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Financial Advisors in Leland, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Leland: Tilia Fiduciary Partners, Inc., RFA Score 75/100; 5.0★ from 87 Google reviews.

  2. 18

    Most-reviewed: Bank of America (with Drive-thru ATM), 108 Google reviews at 2.6★, the most of 42 ranked; ranked #18.

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

42 Leland financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 42 rated firms.

Most of this list also appears on the Financial advisors in Wilmington ranking. See Financial advisors in Wilmington

Top 10 financial advisors in Leland 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 Leland at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Tilia Fiduciary Partners, Inc.755.0★ (87)Wilmington, 6 mi awayTop score
2Carolina Retirement Planners734.9★ (57)Wilmington, 6 mi away—
3Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™725.0★ (59)Wilmington, 12 mi away—
4First Bank - Belville, NC684.5★ (15)Leland—
5First Command Financial Advisor - Christina Rodriguez, ChFC®|RICP®|CFP®684.9★ (19)Wilmington, 8 mi away—
6Masonboro Advisors664.9★ (18)Wilmington, 12 mi away—
7United Bank664.4★ (19)Wilmington, 10 mi away—
8Inspire Financial Planning665.0★ (15)Wilmington, 13 mi away—
9Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®665.0★ (14)Wilmington, 12 mi away—
10Bankers Life654.4★ (17)Wilmington, 13 mi away—

All 42 financial advisors in Leland, 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.

  3. #3 Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™

    Based in Wilmington, 12 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4032 Masonboro Loop Rd Unit 105, Wilmington, NC 28409
    View profile for Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™(910) 452-6492

  4. #4 First Bank - Belville, NC

    Based in Leland

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.5★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10 Waterford Business Center Way, Belville, NC 28451
    View profile for First Bank - Belville, NC(910) 383-3955

  5. #5 First Command Financial Advisor - Christina Rodriguez, ChFC®|RICP®|CFP®

    Based in Wilmington, 8 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2709 Market St Ste 102, Wilmington, NC 28403
    View profile for First Command Financial Advisor - Christina Rodriguez, ChFC®|RICP®|CFP®(910) 799-0715

  6. #6 Masonboro Advisors

    Based in Wilmington, 12 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5815 Oleander Dr Unit 260, Wilmington, NC 28403
    View profile for Masonboro Advisors(910) 742-0509

  7. #7 United Bank

    Based in Wilmington, 10 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.4★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 19 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    4710 Oleander Dr, Wilmington, NC 28403
    View profile for United Bank(910) 726-1510

  10. #10 Bankers Life

    Based in Wilmington, 13 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405
    View profile for Bankers Life(910) 256-2330

  13. #13 Smith Group Advisors

    Based in Wilmington, 9 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4320 Wrightsville Ave Ste A, Wilmington, NC 28403
    View profile for Smith Group Advisors(910) 833-5888

  14. #14 JG CPA, PLLC

    Based in Wilmington, 10 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.3★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat closed · Sun 8:30 AM–5 PM
    Address
    5020 Randall Pkwy, Wilmington, NC 28403
    View profile for JG CPA, PLLC(910) 443-7322

  17. #17 Movement Financial Group LLC

    Based in Wilmington, 13 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed 8 AM–6 PM · Thu–Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1213 Culbreth Dr, Wilmington, NC 28405
    View profile for Movement Financial Group LLC(910) 398-8464

  19. #19 Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA®

    Based in Wilmington, 12 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1430 Commonwealth Dr Ste 100, Wilmington, NC 28403
    View profile for Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA®(910) 901-8575

  21. #21 The Breit Group

    Based in Murraysville, 14 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    96 W Salisbury St, Wrightsville Beach, NC 28480
    View profile for The Breit Group(910) 240-9810

  23. #23 Katz Legacy Financial

    Based in Wilmington, 11 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    311 Judges Rd #10f, Wilmington, NC 28405
    View profile for Katz Legacy Financial(910) 520-1428

  25. #25 Stifel

    Based in Wilmington, 13 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2005 Eastwood Rd #102, Wilmington, NC 28403
    View profile for Stifel(910) 679-2130

How we ranked Leland financial advisors

We scored 42 Leland 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 Leland 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 Leland: frequently asked questions

Which financial advisor has the highest RFA Score in Leland?

By RFA Score, the highest-ranked financial advisor in Leland, NC is Tilia Fiduciary Partners, Inc. with an RFA Score of 75/100. It has 5.0★ from 87 Google reviews. Carolina Retirement Planners (#2) and Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ (#3) follow. We ranked 42 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Leland?

RankedFinancialAdvisors ranks 42 financial advisors serving Leland, NC. 1 of them is based in Leland; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Leland work on weekends?

3 of 42 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Movement Financial Group LLC (#17) and Bank of America (with Drive-thru ATM) (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Leland financial advisors have?

The median Google rating among 42 rated financial advisors in Leland is 5.0★, with a median of 6 reviews. Bank of America (with Drive-thru ATM) has the most, 108 reviews, and ranks #18. 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 Leland count in this ranking?

Yes, if they are within 25 mi of the Leland 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 Leland 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 Leland 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 Leland

  1. November 2026: RFA Scores recalculated for 42 financial advisors serving Leland.

More financial advisors and Leland pages