AdvisorRanked

Best Financial Advisors in CHARLOTTE, North Carolina

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

91
Registered Firms
0.95%
Median Fee
of assets/year
$613M
Median AUM
91
Firms Listed
in our database

Top-Ranked Advisors in CHARLOTTE

#1
100

WEDGE CAPITAL MANAGEMENT LLP

CHARLOTTE, NC · Since 1987

$7.8B AUM21 clientsFee: 0%
FiduciaryFee-Only
#2
100

INVESTOR ADVISORY GROUP

CHARLOTTE, NC · Since 2014

$172M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

BRIGHTHOUSE INVESTMENT ADVISERS, LLC

CHARLOTTE, NC · Since 1994

$132.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#4
100

BRAGG FINANCIAL ADVISORS INC

CHARLOTTE, NC · Since 1999

$4.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#5
100

HORIZON INVESTMENTS LLC

CHARLOTTE, NC · Since 2000

$8.5B AUM23 clientsFee: 0%
FiduciaryFee-Only
#6
100

ALLSPRING FUNDS MANAGEMENT, LLC

CHARLOTTE, NC · Since 2000

$324.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

WESTEND ADVISORS, LLC

CHARLOTTE, NC · Since 2005

$1.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
100

ADHESION WEALTH ADVISOR SOLUTIONS

CHARLOTTE, NC · Since 2007

$11.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#9
100

ALUMINA INVESTMENT MANAGEMENT

CHARLOTTE, NC · Since 2012

$5.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

QUANTITATIVE PROCESS, LLC

CHARLOTTE, NC · Since 2014

$502M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

CLEARVIEW WEALTH MANAGEMENT

CHARLOTTE, NC · Since 2018

$182M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

INSIGHT FOLIOS

CHARLOTTE, NC · Since 2019

$331M AUM15 clientsFee: 0%
FiduciaryFee-Only
#13
100

OCTAGON ASSET MANAGEMENT, LLC

CHARLOTTE, NC · Since 2017

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

THE FINANCIAL LEGACY GROUP

CHARLOTTE, NC · Since 2026

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

LINDEN THOMAS ADVISORY SERVICES, LLC

CHARLOTTE, NC · Since 2017

$1.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
100

WSC & COMPANY, LLC

CHARLOTTE, NC · Since 2023

$320M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

GREENWAY WEALTH ADVISORS, LLC

CHARLOTTE, NC · Since 2023

$185M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
100

CANNON ADVISORS

CHARLOTTE, NC · Since 2021

$182M AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
100

CROWN WEALTH GROUP LLC

CHARLOTTE, NC · Since 2021

$438M AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
100

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · Since 2021

$204M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

REICHARD CAPITAL, LLC

CHARLOTTE, NC · Since 2019

$341M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NC · Since 2019

$481M AUM112 clientsFee: 0%
FiduciaryFee-Only
#23
100

KANBRICK LLC

CHARLOTTE, NC · Since 2023

$362M AUM6 clientsFee: 0%
FiduciaryFee-Only
#24
100

FRONT PORCH FINANCIAL ADVISORY

CHARLOTTE, NC · Since 2024

$181M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
100

INDEXPERTS, LLC

CHARLOTTE, NC · Since 2021

$101M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

BLUEPRINT FINANCIAL ADVISORS

CHARLOTTE, NC · Since 2021

$967M AUM28 clientsFee: 0%
FiduciaryFee-Only
#27
100

IA NETWORK, LLC

CHARLOTTE, NC · Since 2022

$200M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
100

LYON WEALTH ADVISORS

CHARLOTTE, NC · Since 2025

$311M AUM3 clientsFee: 0%
FiduciaryFee-Only
#29
100

KUCHARO WEALTH

CHARLOTTE, NC · Since 2026

$124M AUM1 clientsFee: 0%
FiduciaryFee-Only
#30
100

BLUE FINANCIAL

CHARLOTTE, NC · Since 2025

$145M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
100

FIRST TRYON ADVISORS

CHARLOTTE, NC · Since 2024

$1.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#32
100

BEACON CAPITAL ADVISORY GROUP

CHARLOTTE, NC · Since 2024

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
95

MILESTONE INVESTMENTS, INC.

CHARLOTTE, NC · Since 2022

$277M AUM2 clientsFee: 0%
Broker-Dealer
#34
95

ALLSPRING GLOBAL INVESTMENTS, LLC

CHARLOTTE, NC · Since 1984

$475.8B AUM301 clientsFee: 0%
FiduciaryFee-Only
#35
95

BARINGS LLC

CHARLOTTE, NC

$392.8B AUM465 clientsFee: 0%
FiduciaryFee-Only
#36
95

NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC · Since 2003

$1.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#37
95

LAUREL WEALTH ADVISORS, LLC

CHARLOTTE, NC · Since 2008

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#38
95

BROYHILL ASSET MANAGEMENT, LLC

CHARLOTTE, NC · Since 2021

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
95

ALPHA FINANCIAL ADVISORS, LLC

CHARLOTTE, NC · Since 2014

$619M AUM7 clientsFee: 0%
FiduciaryFee-Only
#40
95

STRATHMORE CAPITAL ADVISORS

CHARLOTTE, NC · Since 2016

$805M AUM11 clientsFee: 0%
FiduciaryFee-Only
#41
95

STERLING CAPITAL MANAGEMENT LLC

CHARLOTTE, NC · Since 2005

$69.2B AUM64 clientsFee: 0%
FiduciaryFee-Only
#42
95

INNOVATION PARTNERS LLC

CHARLOTTE, NC · Since 2013

$22M AUM1 clientsFee: 0%
Broker-Dealer
#43
95

EASTOVER CAPITAL MANAGEMENT

CHARLOTTE, NC · Since 2009

$392M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
95

HAYDEN HARPER WEALTH ADVISORY, LLC

CHARLOTTE, NC · Since 2010

$171M AUM4 clientsFee: 0%
FiduciaryFee-Only
#45
95

CALAMITA WEALTH MANAGEMENT

CHARLOTTE, NC · Since 2023

$138M AUM2 clientsFee: 0%
FiduciaryFee-Only
#46
95

GOUWS CAPITAL LLC

CHARLOTTE, NC · Since 2021

$210M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
95

WORTH ADVISORS

CHARLOTTE, NC · Since 2021

$281M AUM7 clientsFee: 0%
FiduciaryFee-Only
#48
95

RIDGEMONT PARTNERS MANAGEMENT, LLC

CHARLOTTE, NC · Since 2012

$10.3B AUM61 clientsFee: 0%
FiduciaryFee-Only
#49
95

PAMLICO CAPITAL

CHARLOTTE, NC · Since 2012

$5.3B AUM32 clientsFee: 0%
FiduciaryFee-Only
#50
95

GLOBAL ENDOWMENT MANAGEMENT, LP

CHARLOTTE, NC · Since 2012

$12.9B AUM23 clientsFee: 0%
FiduciaryFee-Only
#51
95

CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.

CHARLOTTE, NC · Since 2012

$1.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#52
95

TAGSTONE CAPITAL, INC.

CHARLOTTE, NC · Since 2021

$369M AUM1 clientsFee: 0%
FiduciaryFee-Only
#53
95

DEFENDER CAPITAL

CHARLOTTE, NC · Since 2015

$510M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
95

FC CAPITAL MANAGEMENT LLC

CHARLOTTE, NC · Since 2012

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#55
95

COLLWICK FUNDS GP, LLC

CHARLOTTE, NC · Since 2019

$440M AUM4 clientsFee: 0%
FiduciaryFee-Only
#56
95

FALFURRIAS MANAGEMENT PARTNERS LP

CHARLOTTE, NC · Since 2015

$3.7B AUM46 clientsFee: 0%
FiduciaryFee-Only
#57
95

SPP MANAGEMENT SERVICES, LLC

CHARLOTTE, NC · Since 2016

$624M AUM19 clientsFee: 0%
FiduciaryFee-Only
#58
95

CORNERSTONE WEALTH PLANNING

CHARLOTTE, NC · Since 2020

$486M AUM9 clientsFee: 0%
FiduciaryFee-Only
#59
95

COLONY FAMILY OFFICES, LLC

CHARLOTTE, NC · Since 2013

$3.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#60
95

BILTMORE FAMILY OFFICE, LLC

CHARLOTTE, NC · Since 2013

$3.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#61
95

HOBART WEALTH

CHARLOTTE, NC · Since 2016

$558M AUM11 clientsFee: 0%
FiduciaryFee-Only
#62
95

CORRUM CAPITAL MANAGEMENT

CHARLOTTE, NC · Since 2013

$1.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
#63
95

STEELE CREEK INVESTMENT MANAGEMENT LLC

CHARLOTTE, NC · Since 2014

$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#64
95

PROVIDENCE CAPITAL ADVISORS, LLC

CHARLOTTE, NC · Since 2016

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#65
95

DOLAN CAPITAL ADVISORS, LLC

CHARLOTTE, NC · Since 2024

$179M AUM2 clientsFee: 0%
FiduciaryFee-Only
#66
95

CAPITALA PRIVATE ADVISORS, LLC

CHARLOTTE, NC · Since 2016

$505M AUM14 clientsFee: 0%
FiduciaryFee-Only
#67
95

ASANA PARTNERS, LP

CHARLOTTE, NC · Since 2016

$8.4B AUM61 clientsFee: 0%
FiduciaryFee-Only
#68
95

AUCTUS ADVISORS LLC

CHARLOTTE, NC · Since 2017

$613M AUM2 clientsFee: 0%
FiduciaryFee-Only
#69
95

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

CHARLOTTE, NC · Since 2018

$788M AUM1 clientsFee: 0%
FiduciaryFee-Only
#70
95

VERUM PARTNERS LLC

CHARLOTTE, NC · Since 2019

$1.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#71
95

TANNIN CAPITAL, LLC

CHARLOTTE, NC · Since 2019

$825M AUM6 clientsFee: 0%
FiduciaryFee-Only
#72
95

CHURCHILL INVESTMENT MANAGEMENT, LLC

CHARLOTTE, NC · Since 2021

$12.1B AUM16 clientsFee: 0%
FiduciaryFee-Only
#73
95

MBL ADVISORS

CHARLOTTE, NC · Since 2019

$1.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
#74
95

STEPSTONE PRIVATE WEALTH

CHARLOTTE, NC · Since 2019

$8.2B AUM0 clientsFee: 0%
FiduciaryFee-Only
#75
95

GARDEN CITY MANAGEMENT, LLC

CHARLOTTE, NC · Since 2025

$344M AUM4 clientsFee: 0%
FiduciaryFee-Only
#76
95

NEW REPUBLIC PARTNERS

CHARLOTTE, NC · Since 2020

$3.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#77
95

MUIRFIELD WEALTH ADVISORS LLC

CHARLOTTE, NC · Since 2021

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#78
95

DAVIS INVESTMENT PARTNERS, LLC

CHARLOTTE, NC · Since 2022

$390M AUM2 clientsFee: 0%
FiduciaryFee-Only
#79
95

FCA PARTNERS, LLC

CHARLOTTE, NC · Since 2023

$910M AUM6 clientsFee: 0%
FiduciaryFee-Only
#80
95

BP ASSET MANAGEMENT INC.

CHARLOTTE, NC · Since 2026

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#81
95

KIAN CAPITAL PARTNERS, LLC

CHARLOTTE, NC · Since 2024

$1.1B AUM16 clientsFee: 0%
FiduciaryFee-Only
#82
95

TOPSAIL WEALTH MANAGEMENT LLC

CHARLOTTE, NC · Since 2024

$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#83
95

HAVEN CAPITAL ADVISORS, LLC

CHARLOTTE, NC · Since 2026

$5M AUM1 clientsFee: 0%
FiduciaryFee-Only
#84
92

TRICAPITAL WEALTH MANAGEMENT, INC.

CHARLOTTE, NC · Since 2022

$133M AUM3 clientsFee: 0%
FiduciaryFee-Only
#85
92

WMS ADVISORS, LLC

CHARLOTTE, NC · Since 2017

$281M AUM5 clientsFee: 0%
FiduciaryFee-Only
#86
92

INDEPENDENT ADVISOR ALLIANCE, LLC

CHARLOTTE, NC · Since 2013

$17.2B AUM247 clientsFee: 0%
FiduciaryFee-Only
#87
92

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · Since 2022

$305M AUM8 clientsFee: 0%
FiduciaryFee-Only1 complaint
#88
92

VARIANT PERCEPTION

CHARLOTTE, NC · Since 2025

$32M AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#89
90

ALLY INVEST ADVISORS

CHARLOTTE, NC · Since 2014

$1.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#90
87

ALIGHT FINANCIAL ADVISORS, LLC

CHARLOTTE, NC · Since 2011

$35.1B AUM60 clientsFee: 0%
Broker-Dealer1 complaint
#91
52

WELLS FARGO INVESTMENT INSTITUTE, INC.

CHARLOTTE, NC · Since 2005

$43.0B AUM143 clientsFee: 0%
FiduciaryFee-Only1 complaint

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 CHARLOTTE?

The median advisory fee in CHARLOTTE, NC is 0.95% of assets under management per year, based on Form ADV filings from 91 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.