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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 11 vetted financial advisors and 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 34 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

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Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

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Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

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Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
175112 $714,587,898,072 76254 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
104973 $367,167,074,976 4060 A Percentage of AUM, Fixed Fees, Commission Based, Performance Based
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
106006 $273,040,118,322 333 A Percentage of AUM, Fixed Fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
110841 $235,232,798,890 7030 A Percentage of AUM, Performance Based
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000
Charlotte, NC, 28209
135405 $62,841,626,948 3390 A Percentage of AUM, Fixed Fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC.
550 South Tryon Street, 40th Floor
Charlotte, NC, 28202
133204 $38,123,578,794 24240 A Percentage of AUM, Fixed Fees
ALIGHT FINANCIAL ADVISORS, LLC
4828 Parkway Plaza Blvd, Suite 100
Charlotte, NC, 28217
158744 $30,803,228,222 238735 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 $10,797,568,445 2 Fixed Fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
GLOBAL ENDOWMENT MANAGEMENT, LP
224 W Tremont Avenue,
Charlotte, NC, 28203
157772 $10,580,525,716 30 A Percentage of AUM, Fixed Fees, Performance Based
INDEPENDENT ADVISOR ALLIANCE, LLC
11215 N. Community House Rd., Ste. 775
Charlotte, NC, 28277
168267 $10,095,700,130 47432 A Percentage of AUM, Hourly charges, Fixed Fees
RIDGEMONT PARTNERS MANAGEMENT, LLC
101 S. Tryon Street, Suite 3400
Charlotte, NC, 28280
157421 $9,676,520,191 29 A Percentage of AUM, Fixed Fees, Performance Based
TRUEBRIDGE CAPITAL PARTNERS
1011 South Hamilton Road, Suite 400
Chapel Hill, NC, 27517
155425 $8,601,633,930 156 A Percentage of AUM, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONS
5925 Carnegie Blvd, Suite 500
Charlotte, NC, 28209
143593 $8,342,573,056 34153 A Percentage of AUM
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800
Charlotte, NC, 28202-6002
106234 $7,930,000,000 246 A Percentage of AUM
ASANA PARTNERS, LP
1616 Camden Road, Suite 210
Charlotte, NC, 28203
284477 $6,904,879,783 7 A Percentage of AUM, Performance Based

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