Verified · Charlotte
Trusted Financial Advisors in Charlotte, NC
Trust matters when you're inviting a pro into your home or business. These financial advisors in Charlotte have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Charlotte, NC by verified customer ratings and review volume. The highest-rated is Alloy Wealth Management with a 5.0-star rating from 155 verified reviews. Also in the top tier: NewtonWealthManagement and Hobart Wealth - Financial Planning Services. The average rating across all listed financial advisors in Charlotte is 5 stars from 43 reviews per business on average.
Financial advisors in Charlotte 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
5★
Avg rating
43
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Alloy Wealth Management
13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277, USA
NewtonWealthManagement
10800 Sikes Pl #215, Charlotte, NC 28277, USA
Hobart Wealth - Financial Planning Services
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA
Financial Advisors Rankings in Charlotte, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Alloy Wealth Management13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277, USA | 5.0★ | 155 |
| #2 | NewtonWealthManagement10800 Sikes Pl #215, Charlotte, NC 28277, USA | 5.0★ | 50 |
| #3 | Hobart Wealth - Financial Planning Services7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA | 4.9★ | 43 |
| #4 | Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC6135 Park S Dr #510, Charlotte, NC 28210, USA | 5.0★ | 18 |
| #5 | Greenway Wealth Advisors, LLC1920 Abbott St #300, Charlotte, NC 28203, USA | 5.0★ | 12 |
| #6 | NoDa Wealth Management - Fee-Only Financial Planner - Charlotte, NC2108 Electric Ln, Charlotte, NC 28205, USA | 5.0★ | 12 |
| #7 | Clearview Wealth Management6836 Carnegie Blvd STE 200, Charlotte, NC 28211, USA | 5.0★ | 1 |
| #8 | Bragg Financial Advisors Inc1031 S Caldwell St #200, Charlotte, NC 28203, USA | — | — |
| #9 | Serenity Wealth Management, Charlotte Fiduciary Financial Advisors2015 Ayrsley Town Blvd #202, Charlotte, NC 28273, USA | 5.0★ | 13 |
| #10 | Worth Advisors2020 S Tryon St Suite 2B, Charlotte, NC 28203, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Charlotte
Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC
6135 Park S Dr #510, Charlotte, NC 28210, USA
Greenway Wealth Advisors, LLC
1920 Abbott St #300, Charlotte, NC 28203, USA
NoDa Wealth Management - Fee-Only Financial Planner - Charlotte, NC
2108 Electric Ln, Charlotte, NC 28205, USA
Clearview Wealth Management
6836 Carnegie Blvd STE 200, Charlotte, NC 28211, USA
Bragg Financial Advisors Inc
1031 S Caldwell St #200, Charlotte, NC 28203, USA
Serenity Wealth Management, Charlotte Fiduciary Financial Advisors
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273, USA
Worth Advisors
2020 S Tryon St Suite 2B, Charlotte, NC 28203, USA
Carnegie Private Wealth
6101 Carnegie Blvd #520, Charlotte, NC 28209, USA
Cornerstone Wealth Planning
7810 Ballantyne Commons Pkwy #200, Charlotte, NC 28277, USA
Totem Wealth Management
301 S McDowell St Suite 125, Charlotte, NC 28204, USA
Blue Trust | Charlotte Financial Advisors
10706 Sikes Pl #175, Charlotte, NC 28277, USA
Flat Fee Financial Planning
919 Berryhill Rd Ste 102, Charlotte, NC 28208, USA
Nathan Weir, CFP®, AIF®, RICP®, Financial Planner
13777 Ballantyne Corporate Pl Suite 550, Charlotte, NC 28277, USA
J&G Legacy Financial Group LLC
5200 77 Center Dr #330, Charlotte, NC 28217, USA
Linden Thomas & Company
516 N Tryon St, Charlotte, NC 28202, USA
Tristate Financial Advisors
4235 S Stream Blvd #420, Charlotte, NC 28217, USA
Blue Financial
5970 Fairview Rd Suite 400, Charlotte, NC 28210, USA
Get Free Quotes
We'll connect you with the top financial advisors in Charlotte, NC.
Frequently Asked Questions — Financial Advisors in Charlotte
What is a fiduciary financial advisor and why does it matter in Charlotte?
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 Charlotte, 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 Charlotte?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Charlotte
Related Searches
More ways to find financial advisors in Charlotte
Financial Advisors in nearby cities