Best Financial Advisors in North Carolina
285 SEC-registered advisory firms across 39 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in North Carolina
Top-Ranked Advisors in North Carolina
Page 1 of 12 · 285 firms
CAPTRUST
RALEIGH, NC · Since 2003
WEDGE CAPITAL MANAGEMENT LLP
CHARLOTTE, NC · Since 1987
HORIZON INVESTMENTS LLC
CHARLOTTE, NC · Since 2000
ADHESION WEALTH ADVISOR SOLUTIONS
CHARLOTTE, NC · Since 2007
SALEM INVESTMENT COUNSELORS INC
WINSTON SALEM, NC · Since 1979
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CHARLOTTE, NC · Since 1994
VERATIS ADVISORS, INC.
CARY, NC · Since 2002
WESTEND ADVISORS, LLC
CHARLOTTE, NC · Since 2005
COMPERIO RETIREMENT CONSULTING, INC.
CARY, NC · Since 2006
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
RALEIGH, NC · Since 2010
BRAGG FINANCIAL ADVISORS INC
CHARLOTTE, NC · Since 1999
ALLSPRING FUNDS MANAGEMENT, LLC
CHARLOTTE, NC · Since 2000
MORGAN CREEK CAPITAL MANAGEMENT, LLC
CHAPEL HILL, NC · Since 2006
ALUMINA INVESTMENT MANAGEMENT
CHARLOTTE, NC · Since 2012
OAK CITY INVESTMENT CONSULTING
WAKE FOREST, NC · Since 2012
BLUEPRINT INVESTMENT PARTNERS LLC
GREENSBORO, NC · Since 2016
WOODWARD FINANCIAL ADVISORS, INC.
CHAPEL HILL, NC · Since 2009
LINDEN THOMAS ADVISORY SERVICES, LLC
CHARLOTTE, NC · Since 2017
CORNERSTONE ADVISORS, LLC
ASHEVILLE, NC · Since 2019
PLEXUS CAPITAL
RALEIGH, NC · Since 2022
QHP CAPITAL, L.P.
RALEIGH, NC · Since 2021
LEWIS FINANCIAL MANAGEMENT, LLC
RALEIGH, NC · Since 2001
CAPITAL ADVISERS, INC.
RALEIGH, NC · Since 2004
PHYSICIANS FINANCIAL SERVICES, INC.
RALEIGH, NC · Since 2006
TIMONIER
WINSTON SALEM, NC · Since 2009
About Financial Advisors in North Carolina
How many financial advisors are registered in North Carolina?
There are 285 SEC-registered investment advisory firms in North Carolina, spread across 39 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in North Carolina?
The median advisory fee in North Carolina is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.