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Find The Best Financial Advisors in North Carolina
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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 13 vetted financial advisors and 1838 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 27 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
Strategic Investment Partners
Strategic Investment Partners
1508 Military Cutoff Rd.
Suite 206
910-509-7230
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 | $655,054,291,754 | 58162 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 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 |
| STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209 | 135405 | $75,308,954,284 | 3914 | A percentage of AUM, Fixed fees, Performance Based |
| WELLS FARGO INVESTMENT INSTITUTE, INC. 401 South Tryon Street, 2nd Floor, Mac D1050-026 Charlotte, NC, 28202 | 133204 | $51,248,339,997 | 16271 | A percentage of AUM, Fixed fees |
| ALIGHT FINANCIAL ADVISORS, LLC 4828 Parkway Plaza Blvd, Suite 100 Charlotte, NC, 28217 | 158744 | $32,116,659,131 | 232157 | A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES) |
| GLOBAL ENDOWMENT MANAGEMENT, LP 224 W Tremont Avenue, Charlotte, NC, 28203 | 157772 | $13,167,403,572 | 29 | A percentage of AUM, Fixed fees, Performance Based |
| ALUMINA INVESTMENT MANAGEMENT 6302 Fairview Road, Suite 520 Charlotte, NC, 28210 | 164273 | $10,679,533,797 | 2 | Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL) |
| WEDGE CAPITAL MANAGEMENT LLP 301 South College Street, #3800 Charlotte, NC, 28202-6002 | 106234 | $10,186,000,000 | 263 | A percentage of AUM |
| INDEPENDENT ADVISOR ALLIANCE, LLC 11215 N. Community House Rd., Ste. 775 Charlotte, NC, 28277 | 168267 | $9,830,340,002 | 39278 | A percentage of AUM, Hourly charges, Fixed fees |
| ADHESION WEALTH ADVISOR SOLUTIONS 5925 Carnegie Blvd, Suite 500 Charlotte, NC, 28209 | 143593 | $9,544,246,102 | 30687 | A percentage of AUM |
| TRUEBRIDGE CAPITAL PARTNERS 1011 South Hamilton Road, Suite 400 Chapel Hill, NC, 27517 | 155425 | $8,428,592,984 | 105 | A percentage of AUM, Performance Based |
| RIDGEMONT PARTNERS MANAGEMENT, LLC 101 S. Tryon Street, Suite 3400 Charlotte, NC, 28280 | 157421 | $6,859,441,271 | 24 | A percentage of AUM, Fixed fees, Performance Based |
| ASANA PARTNERS, LP 1616 Camden Road, Suite 210 Charlotte, NC, 28203 | 284477 | $6,301,314,460 | 7 | A percentage of AUM, Performance Based |
| PARSEC FINANCIAL 6 Wall St, Asheville, NC, 28801 | 104919 | $4,226,304,258 | 6171 | A percentage of AUM, Fixed fees |
| HORIZON INVESTMENTS LLC 6210 Ardrey Kell Road, Ste 300 Charlotte, NC, 28277 | 109552 | $4,045,965,161 | 4003 | A percentage of AUM, Fixed fees |
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 |
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 Raleigh, North Carolina
- Financial Advisors in Wilmington, North Carolina
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