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Find 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. give you extensive options to compare best advisors in Durham & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Durham?

Looking for a qualified financial advisor in Durham? We can help you by narrowing down your options & listing the best financial advisors in Durham as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Durham near you with the list of certified and vetted Durham financial advisors.

List of Qualified Financial Advisors in Durham, North Carolina


Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707



Kenneth Nelson

Nelson Wealth Advisors

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

Raleigh, NC 27615



Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609



Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502



Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408


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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
280 S Mangum St, Ste 550 Durham, NC 27701-3676
158667 $817,766,323 7392 A percentage of AUM
Hourly charges
Fixed fees
3622 Lyckan Parkway, Suite 1001 Durham, NC 27707
117816 $708,980,344 1345 A percentage of AUM
Hourly charges
353 West Main Street, Durham, NC 27701
283713 $403,384,379 419 A percentage of AUM
4721 Emperor Blvd., Suite 250 Durham, NC 27703
118471 $226,340,262 511 A percentage of AUM
Hourly charges
Fixed fees
3211 Shannon Road, Ste 420 Durham, NC 27707-6323
312929 $117,026,150 82 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Advising Academics
Inquire with Advising
280 South Mangum Street, Suite 550 Durham, NC 27701 407-340-0241
Gaulden & Associates
Inquire with Gaulden
2525 Meridian Pkwy, Ste 60 Durham, NC 27713 919-361-9898
Gary L Gaulden
Inquire with Gary
2525 Meridian Pkwy, Ste 60 Durham, NC 27713 919-361-9898
Tucker Bria Wealth Strategies
Inquire with Tucker
3100 Tower Boulevard, Suite 117 Durham, NC 27707 919-381-5780
Inquire with DTLR
1058 West Club Blvd, Space 115 Durham, NC 27701 919-286-7700
Elefante Financial Services
Inquire with Elefante
1502 West NC Highway 54, Suite 501 Durham, NC 27707 919-338-2079
The Potter Financial Group
Inquire with Potter
1816 Front Street, Suite 220 Durham, NC 27705 919-383-7421
Douglas Lindsey
Inquire with Douglas
5417 Page Road, Durham, NC 27703 919-768-4877
Timothy Martin Dyess
Inquire with Timothy
1415 W NC Highway 54, Ste 115 Durham, NC 27707 919-403-0071
David Nichols
Inquire with David
2525 Meridian Pkwy, Ste 60 Durham, NC 27713 919-361-9898

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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