Investment Advisors in North Carolina: Ranked Lists by City (2026)
77 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank investment advisors in 77 North Carolina cities, 3,490 city rankings in all. The largest lists are Cary (99), Raleigh (99) and West Raleigh (97).
Investment advisors by city in North Carolina
Every North Carolina city with a ranked list of investment 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.
Highest RFA Scores among North Carolina investment 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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | IPX1031: Whitney Brennan | 79 | #1 in Raleigh | 5.0★ (77) |
| 2 | Western & Southern Life | 77 | #1 in Shelby | 4.9★ (18) |
| 3 | Western & Southern Life | 75 | #1 in Greensboro | 4.1★ (35) |
| 4 | Equitable Advisors | 74 | #1 in Asheboro | 5.0★ (5) |
| 5 | Concord Private Wealth of Sullivan & Associates Wealth Management | 74 | #2 in Raleigh | 5.0★ (22) |
| 6 | Fidelity Investments | 74 | #2 in Greensboro | 4.2★ (20) |
| 7 | Western & Southern Life | 74 | #1 in Hickory | 4.3★ (15) |
| 8 | 360 Capital Management LLC | 74 | #1 in Southern Pines | 5.0★ (49) |
| 9 | Gary D. Morgan, CPA, P.A. | 73 | #1 in Salisbury | 4.6★ (9) |
| 10 | Merrill Lynch Wealth Management | 73 | #3 in Greensboro | 4.4★ (10) |