Best Financial Advisors in North Carolina for 2021 • Benzinga

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Benzinga carefully researched top financial advisor firms in North Carolina to regulate which are the top-quality in transparency, reputation and pricing. Compare and contrast the offerings of the favourable fiscal advisors.

Table of contents

Best for Insurance and Annuities: Waddell & Reed Inc.
High-grade for Client Portal: Financial Isotropy Inc.
Best for Comprehensive Management: Lewis Financial Management LLC
Best for Retirement Provision: Spartan Planning
Best for Women: Zuraw Financial Advisors
Unsurpassed for High-Profits-Worth Individuals: Smith Partners Wealth Direction
Best for Education: DMJ Wealth Advisors
Best for Fee-Only Advising: Triad Financial Advisors
Best for High-Value Investors: Alpha Financial Advisors
Best for Web-Based Financial Solutions: Integrated Financial Strategies
Champion for Business Owners: Independent Adviser Confederation
Best for High-Level of Variegation: Hayden Royal
Top for Retirement Planning: Hobart Private Capital
Best for Retirement: Arbor Investment Advisors
Best for Major Animation Transitions: Blue Rock Wealth Direction
Best for Long-Term Ontogeny: Salem Investment Counselors
Best for Comprehensive Approach: Sheets Smith Wealthiness Direction
Best for High-Profit-Worth Families: Timonier
Get the Best Business enterprise Advisor for You
- Methodology

Superfine for Policy and Annuities: Waddell & Reed Inc.

Waddell & Reed is one of the oldest investing firms in the Integrated States and has more than 400 offices end-to-end the country. This tried-and-even investing firm, a subsidiary of publicly listed Waddell & Reed instrument Financial, Inc. (NYSE: WDR) delivers:

Financial planning
Retreat planning
Education financing
And more!

Inside those categories are advice about common funds, advisory programs, general securities, insurance and annuities, banking and cash solutions and gifting or giving strategies.

Go-to-meeting for Client Portal: Fiscal Symmetry Inc.

Financial Balance is an employee-closely-held financial advisory immobile in the Triangle area of North Carolina. Financial Symmetry charges on a fee-only fundament. Financial Symmetry's financial advisors put your goals first:

Commercial enterprise planning
Investiture management
Retirement planning
Tax planning
Social Security analysis
College provision
401(k) planning
Estate planning

Any particular on your financial to-do list nates be self-addressed on Financial Symmetry's unique high-technical school client portal. Commercial enterprise Symmetry's portal keeps tabs on your net worth, totals up your spending against your future targets and holds all your documents. Its portal gives you access to your accounts whenever you privation it.

FINANCIAL SYMMETRY INC.

Best for Comprehensive Management: Lewis Financial Management LLC

Thirty-year experient Frederick Carleton Lewis Fiscal Management offers 2 tiers of commercial enterprise direction: An initial financial advisory reference and comprehensive financial planning.

Your first meeting with Lewis Fiscal Management LLC starts with an first financial advisory consultation. You'll get advice right departed, whether you need help with cash management, investments, retirement planning or disjoint advice.

Connected the past hand, you might need more than than just a one-off interview. Opt for comprehensive financial planning to hash impossible long objectives and strategy execution directed at your goals.

Best for Retreat Planning: Spartan Planning

Retirement planning can be overwhelming. How much do you put into your IRA? How much risk do you take with your investments? Spartan Planning is a fee-only firm with a focus on connected retirement preparation. Its goal is to minimize investment risks so you can meet your retirement goals whether retirement is a hardly a age or a few decades down the road.

Spartan Planning besides sets up online access for your accounts so you know exactly what's expiration on. Spartan Preparation starts the process with a discovery meeting to learn about your goals and see if IT's a good fit. It prioritizes building a meaningful relationship with each guest and has an informative blog to help you stay well-read along current financial issues.

SPARTAN PLANNING GROUP

Best for Women: Zuraw Financial Advisors

Many women have incomparable fiscal needs, whether it's due to divorce or being raised with certain expectations around making and managing money. Zuraw Financial Advisors believes in empowering women. Information technology hosts a blog on women and divorce so women can make informed decisions almost money.

Zuraw Fiscal Advisors focuses on helping people build risen their assets and hand down those assets to future generations. Zuraw Business Advisors understands that aliveness and money can bewilder complicated. It's in that location to be a resource and to help you make grow a plan for financial success.

ZURAW Business ADVISORS, LLC

Best for High-Net-Worth Individuals: Smith Partners Wealthiness Direction

Smith Partners Wealth Direction focuses on the needs of high-sack-worth individuals. It's been offering financial advice on a fee-only basis for almost 30 eld. Joseph Smith Partners advisors industrial plant close with each client to annoy bed your fears, concerns and financial history. In addition to financial planning, David Smith Partners also offers indemnity and run a risk psychoanalysis and collaborates with other advisors like CPAs.

Charitable giving is as wel important to Julia Evelina Smith Partners, and its advisors will work with you to develop an efficient giving plan for charitable giving.

SMITH PARTNERS WEALTH MANAGEMENT, LLC

Best for Education: DMJ Wealth Advisors

DMJ Wealth Advisors knows you need to understand the investiture and financial decisions you make. A financial consultant put up make recommendations but information technology's essential to understand how each element of your commercial enterprise plan works. DMJ offers a wealth of learning resources connected its website indeed you can poke into the issues that matter to you.

Its advisors usance a step-by-step access to planning that starts with your financial goals. Its solutions are customised to what matters to you.

DMJ WEALTH ADVISORS, LLC

Best for Bung-Only Advising: Triad Financial Advisors

Tercet Financial Advisors (TFA) offers a piping level of ain service to each customer. The company is a fee-only, independent registered investment funds advisor (RIA) that has a fiduciary duty to act in its clients' best interests at all multiplication.

Its advisors work with each client to build a life be after that makes sense. All of its advisors are certified business enterprise planners (CFPs) and several hold out new designations atomic number 3 well. Triad Financial Advisors also gives gage to the community through contributions to nonprofit organizations like the United Way of Greater Greensboro. TFA offers a free consultation soh you can determine more roughly its services and whether it's a good fit for you.

TRIAD ADVISORS, LLC

Second-best for High-Evaluate Investors: Alpha Commercial enterprise Advisors

Alpha Business is a business planner that also offers basic consulting services. The minimum account balance requisite in the beginning Alpha is $750,000 worth of AUM. If you have over $5 million in Supreme Truth, you'll make up just 0.125% of your portfolio balance annually in fees.

This can cause information technology one of the top financial advisors in Queen City for high-value investors. Its primary investment scheme focuses along diversifying your portfolio by investing in global markets. If you want to invest in some developing and foreign markets, be sure to conceive Alpha Financial.

ALPHA FINANCIAL ADVISORS, LLC

World-class for Entanglement-Based Financial Solutions: Integrated Financial Strategies

Integrated Business enterprise Strategies is a documented investment adviser offering portfolio management, retreat income and financial consulting services. The almost unique serve offered by Integrated Financial Strategies is its web-founded commercial enterprise planning and consulting religious service. It provides services from account aggregation to answers to general financial questions through its online portal vein.

You can also view account statements and rail your progress toward your investment finish online. If you're looking a convenient way to play a more active function in your investing, Integrated Financial Strategies is one of the best financial advisors for your needs.

INTEGRATED Business enterprise STRATEGIES, LLC

Unexceeded for Business Owners: Independent Advisor Alliance

With complete 11,000 individual clients and more than $4.7 million worth of Aum Shinrikyo, Independent Advisor Alliance International Relations and Security Network't reasonable a top financial advisor in Charlotte — it's also one of the largest in the U.S. The minimum Libra the Scales needful to begin with Independent Consultant Alliance is commonly $25,000 but Crataegus oxycantha be higher depending on the services you penury.

Independent Advisor Confederation offers nearly every type of retirement and investing service you mightiness want. However, about of its unique services center around the needs of business owners. From compliance oversight to family office training, Independent Consultant is a top financial planner for stage business owners looking for a one-stop financial and corporate advising service.

INDEPENDENT Consultant ALLIANCE, LLC

Best for High-Level of Diversification: Hayden Royal

Hayden Imperial is a business planner in Charlotte offering portfolio direction and investment advising services. In that respect is no minimum balance required to work with Hayden Royal — though some higher-end advisors with an plus specialty may introduce their own minimums.

Hayden Royal's investment strategy principally focuses on the purchase of mutual funds and exchange-traded funds (ETFs), 2 types of pooled investment vehicles that bundle many shares of stock and hamper unitedly. This allows it to easily diversify your portfolio and gift your money in aggregate industries at once.

If you value a high even of diversification in your investment strategy, Hayden Royal might be properly for you.

HAYDEN ROYAL

Best for Retirement Planning: Hobart Private Capital

Hobart Private Capital is a financial planning and consulting service focused on providing individualized investing plans. Its main investment product is its retirement planning process — though it does offer wealth direction and asset tribute plans every bit well. If you'ray having trouble maturation the balance in your IRA or 401(k), Hobart helps you save money in your 50s and beyond.

Hobart Private Capital uses a 5-step approach to help you get the most personalized retirement plan feasible.

At your first meeting, you'll discuss your goals with your personalized financial contriver. You'll examine your current financial situation and see where you are in your retirement readiness. From thither, your team of financial planners will put collectively a plenary investing plan, get your approval and pose IT into execute.

With Hobart you'll receive regular updates along how your plan is going away you said it you're progressing toward retreat.

HOBART PRIVATE Great, LLC

Second-best for Retreat: Arbor Investment Advisors

Arbor Investment Advisors is an independent, privately-owned investment management fixed that was founded in 1998. Its financial planners narrow down in a personalised approach, and the firmly put up bring up with high-final-worthy individuals.

Fees range from negotiable to up to 1% annually depending along your invested assets. The firm offers services including retirement planning, estate planning, insurance planning and more.

ARBOR INVESTMENT ADVISORS

Best for John R. Major Life Transitions: Blue Rock Wealth Direction

Blue Rock Wealth management has finished 15 old age of live in investment management and financial planning. Blue Rock Wealthiness advisors help clients contribute to their 401(k) and Ire accounts and support education, estate of the realm and retirement provision. The firm's niche is assisting with major life transitions comparable heritage dispersion, disassociate or sale of a business.

Advisors start by asking questions about your finances to discover more about your subjective financial situation and goals. You can then choose to opt into wealth management, financial provision or both types of services. Investment fees range from 0.75% to 2.75% annually contingent on the case of account.

BLUE ROCK WEALTH Direction, LLC

Best for Long-Terminus Development: Salem Investment Counselors

Salem Investment Counselors was founded in 1979 and provides investment direction and financial planning services look-alike taxation planning, estate planning, cash flow analysis and more. The settled values long-run relationships with clients, and it was ranked the top fiscal informatory settled in 2019 past CNBC.

Advisors emphasize investing in high-quality companies with proven track records for little risk and increased stability. The loyal provides both investment management and financial advice at 1% annually of the value of assets. This fee can be negotiable.

SALEM INVESTMENT COUNSELORS INC

Best for Encyclopedic Approach: Sheets Smith Wealth Direction

Sheets Ian Smith Wealth Management is an independently owned investment advisor that's offered riches management and financial provision services since 1982. Services let in retirement provision, estate of the realm planning, cash flow analysis, gift planning and many.

The firm's staff boasts designations including Chartered Financial Analysts® (CFA®), Certified Financial Planners™ (CFP®) and Chartered Retirement Planning Counselors℠ (CRPC®).

The family federal agency division offers unequalled solutions to high-net-Worth families that include wealth transfer, wealth preservation and more. Investment fees can array between 0.5% and 1% annually dependent on the value of your assets.

SHEETS SMITH WEALTH Direction

Scoop for High-Net-Worth Families: Timonier

Timonier is a family-operated investment funds management and business enterprise planning firm. Its clients include individuals, corporations, trusts and charitable organizations, simply the steadfastly's services are especially beneficial to altissimo-net-worth families. Timonier can help part the burden of managing the complexities of syndicate wealth.

Advisors take a holistic, multi-people come on to wealth management. You'll have support for retirement planning, estate of the realm planning, education planning, Johnny Cash flow analysis and task provision. Fees run from 0.3% to 1% p.a. of the totality assets under management.

TIMONIER

Pay off the Top Financial Advisor for You

A twain of important to-fare items before you land on an advisor:

Postulate friends and family in Ralegh whether they choose one and only financial advisor over another.
Cautiously question a business enterprise advisor in a house who comes highly suggested. Remember, the first one is free! Be sure to articulate your goals and explicate exactly what IT is you're involved in getting out of the relationship. Do you wish to programme carefully for retirement? Have some short-full term money goals in mind? Think carefully about these things before you visit.

Put on't be afraid to give yourself time to think after to each one hour with your financial advisor is risen. You'Ra titled to believe nigh the decision — later on all, your future's at bet on.

Methodology

To find the top financial advisors in North Carolina, we pored through all Securities and Exchange Commission-listed advisory firms with offices in North Carolina. We winnowed the list by lone including advisors WHO are registered fiduciaries, had no old disclosures and have stripped personal conflicts of interest. We gave weight to companies that offer some investment direction and planning, had no conflicts of sake, had offices in seven-fold states, have a wrap bung program and over $50 million in assets below direction.

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