Best Financial Advisors in DURHAM, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$801M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in DURHAM
#1
100
SLP WEALTH
DURHAM, NC · Since 2023
$64M AUM15 clientsFee: 0%
FiduciaryFee-Only
#2
95
KUHN ADVISORS, INC.
DURHAM, NC · Since 1993
$801M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
SILVERBACK ASSET MANAGEMENT, LLC
DURHAM, NC · Since 2006
$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
PINAFORE WEALTH COUNSEL INC.
DURHAM, NC · Since 2024
$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
VESTED FINANCE
DURHAM, NC · Since 2018
$0 AUM8 clientsFee: 0%
Broker-Dealer
#6
95
INTEGRATED WEALTHCARE, LLC
DURHAM, NC · Since 2021
$218M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
84
VERITY ASSET MANAGEMENT
DURHAM, NC · Since 2006
$1.2B AUM54 clientsFee: 0%
FiduciaryFee-Only2 complaints
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 DURHAM?
The median advisory fee in DURHAM, NC is 0.95% of assets under management per year, based on Form ADV filings from 7 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.