Local Pros · Asheville
Local Financial Advisors in Asheville, NC
Locally owned and operated financial advisors serving Asheville and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Asheville, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is TruNorth Advisors | Retirement Wealth Management Group with a 5.0-star rating from 69 Google reviews and an RNM Score of 93/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a well-established and reputable firm with a strong track record of providing comprehensive financial planning and investment management services.
Most Reviewed
Merrill Lynch Wealth Management
A high number of reviews indicates that Merrill Lynch Wealth Management has a significant client base and a history of serving the Asheville community.
When choosing a financial advisor in Asheville, consider the firm's reputation, experience, and the range of services they offer to ensure they align with your financial goals and needs.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
17
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 69 Google reviews, reflecting exceptional client trust and satisfaction.
1 Town Square Blvd #350, Asheville, NC 28803, USATop-rated Asheville financial advisor with a perfect 5.0-star rating from 67 reviews.
3400 Sweeten Creek Rd suite a, Arden, NC 28704, USATop-rated Asheville financial advisor with 63 perfect 5.0-star reviews.
521 College St, Asheville, NC 28801, USAFinancial 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: David E Matz, CFP®1200 Ridgefield Blvd Suite 258, Asheville, NC 28806, USA | 5.0★ | 2 |
| #5 | Kevin McCormick, Northwestern Mutual138 Charlotte St #200, Asheville, NC 28801, USA | 5.0★ | 10 |
| #6 | Horizons Wealth Management82 Patton Ave STE 206, Asheville, NC 28801, USA | 5.0★ | 23 |
| #7 | Mercer Advisors - Asheville300 Ridgefield Ct Suite 309, Asheville, NC 28806, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Ryan Watkins, CFP®1200 Ridgefield Blvd #230, Asheville, NC 28806, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Briggs Price, CFP®|ChFC®|CFA®|CLU®|RICP®23 Orange St, Asheville, NC 28801, USA | 5.0★ | 10 |
| #10 | Black Balsam Wealth Advisors - Northwestern Mutual138 Charlotte St Suite 202, Asheville, NC 28801, USA | 5.0★ | 47 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Asheville
Achieves a perfect 5.0-star rating from early Google reviews.
1200 Ridgefield Blvd Suite 258, Asheville, NC 28806, USA
Consistently rated 5.0 stars from 10 Google reviews in Asheville.
138 Charlotte St #200, Asheville, NC 28801, USA
Rated 5.0 stars from 23 Google reviews, this Asheville financial advisor is highly trusted.
82 Patton Ave STE 206, Asheville, NC 28801, USA
Consistently earns a perfect 5.0-star rating from its first two Google reviews.
300 Ridgefield Ct Suite 309, Asheville, NC 28806, USA
Rated 5.0 stars from one Google review, offering local financial guidance in Asheville.
1200 Ridgefield Blvd #230, Asheville, NC 28806, USA
A trusted local advisor with a perfect 5.0-star rating from 10 reviews.
23 Orange St, Asheville, NC 28801, USA
5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Asheville.
138 Charlotte St Suite 202, Asheville, NC 28801, USA
Rated 4.2 stars from 5 client reviews, offering trusted financial guidance in Asheville.
6 Wall St, Asheville, NC 28801, USA
Consistently rated 5.0 stars across 4 glowing Google reviews.
22 S Pack Square #400, Asheville, NC 28801, USA
Rated 4.0 stars from three reviews, this local advisor offers trusted financial guidance.
1127 Hendersonville Rd B, Asheville, NC 28803, USA
5.0★ rating from 2 reviews reflects exceptional client satisfaction.
1 N Pack Square 2nd Floor, Asheville, NC 28801, USA
Rated 5.0 stars from a handful of Google reviews in Asheville.
190 Biltmore Ave, Asheville, NC 28801, USA
5.0★ rating from 2 reviews, reflecting strong early client satisfaction.
79 Woodfin Pl #103, Asheville, NC 28801, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
4 Vanderbilt Park Dr #310, Asheville, NC 28803, USA
5.0 stars from 13 reviews, reflecting exceptional client satisfaction in Asheville.
404 Executive Park, Asheville, NC 28801, USA
A 5.0-star rating from a handful of local reviews highlights strong client satisfaction.
184 E Chestnut St Suite 2, Asheville, NC 28801, USA
Rated 5 stars from 3 Google reviews, highly praised by local clients.
267 McDowell St, Asheville, NC 28803, USA
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Financial Advisors in Asheville, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | TruNorth Advisors | Retirement Wealth Management Group | 93/100 | 5.0 ★ | 69 |
| 2 | Infinity Wealth Management, Inc. | 93/100 | 5.0 ★ | 67 |
| 3 | ACT Advisors Wealth Management | 93/100 | 5.0 ★ | 63 |
| 4 | Edward Jones - Financial Advisor: David E Matz, CFP® | 68/100 | 5.0 ★ | 2 |
| 5 | Kevin McCormick, Northwestern Mutual | 75/100 | 5.0 ★ | 10 |
| 6 | Horizons Wealth Management | 87/100 | 5.0 ★ | 23 |
| 7 | Mercer Advisors - Asheville | 76/100 | 5.0 ★ | 2 |
| 8 | Edward Jones - Financial Advisor: Ryan Watkins, CFP® | 65/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Briggs Price, CFP®|ChFC®|CFA®|CLU®|RICP® | 75/100 | 5.0 ★ | 10 |
| 10 | Black Balsam Wealth Advisors - Northwestern Mutual | 91/100 | 5.0 ★ | 47 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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