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Best Financial Advisors near Charlotte, North Carolina


To help Americans find the best financial advisors in Charlotte, North Carolina, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Charlotte, North Carolina.


1. Greerwalker Wealth Management
   (704) 377-0239
227 West Trade Street, Suite 1100. Charlotte, NC

Greerwalker Wealth Management, registered in 2002, manages $309.4 million for 170 clients.

2. Adhesion Wealth Advisor Solutions
   (888) 295-8351
5925 Carnegie Blvd, Suite 500. Charlotte, NC

Adhesion Wealth Advisor Solutions, registered in 2007, manages $4.7 billion for 142 clients.

3. Cornercap Investment Counsel
   (704) 442-8457
6101 Carnegie Boulevard Suite 550, Charlotte, North Carolina

Cornercap Investment Counsel, registered in 1990, manages $1.3 billion for 425 clients.

4. Novare Capital Management
   (704) 334-3698
521 E. Morehead, Suite 510. Charlotte, NC

Novare Capital Management, registered in 2003, manages $1.2 billion for 600 clients.

5. The Mather Group
   (704) 561-6711
101 N Tryon Street Suite 112, Charlotte, North Carolina

The Mather Group, registered in 2011, manages $3.7 billion for 1,544 clients.

6. Mcshane Partners
   (980) 585-3390
521 E. Morehead ST, Suite 580. Charlotte, NC

Mcshane Partners, registered in 1993, manages $535.0 million for 325 clients.

7. Modera Wealth Management
   (704) 358-3322
Multiple Locations

Modera Wealth Management, registered in 2010, manages $2.7 billion for 1,403 clients.

8. Stash Wealth
   (212) 913-9904
1422 S Tryon ST, 3rd Floor. Charlotte, NC

Stash Wealth, registered in 2013, manages $27.8 million for 325 clients.

9. Grant Street Asset Management
   (704) 719-1060
128 S. Tyron St Suite 1581, Charlotte, North Carolina

Grant Street Asset Management, registered in 1993, manages $488.1 million for 468 clients.

10. Merit Financial Advisors
   (704) 357-8700
2359 Perimeter Pointe Parkway Suite 175, Charlotte, North Carolina

Merit Financial Advisors, registered in 2007, manages $2.3 billion for 4,120 clients.

11. Queens Oak Advisors
   (704) 547-3100
6101 Carnegie Boulevard, Suite 360. Charlotte, NC

Queens Oak Advisors, registered in 2009, manages $504.3 million for 174 clients.

12. Dixon Hughes Goodman Wealth Advisors
   (704) 364-5414
4350 Congress Blvd Suite 925, Charlotte, North Carolina

Dixon Hughes Goodman Wealth Advisors, registered in 2000, manages $1.6 billion for 4,814 clients.

13. Wedge Capital Management
   (704) 334-6475
301 South College Street, #3800. Charlotte, NC

Wedge Capital Management, registered in 1987, manages $11.3 billion for 359 clients.

14. Pamlico Capital
   (704) 414-7150
150 N. College Street, Suite 2400. Charlotte, NC

Pamlico Capital, registered in 2012, manages $1.8 billion for 12 clients.

15. Hayden Harper Wealth Advisory
   (704) 343-2447
828 East Boulevard Charlotte, NC

Hayden Harper Wealth Advisory, registered in 2010, manages $113.9 million for 86 clients.

16. Parsec Financial
   (704) 334-0894
Carillon Building 227 West Trade Street, Ste. 1840, Charlotte, North Carolina

Parsec Financial, registered in 1981, manages $3.0 billion for 1,765 clients.

17. Colony Family Offices
   (704) 285-7300
4250 Congress Street, Suite 175. Charlotte, NC

Colony Family Offices, registered in 2013, manages $1.8 billion for 289 clients.

18. Carousel Capital Management Company
   (704) 372-2040
201 North Tryon Street, Suite 2450. Charlotte, NC

Carousel Capital Management Company, registered in 2012, manages $759.0 million for 6 clients.

19. Abacus Wealth Partners
   (919) 810-9118
615 Pecan Avenue, Charlotte, North Carolina

Abacus Wealth Partners, registered in 2004, manages $2.7 billion for 1,573 clients.

20. Abacus Wealth Partners
   (919) 810-9118
Multiple Locations

Abacus Wealth Partners, registered in 2004, manages $2.7 billion for 1,573 clients.



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Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for North Carolina


Cary, North Carolina Charlotte, North Carolina Durham, North Carolina Matthews, North Carolina Morrisville, North Carolina Newell, North Carolina Pineville, North Carolina RTP, North Carolina Raleigh, North Carolina Research Triangle Park, North Carolina

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