Financial advisors in Charlotte, NC

707 match · page 1 of 24

Emily Rassam
Financial advisor at Archer Investment Management
Archer Investment Management · $370.8M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Aaron Combs
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Aaron Salmon
Financial advisor at Pathfinder Planning LLC
Pathfinder Planning LLC · $29M AUM
CFP®VerifiedFinancial planning
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Abigail Bennett
Financial advisor at Verum Partners LLC
Verum Partners LLC · $1.01B AUM
CFP®VerifiedFinancial planning
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Abram Early
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Aditya Banerji
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Albert Shaffer
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Alex Strittmatter
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Alexander Devereaux
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Alexander Nolan
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Alixandria Tucci
Financial advisor at Pcm Encore, LLC
Pcm Encore, LLC · $2.05B AUM
CFP®VerifiedFinancial planning
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Aliya Washington
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Allen Losey
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Allison Hall
Financial advisor at Alight Financial Advisors, LLC
Alight Financial Advisors, LLC · $35.05B AUM
CFP®VerifiedFinancial planning
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Alvin Riley
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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Alvonzo Gibbs
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Alyson Kennedy
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Amanda West
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Amit Jaiswal Kalwar
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Anastasia Massiah
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Andrew Brincefield
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Andrew Buergler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Andrew Harris
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Andrew Jones
Financial advisor at Jones Gregg Financial, LLC
Jones Gregg Financial, LLC · $85.6M AUM
CFP®VerifiedFinancial planning
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Andrew Ordemann
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Andrew Tamburro
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Andrew Tudor
Financial advisor at Zenith Wealth Partners
Zenith Wealth Partners · $151M AUM
CFP®VerifiedFinancial planning
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Angela Ostendarp
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Anish Patel
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Ann Reilley
Financial advisor at Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC · $619.3M AUM
CFP®VerifiedFinancial planning
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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 Charlotte, 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 Charlotte, NC.

How this list works

Before you hire an advisor in Charlotte, NC