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Find The Best Financial Advisors in Durham, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Durham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Durham & pick the one as per your needs

How To Find The Best Financial Advisors in Durham, North Carolina

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Durham, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Durham, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Durham, North Carolina have an average of 30 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 Durham, North Carolina

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Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

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Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

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Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VERITY ASSET MANAGEMENT
280 S Mangum St, Ste 550
Durham, NC, 27701-3676
158667 $783,152,132 7489 A Percentage of AUM, Hourly charges, Fixed Fees
KUHN ADVISORS, INC.
2828 Pickett Road, Suite 170
Durham, NC, 27705
117816 $631,882,403 1325 A Percentage of AUM, Hourly charges
ARJUNA CAPITAL, LLC
353 West Main Street,
Durham, NC, 27701
283713 $374,488,751 523 A Percentage of AUM
GORDON ASSET MANAGEMENT, LLC
4721 Emperor Blvd., Suite 250
Durham, NC, 27703
118471 $200,170,598 473 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
INTEGRATED WEALTHCARE, LLC
3100 Tower Blvd, Ste 1660
Durham, NC, 27707-6323
312929 $94,958,423 344 A Percentage of AUM, Hourly charges, Fixed Fees
SLP WEALTH
555 South Mangum St, Suite 100
Durham, NC, 27701
325631 $0 0 A Percentage of AUM, Fixed Fees

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