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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 10 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 31 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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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 | $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 |
Select other cities around North Carolina to broaden your search for a financial advisor
- Financial Advisors in Apex, North Carolina
- Financial Advisors in Asheville, North Carolina
- Financial Advisors in Charlotte, North Carolina
- Financial Advisors in Durham, North Carolina
- Financial Advisors in Hickory, North Carolina
- Financial Advisors in New Bern, North Carolina
- Financial Advisors in Raleigh, North Carolina
- Financial Advisors in Wilmington, North Carolina
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