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: 5915 Farrington Road, Suite 202, Chapel Hill, NC 27517
Clients: 37
Average Clients per Advisor: 6
AUM: $ 1.6B
DELEGATE ADVISORS, LLC
CRD#: 159953
Address: 1335 Environ Way, Chapel Hill, NC 27517-8834
AUM: $ 902M
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD#: 144534
Address: 100 Europa Drive Suite 425, Chapel Hill, NC 27517
Clients: 37
Average Clients per Advisor: 5
AUM: $ 793M
ABSHER WEALTH MANAGEMENT, LLC
CRD#: 304642
Address: 1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517
Clients: 272
Average Clients per Advisor: 45
AUM: $ 751M
ATLANTIC PRIVATE WEALTH, LLC
CRD#: 311517
Address: 308 West Rosemary Street Suite 301, Chapel Hill, NC 27516
Clients: 60
Average Clients per Advisor: 15
AUM: $ 584M
WOODWARD FINANCIAL ADVISORS, INC.
CRD#: 150641
Address: 1504 E. Franklin St. Suite 105, Chapel Hill, NC 27514
Clients: 15
Average Clients per Advisor: 5
AUM: $ 455M
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
Cynthia Clark
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John David Szuchan
Registered Affiliation(s):MORGAN STANLEY
James Craige Summers
Registered Affiliation(s):EDWARD JONES
Robert Thomas Watral
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Nicholas Grabar
Registered Affiliation(s):FORTRESS PRIVATE LEDGER, LLC
Philip David Nation
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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