Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in North Carolina

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 265 non-vetted financial advisors in North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in North Carolina have an average of 30 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in North Carolina

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

Address

1500 Town Side Drive, Suite 200,
Apex, NC 27502 See Details

Jacob Rice

Piedmont Capital Advisors

336-816-3801

Address

701 Green Valley Rd Suite 100 #210,
Greensboro, NC 27408 See Details

Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 See Details

Tony Montanari

ACM Wealth Management

877-707-5429

Address

Ross Kirwan

Carnegie Private Wealth

704-733-6897

Address

6101 Carnegie Blvd, Suite 520,
Charlotte, NC 28209 See Details

Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

Poterack Capital Advisory

704-366-5776

Address

Servicing Nationwide,
Cashiers, NC 28717 See Details

Masonboro Advisors

910-742-0509

Address

5815 Oleander Drive,
Suite 260,
Wilmington, NC 28403 See Details

Searer Planning and Investments

630-786-2391

Address

4405 Carlton Ridge Drive,
Lenoir, NC 28645 See Details

Strategic Investment Partners

910-509-7230

Address

1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403 See Details

Altrius Capital Management, Inc.

252-638-7598

Address

1323 Commerce Drive,
New Bern, NC 28562 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4700 Falls of Neuse Road,
Suite 275,
Raleigh, NC 27609 See Details

Farther Finance, LLC

910-242-9464

Address

Virtual via Zoom,
Leland, NC 28451 See Details

Top Financial Advisor Firms in North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	175112	$852,173,054,617	100603	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	104973	$429,024,440,167	9416	A percentage of AUM, Fixed fees, Performance Based
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	106006	$307,726,562,224	343	A percentage of AUM, Fixed fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	110841	$300,798,686,558	8078	A percentage of AUM, Performance Based
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd, Charlotte, NC, 28277	107312	$137,561,001,775	6685	A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)
STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209	135405	$66,746,472,114	3215	A percentage of AUM, Fixed fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC. 550 South Tryon Street, 40th Floor Charlotte, NC, 28202	133204	$43,998,251,201	20338	A percentage of AUM, Fixed fees
ALIGHT FINANCIAL ADVISORS, LLC 9335 Harris Corners Parkway, Suite 150 Charlotte, NC, 28269	158744	$33,737,582,682	219477	A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
ALUMINA INVESTMENT MANAGEMENT 6302 Fairview Road, Suite 520 Charlotte, NC, 28210	164273	$14,681,685,404	2	Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
INDEPENDENT ADVISOR ALLIANCE, LLC 11215 N. Community House Rd., Ste. 775 Charlotte, NC, 28277	168267	$12,826,908,245	52309	A percentage of AUM, Hourly charges, Fixed fees
GLOBAL ENDOWMENT MANAGEMENT, LP 224 W Tremont Avenue, Charlotte, NC, 28203	157772	$11,558,231,568	33	A percentage of AUM, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONS 2825 South Blvd, Suite 500 Charlotte, NC, 28209	143593	$10,771,561,842	40484	A percentage of AUM, Fixed fees
TRUEBRIDGE CAPITAL PARTNERS 1011 South Hamilton Road, Suite 400 Chapel Hill, NC, 27517	155425	$8,363,744,672	196	A percentage of AUM, Performance Based
RIDGEMONT PARTNERS MANAGEMENT, LLC 101 S. Tryon Street, Suite 3400 Charlotte, NC, 28280	157421	$7,634,744,615	33	A percentage of AUM, Fixed fees, Performance Based
WEDGE CAPITAL MANAGEMENT LLP 301 South College Street, #3800 Charlotte, NC, 28202-6002	106234	$7,583,000,000	234	A percentage of AUM

Select other cities around North Carolina to broaden your search for a financial advisor

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Find The Best Financial Advisors in North Carolina

How To Find The Best Financial Advisors in North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in North Carolina

Capital Financial Advisory Group, LLC

Address

Piedmont Capital Advisors

Address

Northwestern Mutual -Tom Morris

Address

ACM Wealth Management

Address

Carnegie Private Wealth

Address

Nelson Wealth Advisors

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in North Carolina (Ranked by AUM)

Select other cities around North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in North Carolina
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy