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Best Financial Advisors near Pineville, North Carolina


To help Americans find the best financial advisors in Pineville, 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 Pineville, 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. Brightworth
   (866) 727-6100
8816 Red Oak Blvd. Suite 260, Charlotte, North Carolina

Brightworth, registered in 1999, manages $4.0 billion for 2,060 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. 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.

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

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

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

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

7. 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.

8. Alpha Financial Advisors
   (704) 716-1100
11325 N Community House RD, Suite #410. Charlotte, NC

Alpha Financial Advisors, registered in 2014, manages $287.2 million for 211 clients.

9. 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.

10. 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.

11. AdviceOne Advisory Services
   (860) 659-4900
15801 Brixham Hill Avenue Suite 530, Charlotte, North Carolina

AdviceOne Advisory Services, registered in 2003, manages $887.0 million for 1,709 clients.

12. Fortigent
   (800) 877-7210
1055 Lpl Way Fort Mill, SC

Fortigent, registered in 2006, manages $2.3 billion for 908 clients.

13. Millennium Investment and Retirement Advisors
   (704) 743-3335
13850 Ballantyne Corporate Place, Suite 500. Charlotte, NC

Millennium Investment and Retirement Advisors, registered in 2012, manages $1.0 billion for 372 clients.

14. 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.

15. Archer Investment Corporation
   (704) 552-8689
13850 Ballantyne Corporate Place, Suite 500, Charlotte, North Carolina

Archer Investment Corporation, registered in 2005, manages $422.0 million for 2,032 clients.

16. BÓveda Asset Management
   (888) 569-8883
15720 Brixham Hill Avenue Charlotte, NC

BÓveda Asset Management, registered in 2014, manages $16.7 million for 1 clients.

17. FNB Wealth Management
   (704) 533-3836
5925 Carnegie Boulevard Suite 100, Charlotte, North Carolina

FNB Wealth Management, registered in 1999, manages $4.2 billion for 261 clients.

18. Virtue Capital Management
   (874) 469-0200
Multiple Locations

Virtue Capital Management, registered in 2014, manages $529.3 million for 3,133 clients.

19. Lockton Investment Advisors
   (704) 556-4100
4725 Piedmont Row Drive Suite 510, Charlotte, North Carolina

Lockton Investment Advisors, registered in 2007, manages $5.1 billion for 205 clients.

20. Lockton Investment Advisors
   (704) 556-4100
Multiple Locations

Lockton Investment Advisors, registered in 2007, manages $5.1 billion for 205 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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RegentAtlantic
   (973) 425-8420

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