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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 an audacious step to take! Finding the right financial advisor in North Carolina involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in North Carolina?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in North Carolina to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best North Carolina financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in North Carolina



ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203
(877) 7075429



ACM Wealth Management

Serving Asheville Surrounding Area

Asheville, NC 28801
(877) 7075429


Alex Calott & Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210
(704) 3021141


Peter Kisver

Kiaros Advisors, LLC

234A NW Broad St

Southern Pines, NC 28387
(910) 4200352


Michael Black

E.K. Riley Investments, LLC

11118 Travis Gulch Dr

Charlotte, NC 28277
(704) 5849363


Coach Pete D'Arruda, RICP®, MRFC, RFC®

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200
Call : (919) 657-4201

Apex, NC 27502
(919) 6574201


Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613
(919) 7969907


Kelli Smith

Edelman Financial Engines, LLC

8450 Falls of Neuse Rd.
Suite 206

Raleigh, NC 27615
(919) 4053800


Tyler Brown

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408
(336) 8990773


John K. Bahr, CRPS®

Integrity Wealth Advantage, LLC

1340 Environ Way 3rd Floor

Chapel Hill, NC 27517
(919) 4149092


Glen McLaughlin

Buoyant Financial

14311 Reese Blvd, Suite A2 #341

Huntersville, NC 28078
(704) 7560315


Les H Kern


2306 Wrightsville Ave

Wilmington, NC 28403
(800) 7938884


Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403
(910) 5097230


Leonard Brecken

Brecken Capital Advisors, LLC

657 Santolina Ct, Weddington NC

Weddington, NC 28173
(917) 7015231


Antonio V. Porretta

Blackbridge Financial


Harrisburg, NC 28075
(704) 9609646

Frequently Asked Questions

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 I 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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