Best Financial Advisor Firms North Carolina 2026

Written by AdvisorSearch.org

May 08, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in North Carolina in 2024.

Top North Carolina firms by average client balance

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Garcia Hamilton & Associates		$24.9 billion	312	3	$79.7 million
Veratis Advisors		$4.5 billion	101	4	$44.3 million
Clear Investment Research		$4.2 billion	132	3	$31.8 million
Nicholas Hoffman & Company		$8.3 billion	409	14	$20.2 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Heck Capital Advisors		$11.3 billion	1,133	24	$10.0 million
Warwick Partners		$2.5 billion	253	4	$9.8 million
Feldman, Ingardona & CO		$1.7 billion	182	5	$9.5 million
Cardiff Park Advisors		$3.0 billion	363	1	$8.1 million
Three Bell Capital		$5.1 billion	628	12	$8.0 million

Top 10 financial advisors in North Carolina by number of advisors

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Latitude Advisors		$566.5 million	1,590	66	$356,289

Top 10 financial advisors in North Carolina by total AUM

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Garcia Hamilton & Associates		$24.9 billion	312	3	$79.7 million
Matson Money		$20.6 billion	30,142	8	$682,467
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Guideline Investments		$16.5 billion	87,973	2	$187,499
The Mather Group		$13.4 billion	4,773	97	$2.8 million

Top 10 financial advisors in North Carolina by total clients

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Guideline Investments		$16.5 billion	87,973	2	$187,499
Geowealth Management		$17.6 billion	51,018	20	$344,477
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Matson Money		$20.6 billion	30,142	8	$682,467
Future Capital		$2.0 billion	15,521	2	$129,876
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million

Find a financial advisor in North Carolina

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in North Carolina 2024.

Firm has:

• Jurisdiction in North Carolina
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.