Verified · Chapel Hill
Trusted Financial Advisors in Chapel Hill, NC
Trust matters when you're inviting a pro into your home or business. These financial advisors in Chapel Hill have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Chapel Hill, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Hilltop Wealth Advisors with a 5.0-star rating from 28 Google reviews and an RNM Score of 77/100. Also in the top tier: Zenith Retirement Planning and Old Peak Finance. 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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wells Fargo Advisors
Wells Fargo Advisors is the most recognized firm on the list, offering extensive resources and a national reputation that supports its top-ranked status in Chapel Hill.
Most Reviewed
Wells Fargo Advisors
As a large national firm, Wells Fargo Advisors naturally accumulates more client reviews than smaller local practices, providing broader feedback for prospective clients.
When choosing a financial advisor in Chapel Hill, consider whether you prefer the comprehensive resources of a large national firm like Wells Fargo Advisors or the personalized service of a local boutique such as TrustStone Wealth Partners or Absher Wealth Management. Always verify credentials and fee structures before committing.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
5
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Earned a perfect 5.0-star rating from 28 Google reviews.
6340 Quadrangle Dr #100, Chapel Hill, NC 27517, USARated 4.7 stars from 12 reviews by local clients.
50101 Governors Dr #160, Chapel Hill, NC 27517, USA5.0★ from 17 reviews, reflecting consistent client satisfaction in Chapel Hill.
100 Europa Dr #410, Chapel Hill, NC 27517, USAFinancial 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 | Zenith Retirement Planning50101 Governors Dr #160, Chapel Hill, NC 27517, USA | 4.7★ | 12 |
| #3 | Old Peak Finance100 Europa Dr #410, Chapel Hill, NC 27517, USA | 5.0★ | 17 |
| #4 | Woodward Financial Advisors101 Glen Lennox Dr #110, Chapel Hill, NC 27517, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|CIMA®1526 E Franklin St Suite 104, Chapel Hill, NC 27514, USA | 5.0★ | 3 |
| #6 | Carolina Wealth Partners50101 Governors Dr, Chapel Hill, NC 27517, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Pat Phelan, CFP®1516 E Franklin St Suite 202, Chapel Hill, NC 27514, USA | — | — |
| #8 | Morgan Stanley Financial Advisors6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS®50101 Governors Dr Suite 118, Chapel Hill, NC 27517, USA | 5.0★ | 1 |
| #10 | Merrill Lynch Wealth Management1414 Raleigh Rd, Chapel Hill, NC 27517, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chapel Hill
Rated 5.0 stars from 4 Google reviews for trusted local financial guidance.
101 Glen Lennox Dr #110, Chapel Hill, NC 27517, USA
Trusted by clients with a perfect 5.0-star rating from 3 Google reviews.
1526 E Franklin St Suite 104, Chapel Hill, NC 27514, USA
5.0-star rating from a handful of Google reviews in Chapel Hill.
50101 Governors Dr, Chapel Hill, NC 27517, USA
A new financial advisor in Chapel Hill with no client reviews yet.
1516 E Franklin St Suite 202, Chapel Hill, NC 27514, USA
Exceptional 5.0-star rating from two initial Google reviews.
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517, USA
5.0★ rating from a handful of Google reviews in Chapel Hill.
50101 Governors Dr Suite 118, Chapel Hill, NC 27517, USA
A local financial advisor with a 3.7-star rating based on 3 reviews.
1414 Raleigh Rd, Chapel Hill, NC 27517, USA
Trusted by clients with a perfect 5.0-star rating from early reviews.
100 Europa Dr #390, Chapel Hill, NC 27517, USA
Rated 5.0 stars based on a small number of Google reviews.
1220 Environ Way, Chapel Hill, NC 27517, USA
Exceptional 5.0-star rating from a small number of Google reviews.
136 E Rosemary St #100, Chapel Hill, NC 27514, USA
One local client gave this advisor a perfect 5.0-star rating.
100 Europa Dr Suite 431, Chapel Hill, NC 27517, USA
5.0 average rating from 3 Google reviews for a Chapel Hill financial advisor.
1450 Raleigh Rd #105, Chapel Hill, NC 27517, USA
A new financial advisor in Chapel Hill with no customer reviews yet.
1525 E Franklin St 1st Floor Suite 5B, Chapel Hill, NC 27514, USA
5.0★ rating from a handful of Google reviews, reflecting strong client satisfaction.
1340 Environ Way, Chapel Hill, NC 27517, USA
5.0 stars from a handful of Google reviews, reflecting strong client satisfaction.
1414 Raleigh Rd Suite 110, Chapel Hill, NC 27517, USA
Chapel Hill financial advisor with a perfect 5.0-star rating from 2 Google reviews.
190 Chatham Downs Dr Suite 103, Chapel Hill, NC 27517, USA
Exceptional 5.0-star rating from a small number of Google reviews.
101 Glen Lennox Dr Suite 300, Chapel Hill, NC 27517, USA
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Financial Advisors in Chapel Hill, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Hilltop Wealth Advisors | 77/100 | 5.0 ★ | 28 |
| 2 | Zenith Retirement Planning | 79/100 | 4.7 ★ | 12 |
| 3 | Old Peak Finance | 74/100 | 5.0 ★ | 17 |
| 4 | Woodward Financial Advisors | 67/100 | 5.0 ★ | 4 |
| 5 | Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|CIMA® | 69/100 | 5.0 ★ | 3 |
| 6 | Carolina Wealth Partners | 65/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Pat Phelan, CFP® | 7/100 | — | 0 |
| 8 | Morgan Stanley Financial Advisors | 64/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 10 | Merrill Lynch Wealth Management | 44/100 | 3.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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