Best Financial Advisors in CHAPEL HILL, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CHAPEL HILL
FRAZIER FINANCIAL CONSULTANTS, LLC
CHAPEL HILL, NC · Since 2016
MORGAN CREEK CAPITAL MANAGEMENT, LLC
CHAPEL HILL, NC · Since 2006
TARHEEL ADVISORS, LLC
CHAPEL HILL, NC · Since 2025
WOODWARD FINANCIAL ADVISORS, INC.
CHAPEL HILL, NC · Since 2009
SAFE HARBOR FAMILY CAPITAL, LLC
CHAPEL HILL, NC · Since 2022
FRANKLIN STREET ADVISORS INC.
CHAPEL HILL, NC · Since 1991
PHOENIX WEALTH ADVISORS INC.
CHAPEL HILL, NC · Since 2001
HAMILTON POINT INVESTMENT ADVISORS, LLC
CHAPEL HILL, NC · Since 2007
OLD PEAK FINANCE
CHAPEL HILL, NC · Since 2017
TRUEBRIDGE CAPITAL PARTNERS
CHAPEL HILL, NC · Since 2010
AMPHORA WEALTH MANAGEMENT, LLC
CHAPEL HILL, NC · Since 2022
DELEGATE ADVISORS, LLC
CHAPEL HILL, NC · Since 2012
HILLTOP WEALTH ADVISORS, LLC
CHAPEL HILL, NC · Since 2016
ETON ADVISORS
CHAPEL HILL, NC · Since 2017
ABSHER WEALTH MANAGEMENT, LLC
CHAPEL HILL, NC · Since 2019
ATLANTIC PRIVATE WEALTH, LLC
CHAPEL HILL, NC · Since 2021
STRUCTURAL SOLUTIONS LLC
CHAPEL HILL, NC · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CHAPEL HILL?
The median advisory fee in CHAPEL HILL, NC is 0.95% of assets under management per year, based on Form ADV filings from 17 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.