Best Financial Advisors in WILMINGTON, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in WILMINGTON
TILIA FIDUCIARY PARTNERS, INC.
WILMINGTON, NC · Since 2021
ASCENDOR WEALTH, LLC
WILMINGTON, NC · Since 2025
COUNTERWEIGHT PRIVATE WEALTH
WILMINGTON, NC · Since 2023
SEASIDE WEALTH ADVISORS LLC
WILMINGTON, NC · Since 2026
OLD NORTH STATE WEALTH MANAGEMENT, LLC
WILMINGTON, NC · Since 2008
LIVE OAK PRIVATE WEALTH, LLC
WILMINGTON, NC · Since 2018
OMNISTAR FINANCIAL GROUP, INC.
WILMINGTON, NC · Since 2016
LUMINA WEALTH MANAGEMENT, LLC
WILMINGTON, NC · Since 2017
MASONBORO ADVISORS
WILMINGTON, NC · Since 2025
DOVETAIL FINANCIAL GROUP LLC
WILMINGTON, NC · Since 2020
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 WILMINGTON?
The median advisory fee in WILMINGTON, NC is 0.95% of assets under management per year, based on Form ADV filings from 10 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.