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Best Financial Advisor Firms North Carolina 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in North Carolina.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in North Carolina, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 30, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Carolina are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in North Carolina.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in North Carolina? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ACT Wealth Management 2010 View Locations
Abacus Wealth Partners 2004 View Locations
Adhesion Wealth Advisor Solutions 2007 View Locations
AdviceOne Advisory Services 2003 View Locations
Allen Wealth Management 2005 View Locations
Alpha Financial Advisors 2014 View Locations
Altavista Wealth Management 2003 View Locations
Altrius Capital Management 2004 View Locations
Aprio Wealth Management 2004 View Locations
Armor Investment Advisors 2005 View Locations
Balentine 2009 View Locations
Biltmore Family Office 2013 View Locations
Bowen, Hanes & CO 1980 View Locations
Brightworth 1999 View Locations
Bóveda Asset Management 2014 View Locations
C F Parks 2012 View Locations
CP Advisors 2001 View Locations
Calamita Wealth Management 2010 View Locations
Capital Directions 2000 View Locations
Capital Management 1998 View Locations
Capstone Advisors 2011 View Locations
Cardinal Capital Management 1992 View Locations
Carolina Financial Services Group 2012 View Locations
Carolina Wealth Strategies 2014 View Locations
Carousel Capital Management Company 2012 View Locations
Collegiate Capital Management 2005 View Locations
Collie Financial Planning 2005 View Locations
Colony Family Offices 2013 View Locations
Comperio Retirement Consulting 2006 View Locations
Cook Wealth Management Group 2014 View Locations
Cornercap Investment Counsel 1990 View Locations
Dare Capital Management 2001 View Locations
Delegate Advisors 2012 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Eastover Capital Management 2009 View Locations
Encompass Advisors 2004 View Locations
Financial Symmetry 2004 View Locations
Financial Tailor 2013 View Locations
Freitag Financial Group 2009 View Locations
Fulbright Financial Consulting, PA 2001 View Locations
Fund Direct Advisors 2013 View Locations
Grand Street Capital Management 2009 View Locations
Grant Street Asset Management 1993 View Locations
Greerwalker Wealth 2002 View Locations
Hamilton Point Investment Advisors 2007 View Locations
Hayden Harper Wealth Advisory 2010 View Locations
Hunter Street Investment Advisors 2007 View Locations
JKMilne Asset Management 2004 View Locations
Jarrod Adams Investing 2012 View Locations
KDI Capital Partners 2012 View Locations
Kiely Wealth Advisory Group 1998 View Locations
Kuhn Advisors 1993 View Locations
Lewis Financial Management 2001 View Locations
Marquise Wealth Management 2012 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Modera Wealth Management 2010 View Locations
Newcomb Financial Advisors 2010 View Locations
Northstar Capital Advisors 2009 View Locations
Novare Capital Management 2003 View Locations
Oak City Consulting 2012 View Locations
Ocean Advisors 2010 View Locations
PDR Advisors 2007 View Locations
Pamlico Capital 2012 View Locations
Phoenix Wealth Advisors 2001 View Locations
Portfoliopro 2009 View Locations
Pottle Financial Services 2006 View Locations
Pragmatic Portfolios 2010 View Locations
Queens Oak Advisors 2009 View Locations
RED OAK Capital Advisors 2012 View Locations
Realm Investment Consulting 2014 View Locations
Salem Investment Counselors 1979 View Locations
Shankland Financial Advisors 2006 View Locations
Sikes Capital 2006 View Locations
Smith, Salley & Associates 2003 View Locations
Spark Asset Management Group 2005 View Locations
Stash Wealth 2013 View Locations
Stewardship Partners Investment Counsel 2004 View Locations
Sycamore Financial Planning 2011 View Locations
Tagstone Capital 2011 View Locations
Tarheel Advisors 2009 View Locations
Taylor Financial 2012 View Locations
Thomason Financial Services 2007 View Locations
Timonier 2009 View Locations
Townsend Asset Management Corp 1982 View Locations
Triangle Wealth Management 2008 View Locations
TrueBridge Capital Partners 2010 View Locations
Turning Point Financial 2011 View Locations
Veratis Advisors 2002 View Locations
Vision Capital & Management 2006 View Locations
Wedge Capital Management 1987 View Locations
Wells Financial Management 2012 View Locations
Wessel Investment Counsel 2012 View Locations
WestEnd Advisors 2005 View Locations
Whitener Capital Management 1987 View Locations
Wolfbridge Financial Corporation 2009 View Locations
Woodard & Co Asset Management Group 1985 View Locations
Woodstone Financial 2003 View Locations
Woodward Financial Advisors 2009 View Locations
Wrenn Financial Strategies 2000 View Locations
Xponance 1996 View Locations


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