Independent Advisor Alliance
41yrs
Top advisor for experience in Belmont
Financial advisors in Belmont, NC
Looking for a financial advisor in Belmont, NC? We list 41 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
41Advisors with offices here
14Median years of experience
80%At fee-only firms
22Firms represented
Largest firms here: Coppell Advisory Solutions LLC (9), Edward Jones (3), Independent Advisor Alliance, LLC (3).
Nearby: Cramerton, Lowell, Mount Holly, Gastonia, Stanley, Dallas, Charlotte, Bessemer City.
Cambridge Investment Research Advisors
40yrs
Top 3% for experience in North Carolina
Cetera Investment Advisers
38yrs
Top 4% for experience in North Carolina
Cetera Investment Advisers
34yrs
Top 7% for experience in North Carolina
Coppell Advisory Solutions
33yrs
Top 9% for experience in North Carolina
Catawba River Capital
31yrs
Top 12% for experience in North Carolina
Coppell Advisory Solutions
30yrs
Top 13% for experience in North Carolina
Cambridge Investment Research Advisors
27yrs
Top 18% for experience in North Carolina
Advisorstrust Partners
27yrs
Top 18% for experience in North Carolina
Coppell Advisory Solutions
27yrs
Top 19% for experience in North Carolina
Edward Jones
27yrs
Top 9% for experience at Edward Jones
Edward Jones
26yrs
Top 11% for experience at Edward Jones
LPL Enterprise
24yrs
Top 24% for experience at LPL Enterprise
Rhino Wealth Management
22yrs
More experience than 70% of advisors in North Carolina
Strategic Advisers
20yrs
Top 15% for experience at Strategic Advisers
Wells Fargo Advisors
19yrs
More experience than 63% of advisors in North Carolina
Independent Advisor Alliance
19yrs
More experience than 63% of advisors in North Carolina
Empower Advisory Group
18yrs
Top 24% for experience at Empower Advisory Group
Advice and Planning Services
17yrs
More experience than 58% of advisors in North Carolina
Credit Union Investment Services
15yrs
Top 17% for experience at Credit Union Investment Services
State Farm Investment Management
14yrs
More experience than 55% of advisors at State Farm Investment Management
Principal Advised Services
14yrs
Top 23% for experience at Principal Advised Services
State Farm Investment Management
13yrs
More experience than 51% of advisors at State Farm Investment Management
Cambridge Investment Research Advisors
12yrs
12 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.