Local Pros · Huntersville
Local Financial Advisors in Huntersville, NC
Locally owned and operated financial advisors serving Huntersville and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Huntersville, NC by verified customer ratings and review volume. The highest-rated is First Command Financial Advisor - Kat Holmes, RICP®|CFP® with a 5.0-star rating from 30 verified reviews. Also in the top tier: Castle Wealth Group, LLC and RB WEALTH PARTNERS. The average rating across all listed financial advisors in Huntersville is 5 stars from 14 reviews per business on average.
Financial advisors in Huntersville 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
17
Businesses listed
5★
Avg rating
14
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
First Command Financial Advisor - Kat Holmes, RICP®|CFP®
16501 Northcross Dr Suite A-3, Huntersville, NC 28078, USA
Castle Wealth Group, LLC
131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117, USA
RB WEALTH PARTNERS
17810 Statesville Rd STE 322, Cornelius, NC 28031, USA
Financial Advisors Rankings in Huntersville, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | First Command Financial Advisor - Kat Holmes, RICP®|CFP®16501 Northcross Dr Suite A-3, Huntersville, NC 28078, USA | 5.0★ | 30 |
| #2 | Castle Wealth Group, LLC131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117, USA | 5.0★ | 30 |
| #3 | RB WEALTH PARTNERS17810 Statesville Rd STE 322, Cornelius, NC 28031, USA | 5.0★ | 26 |
| #4 | A4 Wealth Advisors16140 Northcross Dr, Huntersville, NC 28078, USA | 4.9★ | 12 |
| #5 | Two Waters Wealth Management9820 Northcross Center Ct #72, Huntersville, NC 28078, USA | 5.0★ | 8 |
| #6 | Thrive Financial Partners7930 W Kenton Cir # 250, Huntersville, NC 28078, USA | 5.0★ | 5 |
| #7 | Passport Wealth Management17505 W Catawba Ave Suite 200, Cornelius, NC 28031, USA | 5.0★ | 15 |
| #8 | Destination Wealth Advisors13801 Reese Blvd W #110, Huntersville, NC 28078, USA | — | — |
| #9 | Tactical Investment Advisors, LLC9820 Northcross Center Ct, Huntersville, NC 28078, USA | 5.0★ | 7 |
| #10 | Merrill Lynch Wealth Management8015 W Kenton Cir #200, Huntersville, NC 28078, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Huntersville
Two Waters Wealth Management
9820 Northcross Center Ct #72, Huntersville, NC 28078, USA
Thrive Financial Partners
7930 W Kenton Cir # 250, Huntersville, NC 28078, USA
Passport Wealth Management
17505 W Catawba Ave Suite 200, Cornelius, NC 28031, USA
Destination Wealth Advisors
13801 Reese Blvd W #110, Huntersville, NC 28078, USA
Tactical Investment Advisors, LLC
9820 Northcross Center Ct, Huntersville, NC 28078, USA
Merrill Lynch Wealth Management
8015 W Kenton Cir #200, Huntersville, NC 28078, USA
Integrative Planning
19520 W Catawba Ave STE 311, Cornelius, NC 28031, USA
Edward Jones - Financial Advisor: Christian W Burns, CFP®|AWMA®
16610 Old Statesville Rd a, Huntersville, NC 28078, USA
Advanced Wealth Strategies, Inc.
19520 W Catawba Ave STE 313, Cornelius, NC 28031, USA
Tactical Wealth Advisors
9820 Northcross Center Ct, Huntersville, NC 28078, USA
Merrill Lynch Financial Advisor Chris Angelino
8015 W Kenton Cir #200, Huntersville, NC 28078, USA
Northwestern Mutual
9713 Northcross Center Ct Ste 300, Huntersville, NC 28078, USA
Crown Advisors, LLC
132 Joe Knox Ave # 104, Mooresville, NC 28117, USA
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Frequently Asked Questions — Financial Advisors in Huntersville
What is a fiduciary financial advisor and why does it matter in Huntersville?
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 Huntersville, 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 Huntersville?
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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