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Best Financial Advisors near Matthews, North Carolina


To help Americans find the best financial advisors in Matthews, 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 Matthews, North Carolina.


1. 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.

2. 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.

3. Altavista Wealth Management
   (828) 684-2600
6201 Fairview Road. Suite 322, Charlotte, North Carolina

Altavista Wealth Management, registered in 2003, manages $555.3 million for 254 clients.

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

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

5. Stewardship Partners Investment Counsel
   (180) 093-0694
2514 Plantation Center DR. Matthews, NC

Stewardship Partners Investment Counsel, registered in 2004, manages $95.5 million for 486 clients.

6. Aprio Wealth Management
   (708) 841-1120
212 West Matthews Street Suite 102, Matthews, North Carolina

Aprio Wealth Management, registered in 2004, manages $703.2 million for 341 clients.

7. PDR Advisors
   (704) 845-2303
519 W. John ST. Matthews, NC

PDR Advisors, registered in 2007, manages $886.3 million for 34 clients.

8. 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.

9. NEPC
   (704) 542-7474
5113 Piper Station Drive Suite 205, Charlotte, North Carolina

NEPC, registered in 1990, manages $29.5 billion for 385 clients.

10. 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.

11. 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.

12. Horizon Investments
   (704) 544-2399
6210 Ardrey Kell Road, Ste 300. Charlotte, NC

Horizon Investments, registered in 2000, manages $3.4 billion for 1,909 clients.

13. Biltmore Family Office
   (704) 248-5230
6836 Morrison Boulevard, Suite 100. Charlotte, NC

Biltmore Family Office, registered in 2013, manages $1.3 billion for 54 clients.

14. Chilton Investment Services
   (980) 227-3100
5925 Carnegie Boulevard Suite 101, Charlotte, North Carolina

Chilton Investment Services, registered in 2011, manages $4.5 billion for 836 clients.

15. Investor Advisory Group
   (704) 366-1120
421 South Sharon Amity Road, Suite A. Charlotte, NC

Investor Advisory Group, registered in 2014, manages $132.2 million for 169 clients.

16. WestEnd Advisors
   (704) 556-9300
4064 Colony Road, Suite 130. Charlotte, NC

WestEnd Advisors, registered in 2005, manages $812.8 million for 1,292 clients.

17. Sapere Wealth Management
   (704) 321-5244
130 Matthews Station ST., Suite 2A. Matthews, NC

Sapere Wealth Management, registered in 2002, manages $285.4 million for 210 clients.

18. East Rock Capital
   (212) 630-5000
532 Governor Morrison St. Suite 200, Charlotte, North Carolina

East Rock Capital, registered in 2012, manages $2.1 billion for 11 clients.

19. Cooke & Bieler
   (215) 246-2030
6100 Fairview Road Suite 1153, Charlotte, North Carolina

Cooke & Bieler, registered in 2001, manages $9.8 billion for 291 clients.

20. Cooke & Bieler
   (215) 246-2030
Multiple Locations

Cooke & Bieler, registered in 2001, manages $9.8 billion for 291 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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Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 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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RegentAtlantic
   (973) 425-8420

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