Raleigh, NC has 4 financial advisor businesses. The average customer rating is 5.0 out of 5 stars. The top-rated business is Kent Thompson, CFP, MSFS with 5.0 stars and 6 reviews. 100% have websites, 25% list phone numbers, 25% provide email contacts.
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Everything you need to know about this market at a glance
4
in this area
5
Typical: 5.0 stars
16
per business (4 reviewed)
5 months
New MarketWhat contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
Just a few popular businesses get most of the customer attention. Many others are barely visible online.
Highest Rated Business
Kent Thompson, CFP, MSFS
Most businesses here have similar quality - customers generally get a reliable experience regardless of which one they choose.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.
Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Where businesses are located and how complete the data is
Nearly all businesses are in one small area. This is a dense, competitive neighborhood - stand out or get lost.
How many businesses have complete info (name, phone, address, website, email).
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
There are 4 financial advisor serving Raleigh, NC. The average rating is 5 stars based on 4 reviewed businesses. Reviewed businesses have an average of 16 reviews. 100% have websites and 25% list email contact and 25% have phone numbers. The highest-rated is Kent Thompson, CFP, MSFS with 5 stars from 6 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Kent Thompson, CFP, MSFS | 5.0 | 6 | Raleigh, NC |
Browse 4 verified businesses with contact details
4 of 4 businesses
Comprehensive market data for financial advisor businesses in Raleigh, NC, based on 4 verified listings.
Common questions about financial advisor in Raleigh, NC, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Practical tips to help you connect with financial advisor businesses in Raleigh, NC.
They nodded at every point. They asked for the contract. They said Monday works. Then silence. Learn to identify the over-agreeable prospect before they disappear and qualify commitment without killing the conversation.
When a competitor raises prices, their customers become price-sensitive, start comparison shopping, and open up to alternatives. That disruption window does not stay open long. Here is how to detect the change and move before it closes.
Solo vs agency outreach.
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| View |
| 2 | Pursuit Wealth Strategies | 5.0 | 4 | Raleigh, NC | View |
| 3 | H & M Financial Group LLC - LPL Financial | 4.9 | 39 | Raleigh, NC | View |
| 4 | Stone Legacy Capital | 4.9 | 14 | Raleigh, NC | View |
Access 4+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial advisor market in Raleigh, NC consists of 4 businesses competing for local customers. This is a niche market with limited competition, presenting opportunities for new businesses to establish market presence quickly.
Customer satisfaction among financial advisor in Raleigh, NC shows excellent levels, with an average rating of 5.0 stars. About 100% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 62% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial advisor in Raleigh, NC varies significantly. With 100% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Reaching financial advisor in Raleigh, NC is possible through multiple channels. Phone numbers are available for 25% of businesses. Email availability is limited at 25%, suggesting that phone or in-person contact may be more effective for initial outreach.
This market analysis is compiled from 4 verified financial advisor business listings in Raleigh, NC. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
