Top Financial Advisors in Durham, North Carolina
Finding the right financial advisor in Durham 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 Durham, 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 Durham, NC.
Find the Best Financial Advisor Firms in Durham:
VERITY ASSET MANAGEMENT
CRD#: 158667
Address: 280 S Mangum St Ste 550, Durham, NC 27701-3676
Clients: 5,483
Average Clients per Advisor: 96
AUM: $ 1.0B
KUHN ADVISORS, INC.
CRD#: 117816
Address: 2828 Pickett Road Suite 170, Durham, NC 27705
Clients: 59
Average Clients per Advisor: 29
AUM: $ 754M
SJBENEN ADVISORY, LLC
CRD#: 283153
Address: Durham, NC
Clients: 88
Average Clients per Advisor: 44
AUM: $ 329M
INVESTORS MOSAIC
CRD#: 168619
Address: Durham, NC
Clients: 6
Average Clients per Advisor: 3
AUM: $ 148M
INTEGRATED WEALTHCARE, LLC
CRD#: 312929
Address: 3100 Tower Blvd Ste 1660, Durham, NC 27707-6323
Clients: 84
Average Clients per Advisor: 21
AUM: $ 145M
PINAFORE WEALTH COUNSEL INC.
CRD#: 170540
Address: 3622 Lyckan Pkwy Ste 3004, Durham, NC 27707
Clients: 45
Average Clients per Advisor: 22
AUM: $ 133M
How We Chose the Top Financial Advisors in Durham, North Carolina
To create this list of top financial advisor firms in Durham, 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 Durham has to offer.
Search Financial Advisors in Durham, North Carolina
Philip David Nation
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Roy Remedios
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Thomas Christopher Klein
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John David Szuchan
Registered Affiliation(s):MORGAN STANLEY
James Craige Summers
Registered Affiliation(s):EDWARD JONES
Joseph Fred Cretella
Registered Affiliation(s):MORGAN STANLEY
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
