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Wealth Managers in Hendersonville, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Hendersonville: TruNorth Advisors | Retirement Wealth Management Group, RFA Score 69/100; 4.9★ from 96 Google reviews.

  2. 4

    Most-reviewed: TruNorth Advisors | Retirement Wealth Management Group, 183 Google reviews at 4.9★, the most of 43 ranked; ranked #4.

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

43 Hendersonville wealth managers 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 43 rated firms.

Top 10 wealth managers in Hendersonville 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 Hendersonville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1TruNorth Advisors | Retirement Wealth Management Group694.9★ (96)Asheville, 13 mi awayTop score
2Infinity Wealth Management, Inc.695.0★ (67)Asheville, 12 mi away—
3ACT Advisors Wealth Management685.0★ (76)Asheville, 20 mi away—
4TruNorth Advisors | Retirement Wealth Management Group684.9★ (183)Greenville, 33 mi awayMost reviews
5Black Balsam Wealth Advisors - Northwestern Mutual675.0★ (48)Asheville, 20 mi away—
6Sovereign Private Wealth665.0★ (73)Greenville, 33 mi away—
7Horizons Wealth Management655.0★ (23)Asheville, 20 mi away—
8Reep Wealth Planning, INC645.0★ (17)Asheville, 20 mi away—
9Bailley Group Wealth Management645.0★ (42)Greenville, 36 mi away—
10Godsey & Gibb Wealth Management - Greenville Office645.0★ (30)Greenville, 33 mi away—

All 43 wealth managers in Hendersonville, 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.

  6. #6 Sovereign Private Wealth

    Based in Greenville, 33 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 73 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    21 Augusta St C, Greenville, SC 29601
    View profile for Sovereign Private Wealth(864) 501-5108

  8. #8 Reep Wealth Planning, INC

    Based in Asheville, 20 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    404 Executive Park, Asheville, NC 28801
    View profile for Reep Wealth Planning, INC(828) 398-0977

  12. #12 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Greenville, 33 mi away

    63/100RFA Score

    Ranked #12 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–Tue 8:30 AM–5 PM · Wed 8:30 AM–5:30 PM · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10 Patewood Dr Ste 100, Greenville, SC 29615
    View profile for Asset Preservation Wealth & Tax, Financial Advisors(864) 405-8578

  13. #13 JEHM Wealth & Retirement

    Based in Simpsonville, 37 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    117 Woodruff Pl Cir Ste a, Simpsonville, SC 29681
    View profile for JEHM Wealth & Retirement(864) 527-0482

  17. #17 Elevate Wealth Advisors

    Based in Asheville, 20 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon closed · Tue–Fri 11 AM–6 PM · Sat–Sun closed
    Address
    45 S French Broad Ave, Asheville, NC 28801
    View profile for Elevate Wealth Advisors(301) 337-5637

  24. #24 Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc

    Based in Greenville, 33 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    609 E Main St, Duncan, SC 29334
    View profile for Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc(864) 661-1422

  25. #25 Graves Wealth Management

    Based in Greenville, 32 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    10 Lavinia Ave, Greenville, SC 29601
    View profile for Graves Wealth Management(864) 605-7030

All 43 wealth managers

#1 to #25 are shown in full above. Here are #26 to #43, in RFA Score order; each links to its profile.

wealth managers in Hendersonville, ranks 26 to 43
RankBusinessRFA ScoreGoogle ratingDistance
26Alloy Wealth Management614.8★ (14)33 mi
27Tysinger Wealth Solutions615.0★ (11)33 mi
28Modera Wealth Management614.2★ (5)20 mi
29Giovanni Luccia - Private Wealth Advisor, Ameriprise Financial Services, LLC604.3★ (11)33 mi
30McBee Avenue Wealth Advisors604.4★ (9)33 mi
31CRG Wealth Group605.0★ (5)29 mi
32Provista Wealth Advisors595.0★ (8)37 mi
33Bevan Wealth & Tax Strategies594.4★ (7)33 mi
34ProVest Wealth Advisors595.0★ (8)38 mi
353D Wealth Management595.0★ (4)33 mi
36PRESERVE Wealth Management583.8★ (6)34 mi
37Carolinas Wealth Management Group. Inc.585.0★ (3)32 mi
38Providence Wealth Advisors585.0★ (3)32 mi
39Yield Private Wealth585.0★ (3)33 mi
40JourneyPoint Wealth Advisors - Ameriprise Financial Services, LLC585.0★ (3)33 mi
41Wagner Wealth Management585.0★ (3)35 mi
42RBC Wealth Management573.7★ (3)32 mi
43Stravolo Wealth Management575.0★ (3)37 mi

Also serving Hendersonville

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 Hendersonville
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)In Hendersonville
Carland & Andersen, Inc; CPA5.0★ (1)In Hendersonville
Clear Picture Retirement Plans1.0★ (1)In Hendersonville
Cornerstone Financial Services3.7★ (3)In Hendersonville
Edward Jones - Financial Advisor: David J Maupin, CFP®|ChFC®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Heather Staton, ChFC®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Ken D Adams, AAMS®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Matt Aldrich, CFP®|ChFC®4.5★ (6)In Hendersonville
Edward Jones - Financial Advisor: Michelle L Huntley5.0★ (3)In Hendersonville
Edward Jones - Financial Advisor: Ryan S Harman, AAMS®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Ty Keplinger, CFP®5.0★ (3)In Hendersonville
Envision Planning, LLC5.0★ (5)In Hendersonville
Gateway Retirement Solutions5.0★ (16)In Hendersonville
J. Biance Financial4.6★ (10)In Hendersonville
Larry M. ChristIn Hendersonville
Michael Raymond - Thrivent5.0★ (1)In Hendersonville
Monica J. Oneill - Mutual of Omaha Hendersonville1.0★ (1)In Hendersonville
Shankland Financial Advisors, LLC5.0★ (1)In Hendersonville
Tom OwensIn Hendersonville
Wells Fargo Advisors1.0★ (2)In Hendersonville

How we ranked Hendersonville wealth managers

We scored 43 Hendersonville 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 Hendersonville 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 Hendersonville: frequently asked questions

Which wealth manager has the highest RFA Score in Hendersonville?

By RFA Score, the highest-ranked wealth manager in Hendersonville, NC is TruNorth Advisors | Retirement Wealth Management Group with an RFA Score of 69/100. It has 4.9★ from 96 Google reviews. Infinity Wealth Management, Inc. (#2) and ACT Advisors Wealth Management (#3) follow. We ranked 43 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Hendersonville?

RankedFinancialAdvisors ranks 43 wealth managers serving Hendersonville, NC. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Hendersonville work on weekends?

2 of 43 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hendersonville wealth managers have?

The median Google rating among 43 rated wealth managers in Hendersonville is 5.0★, with a median of 12 reviews. TruNorth Advisors | Retirement Wealth Management Group has the most, 183 reviews, and ranks #4. 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 Hendersonville count in this ranking?

Yes, if they are within 40 mi of the Hendersonville 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 Hendersonville 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 Hendersonville 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 Hendersonville

  1. November 2026: RFA Scores recalculated for 43 wealth managers serving Hendersonville.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Hendersonville pages