Financial advisors in Chapel Hill, NC

72 match · page 1 of 3

Alexander Richani
Financial advisor at Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. · $641.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexandria Jeter
Financial advisor at Old Peak Finance
Old Peak Finance · $714.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Spalding
Financial advisor at District Capital Management, LLC
District Capital Management, LLC · $29.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amyjo McElfresh
Financial advisor at Amphora Wealth Management, LLC
Amphora Wealth Management, LLC · $196.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Hart
Financial advisor at Delegate Advisors, LLC
Delegate Advisors, LLC · $1.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Kayser
Financial advisor at Old Peak Finance
Old Peak Finance · $714.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Brown
Financial advisor at Bolin Creek Wealth Advisors LLC
Bolin Creek Wealth Advisors LLC · $23.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Birken
Financial advisor at Pisces Financial Advisors, LLC
Pisces Financial Advisors, LLC · $55.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Yeager
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bert Bennett
Financial advisor at West Fork Wealth Management LLC
West Fork Wealth Management LLC · $10M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Snyder
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittany Brinckerhoff
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carl Thomason
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Rankin
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cheryl White
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Hostetler
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Cubbin
Financial advisor at Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. · $641.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Routh
Financial advisor at Old Peak Finance
Old Peak Finance · $714.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Henson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Wise
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Boehne
Financial advisor at Abacus Wealth Partners
Abacus Wealth Partners · $3.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Stancil
Financial advisor at Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC · $635.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Williams
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erin Vickery
Financial advisor at Old Peak Finance
Old Peak Finance · $714.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Florence Smith
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Dworsky
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Miller
Financial advisor at Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. · $641.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Mosher
Financial advisor at Old Peak Finance
Old Peak Finance · $714.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Yarborough
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Oravsky
Financial advisor at Absher Wealth Management, LLC
Absher Wealth Management, LLC · $1.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Chapel Hill, NC

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Chapel Hill, NC.

How this list works

Before you hire an advisor in Chapel Hill, NC