10+ Years · Greensboro
Experienced Financial Advisors in Greensboro, NC
Experience matters. These financial advisors in Greensboro have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Greensboro, NC by verified customer ratings and review volume. The highest-rated is Wilson Financial Advisors with a 5.0-star rating from 56 verified reviews. Also in the top tier: Spartan Planning Group and Level Wealth Management. The average rating across all listed financial advisors in Greensboro is 4.7 stars from 11 reviews per business on average.
Financial advisors in Greensboro 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
4.7★
Avg rating
11
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Wilson Financial Advisors
2709 Pinedale Rd STE C, Greensboro, NC 27408, USA
Spartan Planning Group
1931 New Garden Rd #220, Greensboro, NC 27410, USA
Level Wealth Management
701 Green Valley Rd #100, Greensboro, NC 27408, USA
Financial Advisors Rankings in Greensboro, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wilson Financial Advisors2709 Pinedale Rd STE C, Greensboro, NC 27408, USA | 5.0★ | 56 |
| #2 | Spartan Planning Group1931 New Garden Rd #220, Greensboro, NC 27410, USA | 5.0★ | 37 |
| #3 | Level Wealth Management701 Green Valley Rd #100, Greensboro, NC 27408, USA | 5.0★ | 34 |
| #4 | Trinity Wealth Management, Financial Advisors in Greensboro, NC628 Green Valley Rd Ste. 303, Greensboro, NC 27408, USA | 5.0★ | 1 |
| #5 | Carolina Financial Advisors, INC100 E Lake Dr, Greensboro, NC 27403, USA | 5.0★ | 1 |
| #6 | Smith Partners Wealth Management128 E Fisher Ave, Greensboro, NC 27401, USA | 5.0★ | 1 |
| #7 | Southeast Financial Services, Inc.101 S Elm St #220, Greensboro, NC 27401, USA | 5.0★ | 2 |
| #8 | Wisdom Wealth Care - Financial Advisors528 College Rd Suite C, Greensboro, NC 27410, USA | 4.8★ | 19 |
| #9 | Tarheel Advisors, LLC3300 Battleground Ave #204, Greensboro, NC 27410, USA | 5.0★ | 1 |
| #10 | Gate City Advisors LLC328 E Market St STE 110, Greensboro, NC 27401, USA | 3.7★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Greensboro
Trinity Wealth Management, Financial Advisors in Greensboro, NC
628 Green Valley Rd Ste. 303, Greensboro, NC 27408, USA
Carolina Financial Advisors, INC
100 E Lake Dr, Greensboro, NC 27403, USA
Smith Partners Wealth Management
128 E Fisher Ave, Greensboro, NC 27401, USA
Southeast Financial Services, Inc.
101 S Elm St #220, Greensboro, NC 27401, USA
Wisdom Wealth Care - Financial Advisors
528 College Rd Suite C, Greensboro, NC 27410, USA
Tarheel Advisors, LLC
3300 Battleground Ave #204, Greensboro, NC 27410, USA
Gate City Advisors LLC
328 E Market St STE 110, Greensboro, NC 27401, USA
Smith Salley Wealth Management
324 W Wendover Ave #301, Greensboro, NC 27408, USA
Zuraw Financial Advisors, LLC
Not affiliated With Wells Fargo, 806 Green Valley Rd Suite 201, Greensboro, NC 27408, USA
Robertson Financial by Yuni
437 W Friendly Ave #111, Greensboro, NC 27401, USA
Bass Financial Strategies
600 Green Valley Rd #106, Greensboro, NC 27408, USA
Triad Financial Advisors - A OneDigital Company
3623 N Elm St #102, Greensboro, NC 27455, USA
Beacon Pointe Advisors
703 Green Valley Rd #201, Greensboro, NC 27408, USA
Merrill Lynch Wealth Management
800 Green Valley Rd #400, Greensboro, NC 27408, USA
Stearns Financial Group
324 W Wendover Ave Suite 204, Greensboro, NC 27408, USA
Midtown Financial Advisors
1301 W Wendover Ave # C, Greensboro, NC 27408, USA
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Frequently Asked Questions — Financial Advisors in Greensboro
What is a fiduciary financial advisor and why does it matter in Greensboro?
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 Greensboro, 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 Greensboro?
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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