Best Financial Advisor Firms North Carolina 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in North Carolina.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Carolina are as followed:

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 Advisors 5/5 Stars $389.9 million 566 5 $688,834
ACT Wealth Management 5/5 Stars $378.1 million 195 4 $1.9 million
Adhesion Wealth Advisor Solutions 5/5 Stars $9.5 billion 136 8 $70.2 million
Advisory Alpha 5/5 Stars $1.8 billion 7,935 50 $228,539
Allen Wealth Management 5/5 Stars $369.6 million 882 3 $419,083
Alpha Financial Advisors 5/5 Stars $412.3 million 239 5 $1.7 million
Altrius Capital Management 5/5 Stars $446.2 million 432 7 $1.0 million
Aprio Wealth Management 5/5 Stars $1.3 billion 534 9 $2.5 million
Armor Investment Advisors 5/5 Stars $325.2 million 175 6 $1.9 million
Blue Water Capital Management 5/5 Stars $92.5 million 100 4 $925,140
Bluesky Wealth Advisors logoBluesky Wealth Advisors 5/5 Stars $628.2 million 330 11 $1.9 million
Bowen, Hanes & CO 5/5 Stars $4.1 billion 129 1 $31.4 million
Bridge Investment Group 5/5 Stars $36.3 billion 116 4 $313.3 million
Brightworth 5/5 Stars $5.4 billion 2,302 29 $2.3 million
Brunswick Financial 5/5 Stars $0.0 26 1 $0.0
C F Parks 5/5 Stars $75.5 million 162 2 $466,054
Calamita Wealth Management 5/5 Stars $95.6 million 101 2 $946,196
Capital Directions 5/5 Stars $3.8 billion 1,877 11 $2.0 million
Capstone Advisors 5/5 Stars $47.0 million 65 3 $722,801
Cardinal Capital Management 5/5 Stars $639.4 million 267 3 $2.4 million
Carousel Capital Management Company 5/5 Stars $1.6 billion 10 13 $158.3 million
Chilton Investment Services 5/5 Stars $5.8 billion 1,015 2 $5.7 million
Colony Family Offices 5/5 Stars $2.4 billion 212 4 $11.1 million
Comperio Retirement Consulting logoComperio Retirement Consulting 5/5 Stars $2.0 billion 30 3 $66.7 million
Cook Wealth Management Group 5/5 Stars $456.3 million 352 9 $1.3 million
Cornercap Investment Counsel 5/5 Stars $1.3 billion 597 14 $2.2 million
CP Advisors 5/5 Stars $35.9 million 106 4 $338,881
Dare Capital Management 5/5 Stars $17.5 million 50 0 $350,880
Delegate Advisors 5/5 Stars $946.7 million 37 9 $25.6 million
Dixon Hughes Goodman Wealth Advisors 5/5 Stars $2.2 billion 2,275 23 $969,671
Encompass Advisors 5/5 Stars $37.0 million 38 1 $972,429
Exencial Wealth Advisors 5/5 Stars $4.4 billion 2,667 45 $1.6 million
Financial Symmetry 5/5 Stars $812.7 million 646 11 $1.3 million
Financial Tailor 5/5 Stars $2.8 million 28 1 $100,250
Forward Wealth Management 5/5 Stars $49.9 million 42 1 $1.2 million
Freitag Financial Group 5/5 Stars $36.0 million 34 1 $1.1 million
Fulbright Financial Consulting, PA 5/5 Stars $60.5 million 72 1 $840,638
Fund Direct Advisors 5/5 Stars $660.0 million 280 6 $2.4 million
Global View Investment Advisors 5/5 Stars $404.1 million 549 4 $736,102
Gouws Capital 5/5 Stars $138.9 million 40 2 $3.5 million
Grand Street Capital Management 5/5 Stars $4.8 million 21 1 $228,947
Grant Street Asset Management 5/5 Stars $595.7 million 392 6 $1.5 million
Greerwalker Wealth 5/5 Stars $346.5 million 227 4 $1.5 million
Hamilton Point Investment Advisors 5/5 Stars $755.8 million 184 7 $4.1 million
Hunter Street Investment Advisors 5/5 Stars $74.0 million 61 2 $1.2 million
Hutchins Canning & Company PA 5/5 Stars $50.4 million 56 1 $900,798
Investor Advisory Group 5/5 Stars $154.5 million 169 4 $914,465
Jarrod Adams Investing 5/5 Stars $51.1 million 88 1 $581,216
JKMilne Asset Management 5/5 Stars $704.7 million 5 3 $140.9 million
Kiely Wealth Advisory Group 5/5 Stars $468.0 million 772 3 $606,217
Kuhn Advisors 5/5 Stars $709.0 million 212 3 $3.3 million
Lewis Financial Management 5/5 Stars $417.5 million 139 4 $3.0 million
Marquise Wealth Management 5/5 Stars $30.6 million 43 2 $710,726
Mcshane Partners 5/5 Stars $645.0 million 305 8 $2.1 million
MD Investment Advisors 5/5 Stars $34.3 million 145 2 $236,667
Merit Financial Advisors 5/5 Stars $3.7 billion 5,629 90 $654,061
Millennium Investment and Retirement Advisors 5/5 Stars $1.8 billion 464 7 $3.8 million
NAMCOA 5/5 Stars $234.5 million 234 13 $1.0 million
NEPC 5/5 Stars $69.7 billion 403 1 $173.0 million
New Potomac Partners 5/5 Stars $202.2 million 54 3 $3.7 million
Newcomb Financial Advisors 5/5 Stars $14.9 million 15 1 $992,078
Northstar Capital Advisors 5/5 Stars $27.0 million 63 2 $429,035
Novare Capital Management 5/5 Stars $1.4 billion 649 15 $2.2 million
Ocean Advisors 5/5 Stars $40.5 million 46 1 $879,510
Parsec Financial 5/5 Stars $4.2 billion 1,959 31 $2.2 million
Phoenix Wealth Advisors 5/5 Stars $531.0 million 446 8 $1.2 million
Pottle Financial Services 5/5 Stars $31.1 million 31 1 $1.0 million
Pragmatic Portfolios 5/5 Stars $62.5 million 46 1 $1.4 million
Quantitative Process 5/5 Stars $465.8 million 214 3 $2.2 million
RED OAK Capital Advisors 5/5 Stars $17.5 million 41 1 $427,526
Redhawk Wealth Advisors 5/5 Stars $1.4 billion 1,723 36 $802,246
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Salem Investment Counselors 5/5 Stars $3.5 billion 741 7 $4.7 million
Shankland Financial Advisors 5/5 Stars $50.7 million 249 4 $203,604
Sikes Capital 5/5 Stars $7.3 million 24 1 $305,718
Smith, Salley & Associates 5/5 Stars $2.7 billion 725 14 $3.7 million
Sovereign Financial Group 5/5 Stars $36.6 million 60 1 $610,656
Stalwart Financial Planning 5/5 Stars $3.2 million 6 1 $540,075
Stash Wealth 5/5 Stars $50.1 million 347 2 $144,447
Stewardship Partners Investment Counsel 5/5 Stars $63.5 million 397 2 $159,914
Sycamore Financial Planning 5/5 Stars $35.3 million 10 2 $3.5 million
Tarheel Advisors 5/5 Stars $91.6 million 120 2 $763,108
Taylor Financial 5/5 Stars $41.8 million 41 1 $1.0 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Thomason Financial Services 5/5 Stars $0.0 1 1 $0.0
Townsend Asset Management Corp 5/5 Stars $367.1 million 347 4 $1.1 million
Triad Financial Advisors 5/5 Stars $964.5 million 746 9 $1.3 million
Triangle Wealth Management 5/5 Stars $1.1 billion 498 10 $2.2 million
Trinity Fiduciary Partners 5/5 Stars $105.0 million 50 1 $2.1 million
TrueBridge Capital Partners 5/5 Stars $8.4 billion 105 11 $80.3 million
Veratis Advisors 5/5 Stars $4.0 billion 68 3 $58.6 million
Wake Wealth Management CO 5/5 Stars $180,000 1 1 $180,000
Wedge Capital Management 5/5 Stars $10.2 billion 263 27 $38.7 million
Wessel Investment Counsel 5/5 Stars $82.3 million 92 1 $895,031
Westhampton Capital 5/5 Stars $191.9 million 153 5 $1.3 million
Whitener Capital Management 5/5 Stars $388.6 million 530 3 $733,207
Wolfbridge Financial Corporation 5/5 Stars $49.0 million 52 1 $942,307
Woodard & Co Asset Management Group 5/5 Stars $962.7 million 1,831 4 $525,778
Woodward Financial Advisors 5/5 Stars $511.3 million 180 7 $2.8 million
Zuraw Financial Advisors 5/5 Stars $309.2 million 152 1 $2.0 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, retirement planning, and more.


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