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Emergency Financial Advisors in Wilmington, NC — Available 24/7
When you can't wait, these financial advisors in Wilmington offer emergency response. Call now — most respond within the hour.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Wilmington, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Tilia Fiduciary Partners, Inc. with a 5.0-star rating from 86 Google reviews and an RNM Score of 83/100. Also in the top tier: Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ and Carolina Retirement Planners. The average rating across all listed financial advisors in Wilmington is 5 stars from 14 reviews per business on average.
Financial advisors in Wilmington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Wilmington, North Carolina is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local consumers. When searching for a financial advisor in the Wilmington area, consumers should consider factors such as credentials, services offered, and client reviews.
- ✓Wilmington, NC has a range of financial advisor firms and individual advisors
- ✓Services offered include investment management, retirement planning, and wealth management
- ✓Consumers should research advisor credentials, services, and client reviews when selecting a local financial advisor
Best Overall
OmniStar Financial Group
OmniStar Financial Group stands out as a top-ranked firm in Wilmington for its comprehensive wealth management services and strong local reputation.
Most Reviewed
Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™
A high number of reviews indicates broad client experience and can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Wilmington, consider whether you prefer a large firm with extensive resources or a more personalized, local practice. Always verify credentials and ask about fee structures before committing.
How to Choose a Financial Advisor in Wilmington
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Wilmington, NC area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my financial goals?
- • What is your process for monitoring and adjusting my portfolio over time?
Red flags
- ⚠ Pressure to buy specific investment products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide references or client testimonials
In North Carolina, financial advisors must be registered with the state's Securities Division and hold appropriate licenses, such as a Series 65 or Series 66 license. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
14
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from 86 local Google reviews.
32 N Front St, Wilmington, NC 28401, USATop-rated financial advisor in Wilmington with a perfect 5.0 from 62 reviews.
4032 Masonboro Loop Rd UNIT 105, Wilmington, NC 28409, USAHolds a 4.9-star rating from 58 Google reviews, reflecting exceptional client satisfaction.
620 Market St, Wilmington, NC 28401, USAFinancial Advisors Rankings in Wilmington, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Tilia Fiduciary Partners, Inc.32 N Front St, Wilmington, NC 28401, USA | 5.0★ | 86 |
| #2 | Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™4032 Masonboro Loop Rd UNIT 105, Wilmington, NC 28409, USA | 5.0★ | 62 |
| #3 | Carolina Retirement Planners620 Market St, Wilmington, NC 28401, USA | 4.9★ | 58 |
| #4 | Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®5710 Oleander Dr #203, Wilmington, NC 28403, USA | 5.0★ | 14 |
| #5 | Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA®1430 Commonwealth Dr STE 100, Wilmington, NC 28403, USA | 5.0★ | 6 |
| #6 | Pathfinder Wealth Consulting4018 Oleander Dr #102, Wilmington, NC 28403, USA | 5.0★ | 4 |
| #7 | Ascendor Wealth LLC5700 Oleander Dr, Wilmington, NC 28403, USA | 5.0★ | 3 |
| #8 | Kevin Littlejohn - Thrivent3309 Jaeckle Dr Suite 110, Wilmington, NC 28403, USA | 5.0★ | 3 |
| #9 | CAPTRUST5535 Currituck Dr #110, Wilmington, NC 28403, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Bud Wawner, CFP®|AAMS®1051 Military Cutoff Rd Suite 102 B, Wilmington, NC 28405, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Wilmington
Rated 5.0 stars from 14 Google reviews by clients in Wilmington.
5710 Oleander Dr #203, Wilmington, NC 28403, USA
Boasting a flawless 5.0-star rating from 6 reviews, this advisor is highly trusted.
1430 Commonwealth Dr STE 100, Wilmington, NC 28403, USA
Earns a perfect 5.0-star rating from four local client reviews.
4018 Oleander Dr #102, Wilmington, NC 28403, USA
Earns a perfect 5.0-star rating from a handful of satisfied clients in Wilmington.
5700 Oleander Dr, Wilmington, NC 28403, USA
Earns a perfect 5.0-star rating from a small number of local client reviews.
3309 Jaeckle Dr Suite 110, Wilmington, NC 28403, USA
5.0-star rating from 3 Google reviews in Wilmington.
5535 Currituck Dr #110, Wilmington, NC 28403, USA
Rated 5.0 stars from 2 Google reviews for financial guidance in Wilmington.
1051 Military Cutoff Rd Suite 102 B, Wilmington, NC 28405, USA
Highly rated 5.0 stars from 2 Google reviews in Wilmington.
5725 Oleander Dr F3, Wilmington, NC 28403, USA
Exceptional 5.0-star rating from two Google reviews in Wilmington, NC.
5815 Oleander Dr Suite 320, Wilmington, NC 28403, USA
Holds a perfect 5.0-star rating from early client reviews in Wilmington.
219 Racine Dr suite a-1, Wilmington, NC 28403, USA
5.0-star rating from a handful of Google reviews for this financial advisor.
400 Carl St Suite 201, Wilmington, NC 28403, USA
Top-rated financial advisor in Wilmington with a perfect 5.0-star rating from reviews.
1712 Eastwood Rd #212, Wilmington, NC 28403, USA
Exceptional 4.9-star rating from 18 Google reviews shows trusted local financial guidance.
5815 Oleander Dr Unit 260, Wilmington, NC 28403, USA
Exceptional 5.0-star rating from 14 Google reviews in Wilmington, NC.
1213 Culbreth Dr, Wilmington, NC 28405, USA
Consistently earns a perfect 5.0-star rating from its first client reviews.
1430 Commonwealth Dr STE 200, Wilmington, NC 28403, USA
5.0★ average from a handful of Google reviews for a Wilmington financial advisor.
1427 Military Cutoff Rd #207, Wilmington, NC 28403, USA
Expert 5.0-star rated financial advisor in Wilmington, NC, based on 2 Google reviews.
1213 Culbreth Dr #117, Wilmington, NC 28405, USA
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Financial Advisors in Wilmington, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Tilia Fiduciary Partners, Inc. | 83/100 | 5.0 ★ | 86 |
| 2 | Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ | 81/100 | 5.0 ★ | 62 |
| 3 | Carolina Retirement Planners | 79/100 | 4.9 ★ | 58 |
| 4 | Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS® | 73/100 | 5.0 ★ | 14 |
| 5 | Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA® | 69/100 | 5.0 ★ | 6 |
| 6 | Pathfinder Wealth Consulting | 67/100 | 5.0 ★ | 4 |
| 7 | Ascendor Wealth LLC | 66/100 | 5.0 ★ | 3 |
| 8 | Kevin Littlejohn - Thrivent | 66/100 | 5.0 ★ | 3 |
| 9 | CAPTRUST | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Bud Wawner, CFP®|AAMS® | 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 Wilmington
What is a fiduciary financial advisor and why does it matter in Wilmington?
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 Wilmington, 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 Wilmington?
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 10, 2026.
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