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Real Reviews · High Point

Top-Reviewed Financial Advisors in High Point, NC

What are customers actually saying? Read verified reviews for financial advisors in High Point — every rating is from a real customer.

As of June 2026, RatingsNearMe ranks 18 financial advisors in High Point, NC by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS® with a 4.6-star rating from 11 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jordan Lessard, AAMS® and Edward Jones - Financial Advisor: Ray Kuethe, CFP®. The average rating across all listed financial advisors in High Point is 4.9 stars from 3 reviews per business on average.

Financial advisors in High Point typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

4.9★

Avg rating

3

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS®

4.6(11 reviews)

820 N Elm St, High Point, NC 27262, USA

🥈

Edward Jones - Financial Advisor: Jordan Lessard, AAMS®

5.0(6 reviews)

703 Westchester Dr STE 101, High Point, NC 27262, USA

🥉

Edward Jones - Financial Advisor: Ray Kuethe, CFP®

5.0(4 reviews)

1208 Eastchester Dr Suite 132, High Point, NC 27265, USA

Financial Advisors Rankings in High Point, NC

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS®820 N Elm St, High Point, NC 27262, USA4.611
#2Edward Jones - Financial Advisor: Jordan Lessard, AAMS®703 Westchester Dr STE 101, High Point, NC 27262, USA5.06
#3Edward Jones - Financial Advisor: Ray Kuethe, CFP®1208 Eastchester Dr Suite 132, High Point, NC 27265, USA5.04
#4High Point Financial Design212 W Lexington Ave #101, High Point, NC 27262, USA5.01
#5Wells Fargo Advisors1725 N Main St, High Point, NC 27262, USA5.01
#6Wisepath Financial Group3980 Premier Dr Suite 110, High Point, NC 27265, USA5.01
#7Merrill Lynch Wealth Management501 N Main St, High Point, NC 27260, USA4.02
#8TerraWealth - Corporate Headquarters400 W English Rd Suite 223, High Point, NC 27262, USA5.02
#9Signature Wealth Strategies132 Church Ave, High Point, NC 27262, USA
#10ShorePoint Advisory Group1022 Hutton Ln STE 109, High Point, NC 27262, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in High Point

4

High Point Financial Design

5.0· 1 reviews

212 W Lexington Ave #101, High Point, NC 27262, USA

5

Wells Fargo Advisors

5.0· 1 reviews

1725 N Main St, High Point, NC 27262, USA

6

Wisepath Financial Group

5.0· 1 reviews

3980 Premier Dr Suite 110, High Point, NC 27265, USA

7

Merrill Lynch Wealth Management

4.0· 2 reviews

501 N Main St, High Point, NC 27260, USA

8

TerraWealth - Corporate Headquarters

5.0· 2 reviews

400 W English Rd Suite 223, High Point, NC 27262, USA

9

Signature Wealth Strategies

· 0 reviews

132 Church Ave, High Point, NC 27262, USA

10

ShorePoint Advisory Group

· 0 reviews

1022 Hutton Ln STE 109, High Point, NC 27262, USA

11

Infinite Wealth Advisors, LLC

· 0 reviews

1623 York Ave Suite 104, High Point, NC 27265, USA

12

Edward Jones - Financial Advisor: Ashley M Pritchett, CEPA®

5.0· 1 reviews

3750 Admiral Dr #103, High Point, NC 27265, USA

13

Edward Jones - Financial Advisor: Mark E Grantham

5.0· 3 reviews

10564 N Main St Suite A, Archdale, NC 27263, USA

14

Armfield Wealth

· 0 reviews

1501 N Main St Suite 101, High Point, NC 27262, USA

15

Edward Jones - Financial Advisor: Stan Holt

· 0 reviews

1403 Eastchester Dr # 102, High Point, NC 27265, USA

16

Pinnacle Financial Partners

4.8· 4 reviews

300 N Main St, High Point, NC 27260, USA

17

Edward Jones - Financial Advisor: Warren Lackey

· 0 reviews

211 W Lexington Ave Suite 107, High Point, NC 27262, USA

18

Favored Financial Planning

· 0 reviews

3980 Premier Dr Suite 110, High Point, NC 27265, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in High Point

What is a fiduciary financial advisor and why does it matter in High Point?

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 High Point, 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 High Point?

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 1, 2026.

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About This Financial Advisors Directory — High Point, NC

This page lists and ranks 18 financial advisors serving High Point, NC as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 3 customer reviews per business. The top-ranked financial advisors in High Point by our algorithm is Edward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS® (4.6 stars, 11 reviews). Financial advisors in High Point typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in High Point: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the NC licensing board before hiring.

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