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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.

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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

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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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Jonathan M. Spatz

Epic Income Advisors

2571 Springs Road NE

Hickory, NC 28601

828-569-1040

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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

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877-707-5429

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Tony Montanari

ACM Wealth Management

38 Orchard Street

Asheville, NC 28801

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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Autumn Buracker Yamamura

Morgan Stanley

6340 Quadrangle Drive 3rd Floor

Chapel Hill, NC 27517

919-490-7120

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Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613

919-845-3339

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Charles Jones

Wells Fargo Advisors

301 S. College St.
Suite 150

Charlotte, NC 28202

704-348-9535

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Granville Washington

Merrill Lynch

620 South Tryon Street

Charlotte, NC 28213

980-384-8247

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Masonboro Advisors

Masonboro Advisors

5815 Oleander Drive
5815 Oleander Drive, Suite 105

Wilmington, NC 28403

910-742-0509

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Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403

910-509-7230

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Allworth Financial

Allworth Financial

3917 University Drive Suite 200

Durham, NC 27707

888-242-6766

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 $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 AdvisorOffice LocationPhone 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

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