Best Financial Advisors in WILMINGTON, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WILMINGTON
ASCENDOR WEALTH, LLC
WILMINGTON, NC · Since 2025
TILIA FIDUCIARY PARTNERS, INC.
WILMINGTON, NC · Since 2021
SEASIDE WEALTH ADVISORS LLC
WILMINGTON, NC · Since 2026
COUNTERWEIGHT PRIVATE WEALTH
WILMINGTON, NC · Since 2023
OMNISTAR FINANCIAL GROUP, INC.
WILMINGTON, NC · Since 2016
MASONBORO ADVISORS
WILMINGTON, NC · Since 2025
OLD NORTH STATE WEALTH MANAGEMENT, LLC
WILMINGTON, NC · Since 2008
LUMINA WEALTH MANAGEMENT, LLC
WILMINGTON, NC · Since 2017
LIVE OAK PRIVATE WEALTH, LLC
WILMINGTON, NC · Since 2018
DOVETAIL FINANCIAL GROUP LLC
WILMINGTON, NC · Since 2020
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 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.