10+ Years · Asheville
Experienced Financial Advisors in Asheville, NC
Experience matters. These financial advisors in Asheville have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Asheville, NC by verified customer ratings and review volume. The highest-rated is TruNorth Advisors | Retirement Wealth Management Group with a 5.0-star rating from 69 verified reviews. Also in the top tier: Infinity Wealth Management, Inc. and ACT Advisors Wealth Management. The average rating across all listed financial advisors in Asheville is 4.9 stars from 17 reviews per business on average.
Financial advisors in Asheville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
17
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
TruNorth Advisors | Retirement Wealth Management Group
1 Town Square Blvd #350, Asheville, NC 28803, USA
Infinity Wealth Management, Inc.
3400 Sweeten Creek Rd suite a, Arden, NC 28704, USA
ACT Advisors Wealth Management
521 College St, Asheville, NC 28801, USA
Financial Advisors Rankings in Asheville, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | TruNorth Advisors | Retirement Wealth Management Group1 Town Square Blvd #350, Asheville, NC 28803, USA | 5.0★ | 69 |
| #2 | Infinity Wealth Management, Inc.3400 Sweeten Creek Rd suite a, Arden, NC 28704, USA | 5.0★ | 67 |
| #3 | ACT Advisors Wealth Management521 College St, Asheville, NC 28801, USA | 5.0★ | 63 |
| #4 | Edward Jones - Financial Advisor: Ryan Watkins, CFP®1200 Ridgefield Blvd #230, Asheville, NC 28806, USA | 5.0★ | 1 |
| #5 | Beacon Pointe Advisors4 Vanderbilt Park Dr #310, Asheville, NC 28803, USA | 5.0★ | 1 |
| #6 | Mercer Advisors - Asheville300 Ridgefield Ct Suite 309, Asheville, NC 28806, USA | 5.0★ | 2 |
| #7 | Horizons Wealth Management82 Patton Ave STE 206, Asheville, NC 28801, USA | 5.0★ | 23 |
| #8 | Edward Jones - Financial Advisor: Nathan P Moran, CFP®|ChFC®184 E Chestnut St Suite 2, Asheville, NC 28801, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: David E Matz, CFP®1200 Ridgefield Blvd Suite 258, Asheville, NC 28806, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Briggs Price, CFP®|ChFC®|CFA®|CLU®|RICP®23 Orange St, Asheville, NC 28801, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Asheville
Edward Jones - Financial Advisor: Ryan Watkins, CFP®
1200 Ridgefield Blvd #230, Asheville, NC 28806, USA
Beacon Pointe Advisors
4 Vanderbilt Park Dr #310, Asheville, NC 28803, USA
Mercer Advisors - Asheville
300 Ridgefield Ct Suite 309, Asheville, NC 28806, USA
Horizons Wealth Management
82 Patton Ave STE 206, Asheville, NC 28801, USA
Edward Jones - Financial Advisor: Nathan P Moran, CFP®|ChFC®
184 E Chestnut St Suite 2, Asheville, NC 28801, USA
Edward Jones - Financial Advisor: David E Matz, CFP®
1200 Ridgefield Blvd Suite 258, Asheville, NC 28806, USA
Edward Jones - Financial Advisor: Briggs Price, CFP®|ChFC®|CFA®|CLU®|RICP®
23 Orange St, Asheville, NC 28801, USA
Wessel Investment Counsel, L.L.C.
22 S Pack Square #400, Asheville, NC 28801, USA
Black Balsam Wealth Advisors - Northwestern Mutual
138 Charlotte St Suite 202, Asheville, NC 28801, USA
Merrill Lynch Wealth Management
1 N Pack Square 2nd Floor, Asheville, NC 28801, USA
Kevin McCormick, Northwestern Mutual
138 Charlotte St #200, Asheville, NC 28801, USA
Edward Jones - Financial Advisor: Leslie J Apple, CFP®|CEPA®|RICP®|AAMS®
267 McDowell St, Asheville, NC 28803, USA
Baird Private Wealth Management
79 Woodfin Pl #103, Asheville, NC 28801, USA
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Frequently Asked Questions — Financial Advisors in Asheville
What is a fiduciary financial advisor and why does it matter in Asheville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Asheville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Asheville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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