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Financial Advisors in North Carolina: Ranked Lists by City (2026)

85 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →

We rank financial advisors in 85 North Carolina cities, 9,897 city rankings in all. The largest lists are Charlotte (273), Mount Holly (263) and Belmont (257).

Financial advisors by city in North Carolina

Every North Carolina city with a ranked list of financial advisors, largest first. Each list ranks firms within 25 mi of the city.

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.

Financial advisors ranked by city in North Carolina
CityRankedRanked #1Its RFA Score
Financial advisors in Charlotte273Alloy Wealth Management75
Financial advisors in Mount Holly263Belmont Capital Advisors, Inc.74
Financial advisors in Belmont257Belmont Capital Advisors, Inc.75
Financial advisors in Huntersville255The Mortgage Planner with Element Home Loans72
Financial advisors in Cary252Patriot Financial Inc74
Financial advisors in Harrisburg247ADR Financial Group72
Financial advisors in Raleigh247IPX1031: Whitney Brennan73
Financial advisors in West Raleigh247IPX1031: Whitney Brennan73
Financial advisors in Morrisville245Cardinal Hill Wealth Management72
Financial advisors in Apex243WOOMER Insurance74
Financial advisors in Mint Hill238Mutual of Omaha Mortgage71
Financial advisors in Matthews234Alloy Wealth Management72
Financial advisors in Durham232Paul Scheible, CPA, PLLC75
Financial advisors in Gastonia220Belmont Capital Advisors, Inc.73
Financial advisors in Holly Springs220WOOMER Insurance72
Financial advisors in Garner219IPX1031: Whitney Brennan72
Financial advisors in Knightdale216IPX1031: Whitney Brennan71
Financial advisors in Cornelius211The Mortgage Planner with Element Home Loans74
Financial advisors in Stallings211Alloy Wealth Management72
Financial advisors in Davidson210The Mortgage Planner with Element Home Loans74
Financial advisors in Chapel Hill206Student Loan Planner79
Financial advisors in Indian Trail203Alloy Wealth Management72
Financial advisors in Wake Forest203June Neri Financial72
Financial advisors in Clayton199Prime Capital Financial71
Financial advisors in Fuquay-Varina198Aspire Money Management72
Financial advisors in Weddington197Alloy Wealth Management73
Financial advisors in Carrboro196Paul Scheible, CPA, PLLC75
Financial advisors in Concord188Cadence Wealth Partners72
Financial advisors in Waxhaw166Alloy Wealth Management72
Financial advisors in Kannapolis153Lyon Financial72
Financial advisors in Monroe152Alloy Wealth Management70
Financial advisors in Thomasville145Summit Credit Union75
Financial advisors in High Point144Summit Credit Union76
Financial advisors in Kernersville141Summit Credit Union77
Financial advisors in Archdale140Summit Credit Union76
Financial advisors in Lincolnton135Lyon Financial71
Financial advisors in Summerfield132Summit Credit Union77
Financial advisors in Mooresville127Lyon Financial76
Financial advisors in Winston-Salem123Summit Credit Union75
Financial advisors in Greensboro111Summit Credit Union79
Financial advisors in Lexington98Summit Credit Union72
Financial advisors in Clemmons95Summit Credit Union73
Financial advisors in Newton90Lyon Financial72
Financial advisors in Reidsville81Summit Credit Union73
Financial advisors in Graham80Truliant Federal Credit Union Burlington74
Financial advisors in Elon79Truliant Federal Credit Union Burlington74
Financial advisors in Burlington77Truliant Federal Credit Union Burlington75
Financial advisors in Lewisville76Summit Credit Union73
Financial advisors in Statesville76Lyon Financial74
Financial advisors in Mebane69Truliant Federal Credit Union Burlington73
Financial advisors in Kings Mountain65Mathewson Mortgage Capital LLC74
Financial advisors in Salisbury62Bostian Retirement Planning72
Financial advisors in Hickory49Summit Credit Union73
Financial advisors in Asheville48TruNorth Advisors | Retirement Wealth Management Group76
Financial advisors in Spring Lake47First Command Financial Advisor - Dana Thornton74
Financial advisors in Fort Bragg45First Command Financial Advisor - Dana Thornton74
Financial advisors in Hendersonville45TruNorth Advisors | Retirement Wealth Management Group73
Financial advisors in Wilmington43Tilia Fiduciary Partners, Inc.77
Financial advisors in Leland42Tilia Fiduciary Partners, Inc.75
Financial advisors in Masonboro42Tilia Fiduciary Partners, Inc.75
Financial advisors in Murraysville42Tilia Fiduciary Partners, Inc.75
Financial advisors in Asheboro38Truliant Federal Credit Union Asheboro74
Financial advisors in Lenoir38Summit Credit Union68
Financial advisors in Smithfield37United Community69
Financial advisors in Hope Mills36First Command Financial Advisor - Dana Thornton75
Financial advisors in Fayetteville34First Command Financial Advisor - Dana Thornton76
Financial advisors in Morganton33First Horizon Bank - Morganton, NC - E Meeting St69
Financial advisors in Sanford32Fortress Tax Services69
Financial advisors in Shelby32Mathewson Mortgage Capital LLC77
Financial advisors in Pinehurst26360 Capital Management LLC77
Financial advisors in Tarboro26Influx of Wealth, LLC68
Financial advisors in Southern Pines25First Command Financial Advisor - Sandi Bullock77
Financial advisors in Wilson23United Bank75
Financial advisors in Albemarle19Cadence Wealth Partners71
Financial advisors in Eden19Bank of Oak Ridge73
Financial advisors in Greenville18Influx of Wealth, LLC73
Financial advisors in Rocky Mount16Wealth Management Strategies, Inc.73
Financial advisors in Goldsboro15First Command District Advisor - Zachary Loraine77
Financial advisors in Jacksonville14First Command Financial Advisor - Walt Eldridge, ChFC®|RICP®|CFP®75
Financial advisors in Piney Green14First Command Financial Advisor - Walt Eldridge, ChFC®|RICP®|CFP®73
Financial advisors in Kinston13First Command District Advisor - Zachary Loraine63
Financial advisors in Havelock12First Command Financial Advisor - Zach Eubanks78
Financial advisors in Mount Airy11Jordan Haynes - Mortgage Loan Officer - First Horizon Bank78
Financial advisors in New Bern11Bankers Life76
Financial advisors in Boone5Bank of America (with Drive-thru services)64

Highest RFA Scores among North Carolina financial advisors

Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.

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.

Highest RFA Scores among North Carolina financial advisors
#FirmRFA ScoreCity listGoogle rating
1Summit Credit Union79#1 in Greensboro4.9★ (1,061)
2Student Loan Planner79#1 in Chapel Hill4.9★ (922)
3First Command Financial Advisor - Zach Eubanks78#1 in Havelock5.0★ (27)
4Jordan Haynes - Mortgage Loan Officer - First Horizon Bank78#1 in Mount Airy5.0★ (17)
5360 Capital Management LLC77#1 in Pinehurst5.0★ (49)
6First Command Financial Advisor - Sandi Bullock77#2 in Pinehurst5.0★ (49)
7First Command District Advisor - Zachary Loraine77#1 in Goldsboro5.0★ (34)
8Mathewson Mortgage Capital LLC77#1 in Shelby5.0★ (105)
9Tilia Fiduciary Partners, Inc.77#1 in Wilmington5.0★ (87)
10Allegacy Financial77#2 in Mount Airy4.4★ (19)

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