Skip to content

Investment Advisors in Carrboro, NC: 2026 rankings

78 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Carrboro: Concord Private Wealth of Sullivan & Associates Wealth Management, RFA Score 67/100; 5.0★ from 22 Google reviews.

  2. 3

    Most-reviewed: Capital Financial Advisory Group, 87 Google reviews at 4.6★, the most of 78 ranked; ranked #3.

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

78 Carrboro investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 78 rated firms.

Top 10 investment advisors in Carrboro 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 investment advisors in Carrboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Concord Private Wealth of Sullivan & Associates Wealth Management675.0★ (22)Raleigh, 24 mi awayTop score
2Fidelity Investments643.4★ (25)Raleigh, 22 mi away—
3Capital Financial Advisory Group624.6★ (87)Apex, 17 mi awayMost reviews
4Hunter Street Investment Advisors624.9★ (17)Apex, 18 mi away—
5Old Peak Finance625.0★ (17)Chapel Hill, 4 mi away—
6BSG Advisers625.0★ (45)Apex, 18 mi away—
7Woodward Financial Advisors615.0★ (13)Chapel Hill, 3 mi away—
8Wells Fargo Advisors614.0★ (4)Burlington, 25 mi away—
9Allworth Financial615.0★ (19)Durham, 8 mi away—
10Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®615.0★ (27)Durham, 13 mi away—

All 78 investment advisors in Carrboro, 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 Carrboro

    #1 Concord Private Wealth of Sullivan & Associates Wealth Management

    Based in Raleigh, 24 mi away

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    9121 Anson Way Ste 200, Office 204, Raleigh, NC 27615
    View profile for Concord Private Wealth of Sullivan & Associates Wealth Management(919) 871-8910

  2. #2 Fidelity Investments

    Based in Raleigh, 22 mi away

    64/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.4★ from 25 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4509 Creedmoor Rd Ste 101, Raleigh, NC 27612
    View profile for Fidelity Investments(800) 532-5909

  5. #5 Old Peak Finance

    Based in Chapel Hill, 4 mi away

    62/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Europa Dr #410, Chapel Hill, NC 27517
    View profile for Old Peak Finance(919) 459-8181

  6. #6 BSG Advisers

    Based in Apex, 18 mi away

    62/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 45 Google reviews.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    56 Hunter St #230, Apex, NC 27502
    View profile for BSG Advisers(919) 267-4753

  9. #9 Allworth Financial

    Based in Durham, 8 mi away

    61/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3917 University Dr Ste 200, Durham, NC 27707
    View profile for Allworth Financial(919) 287-5660

  20. #20 CLS Capital, LLC

    Based in Cary, 19 mi away

    58/100RFA Score

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

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Sat 9 AM–12 PM · Sun closed
    Address
    130 Edinburgh S Dr #102, Cary, NC 27511
    View profile for CLS Capital, LLC(919) 275-2521

  22. #22 Financial Symmetry

    Based in Raleigh, 21 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5438 Wade Park Blvd Ste 310, Raleigh, NC 27607
    View profile for Financial Symmetry(919) 851-8200

  24. #24 Pendleton Financial

    Based in Raleigh, 24 mi away

    58/100RFA Score

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

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2607 Oberlin Rd, Raleigh, NC 27608
    View profile for Pendleton Financial(919) 781-4167

  25. #25 Charles Schwab

    Based in Chapel Hill, 3 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.8★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 2.8★ from 12 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1108 Environ Way, Chapel Hill, NC 27517
    View profile for Charles Schwab(919) 932-6724

Investment 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 78 ranked investment advisors here; the rest are on their profiles.

investment advisors in Carrboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Sizemore Group - Morgan Stanley584.8★ (25)24 mi
27Olde Raleigh Financial Group575.0★ (18)22 mi
28Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|AAMS®|CRPS™574.7★ (13)16 mi
29Cerity Partners575.0★ (18)22 mi
30The Law Offices of James D. Williams, Jr.573.8★ (13)11 mi
31Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|CIMA®575.0★ (3)3 mi
32Fidelity Investments574.3★ (22)21 mi
33Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®575.0★ (11)18 mi
34Western & Southern Life564.8★ (10)17 mi
35Merrill Lynch Wealth Management563.7★ (3)3 mi
36Edward Jones - Financial Advisor: Tom Struckmeyer, CFP®|CEPA®|AAMS®564.2★ (6)10 mi
37Edward Jones - Financial Advisor: Eliot R Barton565.0★ (5)12 mi
38Edward Jones - Financial Advisor: Allen B Parker, CFP®|CPWA®|CIMA®|CEPA®565.0★ (4)10 mi
39Fryar Financial LLC565.0★ (4)11 mi
40Arbor565.0★ (11)22 mi
41University Financial Strategies554.8★ (12)23 mi
42Edward Jones - Financial Advisor: Andrew L Metz, CFP®555.0★ (4)12 mi
43Bowers Private Wealth Management555.0★ (11)24 mi
44Oxford Investment Group555.0★ (10)24 mi
45Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®555.0★ (8)21 mi
46Edward Jones - Financial Advisor: Chris Flowers, CEPA®555.0★ (9)23 mi
47Edward Jones - Financial Advisor: Evan Springfield-Cobb, SE-AWMA®555.0★ (3)12 mi
48Turnpoint Wealth555.0★ (10)25 mi
49Charles Schwab543.0★ (4)11 mi
50Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®|CEPA®545.0★ (4)16 mi

Also serving Carrboro

20 more investment 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 investment advisors serving Carrboro
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)3.4★ (25)In Carrboro
Edward Jones - Financial Advisor: Chase HickokIn Carrboro
Edward Jones - Financial Advisor: Cindy Royal, AWMA®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Dan Bayait5.0★ (2)15 mi
Edward Jones - Financial Advisor: Dan RyonIn Carrboro
Edward Jones - Financial Advisor: Eric C Williams, CFP®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Hayden SteelmanIn Carrboro
Edward Jones - Financial Advisor: Jessica L Villagrana, CFP®|CPWA®|CEPA®In Carrboro
Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®|CEPA®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Matthew J Gieszl, CFP®|AAMS®4.5★ (2)19 mi
Edward Jones - Financial Advisor: Mike Hughes, CFP®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Misty L Bussey, AAMS4.5★ (2)18 mi
Edward Jones - Financial Advisor: Philip S Geiger, CFP®|AAMS®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Tamra K Ellis5.0★ (2)12 mi
Gordon Asset Management, LLC5.0★ (2)11 mi
Morgan Stanley Financial Advisors5.0★ (2)6 mi
Stuckey and Boyd Financial Services5.0★ (1)In Carrboro
Triangle Advisors Group5.0★ (2)15 mi
Wells Fargo Advisors5.0★ (2)13 mi
Wells Fargo Advisors5.0★ (2)13 mi

How we ranked Carrboro investment advisors

We scored 78 Carrboro investment 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 Carrboro 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Carrboro: frequently asked questions

Which investment advisor has the highest RFA Score in Carrboro?

By RFA Score, the highest-ranked investment advisor in Carrboro, NC is Concord Private Wealth of Sullivan & Associates Wealth Management with an RFA Score of 67/100. It has 5.0★ from 22 Google reviews. Fidelity Investments (#2) and Capital Financial Advisory Group (#3) follow. We ranked 78 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Carrboro?

RankedFinancialAdvisors ranks 78 investment advisors serving Carrboro, NC. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Carrboro work on weekends?

2 of 78 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Sherman Financial, LLC (#15) and CLS Capital, LLC (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Carrboro investment advisors have?

The median Google rating among 78 rated investment advisors in Carrboro is 5.0★, with a median of 7 reviews. Capital Financial Advisory Group has the most, 87 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Carrboro count in this ranking?

Yes, if they are within 25 mi of the Carrboro city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Carrboro ranked?

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

How do I check an investment 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 investment advisor in Carrboro 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 investment 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 Carrboro

  1. November 2026: RFA Scores recalculated for 78 investment advisors serving Carrboro.

More investment advisors and Carrboro pages