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Financial Advisors in Concord, NC: 2026 rankings

188 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Concord: Cadence Wealth Partners, RFA Score 72/100; 5.0★ from 51 Google reviews.

  2. 35

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,878 Google reviews at 5.0★, the most of 188 ranked; ranked #35.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

188 Concord financial advisors are ranked here by RFA Score, from eight published factors. 26 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 188 rated firms.

Top 10 financial advisors in Concord at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Concord at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cadence Wealth Partners725.0★ (51)Concord—Top score
2ADR Financial Group714.8★ (185)Charlotte, 12 mi awaySat—
3Lyon Financial704.7★ (682)Mooresville, 21 mi away——
4Kristin Gravitt, PLLC705.0★ (29)Concord——
5The Mortgage Planner with Element Home Loans705.0★ (126)Davidson, 18 mi awaySat · Evenings—
6Mutual of Omaha Mortgage694.9★ (177)Charlotte, 19 mi away——
7Truliant Federal Credit Union Harrisburg694.5★ (87)Harrisburg, 7 mi away——
8Zachary Brown: Primerica - Financial Services695.0★ (16)Concord——
9Totem Wealth Management & Financial Advisors695.0★ (111)Charlotte, 20 mi away——
10Homeowners Financial Group695.0★ (15)Concord——

All 188 financial advisors in Concord, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Concord

    #1 Cadence Wealth Partners

    Based in Concord

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    845 Church St N Ste 205, Concord, NC 28025
    View profile for Cadence Wealth Partners(704) 467-8502

  2. #2 ADR Financial Group

    Based in Charlotte, 12 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 185 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    10130 Mallard Creek Rd #300, Charlotte, NC 28262
    View profile for ADR Financial Group

  3. #3 Lyon Financial

    Based in Mooresville, 21 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 682 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 682 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    118 Morlake Dr Ste 202, Mooresville, NC 28117
    View profile for Lyon Financial(877) 754-5966

  4. #4 Kristin Gravitt, PLLC

    Based in Concord

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Tue 10:30 AM–4 PM · Wed closed · Thu 10:30 AM–4 PM · Fri 10:30 AM–3 PM · Sat–Sun closed
    View profile for Kristin Gravitt, PLLC(803) 619-0261

  6. #6 Mutual of Omaha Mortgage

    Based in Charlotte, 19 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 177 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 177 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    525 N Tryon St Ste 1600, Office 1637, Charlotte, NC 28202
    View profile for Mutual of Omaha Mortgage(913) 393-9532

  11. #11 Focus Wealth Planning

    Based in Concord

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    3630 Poplar Tent Rd Ste C, Concord, NC 28027
    View profile for Focus Wealth Planning(704) 652-0947

  14. #14 First Bank - Kannapolis, NC

    Based in Kannapolis, 6 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 29 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    421 S Main St, Kannapolis, NC 28081
    View profile for First Bank - Kannapolis, NC(704) 938-5126

  19. #19 MB Wealth Advisors

    Based in Huntersville, 17 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078
    View profile for MB Wealth Advisors(704) 584-9363

  20. #20 The Zaino Group

    Based in Charlotte, 20 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–8:30 PM · Sat 10 AM–4 PM · Sun closed
    Address
    2101 Sardis Rd N #207, Charlotte, NC 28227
    View profile for The Zaino Group(704) 560-1573

  22. #22 Reserve Advisors

    Based in Charlotte, 13 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8604 Cliff Cameron Dr #140, Charlotte, NC 28269
    View profile for Reserve Advisors(800) 980-9881

  23. #23 HK Solutions LLC

    Based in Charlotte, 12 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    4701 Hanging Ivy Dr, Charlotte, NC 28215
    View profile for HK Solutions LLC(704) 516-1286

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 188 ranked financial advisors here; the rest are on their profiles.

financial advisors in Concord, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Linden Thomas & Company664.8★ (59)19 mi
27First Command Financial Advisor - Kat Holmes, RICP®|CFP®665.0★ (31)17 mi
28TIAA Financial Services664.3★ (55)11 mi
29Edward Jones - Financial Advisor: Anna M Williams665.0★ (4)In Concord
30Blue Financial665.0★ (56)23 mi
31RB WEALTH PARTNERS665.0★ (28)16 mi
32Carnegie Private Wealth665.0★ (52)23 mi
33Carolina Planning Consultants655.0★ (3)In Concord
34Victory Wealth Management, Inc.655.0★ (3)In Concord
35American Consumer Credit Counseling, Inc.655.0★ (1,878)19 mi
36Castle Wealth Group, LLC655.0★ (31)21 mi
37Edward Jones - Financial Advisor: Lex Fennell653.7★ (3)In Concord
38Flat Fee Financial Planning655.0★ (29)20 mi
39Livingston Financial & Wealth Management655.0★ (31)21 mi
40Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®655.0★ (23)18 mi
41Danny Rodriguez: Primerica - Financial Services644.9★ (18)16 mi
42Financial Strategies Consulting Inc.645.0★ (26)21 mi
43Edward Jones - Financial Advisor: Roy E Boone, AAMS®645.0★ (25)21 mi
44Sandra Edith Provisor Romero: Primerica - Financial Services645.0★ (15)16 mi
45Portus Wealth Advisors645.0★ (23)21 mi
464Point Wealth Management644.9★ (16)17 mi
47NoDa Wealth Management - Fee-Only Financial Planner - Charlotte, NC645.0★ (14)17 mi
48Raymond James | Horton Wealth Management645.0★ (4)7 mi
49Truliant Federal Credit Union Matthews644.2★ (136)22 mi
50Harmony Wealth Group645.0★ (9)13 mi

Also serving Concord

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Concord
BusinessGoogle ratingDistance
360 Aviation Advisors, LLC5.0★ (2)In Concord
Affinity Benefits Group, Inc.5.0★ (1)In Concord
Barrier Financial Services5.0★ (1)In Concord
Bell Wealth ManagementIn Concord
Cetera Advisor Networks, LLCIn Concord
Edward Jones - Financial Advisor: Bruce J Lau, AAMS®5.0★ (2)In Concord
Edward Jones - Financial Advisor: Chad M Epting5.0★ (2)In Concord
Edward Jones - Financial Advisor: Joel D Matthews5.0★ (1)In Concord
Edward Jones - Financial Advisor: Kit Borras, AAMS®5.0★ (1)In Concord
Edward Jones - Financial Advisor: Michael J Hanzlik, CFP®5.0★ (1)In Concord
Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®5.0★ (2)In Concord
Edward Jones | Investments5.0★ (1)In Concord
Garner Financial Services LLC5.0★ (1)In Concord
Generations PlanningIn Concord
King Financial Corporation5.0★ (2)In Concord
Meaningful Strategies Group5.0★ (2)In Concord
Mike Wright - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Concord
Miller Financial, Inc.5.0★ (2)In Concord
Wealth Management of the Carolinas, Inc5.0★ (1)In Concord
Wells Fargo Advisors3.0★ (1)In Concord

How we ranked Concord financial advisors

We scored 188 Concord financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Concord data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Concord: frequently asked questions

Which financial advisor has the highest RFA Score in Concord?

By RFA Score, the highest-ranked financial advisor in Concord, NC is Cadence Wealth Partners with an RFA Score of 72/100. It has 5.0★ from 51 Google reviews. ADR Financial Group (#2) and Lyon Financial (#3) follow. We ranked 188 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Concord?

RankedFinancialAdvisors ranks 188 financial advisors serving Concord, NC. 14 of them are based in Concord; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Concord work on weekends?

26 of 188 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are ADR Financial Group (#2), The Mortgage Planner with Element Home Loans (#5) and Bank of America (with Drive-thru ATM) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Concord financial advisors have?

The median Google rating among 188 rated financial advisors in Concord is 5.0★, with a median of 10 reviews. American Consumer Credit Counseling, Inc. has the most, 1,878 reviews, and ranks #35. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Concord count in this ranking?

Yes, if they are within 25 mi of the Concord city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Concord ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Concord a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Concord

  1. November 2026: RFA Scores recalculated for 188 financial advisors serving Concord.

More financial advisors and Concord pages