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Best Financial Advisors in Gastonia, NC
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Gastonia, NC by verified customer ratings and review volume. The highest-rated is Belmont Capital Advisors, Inc. with a 4.9-star rating from 216 verified reviews. Also in the top tier: Retirement Transition Advisory Group and Rhino Wealth Management. The average rating across all listed financial advisors in Gastonia is 4.8 stars from 21 reviews per business on average.
Financial advisors in Gastonia 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
4.8★
Avg rating
21
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Belmont Capital Advisors, Inc.
123 N Main St, Belmont, NC 28012, USA
Retirement Transition Advisory Group
102 Hidden Pastures Dr STE 206, Cramerton, NC 28032, USA
Rhino Wealth Management
32 N Main St Ste. 203, Belmont, NC 28012, USA
Financial Advisors Rankings in Gastonia, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Belmont Capital Advisors, Inc.123 N Main St, Belmont, NC 28012, USA | 4.9★ | 216 |
| #2 | Retirement Transition Advisory Group102 Hidden Pastures Dr STE 206, Cramerton, NC 28032, USA | 5.0★ | 21 |
| #3 | Rhino Wealth Management32 N Main St Ste. 203, Belmont, NC 28012, USA | 5.0★ | 15 |
| #4 | Lucas Beatty - Thrivent609 S New Hope Rd Ste. 101, Gastonia, NC 28054, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Katherine S Coton, CFP®102 Main St Suite 200, McAdenville, NC 28101, USA | 5.0★ | 3 |
| #6 | Conner Financial Group, LLC3302 S New Hope Rd STE 100D, Gastonia, NC 28056, USA | 4.2★ | 5 |
| #7 | Wilson Financial Group520 S New Hope Rd, Gastonia, NC 28054, USA | 4.6★ | 9 |
| #8 | Bluestone Financial Advisors3270 Robinwood Rd STE A, Gastonia, NC 28054, USA | 4.7★ | 3 |
| #9 | CBL Financial Services, Inc.615 S New Hope Rd Suite 102, Gastonia, NC 28054, USA | — | — |
| #10 | Altitude Wealth Management244 Latitude Ln #105, Lake Wylie, SC 29710, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Gastonia
Lucas Beatty - Thrivent
609 S New Hope Rd Ste. 101, Gastonia, NC 28054, USA
Edward Jones - Financial Advisor: Katherine S Coton, CFP®
102 Main St Suite 200, McAdenville, NC 28101, USA
Conner Financial Group, LLC
3302 S New Hope Rd STE 100D, Gastonia, NC 28056, USA
Bluestone Financial Advisors
3270 Robinwood Rd STE A, Gastonia, NC 28054, USA
Altitude Wealth Management
244 Latitude Ln #105, Lake Wylie, SC 29710, USA
WealthPoint Advisors
102 Hidden Pastures Dr STE 213, Cramerton, NC 28032, USA
Edward Jones - Financial Advisor: JP Coton, CFP®|AAMS®
102 Main St Suite 200, McAdenville, NC 28101, USA
Edward Jones - Financial Advisor: Thomas J Fogarty
550 Highland St, Mt Holly, NC 28120, USA
Edward Jones - Financial Advisor: Michael Abbott
942 E Garrison Blvd, Gastonia, NC 28054, USA
Edward Jones - Financial Advisor: Joshua Peters, CFP®|CEPA®
2940 Union Rd STE B, Gastonia, NC 28054, USA
Edward Jones - Financial Advisor: Sandi McCarter, CFP®|CEPA®
2940 Union Rd STE B, Gastonia, NC 28054, USA
Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS®
106 Kenwood St, Belmont, NC 28012, USA
Edward Jones - Financial Advisor: Michael Roman
360 W Main Ave, Gastonia, NC 28052, USA
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Frequently Asked Questions — Financial Advisors in Gastonia
What is a fiduciary financial advisor and why does it matter in Gastonia?
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 Gastonia, 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 Gastonia?
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: May 17, 2026.
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