymovement.com

Ranked #12 of 16 Financial Planner listings in MonroeScores updated Jun 9, 2026

#5Potter & Company

4.6 Google rating

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Score breakdown

AI Visibility21

SEO49

Freshness-

AI Ready-

Financial Planner
Monroe, North Carolina
(704) 283-8189
pottercompany.com

Ranked #14 of 16 Financial Planner listings in MonroeScores updated Jun 12, 2026

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BizScoreAI ranks 5 financial planners in Monroe, 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 Monroe 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 Monroe, North Carolina does BizScoreAI track?

5 financial planners in Monroe currently meet the profile-quality bar for this page, with an average BizScore of 49 and a top score of 61.

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. 20% of measured financial planners in Monroe score 50 or higher.

Is being listed free?

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