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Top Financial Advisor Firms in North Carolina




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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 Brandon Wilson 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
Advisory Alpha 2011 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
Arbor Investment Advisors 2001 View Locations
Archer Investment Corporation 2005 View Locations
Armor Investment Advisors 2005 View Locations
Asset Management and Planning 2001 View Locations
BakerAvenue 2004 View Locations
Balentine 2009 View Locations
Biltmore Family Office 2013 View Locations
Blue Rock Wealth Management 2001 View Locations
Bluesky Wealth Advisors 2013 View Locations
Bowen, Hanes & CO 1980 View Locations
Boys Arnold & Co 2020 View Locations
Brightworth 1999 View Locations
Bull City Advisors 2020 View Locations
BÓveda Asset Management 2014 View Locations
Capital Advisers 2004 View Locations
Capital Management 1998 View Locations
Capsouth Wealth Management 2004 View Locations
Cardinal Capital Management 1992 View Locations
Carousel Capital Management Company 2012 View Locations
Cherry Bekaert Wealth Management 2005 View Locations
Chilton Investment Services 2011 View Locations
Collegiate Capital Management 2005 View Locations
Colony Family Offices 2013 View Locations
Comperio Retirement Consulting 2006 View Locations
Cornercap Investment Counsel 1990 View Locations
Delegate Advisors 2012 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Everett Harris & Co 1940 View Locations
FNB Wealth Management 1999 View Locations
Financial Advisors Network 2012 View Locations
Financial Symmetry 2004 View Locations
Fund Direct Advisors 2013 View Locations
Global View Investment Advisors 2007 View Locations
Grant Street Asset Management 1993 View Locations
Granville Capital 2003 View Locations
Greerwalker Wealth Management 2002 View Locations
Hamilton Point Investment Advisors 2007 View Locations
Hayden Harper Wealth Advisory 2010 View Locations
Hightower Advisors 2008 View Locations
Holderness Investments Co 1995 View Locations
Horizon Investments 2000 View Locations
IFG Advisory 2014 View Locations
Investor Advisory Group 2014 View Locations
Jolley Asset Management 2001 View Locations
KDI Capital Partners 2012 View Locations
Kenneth Frenke & Co 1999 View Locations
Kingfisher Capital 2009 View Locations
Kuhn Advisors 1993 View Locations
Lewis Financial Management 2001 View Locations
Mcshane Partners 1993 View Locations
Merit Financial Advisors 2007 View Locations
Modera Wealth Management 2010 View Locations
NBT Capital Management 1987 View Locations
NEPC 1990 View Locations
Naples Asset Management Co 2006 View Locations
Novare Capital Management 2003 View Locations
PDR Advisors 2007 View Locations
Pamlico Capital 2012 View Locations
Parsec Financial 1981 View Locations
Pension Planning Solutions 2006 View Locations
Phoenix Wealth Advisors 2001 View Locations
Queens Oak Advisors 2009 View Locations
Retirement Wealth Advisors 2007 View Locations
Ritholtz Wealth Management 2013 View Locations
Salem Investment Counselors 1979 View Locations
Sapere Wealth Management 2002 View Locations
Sheets Smith Wealth Management 1988 View Locations
SignatureFD 2001 View Locations
Signet Financial Management 1988 View Locations
Smith, Salley & Associates 2003 View Locations
Southport Capital 2001 View Locations
Stancorp Investment Advisers 2000 View Locations
Stash Wealth 2013 View Locations
Stearns Financial Group 1991 View Locations
Stewardship Partners Investment Counsel 2004 View Locations
Sullivan, Bruyette, Speros & Blayney 1991 View Locations
The Mather Group 2011 View Locations
Timonier 2009 View Locations
Townsend Asset Management Corp 1982 View Locations
Triangle Securities Wealth Management 2008 View Locations
Vision Capital & Management 2006 View Locations
Wealthshield Partners 2013 View Locations
Wedge Capital Management 1987 View Locations
WestEnd Advisors 2005 View Locations
Whitener Capital Management 1987 View Locations
Willingdon Wealth Management 2020 View Locations
Woodard & Co Asset Management Group 1985 View Locations
Woodward Financial Advisors 2009 View Locations
Wrenn Financial Strategies 2000 View Locations
Zuraw Financial Advisors 2014 View Locations


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