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

Modera Wealth Management FEATURED

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


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


Alpha Financial Advisors

Alpha Financial Advisors is an investment management and financial planning specialist with a focus on delivering peace of mind for its clients. It crafts custom solutions for people who need guidance on investments, income tax, cash flow, education funding, risk management, estate planning, and other financial issues.

Charlotte, NC 28277


Bragg Financial Advisors

Bragg Financial Advisors specializes in investment management, financial planning, and estate planning -- with which is has more than half a century of experience. The company serves families and institutions, offering objective and insightful guidance to both. Bragg Financial Advisors has a reputation for customer satisfaction, and local people hold it in high regard for its excellent personal service.

Charlotte, NC 28203


Carroll Financial

Carroll Financial is a Charlotte firm that has served Carolina for more than three decades. It helps clients to find strategies for their particular stage of life -- its services include college planning, retirement planning, 401(k) advice, estate planning, and wealth management. It also offers financial planning services that are specially designed for physicians. Carroll Financial has a focus on community, and it helps the local area through various charitable means.

Charlotte, NC 28209


CAVU Wealth Advisors

CAVU Wealth Advisors is a member of the CFA Institute, and it is registered as a Financial Advisor with the National Association of Personal Financial Planners. It is an independent firm with a fee-only structure, and it aims to provide objective advice that enables clients to enjoy their wealth. CAVU Wealth Advisors has offices in Walnut Creek and Charlotte, North Carolina.

Charlotte, NC 28207


Clearview Wealth Management

Clearview Wealth Management is a registered investment advisor in North Carolina and South Carolina, and it is a member of the Financial Planning Association as well as the National Association of Personal Financial Advisors. The professionals here have worked together for 15 years, and they have more than 60 years of industry experience between them. Clearview Wealth Management is a privately-owned firm that operates on a fee-only basis.

Charlotte, NC 28211


Cornerstone Wealth Planning

Cornerstone Wealth Planning is a financial planning, investment management, retirement planning, tax planning, and tax preparation specialist that aims to provide clear and practical financial solutions for its clients. The financial professionals here have a reputation for their expertise as well as their customer service, and people are grateful for the detailed and accessible explanations that are available here.

Matthews, NC 28105


Derse Morgen Financial Advisors

Derse Morgen Financial Advisors helps individuals, families, and business owners in North Carolina to manage their financial affairs. It specializes in retirement planning, insurance, risk management, investment strategies, succession planning, tax minimization strategies, and estate planning. Derse Morgen is an independent firm with a strong commitment to openness and transparency, and it enjoys an excellent reputation among local people for its honesty and integrity. The company's offices can be found on Vanstory Drive in Huntersville.

Huntersville, NC 28078


Eastover Capital Management

Eastover Capital Management has almost three decades of professional experience helping individuals and institutions to manage their investments. It operates on a fee-only basis and aims to build long-term, meaningful relationships with its clients. The financial professionals here have decades of industry experience, and they are experts at minimizing costs and taxes. Eastover Capital Management is based in Charlotte, North Carolina, though it serves clients throughout the United States. Its offices can be found on Carnegie Boulevard.

Charlotte, NC 28209


Epic Capital Wealth Management

Epic Capital Wealth Management is a wealth management company based in Charlotte, North Carolina, with over 25 years of experience in the industry. It helps its clients in designing personalized financial planning and investment management strategies that meet their needs, and are per their wealth management, philanthropic, and legacy planning goals. The firm's services include impact investing, risk management, and estate, investment, tax, retirement, income, charitable, education, and employee benefits planning.

6135 Park South Drive STE 130
Charlotte, NC 28210


Gaskin Asset Management

Gaskin Asset Management is a family-owned firm that guides its clients through every stage of their financial life. They help people to protect their assets, manage their portfolios, plan their retirement, and work to achieve both their short-term and long-term financial ambitions.

Charlotte, NC 28226


JHG Financial Advisors, LLC

JHG Financial Advisors, LLC is an independent company which offers a free online portfolio risk analysis for its clients. It also offers estate and retirement services, as well as wealth management advice, and it has a strong commitment to protecting people from financial risk. The company has offices on Briar Creek Road in Charlotte, North Carolina.

Charlotte, NC 28205


MBL Advisors

MBL Advisors offers a broad array of financial services for both individual and corporate clients. It helps people with wealth transfers, life insurance, and personal risk management. Its corporate services include executive compensation consulting, business transition planning, and family business guidance. Complimentary consultations are available.

Charlotte, NC 28204


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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