Real Reviews · Chapel Hill
Top-Reviewed Financial Advisors in Chapel Hill, NC
What are customers actually saying? Read verified reviews for financial advisors in Chapel Hill — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Chapel Hill, NC by verified customer ratings and review volume. The highest-rated is Hilltop Wealth Advisors with a 5.0-star rating from 28 verified reviews. Also in the top tier: Old Peak Finance and Zenith Retirement Planning. The average rating across all listed financial advisors in Chapel Hill is 4.9 stars from 5 reviews per business on average.
Financial advisors in Chapel Hill typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 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
5
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Hilltop Wealth Advisors
6340 Quadrangle Dr #100, Chapel Hill, NC 27517, USA
Old Peak Finance
100 Europa Dr #410, Chapel Hill, NC 27517, USA
Zenith Retirement Planning
50101 Governors Dr #160, Chapel Hill, NC 27517, USA
Financial Advisors Rankings in Chapel Hill, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Hilltop Wealth Advisors6340 Quadrangle Dr #100, Chapel Hill, NC 27517, USA | 5.0★ | 28 |
| #2 | Old Peak Finance100 Europa Dr #410, Chapel Hill, NC 27517, USA | 5.0★ | 17 |
| #3 | Zenith Retirement Planning50101 Governors Dr #160, Chapel Hill, NC 27517, USA | 4.7★ | 12 |
| #4 | Stearns Financial Group1414 Raleigh Rd Suite 110, Chapel Hill, NC 27517, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Eric C Williams, CFP®190 Chatham Downs Dr Suite 103, Chapel Hill, NC 27517, USA | 5.0★ | 2 |
| #6 | Woodward Financial Advisors101 Glen Lennox Dr #110, Chapel Hill, NC 27517, USA | 5.0★ | 4 |
| #7 | Morgan Stanley Financial Advisors6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517, USA | 5.0★ | 2 |
| #8 | Phoenix Wealth Advisors100 Europa Dr #390, Chapel Hill, NC 27517, USA | 5.0★ | 2 |
| #9 | Wells Fargo Advisors1220 Environ Way, Chapel Hill, NC 27517, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS®50101 Governors Dr Suite 118, Chapel Hill, NC 27517, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chapel Hill
Stearns Financial Group
1414 Raleigh Rd Suite 110, Chapel Hill, NC 27517, USA
Edward Jones - Financial Advisor: Eric C Williams, CFP®
190 Chatham Downs Dr Suite 103, Chapel Hill, NC 27517, USA
Woodward Financial Advisors
101 Glen Lennox Dr #110, Chapel Hill, NC 27517, USA
Morgan Stanley Financial Advisors
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517, USA
Phoenix Wealth Advisors
100 Europa Dr #390, Chapel Hill, NC 27517, USA
Wells Fargo Advisors
1220 Environ Way, Chapel Hill, NC 27517, USA
Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS®
50101 Governors Dr Suite 118, Chapel Hill, NC 27517, USA
Merrill Lynch Wealth Management
1414 Raleigh Rd, Chapel Hill, NC 27517, USA
Edward Jones - Financial Advisor: Pat Phelan, CFP®
1516 E Franklin St Suite 202, Chapel Hill, NC 27514, USA
Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|CIMA®
1526 E Franklin St Suite 104, Chapel Hill, NC 27514, USA
Master Plan Wealth Management
1340 Environ Way, Chapel Hill, NC 27517, USA
Absher Wealth Management, LLC
1450 Raleigh Rd #105, Chapel Hill, NC 27517, USA
TrustStone Wealth Partners, LLC
101 Glen Lennox Dr Suite 300, Chapel Hill, NC 27517, USA
Sherman Financial
136 E Rosemary St #100, Chapel Hill, NC 27514, USA
Modern Wealth Management - Chapel Hill
1525 E Franklin St 1st Floor Suite 5B, Chapel Hill, NC 27514, USA
Amphora Wealth Management LLC
100 Europa Dr Suite 431, Chapel Hill, NC 27517, USA
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Frequently Asked Questions — Financial Advisors in Chapel Hill
What is a fiduciary financial advisor and why does it matter in Chapel Hill?
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 Chapel Hill, 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 Chapel Hill?
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: June 1, 2026.
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