Best Financial Advisors in Charlotte

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Charlotte Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 177 114 20

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

ACM Wealth Management

ACM Wealth Management is an independent financial advisor that creates custom solutions for its clients, whether they are planning, investing, borrowing, or protecting their assets. The firm has been featured in local publications like Charlotte Business Journal and Charlotte Magazine, but also in national media like The Wall Street Journal, Thomson Reuters, and Fox Business.

Charlotte, NC 28281


Modera Wealth Management

Modera Wealth Management is a Charlotte-based investment planner and financial advisory service that serves professionals, executives, retirees, and those retiring soon. It also helps people navigate life transitions such as new-found wealth, divorce, or the death of a spouse. The firm has a focus on offering objective advice, and it aims for complete transparency when advising its clients.

Charlotte, NC 28226


Parsec Financial Wealth Management

Parsec Financial Wealth Management serves Charlotte, Asheville, Southern Pines, and Tryon in North Carolina. It is a fee-only financial planning company that manages billions of dollars in assets, offering intelligent investment advice for individuals and businesses. The firm has more than 35 years of professional experience, and it has earned a reputation for putting its clients first.

Charlotte, NC 28202


Vertex Capital Advisors

Vertex Capital Advisors helps people in Charlotte to navigate financial hurdles and life transitions. The firm consists of a team of qualified and experienced professionals, which includes a Certified Financial Planner and a Chartered Retirement Planning Counselor. The team provides advisory portfolio solutions, social security planning, 401(k) and IRA rollovers, asset protection services, and a retirement income design service. Vertex Capital Advisors is an independent firm with a focus on objectivity, and it holds itself to the highest legal and ethical standards in the industry.

Charlotte, NC 28209


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