24/7 Available · Concord
24-Hour Financial Advisors in Concord, NC — Always Available
Emergencies don't keep business hours. These financial advisors in Concord are available 24 hours a day, 7 days a week — including holidays.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Concord, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Branch Wealth Partners with a 5.0-star rating from 56 Google reviews and an RNM Score of 92/100. Also in the top tier: MB Wealth Advisors and Cadence Wealth Partners. The average rating across all listed financial advisors in Concord is 5 stars from 13 reviews per business on average.
Financial advisors in Concord 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
King Financial Corporation
King Financial Corporation stands out as the top-ranked advisor in Concord due to its comprehensive wealth management services and strong local reputation.
Most Reviewed
Copperleaf Capital
A high review count provides a broad base of client feedback, helping consumers gauge overall satisfaction and trustworthiness.
When selecting a financial advisor in Concord, prioritize those with transparent fee structures and verified credentials, and consider scheduling initial consultations to ensure their approach aligns with your financial goals.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Concord's top-rated financial advisor with a perfect 5.0 stars from 56 reviews.
1036 Branchview Dr NE, Concord, NC 28025, USAEarns a perfect 5.0-star rating from nearly 40 local Google reviews.
8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078, USAEarns exceptional 5.0-star ratings from over 50 Google reviews in Concord.
845 Church St N Suite 205, Concord, NC 28025, USAFinancial Advisors Rankings in Concord, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Branch Wealth Partners1036 Branchview Dr NE, Concord, NC 28025, USA | 5.0★ | 56 |
| #2 | MB Wealth Advisors8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078, USA | 5.0★ | 39 |
| #3 | Cadence Wealth Partners845 Church St N Suite 205, Concord, NC 28025, USA | 5.0★ | 51 |
| #4 | Cornerstone Wealth Advisors16810 Kenton Dr #200, Huntersville, NC 28078, USA | 5.0★ | 7 |
| #5 | Concord Private Wealth of Sullivan & Associates Wealth Management9121 Anson Way Suite 200, Office 204, Raleigh, NC 27615, USA | 5.0★ | 6 |
| #6 | Copperleaf Capital432 Copperfield Blvd NE #206, Concord, NC 28025, USA | 4.2★ | 5 |
| #7 | Family Wealth Partners Concord/Charlotte1028 Lee-Ann Dr NE, Concord, NC 28025, USA | — | — |
| #8 | Focus Wealth Planning3630 Poplar Tent Rd Suite C, Concord, NC 28027, USA | 5.0★ | 14 |
| #9 | Edward Jones - Financial Advisor: Marshall Ward325 McGill Ave NW Suite 100, Concord, NC 28027, USA | 5.0★ | 10 |
| #10 | Edward Jones - Financial Advisor: Max Miller363 Church St N Suite 130, Concord, NC 28025, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Concord
Rated 5.0 stars from 7 Google reviews for trusted financial guidance in Concord.
16810 Kenton Dr #200, Huntersville, NC 28078, USA
Earns a perfect 5.0-star rating from six local Google reviews in Concord.
9121 Anson Way Suite 200, Office 204, Raleigh, NC 27615, USA
Trusted local advisor with a solid 4.2-star rating from customer reviews.
432 Copperfield Blvd NE #206, Concord, NC 28025, USA
This financial advisor in Concord, NC has no customer reviews yet to share.
1028 Lee-Ann Dr NE, Concord, NC 28025, USA
Trusted by 14 clients for exceptional, consistently perfect 5.0-star financial guidance.
3630 Poplar Tent Rd Suite C, Concord, NC 28027, USA
Concord's top-rated financial advisor with a perfect 5.0-star rating from 10 reviews.
325 McGill Ave NW Suite 100, Concord, NC 28027, USA
Earns a perfect 5.0-star rating from six local Google reviews.
363 Church St N Suite 130, Concord, NC 28025, USA
Earns a perfect 5.0-star rating from four Google reviews.
10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA
Earns a perfect 5.0-star rating from a small number of local reviews.
323 Coddle Market Dr NW Suite 130, Concord, NC 28027, USA
This financial advisor has a perfect 5.0-star rating from their first review.
1028 Lee-Ann Dr NE # 220, Concord, NC 28025, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction in Concord.
815 Davidson Dr NW, Concord, NC 28025, USA
5.0 stars from 7 reviews, reflecting consistent client satisfaction.
970 Branchview Dr NE Ste 150, Concord, NC 28025, USA
5.0-star rating from 2 Google reviews for this Concord financial advisor.
51 Means Ave SE, Concord, NC 28025, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
400 Penny Ln NE, Concord, NC 28025, USA
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Financial Advisors in Concord, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Branch Wealth Partners | 92/100 | 5.0 ★ | 56 |
| 2 | MB Wealth Advisors | 90/100 | 5.0 ★ | 39 |
| 3 | Cadence Wealth Partners | 80/100 | 5.0 ★ | 51 |
| 4 | Cornerstone Wealth Advisors | 81/100 | 5.0 ★ | 7 |
| 5 | Concord Private Wealth of Sullivan & Associates Wealth Management | 69/100 | 5.0 ★ | 6 |
| 6 | Copperleaf Capital | 66/100 | 4.2 ★ | 5 |
| 7 | Family Wealth Partners Concord/Charlotte | 15/100 | — | 0 |
| 8 | Focus Wealth Planning | 73/100 | 5.0 ★ | 14 |
| 9 | Edward Jones - Financial Advisor: Marshall Ward | 71/100 | 5.0 ★ | 10 |
| 10 | Edward Jones - Financial Advisor: Max Miller | 69/100 | 5.0 ★ | 6 |
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 Concord
What is a fiduciary financial advisor and why does it matter in Concord?
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 Concord, 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 Concord?
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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