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Wealth Managers in Burlington, NC: 2026 rankings

18 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burlington: Fisher Wealth Management, RFA Score 73/100; 5.0★ from 55 Google reviews.

  2. 2

    Most-reviewed: Level Wealth Management, 37 Google reviews at 5.0★, the most of 18 ranked after Fisher Wealth Management; ranked #2.

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

18 Burlington wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 18 rated firms.

Top 10 wealth managers in Burlington 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 wealth managers in Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Fisher Wealth Management735.0★ (55)BurlingtonTop score
2Level Wealth Management685.0★ (37)Greensboro, 22 mi awayMost reviews
3Hilltop Wealth Advisors665.0★ (29)Chapel Hill, 29 mi away—
4The Robinson Group of Sullivan & Associates Wealth Management665.0★ (21)Greensboro, 22 mi away—
5Trinity Wealth Management, Financial Advisors in Greensboro, NC655.0★ (16)Greensboro, 22 mi away—
6TMRW Wealth654.8★ (16)Greensboro, 20 mi away—
7Envision Wealth Partners655.0★ (6)Graham, 4 mi away—
8Wisdom Wealth Care - Financial Advisors644.8★ (19)Greensboro, 25 mi away—
9Milestone Wealth Management635.0★ (3)Burlington—
10Starling Wealth Management LLC635.0★ (8)Greensboro, 19 mi away—

All 18 wealth managers in Burlington, 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 Burlington

    #1 Fisher Wealth Management

    Based in Burlington

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3120 S Church St #101, Burlington, NC 27215
    View profile for Fisher Wealth Management(336) 532-4396

  2. #2 Level Wealth Management

    Based in Greensboro, 22 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    701 Green Valley Rd #100, Greensboro, NC 27408
    View profile for Level Wealth Management(336) 355-1432

  3. #3 Hilltop Wealth Advisors

    Based in Chapel Hill, 29 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6340 Quadrangle Dr #100, Chapel Hill, NC 27517
    View profile for Hilltop Wealth Advisors(919) 401-1500

  6. #6 TMRW Wealth

    Based in Greensboro, 20 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    3824 N Elm St Ste 101, Greensboro, NC 27455
    View profile for TMRW Wealth(336) 540-9700

  7. #7 Envision Wealth Partners

    Based in Graham, 4 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–12:30 PM · Sat–Sun closed
    Address
    845 S Main St #200, Graham, NC 27253
    View profile for Envision Wealth Partners(336) 376-7000

  12. #12 Lily Wealth Partners

    Based in Durham, 29 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon 9 AM–4:30 PM · Tue 9 AM–5 PM · Wed–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1738 Hillandale Rd Ste 102-E, Durham, NC 27705
    View profile for Lily Wealth Partners(984) 888-5555

  13. #13 Iarann Wealth

    Based in Durham, 29 mi away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9:30 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3604 Shannon Rd Ste 105, Durham, NC 27707
    View profile for Iarann Wealth(919) 638-7973

  15. #15 Mission Wealth

    Based in Greensboro, 23 mi away

    59/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 4.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3608 W Friendly Ave #100, Greensboro, NC 27410
    View profile for Mission Wealth(336) 502-8478

Also serving Burlington

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Burlington
BusinessGoogle ratingDistance
Anchor Wealth Management LLC5.0★ (2)In Burlington
Ancora Wealth PartnersIn Burlington
Betty Andrews Investment Management4.3★ (4)In Burlington
Blaser Investment Management Group5.0★ (2)In Burlington
Boyd Henry Financial Services1.0★ (1)In Burlington
Edward Jones - Financial Advisor: Brian W Spangler, CEPA®|AAMS®5.0★ (1)In Burlington
Edward Jones - Financial Advisor: Charles E Morgan5.0★ (3)In Burlington
Edward Jones - Financial Advisor: Eric Pack5.0★ (2)In Burlington
Edward Jones - Financial Advisor: Joshua MartinIn Burlington
Edward Jones - Financial Advisor: William T Austin, AAMS®5.0★ (4)In Burlington
First Horizon Bank - Burlington, NC - W Davis St4.3★ (40)In Burlington
John Chaulklin & Brian ClaytonIn Burlington
Liberty Advisors LLC3.0★ (2)In Burlington
R Craig Durham, CPA PLLC5.0★ (5)In Burlington
Retirement SolutionsIn Burlington
Strathmore Capital AdvisorsIn Burlington
Truliant Federal Credit Union Burlington4.6★ (204)In Burlington
Vantage Pointe Planning5.0★ (38)In Burlington
Wells Fargo Advisors4.0★ (4)In Burlington
Wells Fargo AdvisorsIn Burlington

How we ranked Burlington wealth managers

We scored 18 Burlington wealth managers 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 Burlington 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Burlington: frequently asked questions

Which wealth manager has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked wealth manager in Burlington, NC is Fisher Wealth Management with an RFA Score of 73/100. It has 5.0★ from 55 Google reviews. Level Wealth Management (#2) and Hilltop Wealth Advisors (#3) follow. We ranked 18 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Burlington?

RankedFinancialAdvisors ranks 18 wealth managers serving Burlington, NC. 2 of them are based in Burlington; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Burlington wealth managers have?

The median Google rating among 18 rated wealth managers in Burlington is 5.0★, with a median of 9 reviews. Fisher Wealth Management has the most, 55 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Burlington count in this ranking?

Yes, if they are within 40 mi of the Burlington city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Burlington ranked?

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

How do I check a wealth manager’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 wealth manager in Burlington 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 wealth managers 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 Burlington

  1. November 2026: RFA Scores recalculated for 18 wealth managers serving Burlington.

More wealth managers and Burlington pages