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Top Rated Financial Advisors in North Carolina

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in North Carolina is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in North Carolina with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in North Carolina near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Coach Pete D'Arruda

Capital Financial Advisory Group, LLC
RFC®, RICP®, MRFC
Coach Pete D'Arruda, a financial fiduciary, provides financial services to clients in the Apex, North Carolina area. Coach holds a RFC®, RICP®, MRFC certification. Coach has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Jacob Rice

Jacob Rice - Northwestern Mutual
CFP®, RICP®, CLU®, ChFC®
Jacob Rice, a financial fiduciary, provides financial services to clients in the Greensboro, North Carolina area. Jacob holds a CFP®, RICP®, CLU®, ChFC® certification. Jacob has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Tom Morris

Northwestern Mutual -Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC®
Tom Morris, a financial fiduciary, provides financial services to clients in the Durham, North Carolina area. Tom holds a CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC® certification. Tom has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Tony holds a CIMA® certification. Tony has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Wells Fargo Clearing

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Ross Kirwan

Carnegie Private Wealth
MBA, CFP®
Ross Kirwan, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Ross holds a MBA, CFP® certification. Ross has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
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Adam Chaney

Optimal Wealth
CFP®, CRPC®
Adam Chaney, a financial fiduciary, provides financial services to clients in the Forest City, North Carolina area. Adam holds a CFP®, CRPC® certification. Adam has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial Corporation

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Kenneth Nelson

Nelson Wealth Advisors
AIFA®, CRPS®, CRPC®, AIF®
Kenneth Nelson, a financial fiduciary, provides financial services to clients in the Raleigh, North Carolina area. Kenneth holds a AIFA®, CRPS®, CRPC®, AIF® certification. Kenneth has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    Pershing, LLC

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Poterack Capital Advisory

Poterack Capital Advisory (PCA), a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Cashiers, North Carolina area.

Additional Information:

Years of Experience:
34 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Masonboro Advisors

CFP®
Masonboro Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Wilmington, North Carolina area.

Additional Information:

Years of Experience:
51 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity, Charles Schwab (TD Ameritrade)

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Searer Planning and Investments

CFP®
Searer Planning and Investments, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Lenoir, North Carolina area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Strategic Investment Partners

Accredited Investment Advisor
Strategic Investment Partners, a financial fiduciary firm, has been a Paladin Registry member since 2017 and provides financial services to clients in the Wilmington, North Carolina area.

Additional Information:

Years of Experience:
50 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Pershing, LLC

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Glenn Wessel

Wessel Investment Counsel, L.L.C.
CPA, CFP®, CFA®
Glenn Wessel, a financial fiduciary, provides financial services to clients in the Asheville, North Carolina area. Glenn holds a CPA, CFP®, CFA® certification. Glenn has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    Shareholders Service Group, Inc. / Pershing, LLC

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Allworth Financial

CFP®
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Durham, North Carolina area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Altrius Capital Management, Inc.

CFP®, CFA®
Altrius Capital Management, Inc., a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New Bern, North Carolina area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2016 and provides financial services to clients in the Raleigh, North Carolina area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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