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: 4,014
Average Clients per Advisor: 78
AUM: $ 783M
KUHN ADVISORS, INC.
CRD#: 117816
Address: 3622 Lyckan Parkway Suite 1001, Durham, NC 27707
Clients: 72
Average Clients per Advisor: 24
AUM: $ 632M
ARJUNA CAPITAL, LLC
CRD#: 283713
Address: 353 West Main Street, Durham, NC 27701
Clients: 57
Average Clients per Advisor: 19
AUM: $ 374M
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
CRD#: 174978
Address: 3917 University Drive, Suite 200, Durham, NC 27707
Clients: 75
Average Clients per Advisor: 25
AUM: $ 294M
GORDON ASSET MANAGEMENT, LLC
CRD#: 118471
Address: 4721 Emperor Blvd. Suite 250, Durham, NC 27703
Clients: 100
Average Clients per Advisor: 20
AUM: $ 200M
PINAFORE WEALTH COUNSEL INC.
CRD#: 170540
Address: 3622 Lyckan Pkwy Ste 3004, Durham, NC 27707
Clients: 50
Average Clients per Advisor: 25
AUM: $ 104M
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
Jason Michael Jonczak
Registered Affiliation(s):EDWARD JONES
Patrick Henry Yanke
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Marcus Wesley Fryar
Registered Affiliation(s):FRYAR FINANCIAL
Scott D. Swift
Registered Affiliation(s):EDWARD JONES
Kyle Stephen Parker
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
R. Hunter Grove
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Allen Burdette Parker
Registered Affiliation(s):EDWARD JONES
Michael J. Baer
Registered Affiliation(s):EDWARD JONES
Edward Dana Fulbright
Registered Affiliation(s):FULBRIGHT FINANCIAL CONSULTING, PA
Ryan Scott Kelly
Registered Affiliation(s):EDWARD JONES
Lori R Stark
Registered Affiliation(s):MORGAN STANLEY
Peter Haughton Sargent
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Kevin Leslie Brown
Registered Affiliation(s):MORGAN STANLEY
David William Beeler
Registered Affiliation(s):EDWARD JONES
Mark Sean Kelly
Registered Affiliation(s):UNIVERSITY FINANCIAL STRATEGIES, LLC.
Jeffrey Brooks Mc Claugherty
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Samuel Wait Brewer IV
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Susan Roberts Joor
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles David Houston
Registered Affiliation(s):EDWARD JONES
Elizabeth Anne Nicholson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Theodore Richard Waechter
Registered Affiliation(s):OLD PEAK FINANCE
Mark Joseph Rhoades
Registered Affiliation(s):PHOENIX WEALTH ADVISORS INC.
Drew Cullen Steffens
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Wood Strodel
Registered Affiliation(s):CAPTRUST
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.
