Financial Planners in North Carolina: Ranked Lists by City (2026)
84 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 84 North Carolina cities, 6,257 city rankings in all. The largest lists are Charlotte (177), Mount Holly (174) and Belmont (172).
Financial planners by city in North Carolina
Every North Carolina city with a ranked list of financial planners, 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.
Highest RFA Scores among North Carolina financial planners
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Student Loan Planner | 79 | #1 in Chapel Hill | 4.9★ (922) |
| 2 | Summit Credit Union | 79 | #1 in Greensboro | 4.9★ (1,061) |
| 3 | Paul Scheible, CPA, PLLC | 78 | #1 in Durham | 4.9★ (151) |
| 4 | Alloy Wealth Management | 78 | #1 in Charlotte | 5.0★ (157) |
| 5 | First Command Financial Advisor - Zach Eubanks | 78 | #1 in Havelock | 5.0★ (27) |
| 6 | Mutual of Omaha Mortgage | 78 | #2 in Charlotte | 4.9★ (177) |
| 7 | Jordan Haynes - Mortgage Loan Officer - First Horizon Bank | 78 | #1 in Mount Airy | 5.0★ (17) |
| 8 | ADR Financial Group | 77 | #3 in Charlotte | 4.8★ (185) |
| 9 | First Command District Advisor - Zachary Loraine | 77 | #1 in Goldsboro | 5.0★ (34) |
| 10 | Mathewson Mortgage Capital LLC | 77 | #1 in Shelby | 5.0★ (105) |