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Financial advisors in Matthews, NC: 2026 report

558 ranked entriesUpdated 5 trade lists

The 5 specialty lists for Matthews, NC hold 558 ranked entries. Financial advisors have the most, with 234.

Key numbers for Matthews

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

558

ranked entries by RFA Score, in 5 specialty lists

2,561

specialty listings serving the city; a firm counts once per specialty

5.0

median of the specialties’ median Google ratings

Advisor specialties in Matthews, by ranked firms

Advisor specialties serving Matthews, NC, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors2341,0405.010
Financial planners1536865.011
Investment advisors734145.06
Wealth managers722535.010
Stockbrokers261685.04

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Matthews, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Matthews, NC: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/matthews-nc-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.