North Carolina · 5 advisers
Financial Advisors in Apex, North Carolina
Looking for a financial advisor in Apex, North Carolina? Falists indexes 5 SEC-registered and state-registered investment advisers in Apex — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $166.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$166.4M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Apex
Ranked by AUM · Fees, team & specialties at a glance
AUM
$166.4M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
919-589-4040
AUM
$159.8M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-589-2528
BSG ADVISERS
Apex, NC
AUM
$134.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-267-4753
CRUTCHFIELD ADVISORS, INC
Apex, NC
AUM
$83.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
9194461216
AUM
—
Team
4 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
919-657-4201
More cities in North Carolina
Common questions
- How many financial advisors are in Apex, North Carolina?
- 5 registered investment advisers are listed in our Apex directory, sourced from public SEC filings.
- What types of advisors are in Apex?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Apex?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.