Best Financial Advisors in CHARLOTTE, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CHARLOTTE
Page 1 of 4 · 91 firms
WEDGE CAPITAL MANAGEMENT LLP
CHARLOTTE, NC · Since 1987
HORIZON INVESTMENTS LLC
CHARLOTTE, NC · Since 2000
ADHESION WEALTH ADVISOR SOLUTIONS
CHARLOTTE, NC · Since 2007
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CHARLOTTE, NC · Since 1994
WESTEND ADVISORS, LLC
CHARLOTTE, NC · Since 2005
BRAGG FINANCIAL ADVISORS INC
CHARLOTTE, NC · Since 1999
ALLSPRING FUNDS MANAGEMENT, LLC
CHARLOTTE, NC · Since 2000
ALUMINA INVESTMENT MANAGEMENT
CHARLOTTE, NC · Since 2012
LINDEN THOMAS ADVISORY SERVICES, LLC
CHARLOTTE, NC · Since 2017
QUANTITATIVE PROCESS, LLC
CHARLOTTE, NC · Since 2014
IP FINANCIAL ADVISORY SERVICES LLC
CHARLOTTE, NC · Since 2019
INVESTOR ADVISORY GROUP
CHARLOTTE, NC · Since 2014
CLEARVIEW WEALTH MANAGEMENT
CHARLOTTE, NC · Since 2018
INSIGHT FOLIOS
CHARLOTTE, NC · Since 2019
OCTAGON ASSET MANAGEMENT, LLC
CHARLOTTE, NC · Since 2017
BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC · Since 2021
FIRST TRYON ADVISORS
CHARLOTTE, NC · Since 2024
CANNON ADVISORS
CHARLOTTE, NC · Since 2021
PORTUS WEALTH ADVISORS, LLC
CHARLOTTE, NC · Since 2021
REICHARD CAPITAL, LLC
CHARLOTTE, NC · Since 2019
KANBRICK LLC
CHARLOTTE, NC · Since 2023
ALLSPRING GLOBAL INVESTMENTS, LLC
CHARLOTTE, NC · Since 1984
WSC & COMPANY, LLC
CHARLOTTE, NC · Since 2023
CROWN WEALTH GROUP LLC
CHARLOTTE, NC · Since 2021
FRONT PORCH FINANCIAL ADVISORY
CHARLOTTE, NC · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.