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Financial Planners in Belmont, NC: 2026 rankings

172 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Belmont: Mutual of Omaha Mortgage, RFA Score 75/100; 4.9★ from 177 Google reviews.

  2. 22

    Most-reviewed: Belmont Capital Advisors, Inc., 231 Google reviews at 4.9★, the most of 172 ranked; ranked #22.

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

172 Belmont financial planners are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 172 rated firms.

Top 10 financial planners in Belmont 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 planners in Belmont at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage754.9★ (177)Charlotte, 11 mi away—Top score
2Tristate Financial Advisors755.0★ (110)Charlotte, 8 mi away——
3Truliant Federal Credit Union Gastonia754.6★ (177)Gastonia, 5 mi away——
4Totem Wealth Management & Financial Advisors745.0★ (111)Charlotte, 11 mi away——
5Alloy Wealth Management745.0★ (157)Charlotte, 16 mi away——
6ADR Financial Group734.8★ (185)Charlotte, 17 mi awaySat—
7The Mortgage Planner with Element Home Loans725.0★ (126)Davidson, 21 mi awaySat · Evenings—
8Cornerstone Wealth Planning705.0★ (62)Charlotte, 18 mi away——
9First Horizon Bank - Mount Holly, NC - S Main St705.0★ (20)Mount Holly, 3 mi away——
10Rhino Wealth Management705.0★ (15)Belmont——

All 172 financial planners in Belmont, 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 Belmont

    #1 Mutual of Omaha Mortgage

    Based in Charlotte, 11 mi away

    75/100RFA Score

    Ranked #1 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

  5. #5 Alloy Wealth Management

    Based in Charlotte, 16 mi away

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 157 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 157 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277
    View profile for Alloy Wealth Management(800) 689-3935

  6. #6 ADR Financial Group

    Based in Charlotte, 17 mi away

    73/100RFA Score

    Ranked #6 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

  11. #11 United Bank

    Based in Gastonia, 6 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.7★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 33 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    534 S New Hope Rd, Gastonia, NC 28054
    View profile for United Bank(704) 867-4000

  17. #17 Pro Financial Group

    Based in Charlotte, 16 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3440 Toringdon Way #308, Charlotte, NC 28277
    View profile for Pro Financial Group(800) 624-1962

  18. #18 The Zaino Group

    Based in Charlotte, 19 mi away

    69/100RFA Score

    Ranked #18 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

  20. #20 NewtonWealthManagement

    Based in Charlotte, 20 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10800 Sikes Pl #215, Charlotte, NC 28277
    View profile for NewtonWealthManagement(704) 552-8689

  21. #21 Creative Planning

    Based in Charlotte, 17 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 52 Google reviews
    Address
    11325 N Community House Rd #125, Charlotte, NC 28277
    View profile for Creative Planning(866) 273-2848

  23. #23 Cannon Advisors

    Based in Charlotte, 10 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 31 Google reviews
    Address
    2108 South Blvd Ste 200, Charlotte, NC 28203
    View profile for Cannon Advisors(704) 849-2199

Financial planners 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 172 ranked financial planners here; the rest are on their profiles.

financial planners in Belmont, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Portus Wealth Advisors685.0★ (23)11 mi
27Nathan Weir, CFP®, AIF®, RICP®, Financial Planner685.0★ (33)16 mi
28Decena Prosperity Group685.0★ (20)11 mi
29First Command Financial Advisor - Kat Holmes, RICP®|CFP®685.0★ (31)17 mi
30Deneault & Greyard685.0★ (23)13 mi
31YellowWood Wealth Solutions685.0★ (21)12 mi
32Terrier Financial Group685.0★ (31)17 mi
33WealthPoint Advisors674.8★ (8)In Belmont
34Truliant Federal Credit Union Matthews674.2★ (136)20 mi
35Wilson Financial Group674.7★ (15)6 mi
36Kristin Gravitt, PLLC675.0★ (29)17 mi
37Connected Wealth Management675.0★ (21)13 mi
38Truliant Federal Credit Union Harrisburg674.5★ (87)23 mi
39RB WEALTH PARTNERS675.0★ (28)18 mi
40First Horizon Bank - Belmont, NC - W Wilkinson Blvd673.5★ (17)In Belmont
41TIAA Financial Services674.3★ (55)17 mi
42Zachary Tussel - Raymond James Financial Advisor - Denver, NC665.0★ (24)18 mi
43Bank of America (with Drive-thru ATM)663.7★ (109)12 mi
44Greenway Wealth Advisors, LLC665.0★ (12)10 mi
45NoDa Wealth Management - Fee-Only Financial Planner - Charlotte, NC665.0★ (14)13 mi
46Leonard Wealth Management, LLC, A Registered Investment Advisor665.0★ (24)20 mi
47Simplified Financial665.0★ (23)20 mi
48Blue Trust | Charlotte Financial Advisors665.0★ (22)20 mi
49Bank of America (with Drive-thru ATM)653.3★ (86)7 mi
50First Horizon Bank - Charlotte, NC - S McDowell St654.0★ (23)11 mi

Also serving Belmont

20 more financial planners 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 planners serving Belmont
BusinessGoogle ratingDistance
Caden Wealth ManagementIn Belmont
Cherry Wealth Planning Inc.In Belmont
CJS Wealth Management4.5★ (10)In Belmont
Conner David L5.0★ (3)In Belmont
Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS®4.3★ (4)In Belmont
Edward Jones - Financial Advisor: Don Hartsoe, AAMS®4.0★ (3)In Belmont
Edward Jones - Financial Advisor: JP Coton, CFP®5.0★ (1)In Belmont
Edward Jones - Financial Advisor: Katherine S Coton, CFP®5.0★ (3)In Belmont
Edward Jones - Financial Advisor: Kelly H BarnettIn Belmont
Edward Jones - Financial Advisor: Thomas J Fogarty5.0★ (4)In Belmont
Evergreen Home Loans Belmont NMLS 27724235.0★ (48)In Belmont
Gaston Capital LLC4.6★ (5)In Belmont
Harbor Financial Group5.0★ (1)In Belmont
McMahan Financial, LLCIn Belmont
R.J. Schrift Private Asset ManagementIn Belmont
Randy Morris - Prudential FinancialIn Belmont
Retirement Transition Advisory Group5.0★ (21)In Belmont
Summit Brokerage Services, Inc.In Belmont
Wells Fargo Advisors3.0★ (2)In Belmont
Williford Financial ServicesIn Belmont

How we ranked Belmont financial planners

We scored 172 Belmont financial planners 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 Belmont 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Belmont: frequently asked questions

Which financial planner has the highest RFA Score in Belmont?

By RFA Score, the highest-ranked financial planner in Belmont, NC is Mutual of Omaha Mortgage with an RFA Score of 75/100. It has 4.9★ from 177 Google reviews. Tristate Financial Advisors (#2) and Truliant Federal Credit Union Gastonia (#3) follow. We ranked 172 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Belmont?

RankedFinancialAdvisors ranks 172 financial planners serving Belmont, NC. 4 of them are based in Belmont; 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 planners in Belmont work on weekends?

20 of 172 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are ADR Financial Group (#6), The Mortgage Planner with Element Home Loans (#7) and Truliant Federal Credit Union Huntersville (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Belmont financial planners have?

The median Google rating among 172 rated financial planners in Belmont is 5.0★, with a median of 12 reviews. Belmont Capital Advisors, Inc. has the most, 231 reviews, and ranks #22. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Belmont count in this ranking?

Yes, if they are within 25 mi of the Belmont city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Belmont ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Belmont 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 planners 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 Belmont

  1. November 2026: RFA Scores recalculated for 172 financial planners serving Belmont.

More financial planners and Belmont pages