Top Financial Advisors in Chapel Hill, North Carolina
Finding the right financial advisor in Chapel Hill is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Chapel Hill, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Chapel Hill, NC.
Find the Best Financial Advisor Firms in Chapel Hill:
ETON ADVISORS
CRD#: 289395
Address: 301 W Barbee Chapel Road Suite 303, Chapel Hill, NC 27517
Clients: 48
Average Clients per Advisor: 9
AUM: $ 1.9B
DELEGATE ADVISORS, LLC
CRD#: 159953
Address: 101 Glen Lennox Drive Suite 150, Chapel Hill, NC 27517-8834
AUM: $ 1.5B
ABSHER WEALTH MANAGEMENT, LLC
CRD#: 304642
Address: 1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517
Clients: 353
Average Clients per Advisor: 50
AUM: $ 1.1B
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD#: 144534
Address: 100 Europa Drive Suite 425, Chapel Hill, NC 27517
Clients: 44
Average Clients per Advisor: 5
AUM: $ 1.1B
ATLANTIC PRIVATE WEALTH, LLC
CRD#: 311517
Address: 308 West Rosemary Street Suite 301, Chapel Hill, NC 27516
Clients: 73
Average Clients per Advisor: 18
AUM: $ 788M
OLD PEAK FINANCE
CRD#: 154804
Address: 100 Europa Drive Suite 410, Chapel Hill, NC 27517
Clients: 73
Average Clients per Advisor: 10
AUM: $ 575M
How We Chose the Top Financial Advisors in Chapel Hill, North Carolina
To create this list of top financial advisor firms in Chapel Hill, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Chapel Hill has to offer.
Search Financial Advisors in Chapel Hill, North Carolina
Alan Barry Segal
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alphonse Albert Procaccino
Registered Affiliation(s):CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Charles Bell Upshaw
Registered Affiliation(s):CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Cynthia Clark
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Philip David Nation
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Roy Remedios
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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