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Financial advisors in Huntersville, NC

Looking for a financial advisor in Huntersville, NC? We list 207 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.

207Advisors with offices here
13Median years of experience
73%At fee-only firms
52Firms represented

Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (38), Cornerstone Wealth (24), Strategic Advisers LLC (23).

Nearby: Cornelius, Davidson, Denver, Mount Holly, Mooresville, Charlotte, Harrisburg, Terrell.

Filter and map these advisors

Primerica Advisors
43yrs
Peter William Campbell
Financial advisor
15905 Brookway DR Suite 4101-C
Huntersville, NC 28078
Top advisor for experience in Huntersville
Top advisor for experience in HuntersvilleFiduciaryFee-only firm
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Merrill Lynch, Pierce, Fenner & Smith
43yrs
Thomas Anthony Francomano
Financial advisor
8015 W Kenton CIR
Huntersville, NC 28078
Top 1% for experience in Huntersville
Fiduciary
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Raymond James Financial Services Advisors
41yrs
Thomas Charles Oddo
Financial advisor
16315-A Northcross Drive
Huntersville, NC 28078
Top 1% for experience in Huntersville
Fiduciary
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Cornerstone Wealth
39yrs
Wallace Edward Sutton
Financial advisor
16810 Kenton Drive Suite 200
Huntersville, NC 28078
Top 2% for experience in Huntersville
Fee-only firm
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Osaic Wealth
36yrs
Donald Warren Johnson Jr
Financial advisor
13420 Reese Boulevard, West
Huntersville, NC 28078
Top 3% for experience in Huntersville
FiduciaryFee-only firm
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Cornerstone Wealth
35yrs
Jeffrey Alan Carbone
Financial advisor
16810 Kenton Drive Suite 200
Huntersville, NC 28078
Top 3% for experience in Huntersville
CFP®FiduciaryFee-only firm
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Wells Fargo Advisors
35yrs
John Edward Matheny
Financial advisor
16700 Statesville RD
Huntersville, NC 28078
Top 4% for experience in Huntersville
CFP®Fiduciary
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Osaic Wealth
34yrs
Scott Thomas Shepherd
Financial advisor
13420 Reese Boulevard, West
Huntersville, NC 28078
Top 4% for experience in Huntersville
FiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
33yrs
Dana Landreth Horton
Financial advisor
8015 W Kenton CIR
Huntersville, NC 28078
Top 5% for experience in Huntersville
Fiduciary
Call Directions
Strategic Advisers
32yrs
Jeffery Mingo
Financial advisor
Huntersville, NC
Top 2% for experience at Strategic Advisers
FiduciaryFee-only firm
Call Directions
Savant Wealth Management
31yrs
Randy James Farina
Financial advisor
13801 Reese Boulevard Suite 155
Huntersville, NC 28078
Top 6% for experience in Huntersville
CFAFee-only firm
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Merrill Lynch, Pierce, Fenner & Smith
31yrs
Chris Angelino
Financial advisor
8015 W Kenton CIR
Huntersville, NC 28078
Top 7% for experience in Huntersville
Fiduciary
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Trusttree Financial
31yrs
Brandon Richard Opre
Financial advisor
8936 Northpointe Executive Park Dr. Ste.260
Huntersville, NC 28078
Top 7% for experience in Huntersville
CFP®FiduciaryFee-only firm
Call Directions
Advice and Planning Services
31yrs
Marco Enrique Tejada
Financial advisor
Huntersville, NC
Top 6% for experience at Advice and Planning Services
FiduciaryFee-only firm
Call Directions
LPL Financial
31yrs
Mark Tincher
Financial advisor
Huntersville, NC
Top 8% for experience in Huntersville
FiduciaryFee-only firm
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LPL Financial
30yrs
Jeffrey Parks Kendall
Financial advisor
13420 Reese Blvd W Triumvirate Financial Services
Huntersville, NC 28078
Top 8% for experience in Huntersville
FiduciaryFee-only firm
Call Directions
Cornerstone Wealth
30yrs
Craig Alan Rubrecht
Financial advisor
16810 Kenton Drive Suite 200
Huntersville, NC 28078
Top 9% for experience in Huntersville
FiduciaryFee-only firm
Call Directions
Cornerstone Wealth
30yrs
KARA Buteau KUNZ
Financial advisor
16810 Kenton Drive Suite 200
Huntersville, NC 28078
Top 9% for experience in Huntersville
CFP®Fee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
29yrs
Christopher Sean George
Financial advisor
8015 W Kenton CIR
Huntersville, NC 28078
Top 10% for experience in Huntersville
Fiduciary
Call Directions
Osaic Wealth
29yrs
Andrew Frederick Walter
Financial advisor
9820 Northcross Center Ct. Suite 127
Huntersville, NC 28078
Top 10% for experience in Huntersville
FiduciaryFee-only firm
Call Directions
A4 Wealth Advisors
29yrs
John Burke Balcerzak
Financial advisor
16140 Northcross Drive
Huntersville, NC 28078
Top advisor for experience at A4 Wealth Advisors
CFP®Top advisor for experience at A4 Wealth AdvisorsFiduciary
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Merrill Lynch, Pierce, Fenner & Smith
29yrs
Amy Glace Murray
Financial advisor
8015 W Kenton CIR
Huntersville, NC 28078
Top 11% for experience in Huntersville
Fiduciary
Call Directions
Brighton Securities
29yrs
Michael James Black
Financial advisor
8936 Northpointe Executive Park Drive Suite 240/260
Huntersville, NC 28078
Top 12% for experience in Huntersville
Fiduciary
Call Directions

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