Best Financial Advisor Firms North Carolina 2023

investor.com

Written by investor.com

April 05, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in North Carolina.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in North Carolina, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Carolina are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
ACT Wealth Management 5/5 Stars $332.4 million 213 4 $1.6 million
Allen Wealth Management 5/5 Stars $382.3 million 933 3 $409,775
Alpha Financial Advisors 5/5 Stars $353.6 million 239 7 $1.5 million
Altrius Capital Management 5/5 Stars $444.5 million 520 7 $854,775
Aprio Wealth Management 5/5 Stars $1.3 billion 692 17 $1.9 million
Armor Investment Advisors 5/5 Stars $293.7 million 177 7 $1.7 million
BAY Point Wealth 5/5 Stars $624.9 million 450 11 $1.4 million
Biltmore Family Office 5/5 Stars $2.3 billion 85 15 $27.3 million
Blue Rock Wealth Management 5/5 Stars $270.2 million 628 4 $430,191
Bluesky Wealth Advisors 5/5 Stars $612.4 million 347 12 $1.8 million
Bowen, Hanes & CO 5/5 Stars $3.3 billion 123 1 $26.6 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Brunswick Financial 5/5 Stars $0.0 28 1 $0.0
C F Parks 5/5 Stars $68.4 million 177 2 $386,526
Calamita Wealth Management 5/5 Stars $95.6 million 101 2 $946,196
Capital Directions 5/5 Stars $3.9 billion 1,948 11 $2.0 million
Cardinal Capital Management 5/5 Stars $594.2 million 273 3 $2.2 million
Carolina Financial Services Group 5/5 Stars $30.0 million 95 1 $315,789
Carousel Capital Management Company 5/5 Stars $1.5 billion 10 14 $154.1 million
Chilton Investment Services 5/5 Stars $5.4 billion 1,195 2 $4.6 million
Collegiate Capital Management 5/5 Stars $428.1 million 373 4 $1.1 million
Colony Family Offices 5/5 Stars $2.2 billion 476 5 $4.6 million
Comperio Retirement Consulting 5/5 Stars $1.7 billion 33 3 $52.9 million
Cook Wealth Management Group 5/5 Stars $404.2 million 407 7 $993,149
Cooke & Bieler 5/5 Stars $10.7 billion 260 12 $41.1 million
Cornercap Investment Counsel 5/5 Stars $1.1 billion 575 14 $2.0 million
Cornerstone Investment Services 5/5 Stars $51.2 million 111 1 $461,395
CP Advisors 5/5 Stars $34.5 million 134 4 $257,369
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Dare Capital Management 5/5 Stars $13.0 million 50 0 $259,526
Delegate Advisors 5/5 Stars $902.4 million 41 11 $22.0 million
Emerald Asset Management 5/5 Stars $79.7 million 139 1 $573,460
Encompass Advisors 5/5 Stars $39.4 million 48 1 $820,940
Exencial Wealth Advisors 5/5 Stars $3.8 billion 4,629 45 $814,352
Financial Symmetry 5/5 Stars $807.6 million 705 12 $1.1 million
Financial Tailor 5/5 Stars $2.6 million 26 1 $100,000
Forward Wealth Management 5/5 Stars $76.3 million 27 1 $2.8 million
Freitag Financial Group 5/5 Stars $30.3 million 37 1 $819,513
Fulbright Financial Consulting, PA 5/5 Stars $56.9 million 75 1 $758,346
Fuller Asset Management 5/5 Stars $16.7 million 29 1 $575,435
Gouws Capital 5/5 Stars $120.0 million 34 2 $3.5 million
Grand Street Capital Management 5/5 Stars $4.3 million 25 1 $172,462
Grant Street Asset Management 5/5 Stars $513.8 million 406 7 $1.3 million
Hamilton Point Investment Advisors 5/5 Stars $793.1 million 215 7 $3.7 million
Hunter Street Investment Advisors 5/5 Stars $78.6 million 222 2 $354,237
Hutchins Canning & Company PA 5/5 Stars $46.4 million 65 1 $714,196
Investor Advisory Group 5/5 Stars $125.7 million 172 4 $730,590
Jarrod Adams Investing 5/5 Stars $48.2 million 101 1 $477,659
Kenneth Frenke & Co 5/5 Stars $153.2 million 247 3 $620,249
Kiely Wealth Advisory Group 5/5 Stars $468.0 million 772 3 $606,217
Kuhn Advisors 5/5 Stars $631.9 million 268 3 $2.4 million
Lewis Financial Management 5/5 Stars $357.1 million 139 4 $2.6 million
Marquise Wealth Management 5/5 Stars $22.9 million 30 2 $762,965
Mcshane Partners 5/5 Stars $650.0 million 320 8 $2.0 million
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Millennium Investment and Retirement Advisors 5/5 Stars $1.6 billion 681 7 $2.3 million
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
NAMCOA 5/5 Stars $236.0 million 213 14 $1.1 million
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
New Potomac Partners 5/5 Stars $166.5 million 58 3 $2.9 million
Newcomb Financial Advisors 5/5 Stars $14.0 million 15 1 $930,769
Northstar Capital Advisors 5/5 Stars $26.8 million 64 2 $419,237
Novare Capital Management 5/5 Stars $1.3 billion 695 17 $1.9 million
Ocean Advisors 5/5 Stars $37.6 million 46 1 $818,433
Parsec Financial 5/5 Stars $3.7 billion 2,069 33 $1.8 million
Phoenix Wealth Advisors 5/5 Stars $436.2 million 436 8 $1.0 million
Powell Wealth 5/5 Stars $151.6 million 99 2 $1.5 million
Pragmatic Portfolios 5/5 Stars $59.7 million 48 1 $1.2 million
Quantitative Process 5/5 Stars $382.0 million 222 3 $1.7 million
RED OAK Capital Advisors 5/5 Stars $15.7 million 42 1 $373,985
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Salem Investment Counselors 5/5 Stars $3.0 billion 840 8 $3.6 million
Shankland Financial Advisors 5/5 Stars $55.9 million 265 3 $210,950
Smith, Salley & Associates 5/5 Stars $2.7 billion 784 15 $3.5 million
Sovereign Financial Group 5/5 Stars $30.0 million 62 1 $483,618
Stalwart Financial Planning 5/5 Stars $5.7 million 17 1 $336,122
Stash Wealth 5/5 Stars $41.6 million 227 3 $183,397
Stewardship Partners Investment Counsel 5/5 Stars $48.1 million 353 2 $136,339
Sycamore Financial Planning 5/5 Stars $43.7 million 17 2 $2.6 million
Tarheel Advisors 5/5 Stars $84.3 million 122 2 $690,611
Taylor Financial 5/5 Stars $34.5 million 46 1 $750,701
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Townsend Asset Management Corp 5/5 Stars $346.3 million 377 4 $918,573
Triad Financial Advisors 5/5 Stars $863.1 million 778 9 $1.1 million
Triangle Wealth Management 5/5 Stars $967.8 million 527 10 $1.8 million
Trinity Fiduciary Partners 5/5 Stars $124.4 million 52 1 $2.4 million
TrueBridge Capital Partners 5/5 Stars $8.6 billion 156 11 $55.1 million
Veratis Advisors 5/5 Stars $3.7 billion 75 2 $49.1 million
Vision Capital & Management 5/5 Stars $151.3 million 62 3 $2.4 million
Wake Wealth Management CO 5/5 Stars $8.1 million 1 1 $8.1 million
Wedge Capital Management 5/5 Stars $8.1 billion 258 27 $31.4 million
Wessel Investment Counsel 5/5 Stars $80.4 million 99 1 $812,036
Westhampton Capital 5/5 Stars $171.6 million 153 5 $1.1 million
Whitener Capital Management 5/5 Stars $346.2 million 588 3 $588,762
Willow 5/5 Stars $132.4 million 255 2 $519,059
Wolfbridge Financial Corporation 5/5 Stars $48.7 million 27 1 $1.8 million
Woodard & Co Asset Management Group 5/5 Stars $818.0 million 1,810 4 $451,933
Woodward Financial Advisors 5/5 Stars $455.3 million 179 3 $2.5 million
Zuraw Financial Advisors 5/5 Stars $264.4 million 166 1 $1.6 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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