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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 North Carolina 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 & Planners in North Carolina

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in North Carolina that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in North Carolina. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in North Carolina

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Antonio V. Porretta

Blackbridge Financial

*

Harrisburg, NC 28075

704-960-9646

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Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502

919-657-4201

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Craig Faile

Blackbridge Financial

15515 York Rd.

Charlotte, NC 28278

704-641-0018

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Les H. Kern

D.H. Hill Wealth Management

2306 Wrightsville Ave.
Unit 201

Wilmington, NC 28403

910-763-5050

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Pat Latta

ACT Advisors Wealth Management

521 College Street

Asheville, NC 28801

828-398-2802

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Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919-401-0331

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Tony Montanari

ACM Wealth Management

Serving Asheville Surrounding Area
38 Orchard Street

Asheville, NC 28801

877-707-5429

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Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877-707-5429

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Alex Calott and Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210

704-302-1141

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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919-747-6052

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Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408

919-747-6052

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Kenneth Nelson

Nelson Wealth Advisors

Office A:10604 Bent Twig Drive, Raleigh NC 27613
Office B: 9121 Anson Way, Suite #204

Raleigh, NC 27615

919-845-3339

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Mike Allison

Blackbridge Financial

4777 Sharon Road
Suite 540

Charlotte, NC 28270

980-288-5477

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Jeff McElroy

US Financial Services

19109 W. Catawba Avenue
Suite 200

Cornelius, NC 28031

704-458-1174

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Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403

910-509-7230

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
BARINGS LLC
300 S. Tryon Street, Suite 2500 Charlotte, NC 28202
106006 $307,360,918,170 329 A percentage of AUM
Fixed fees
Performance Based
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800 Charlotte, NC 28202-6002
106234 $10,186,000,000 263 A percentage of AUM
CAPITAL INVESTMENT COUNSEL INC
100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609
104591 $588,793,340 926 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
SHAH CAPITAL MANAGEMENT
8601 Six Forks Road, Suite 630 Raleigh, NC 27615
133941 $466,109,220 93 A percentage of AUM
Performance Based
PHYSICIANS FINANCIAL SERVICES, INC.
100 E. Six Forks Road, Suite 200 Raleigh, NC 27609
118519 $364,676,874 501 A percentage of AUM
Hourly charges
Fixed fees
ALTAMONT CAPITAL MANAGEMENT
100 Coxe Avenue, Asheville, NC 28801
118979 $235,368,426 342 A percentage of AUM
Hourly charges
UWHARRIE INVESTMENT ADVISORS, INC.
132 North First Street, Albemarle, NC 28001
117592 $215,658,728 701 A percentage of AUM
Fixed fees
WESTHAMPTON CAPITAL
2150 Country Club Rd, Suite 250 Winston-Salem, NC 27104
119176 $191,890,498 239 A percentage of AUM
TRENT CAPITAL MANAGEMENT INC
3150 North Elm St,Ste 204, Greensboro, NC 27408
107344 $191,008,803 290 A percentage of AUM
Performance Based
COPLEY INVESTMENT MANAGEMENT, LLC
2328 Lynnwood Drive, Wilmington, NC 28403
118014 $181,941,701 710 A percentage of AUM
Hourly charges
Fixed fees
INVESTOR ADVISORY GROUP
421 South Sharon Amity Road, Suite A Charlotte, NC 28211
106837 $154,544,746 426 A percentage of AUM
Hourly charges
Fixed fees
KENSINGTON FINANCIAL GROUP, INC.
326 South Main Street, Winston-Salem, NC 27101
127658 $143,582,344 419 A percentage of AUM
DREHER FINANCIAL PARTNERS
275 Se Broad Street, Southern Pines, NC 28387
104537 $119,226,742 487 A percentage of AUM
INTERCAROLINA FINANCIAL SERVICES, INC.
3300 Battleground Avenue, Suite 400 Greensboro, NC 27410
19475 $112,267,206 236 A percentage of AUM
Fixed fees
TRICAPITAL WEALTH MANAGEMENT, INC.
Three South Executive Park, 6115 Park South Drive, Suite 330 Charlotte, NC 28210
118788 $101,274,994 183 A percentage of AUM
Hourly charges
Commision Based

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alexandra Naranjo-Myrick - Morgan Stanley
Inquire with Alexandra
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3476
Adam Whitesell
Inquire with Adam
3600 Glenwood Ave, Ste 130 Raleigh, NC 27612 919-227-3171
Brett Moyer
Inquire with Brett
4100 Mendenhall Oaks Pkwy, Ste 250 High Point, NC 27265 336-819-5753
Bob Edmonds
Inquire with Bob
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Bill Shaw
Inquire with Bill
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-4933
Adam Stanford
Inquire with Adam
500 College St, Asheville, NC 28801 828-250-8770
Anthem Wealth Management, LLC
Inquire with Anthem
8009 Creedmoor Rd, Suite 104 Raleigh, NC 27613 919-443-2427
Alex Bishop
Inquire with Alex
7930 W Kenton Cir, Ste 210 Huntersville, NC 28078 704-896-9985
Ash Minor
Inquire with Ash
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3438
Andre Conway
Inquire with Andre
300 N Greene St, Ste 1700 Greensboro, NC 27401 336-271-4338

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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