Best Financial Advisors in DURHAM, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DURHAM
SLP WEALTH
DURHAM, NC · Since 2023
KUHN ADVISORS, INC.
DURHAM, NC · Since 1993
SILVERBACK ASSET MANAGEMENT, LLC
DURHAM, NC · Since 2006
INTEGRATED WEALTHCARE, LLC
DURHAM, NC · Since 2021
PINAFORE WEALTH COUNSEL INC.
DURHAM, NC · Since 2024
VESTED FINANCE
DURHAM, NC · Since 2018
VERITY ASSET MANAGEMENT
DURHAM, NC · Since 2006
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 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.