Highest Rated · Durham
Top-Rated Financial Advisors in Durham, NC
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Durham, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS® with a 5.0-star rating from 23 Google reviews and an RNM Score of 76/100. Also in the top tier: Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® and Triangle Financial Strategies. The average rating across all listed financial advisors in Durham is 5 stars from 5 reviews per business on average.
Financial advisors in Durham 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
Fryar Financial LLC
Fryar Financial LLC stands out as a top-ranked advisor in Durham due to its strong local reputation and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Durham, verify credentials like CFP® and CKA®, and consider scheduling initial consultations to compare communication styles and fee structures.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
5
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 23 reviews, reflecting exceptional client satisfaction in Durham.
3020 S Miami Blvd Suite 203, Durham, NC 27703, USAExceptional 5.0-star rating from 11 reviews, reflecting strong client satisfaction.
1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA4.7 stars from 10 Google reviews for a Durham financial advisor.
114 Torrey Heights Ln, Durham, NC 27703, USAFinancial Advisors Rankings in Durham, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®3020 S Miami Blvd Suite 203, Durham, NC 27703, USA | 5.0★ | 23 |
| #2 | Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA | 5.0★ | 11 |
| #3 | Triangle Financial Strategies114 Torrey Heights Ln, Durham, NC 27703, USA | 4.7★ | 10 |
| #4 | Lily Wealth Partners1738 Hillandale Rd Suite 102-E, Durham, NC 27705, USA | 4.5★ | 8 |
| #5 | Allworth Financial3917 University Dr Suite 200, Durham, NC 27707, USA | 5.0★ | 6 |
| #6 | Valley Peak Financial, LLC3211 Shannon Rd #410, Durham, NC 27707, USA | 5.0★ | 5 |
| #7 | Edward Jones - Financial Advisor: Allen B Parker, CFP®|CPWA®|CIMA®|CEPA®2816 Erwin Rd # 109, Durham, NC 27705, USA | 5.0★ | 5 |
| #8 | Fryar Financial LLC3200 Croasdaile Dr Suite 105, Durham, NC 27705, USA | 5.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®3620 Shannon Rd Ste 100, Durham, NC 27707, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®2200 W Main St a160, Durham, NC 27705, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Durham
Trusted by local clients, this Durham financial advisor holds a strong 4.5-star rating from 8 reviews.
1738 Hillandale Rd Suite 102-E, Durham, NC 27705, USA
Exceptional 5.0-star rating from 6 satisfied client reviews in Durham.
3917 University Dr Suite 200, Durham, NC 27707, USA
Earned a perfect 5.0-star rating from five Google reviews in Durham.
3211 Shannon Rd #410, Durham, NC 27707, USA
Exceptional 5.0-star rating from five glowing Google reviews.
2816 Erwin Rd # 109, Durham, NC 27705, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
3200 Croasdaile Dr Suite 105, Durham, NC 27705, USA
Earns a perfect 5.0-star rating from its early Google reviews.
3620 Shannon Rd Ste 100, Durham, NC 27707, USA
Exceptional 5.0-star rating from 2 Google reviews in Durham, NC.
2200 W Main St a160, Durham, NC 27705, USA
5.0-star rating from 2 Google reviews for this local financial advisor.
1530 N Gregson St SUITE 3A, Durham, NC 27701, USA
Rated 5.0 stars from 2 reviews, this Durham advisor is highly recommended.
324 Blackwell St Suite 1130, Durham, NC 27701, USA
5.0★ rating from recent reviews, reflecting high client satisfaction.
2530 Meridian Pkwy Suite 300, Durham, NC 27713, USA
Earns a perfect 5.0-star rating from a handful of client reviews.
100 Capitola Dr Suite 308, Durham, NC 27713, USA
5.0-star rating from 1 review, reflecting exceptional client satisfaction.
3805 University Dr STE C, Durham, NC 27707, USA
This advisor has not yet received any Google reviews, so no rating is available.
240 Leigh Farm Rd #400, Durham, NC 27707, USA
A new financial advisor in Durham with no client reviews yet.
2741 Campus Walk Ave bldg 400 ste 400, Durham, NC 27705, USA
5.0-star rating from a small number of Google reviews in Durham.
WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, USA
Earns a perfect 5.0-star rating from a handful of client reviews.
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705, USA
Exceptional 5.0 rating from a small number of Google reviews.
1005 Slater Rd #320, Durham, NC 27703, USA
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Financial Advisors in Durham, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS® | 76/100 | 5.0 ★ | 23 |
| 2 | Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® | 72/100 | 5.0 ★ | 11 |
| 3 | Triangle Financial Strategies | 66/100 | 4.7 ★ | 10 |
| 4 | Lily Wealth Partners | 62/100 | 4.5 ★ | 8 |
| 5 | Allworth Financial | 69/100 | 5.0 ★ | 6 |
| 6 | Valley Peak Financial, LLC | 68/100 | 5.0 ★ | 5 |
| 7 | Edward Jones - Financial Advisor: Allen B Parker, CFP®|CPWA®|CIMA®|CEPA® | 68/100 | 5.0 ★ | 5 |
| 8 | Fryar Financial LLC | 67/100 | 5.0 ★ | 4 |
| 9 | Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC® | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® | 64/100 | 5.0 ★ | 2 |
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 Durham
What is a fiduciary financial advisor and why does it matter in Durham?
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 Durham, 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 Durham?
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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