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Wealth Managers in Waxhaw, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Waxhaw: Alloy Wealth Management, RFA Score 72/100; 5.0★ from 157 Google reviews.

  2. 3

    Most-reviewed: Totem Wealth Management & Financial Advisors, 111 Google reviews at 5.0★, the most of 65 ranked after Alloy Wealth Management; ranked #3.

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

65 Waxhaw wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 65 rated firms.

Top 10 wealth managers in Waxhaw 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 Waxhaw at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Alloy Wealth Management725.0★ (157)Charlotte, 11 mi awayTop score
2Cornerstone Wealth Planning705.0★ (62)Charlotte, 10 mi away—
3Totem Wealth Management & Financial Advisors695.0★ (111)Charlotte, 21 mi awayMost reviews
4Admiralty Wealth Management695.0★ (24)Waxhaw—
5Hobart Wealth - Financial Planning Services684.9★ (44)Charlotte, 10 mi away—
6Carnegie Private Wealth685.0★ (52)Charlotte, 17 mi away—
7Family Wealth Partners664.8★ (21)Matthews, 11 mi away—
8Connected Wealth Management665.0★ (21)Charlotte, 16 mi away—
9YellowWood Wealth Solutions655.0★ (21)Charlotte, 18 mi away—
10Level Wealth Management655.0★ (19)Charlotte, 16 mi away—

All 65 wealth managers in Waxhaw, 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 Waxhaw

    #1 Alloy Wealth Management

    Based in Charlotte, 11 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 157 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 157 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277
    View profile for Alloy Wealth Management(800) 689-3935

  6. #6 Carnegie Private Wealth

    Based in Charlotte, 17 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6101 Carnegie Blvd #520, Charlotte, NC 28209
    View profile for Carnegie Private Wealth(704) 733-6880

  7. #7 Family Wealth Partners

    Based in Matthews, 11 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2518 Plantation Center Dr, Matthews, NC 28105
    View profile for Family Wealth Partners(704) 321-0152

  10. #10 Level Wealth Management

    Based in Charlotte, 16 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6135 Park S Dr Ste 510, Charlotte, NC 28210
    View profile for Level Wealth Management(704) 312-2490

  13. #13 Portus Wealth Advisors

    Based in Charlotte, 21 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    511 East Blvd, Charlotte, NC 28203
    View profile for Portus Wealth Advisors(704) 936-0084

  14. #14 Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC

    Based in Charlotte, 16 mi away

    65/100RFA Score

    Ranked #14 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 8:30 AM–5 PM · Sat–Sun closed
    Address
    6135 Park S Dr Ste 510, Charlotte, NC 28210
    View profile for Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC(704) 276-7325

  15. #15 Cadence Wealth Partners

    Based in Concord, 36 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    845 Church St N Ste 205, Concord, NC 28025
    View profile for Cadence Wealth Partners(704) 467-8502

  16. #16 The Wealth Guardians

    Based in Charlotte, 11 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    15720 Brixham Hill Ave #300, Charlotte, NC 28277
    View profile for The Wealth Guardians(336) 341-3409

  17. #17 King Wealth Partners

    Based in Rock Hill, 17 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    744 Arden Ln Ste 175, Rock Hill, SC 29732
    View profile for King Wealth Partners(803) 324-5464

  19. #19 MB Wealth Advisors

    Based in Huntersville, 37 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078
    View profile for MB Wealth Advisors(704) 584-9363

  22. #22 Focused Wealth, LLC

    Based in Charlotte, 13 mi away

    63/100RFA Score

    Ranked #22 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–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3:30 PM · Sat–Sun closed
    Address
    8037 Corporate Center Dr STE 300, Charlotte, NC 28226
    View profile for Focused Wealth, LLC(704) 543-0690

  23. #23 PB Wealth, LLC

    Based in Charlotte, 11 mi away

    63/100RFA Score

    Ranked #23 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 9 AM–5 PM · Tue–Thu 9 AM–8 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    15720 Brixham Hill Ave #300, Charlotte, NC 28277
    View profile for PB Wealth, LLC(973) 229-4730

  25. #25 Legacy Wealth Founders

    Based in Charlotte, 22 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    600 S Tryon St Floor #18 Suite 1859, Charlotte, NC 28202
    View profile for Legacy Wealth Founders(704) 299-5433

Wealth managers 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 65 ranked wealth managers here; the rest are on their profiles.

wealth managers in Waxhaw, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26RB WEALTH PARTNERS635.0★ (28)37 mi
27Rhino Wealth Management635.0★ (15)28 mi
28CayDen Wealth Management635.0★ (7)18 mi
29Kucharo Wealth625.0★ (7)21 mi
30Frontier Wealth Advisors625.0★ (5)17 mi
31Dream Life Wealth Management625.0★ (6)20 mi
32Scott Phillips Wealth624.7★ (3)10 mi
33Focus Wealth Planning625.0★ (14)34 mi
34RBC Wealth Management Branch - Charlotte625.0★ (4)17 mi
35GCG Wealth Management, LLC614.0★ (9)21 mi
36NaviPath Wealth615.0★ (5)20 mi
37BNA Wealth615.0★ (3)14 mi
38Outing Wealth Strategies615.0★ (7)25 mi
39Alloy Wealth Management615.0★ (4)18 mi
40Harmony Wealth Group615.0★ (9)29 mi
41Passport Wealth Management615.0★ (15)38 mi
42High Rock Wealth Management615.0★ (3)16 mi
43CJS Wealth Management614.5★ (10)28 mi
44Wealth Enhancement Group614.0★ (4)16 mi
45Southbound Wealth LLC615.0★ (3)16 mi
46Epic Capital Wealth Management615.0★ (3)16 mi
47Centerpoint Wealth Strategies615.0★ (3)16 mi
48Parkwood Wealth Advisors615.0★ (3)17 mi
49WealthPoint Advisors614.8★ (8)29 mi
50A4 Wealth Advisors614.9★ (12)36 mi

Also serving Waxhaw

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 Waxhaw
BusinessGoogle ratingDistance
Biltmore Family Office, LLC5.0★ (2)21 mi
Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC5.0★ (1)16 mi
Caden Wealth Management, LLC5.0★ (2)38 mi
Cardinal Legacy Wealth Advisors3.0★ (2)17 mi
Clearview Wealth Management5.0★ (1)16 mi
Cornerstone Wealth Advisors5.0★ (1)11 mi
David Bowman - Wealth Advisor5.0★ (1)15 mi
Davis Williams Wealth Management1.0★ (1)8 mi
Edward Jones - Financial Advisor: Justin D Cooper, CEPA®|AAMS®5.0★ (4)In Waxhaw
Haines Financial Services, Inc.5.0★ (2)In Waxhaw
Merrill Lynch Wealth Management3.0★ (2)22 mi
Merrill Lynch Wealth Management5.0★ (1)13 mi
Michael Phillips - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)16 mi
Mint Hill Wealth Management5.0★ (2)18 mi
Noble Rock Wealth Management - Ameriprise Financial Services, LLC5.0★ (1)16 mi
Offenberg Wealth Management of Raymond James5.0★ (1)16 mi
Prior Wealth Planning5.0★ (2)38 mi
Ruffalo Wealth Management5.0★ (1)14 mi
Wealthy Financial5.0★ (2)15 mi
Wilson Wealth5.0★ (1)11 mi

How we ranked Waxhaw wealth managers

We scored 65 Waxhaw 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 Waxhaw 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 Waxhaw: frequently asked questions

Which wealth manager has the highest RFA Score in Waxhaw?

By RFA Score, the highest-ranked wealth manager in Waxhaw, NC is Alloy Wealth Management with an RFA Score of 72/100. It has 5.0★ from 157 Google reviews. Cornerstone Wealth Planning (#2) and Totem Wealth Management & Financial Advisors (#3) follow. We ranked 65 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Waxhaw?

RankedFinancialAdvisors ranks 65 wealth managers serving Waxhaw, NC. 1 of them is based in Waxhaw; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Waxhaw work on weekends?

3 of 65 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are PB Wealth, LLC (#23) and Legacy Wealth Founders (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Waxhaw wealth managers have?

The median Google rating among 65 rated wealth managers in Waxhaw is 5.0★, with a median of 9 reviews. Alloy Wealth Management has the most, 157 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 Waxhaw count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 65 wealth managers serving Waxhaw.

More wealth managers and Waxhaw pages