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Financial advisors in Charlotte, NC

Looking for a financial advisor in Charlotte, NC? We list 4,490 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.

4,490Advisors with offices here
12Median years of experience
68%At fee-only firms
342Firms represented

Largest firms here: Vanguard Advisers, Inc. (704), Merrill Lynch, Pierce, Fenner & Smith Incorporated (492), Advice and Planning Services (369).

Nearby: Matthews, Harrisburg, Pineville, Huntersville, Belmont, Mount Holly, Indian Trail, Cramerton.

Filter and map these advisors

Supreme Alliance
47yrs
Charles John Ehnot
Financial advisor
14804 Resolves Lane
Charlotte, NC 28277
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Janney Montgomery Scott
47yrs
Robert Louis Stiles Jr
Financial advisor
4064 Colony Road Two Morrocroft Centre, Suite 450
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Robert W. Baird &
47yrs
Joseph Alexander Lipe
Financial advisor
4350 Congress ST Suite 400
Charlotte, NC 28209
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
Frank Joseph Clemente
Financial advisor
6000 Fairview RD STE 800
Charlotte, NC 28210
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
John Dickens Richards
Financial advisor
6000 Fairview RD STE 800
Charlotte, NC 28210
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Osaic Wealth
46yrs
Samuel Dean Turner
Financial advisor
1415 Vantage Park Drive Suite 250
Charlotte, NC 28203
Top 1% for experience in Charlotte
FiduciaryFee-only firm
Call Directions
Morgan Stanley
46yrs
James Larry Biggers
Financial advisor
6805 Carnegie Boulevard Suite 400
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Raymond James & Associates
45yrs
John Gordon Burns
Financial advisor
3540 Toringdon Way Suite 510
Charlotte, NC 28277
Top 1% for experience in Charlotte
CFP®Fiduciary
Call Directions
Morgan Stanley
45yrs
Jeffrey Brent Gaskin
Financial advisor
6805 Carnegie Boulevard Suite 400
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Captrust
45yrs
Robert Arthur Jones
Financial advisor
4201 Congress St. STE 160
Charlotte, NC 28209
Top 1% for experience in Charlotte
FiduciaryFee-only firm
Call Directions
Janney Montgomery Scott
45yrs
Carol Ann Mansour-Ezzell
Financial advisor
4064 Colony Road Two Morrocroft Centre, Suite 450
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Stifel, Nicolaus &
45yrs
Richard Edward Miller
Financial advisor
6100 Fairview Road Suite 350 & Suite 700
Charlotte, NC 28210
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Raymond James & Associates
45yrs
John Ray Earnhardt
Financial advisor
6805 Carnegie Blvd, Suite 350
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fiduciary
Call Directions
Wealth Enhancement Advisory Services
45yrs
Larry Carroll
Financial advisor
4521 Sharon RD Suite 400
Charlotte, NC 28211
Top 1% for experience in Charlotte
Fee-only firm
Call Directions
Mercer Global Advisors
44yrs
Howell Knight Hallett II
Financial advisor
201 South College Street Suite 2250
Charlotte, NC 28244
Top 1% for experience in Charlotte
FiduciaryFee-only firm
Call Directions
GWN Securities
44yrs
Frank Redding Owen III
Financial advisor
10710 Sikes Place Suite 140
Charlotte, NC 28277
Top 1% for experience at GWN Securities
ChFCFee-only firm
Call Directions

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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.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read