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Find Best Financial Advisors in Greensboro, 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 Greensboro is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Greensboro & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Greensboro?

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

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

List of Qualified Financial Advisors in Greensboro, North Carolina

advisor-photo

Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408

919-747-6052

advisor-photo

Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919-747-6052

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SMITH, SALLEY & ASSOCIATES, LLC
324 West Wendover Avenue, Suite 301 Greensboro, NC 27408
129614 $2,717,100,209 1898 A percentage of AUM
TRIAD FINANCIAL ADVISORS, INC.
3623 N. Elm Street, Suite 102 Greensboro, NC 27455
118583 $964,483,830 2277 A percentage of AUM
Other (FEE FOR MONITORING 3RD PARTY MANAGERS)
GRANVILLE CAPITAL, INC.
300 North Greene Street, Suite 1750 Greensboro, NC 27401
126679 $735,413,653 15 A percentage of AUM
Fixed fees
Performance Based
FUND DIRECT ADVISORS INC.
7800 Mccloud Road, Suite 201 Greensboro, NC 27409
155363 $660,000,000 380 A percentage of AUM
Fixed fees
HOLDERNESS INVESTMENTS CO
2102 N. Elm Street, Suite C Greensboro, NC 27408
106530 $433,970,325 542 A percentage of AUM
Hourly charges
Fixed fees
CAPITAL MANAGEMENT LLC
628 Green Valley Road, Suite 204 Greensboro, NC 27408
109416 $312,372,723 472 A percentage of AUM
Hourly charges
Fixed fees
ZURAW FINANCIAL ADVISORS, LLC
806 Green Valley Road, Suite 201 Greensboro, NC 27408
173129 $309,198,959 651 A percentage of AUM
Hourly charges
Fixed fees
SPARTAN PLANNING GROUP
1931 New Garden Rd, Ste 220, Greensboro, NC 27410
166599 $248,873,256 890 A percentage of AUM
Hourly charges
Fixed fees
CASCADES CAPITAL ASSET MANAGEMENT, LLC
1834 Pembroke Road, Suite 4 Greensboro, NC 27408
167102 $214,828,880 613 A percentage of AUM
CAROLINA FINANCIAL ADVISORS, INC.
100 East Lake Dr., Suite 100 Greensboro, NC 27403
118823 $199,778,514 1076 A percentage of AUM
Hourly charges
Fixed fees
TRENT CAPITAL MANAGEMENT INC
3150 North Elm St,Ste 204, Greensboro, NC 27408
107344 $191,008,803 290 A percentage of AUM
Performance Based
VN CAPITAL MANAGEMENT, LLC
1250 Revolution Mill Drive, Suite 181 Greensboro, NC 27405
166761 $149,771,000 2 A percentage of AUM
Performance Based
INTERCAROLINA FINANCIAL SERVICES, INC.
3300 Battleground Avenue, Suite 400 Greensboro, NC 27410
19475 $112,267,206 236 A percentage of AUM
Fixed fees
BLUEPRINT FUND MANAGEMENT
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
306419 $82,012,252 1 A percentage of AUM
BLUEPRINT FINANCIAL ADVISORS
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
315570 $0 0 A percentage of AUM

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bob Edmonds
Inquire with Bob
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Andre Conway
Inquire with Andre
300 N Greene St, Ste 1700 Greensboro, NC 27401 336-271-4338
Alexandra Turpin
Inquire with Alexandra
300 N Greene St, Ste 1700 Greensboro, NC 27401 336-271-4308
Allan Eades
Inquire with Allan
300 N Greene St, Ste 1700 Greensboro, NC 27401 336-271-4336
Gene Kemp
Inquire with Gene
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Edmonds, Hunt & Associates
Inquire with Edmonds,
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Sherry Hunt
Inquire with Sherry
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Kelley Wheaton
Inquire with Kelley
3608 W Friendly Ave, Ste 211 Greensboro, NC 27410 336-574-3160
Kathryn Larson
Inquire with Kathryn
401 N Edgeworth St, Ste A Greensboro, NC 27401 336-315-9410
Mark K Blakeman
Inquire with Mark
3220 Northline Ave, Ste 205 Greensboro, NC 27408 336-544-0353

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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