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
John Steven Holder
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Erin Price Campbell
Registered Affiliation(s):BEACON FINANCIAL STRATEGIES CORP.
Kelsey Dougherty Plummer
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kevin Marcus Monroe
Registered Affiliation(s):CAPTRUST
Richmond Gilbert Bernhardt III
Registered Affiliation(s):CAPTRUST
George Smith Seamen III
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Walter Edward Abele
Registered Affiliation(s):CAPTRUST
Valerie Carol Massengill
Registered Affiliation(s):EDWARD JONES
Brian William Spangler
Registered Affiliation(s):EDWARD JONES
Gregory Scott Archer
Registered Affiliation(s):EDWARD JONES
Steven Halko MR.
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mary-charles Nassif
Registered Affiliation(s):EDWARD JONES
Jessica Leigh Standifer
Registered Affiliation(s):MORGAN STANLEY
Melissa Mcpeters Herzog
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Timothy M. Whitney
Registered Affiliation(s):TRADEWINDS, LLC
Hannah Lizabeth Mcgrath
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Jared Vukmer
Registered Affiliation(s):EDWARD JONES
Bryan Kristopher Richardson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Keith Edward Prevost
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jon Eric Strickland
Registered Affiliation(s):CAPTRUST
Robert Michael Gray
Registered Affiliation(s):CAPTRUST
Seth Adam Asbill
Registered Affiliation(s):EDWARD JONES
Kendall Lloyd Weller
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Michael Jefferson Stone
Registered Affiliation(s):EDWARD JONES
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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