RANKING & REVIEWS
BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS
2020-2021 Ranking | Who Are the Best Financial Advisors in Charlotte, NC and Asheville, NC?
Charlotte and Asheville, North Carolina may be less than 150 miles apart, but they’re distinctly different when it comes to their “personality.” The city of Charlotte is a bustling southeastern banking hub, while Asheville has a growing community of retirees and artisans.
But one thing both have in common is that residents looking for financial help can find top-notch Asheville or Charlotte wealth advisors and financial planners.
Working with a top financial advisor in Charlotte, NC or Asheville is important to ensure you’re on the right financial course to reach your dreams, whether they include a comfortable retirement, growing your wealth for a future business venture, or saving for a child’s education.
The industry knowledge and investment know-how that financial advisors in Asheville, NC, and Charlotte have can keep a person from making a costly investment decision or sitting on savings that could be earning much more for them over time.
But how do you know which Asheville or Charlotte financial advisor to trust? A lot is riding on investments, especially if they represent a sizable chunk of your savings, so you want to make sure your money is in the right hands.
This AdvisoryHQ ranking of the top Asheville and Charlotte wealth management firms should help.
We’ve reviewed multiple firms to find the best of the best in both cities. Each financial planner in Charlotte, NC, or Asheville financial advisor on our list has been chosen due to several factors, including a commitment to client best interests, varied service offerings, and reputation in the industry.
If you’ve been looking for a top financial advisor in Asheville, NC or Charlotte, NC to trust with your financial well-being, take a look at the top nine contenders below.
Award Emblem: Best 9 Wealth Management Firms in Charlotte, NC & Asheville, NC
Top 9 Best Financial Advisors in Charlotte, NC and Asheville, NC | Brief Comparison & Ranking
|Top-Rated Asheville & Charlotte Financial Planner Firms||2020-2021 Ratings|
|Alpha Financial Advisors, LLC||5|
|Altavista Wealth Management, Inc.||5|
|AMG National Trust||5|
|Bragg Financial Advisors, Inc.||5|
|Carroll Financial Associates, Inc.||5|
|Colony Family Offices||5|
|Modera Wealth Management||5|
|Parsec Financial, Inc.||5|
|Ronald Blue Trust||5|
Table: Top 9 Best Financial Advisors in Charlotte, NC & Asheville, NC | Above list is sorted by rating
What Should I Consider When Seeking Wealth Management in Charlotte, NC or Asheville, NC?
When researching investment firms in Charlotte, NC, or Asheville, there are certain criteria you want to consider. This will help you narrow down your options and give you a better chance at finding the best Asheville or Charlotte financial planners that fit your comfort level and needs.
Are They Fee-only, Fee-based, or a Fiduciary?
A fee-only financial advisor in Charlotte, NC or Asheville, NC does not accept any commissions for sales of financial products, which reduces the potential for conflicts of interest.
Fee-based financial advisors in Asheville, NC, or Charlotte do accept commissions for selling financial products, which could cause potential conflicts and concerns about whether they are giving completely unbiased advice.
A way that a financial planner in Charlotte, NC, or Asheville, NC counteracts this potential conflict is by being a fiduciary. A fiduciary has a legal obligation to always put the client’s interests ahead of their own. Both fee-only and fee-based firms can be fiduciaries.
Best Financial Advisors in Charlotte, NC & Asheville NC
What Wealth Levels Do They Work With?
You want to identify upfront which wealth levels an Asheville or Charlotte financial advisor works with, so you know if you fit their client profile before spending a lot of time researching their site.
Some investment firms in Charlotte, NC, or Asheville work with all types of investors at any wealth level. Others have a minimum investable asset level and may only work with high-net-worth clients.
Range of Services Offered
If you require tax planning or help with employer retirement packages, then you’ll want to make sure the financial advisor in Asheville, NC, or Charlotte that you’re working with offers those additional services.
Additionally, check the highlighted services on an Asheville or Charlotte financial planner’s website. For example, if you’re concerned most about retirement, look for a highlight on retirement financial planning.
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2020-2021 AdvisoryHQ’s Selection Methodology
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Detailed Review – Best Financial Advisors in Charlotte, NC & Asheville, NC
Below, please find a detailed review of each firm on our list of 2020-2021 best Asheville or Charlotte financial advisors. We have highlighted some of the factors that allowed these investment firms in Charlotte, NC, and Asheville, NC to score so highly in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Alpha Financial Advisors, LLC
- Altavista Wealth Management, Inc.
- AMG National Trust
- Bragg Financial Advisors, Inc.
- Carroll Financial Associates, Inc.
- Colony Family Offices
- Modera Wealth Management
- Parsec Financial, Inc.
- Ronald Blue Trust
Click below for previous years’ rankings:
- 2019 Review: Top 10 Best Financial Advisors in Charlotte & Asheville, NC
- 2018 Review: Top 9 Best Financial Advisors in Charlotte & Asheville, NC
- 2017 Review: Top 9 Best Financial Advisors in Charlotte
- 2016 Review: Top 10 Best Financial Advisors in Charlotte
Alpha Financial Advisors, LLC Review
Delivering tailored and objective financial advice since 2002, Alpha Financial Advisors is a top-rated Charlotte wealth management firm. The firm is fee-only and a fiduciary and believes in forming long-term relationships founded on mutual trust and respect.
Alpha Financial offers wealth management in Charlotte, NC for many different client types. These Charlotte wealth advisors work with corporate executives, physicians, lawyers, CPAs, business owners, retirees, expatriates, and young professionals.
Key Factors that Enabled Alpha Financial Advisors to Rank as a Top Charlotte Financial Planner
Forming Personal Connections
One of the factors that sets top wealth management firms in Charlotte, NC apart from others is the approach taken with clients. Alpha Financial prizes its core concept of building a personal connection with each and every client.
These Charlotte financial planners believe that to best serve clients and ensure their financial strategy is tailored to their needs, a full understanding of their value systems is required.
This approach requires taking the time to ask the right questions, really listen to clients and gather important facts of even the smallest of details about the client’s individual goals, dreams, and financial situation.
High Standards of Excellence
Alpha Financial became a top-rated financial advisor in Charlotte, NC in part due to the firm’s clear commitment to maintaining the highest standards of excellence.
Alpha Financial maintains membership in the following industry organizations:
- National Association of Personal Financial Advisors (NAPFA)
- American Institute of CPAs (AICPA)
As a member of NAPFA and AICPA, Alpha Financial maintains exemplary quality standards, including comprehensive financial planning, continuing industry education, and more.
Alpha Financial also has a Client Advisory Board, which is a unique feature that we have not seen at many other financial advisors in Asheville, NC, Charlotte, NC, or anywhere else.
The board includes 10 clients of varying backgrounds that serve rotating 2-year terms. Meetings are moderated by an independent third-party and are used to represent the voice of clients, addressing feedback, and providing insight on critical firm decisions.
Alpha Financial Advisors has a standard of client commitment and support that stands out from other Charlotte wealth management firms. Its client-centric approach is evidenced in both the Client Advisory Board and its commitment to personal connections.
The firm offers multiple client resources on its site and takes a straight-forward, tailored approach to financial planning. We’ve awarded Alpha Financial Advisors a 5-star rating as one of the best financial advisors in Charlotte, NC to consider.
Altavista Wealth Management, Inc. Review
Altavista Wealth Management has a diverse and experienced team of Asheville and Charlotte financial planners that have an average of 25 years of experience. The firm is fee-only and also a fiduciary, pledging to always put its clients’ best interest first.
The team at this Charlotte and Asheville financial advisor offers a “high touch” and highly personalized experience for clients from two offices, one in Charlotte and the other in Asheville.
Key Factors that Enabled Altavista Wealth Management to Rank as a Top Financial Advisor in Asheville, NC and Charlotte, NC
Wide Range of Financial Services
If you’re looking for a full-service financial planner in Charlotte, NC, or Asheville, NC, then Altavista Wealth Management will be a top choice. It offers a wide range of investment management and fiduciary services.
Services offered help individuals, families, and businesses with several financial needs and foster an integrated strategy to wealth management and financial planning.
You’ll find the following services available from this top Charlotte and Asheville financial advisor:
- Financial Planning
- Investment Management
- Consulting for Business Owners
- Trust Administration
- Family Office Services
- Philanthropic Consulting
Top-Rated Asheville & Charlotte Financial Advisor
Women’s Conversation Series
A unique offering of these Asheville and Charlotte Wealth Advisors is a Women’s Conversation Series that explores the challenges faced by the women of today while creating a common space for conversation and fostering a strong community.
Altavista invites expert guest speakers that can offer insight and expertise on a wide variety of topics, including:
- Navigating family dynamics
- Health and eldercare resources
- Survivorship roles
- Estate planning documents
- Economic and market outlooks
Altavista Wealth Management is dedicated to making each client feel special and fully supported for all their financial needs. This is one of the top wealth management firms in Charlotte, NC and Asheville, NC if you want a highly personalized financial planning experience.
With an experienced and helpful team and a commitment to investor education, Altavista Wealth Management scores a 5-star rating as one of the best financial advisors in Charlotte, NC, or Asheville, NC to consider for your wealth management needs.
AMG National Trust Review
AMG National Trust is a Denver-based firm that merged with Asheville-based Boys, Arnold & Company in June of 2020. These top-rated financial advisors in Asheville, NC leverage the company’s size and independence to offer a personalized client experience.
The firm is fee-only and has offices in multiple cities throughout the U.S., including Asheville, NC, Denver, and Boulder CO, Chicago, IL, Hilton Head, SC, Morristown, NJ, Cheyenne, WY, and Virginia Beach, VA.
Key Factors that Enabled AMG National Trust to Rank as a Top Financial Advisor in Asheville, NC
Broad Range of Services
This top Asheville financial advisor works with executives, business owners, high-net-worth individuals, and institutions to help them discover a better way to build wealth. AMG does this through a broad range of integrated services.
As one of the larger financial advisors in Asheville, NC on our list, you may find services here that you won’t find at smaller firms, including personalized private banking.
Services offered by this top financial advisor in Asheville, NC include:
- Wealth Management (including tax services)
- Investment Management
- Executive Financial Counseling
- Retirement Plan Services
- Banking (private client, commercial, nonprofit)
Executive Financial Counseling
AMG has been offering its unique executive financial counseling service since 1972. It’s designed to give executives at prominent firms someone on their side that is dedicated to their success.
Your Asheville financial advisor at AMG will tap into the team’s collective knowledge and experience to help you leverage opportunities for wealth creation. Risk management and expert advice to help build your future are also part of this counseling service for executives.
If you’re an executive in need of help understanding benefits plans, stock awards, and deferred compensation, these top financial advisors in Asheville, NC are a resource you can count on to be in your corner.
The team at AMG offers a diverse range of talents and a high standard of excellence. This top financial advisor in Asheville, NC is one of the best for high-net-worth individuals, as well as executives, business owners, and nonprofits.
With a large range of financial service offerings and a client-centered philosophy, AMG National Trust earns a 5-star rating as a top Asheville financial advisor to consider for your wealth management needs.
Bragg Financial Advisors Review
Bragg Financial Advisors offers a wide range of scalable financial advisory services. This top-rated Charlotte financial advisor is fee-based and also a fiduciary, upholding a commitment to always put its clients’ best interests ahead of its own.
This family-run Charlotte financial planner works with individuals, families, foundations, endowments, and other institutions. The firm was founded more than 50 years ago and operates on the core principles of providing the highest level of personal service and care.
Key Factors that Enabled Bragg Financial Advisors to Rank as One of the Best Financial Advisors in Charlotte, NC
Degrees and Designations
Bragg’s experienced Client Advisory Team averages 24 years of experience and holds a number of degrees and industry designations.
The team at Bragg has earned over 23 industry designations, making them one of the most experienced and knowledgeable Charlotte wealth advisors you can find.
Some of the industry designations held by this expert team of financial advisors in Charlotte, NC include:
- CFP® – Certified Financial Planner
- AEP® – Accredited Estate Planner®
- CFA – Chartered Financial Analyst
- CPA – Certified Public Accountant
- FPQP™ – Financial Paraplanner Qualified Professional
- CTFA® – Certified Trust and Fiduciary Advisor
- AIF® – Accredited Investment Fiduciary®
- and more
Bragg Investment Advisors follows a structured investment philosophy and creates portfolios that include an efficient combination of stocks, bonds, and mutual funds.
The overall concepts guiding the investment philosophy of this top-rated Charlotte financial planner include diversification, risk-adjusted returns, long-term holding, and fundamental analysis.
The Bragg Financial Investment Policy Committee, which includes research analysts and portfolio managers, creates the investment strategy and target portfolio allocations utilized by the firm.
Each client portfolio is crafted and personally managed, with allocations reflecting the individual client’s risk tolerance, liquidity requirements, and tax situation.
Best Financial Advisors in Charlotte, NC
Bragg Financial Advisors offer a wide range of expert financial services including wealth advisory, family office, and portfolio management. Every process for this top Charlotte financial advisor begins with active listening to truly understand a client’s needs.
With an experienced team and a focus squarely on building client financial confidence, Bragg Financial Advisors earns a 5-star rating and is one of the top financial advisory and investment firms in Charlotte, NC to consider.
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Carroll Financial Associates, Inc. Review
Carroll Financial Associates, Inc. is one of the longest-standing investment firms in Charlotte, NC, and offers customized financial planning. The firm has three offices, including in Charlotte and Raleigh, NC as well as Rock Hill, SC.
This top financial advisor in Charlotte, NC is fee-based, however, it does uphold a fiduciary standard to always put the client’s best interest first. Advisors are committed to earning your confidence and trust through objective, independent guidance.
Key Factors that Enabled Carroll Financial Associates to Rank as a Top Financial Planner in Charlotte, NC
All financial advisors at Carroll Financial are held to the fiduciary standard, meaning that advice must be provided with the client’s best interest at heart
With a fiduciary commitment, clients can feel secure that their Charlotte financial planner will be making recommendations that are only based upon their financial needs and objectives for the future.
The client-centric approach for wealth management in Charlotte, NC is embodied in the firm’s Eight C’s:
- Common Sense
No matter what your financial goals for the future, the expert team at Carroll Financial has you covered with a wide array of financial planning and wealth management services.
Clients will find the following services:
- Retirement Planning
- Investment Planning
- Estate Planning
- Transition Planning
- Eldercare Planning
- 401k Advice
- College Planning
This top-rated Charlotte wealth management firm also has a clientele specialty. They offer financial planning for physicians that’s catered to their unique financial needs. The firm is an approved member of the Physician’s Financial Partners program, offered through AMA Insurance Agency.
Top Charlotte Financial Advisor 2020-2021
Offering customized financial solutions based on trust and transparency, Carroll Financial Advisors is a top choice for wealth management in Charlotte, NC. The firm’s comprehensive financial planning process helps streamline the entire experience.
With a dedication to high standards and a wide offering of popular financial services, Carroll Financial Associates is awarded a 5-star rating as one of the top wealth management firms in Charlotte, NC to consider partnering with.
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Colony Family Offices Review
Colony Family Offices is an exclusive multi-family office that works with families of “significant wealth.” This fee-only Charlotte financial planner represents 25 multi-generation families across the U.S. and has offices in Charlotte and Chapel Hill, NC.
This financial advisor in Charlotte, NC encourages creativity and forward-thinking among its team, which in turn benefits clients through dynamic and well-formed financial strategies.
Key Factors that Enabled Colony Family Offices to Rank as One of the Best Charlotte Wealth Advisors
Family Wealth Specialty
For affluent families seeking expert financial solutions that are tailored to their distinct needs, this is one of the top Charlotte financial planners to consider.
Colony works exclusively with families, allowing its advisors to develop a deep understanding of each client’s situation and finances so they can apply their knowledge and experience to design a customized strategy.
This financial planner in Charlotte, NC forges long-term relationships with client families, giving them a trusted friend that they can rely on for collaboration, integrity, and trust for generations to come.
Colony takes a collaborative, team-based approach to wealth management, working alongside each client family. The firm’s team of experts helps clients navigate the challenges of sustaining wealth across generations.
These experts in wealth management in Charlotte, NC handle all the financial details so you can enjoy life. The firm offers investment management, wealth planning, and fiduciary services.
The collaborative process at Colony includes the following steps:
- Discover and Analyze
- Research and Design
- Advise and Implement
- Monitor and Adjust
- Report and Educate
- Enhance and Support
Wealthy families in need of a friend they can trust to guide them through generations of wealth management needs will appreciate the custom solutions and steadfast focus offered by Colony Family Offices.
With a dedication to innovation and a business mission centered around the financial needs of families, Colony Family Offices is awarded a 5-star rating and is one of the best financial advisors in Charlotte, NC to consider for your family’s financial needs.
Modera Wealth Management Review
In January 2020, Modera merged with another award-winning Charlotte financial advisor, Keatley Wealth Management, further strengthening the firm’s capabilities. This Charlotte financial planner has six offices, two in Charlotte, and one each in Boston, MA, Westwood, NJ, Atlanta, GA, and Inverness, FL.
Key Factors that Enabled Modera Wealth Management to Rank as a Top-Rated Charlotte Wealth Management Firm
Full-Service Investment Services
This top Charlotte financial advisor serves individuals, families, trusts, institutions, and philanthropic organizations with a full range of investment services. The main part of the firm’s practice is providing investment advisory for foundations, endowments, and other non-profits.
The advisors at this Charlotte financial planner are client-centric and respect the mission of each organization they serve. They take a strategic and tailored approach to help them build resources to enhance their work.
The highly responsive services institutional clients can expect from this expert Charlotte financial advisor include:
- Ongoing Guidance: Guidance for investment strategies, withdrawal rates, distribution, and development of a diversified investment approach
- Customized Investment Policy Statement: These financial advisors in Charlotte, NC help organizations develop an investment policy that identifies and prioritizes financial objectives
- Comprehensive Quarterly Reports: Performance is monitored and communicated with custom quarterly performance reports scheduled to meet your organization’s requirements
Modera Wealth Management | Top Financial Advisor in Charlotte, NC
Customized, Consultative Approach
Each top Charlotte financial planner at Modera takes time with clients to help them gain a full understanding of their financial situation so they can develop a customized plan that meets their objectives.
Modera advisors believe that no two people are alike so no two plans should be either. They thoroughly analyze each client’s distinct set of goals and financial overview to develop strategies designed specifically for them.
This is one of the best financial advisors in Charlotte, NC for a wide range of financial management needs, including:
- Retirement/Life Transitions
- Income Tax Strategy
- Investment Management
- Estate Planning & Family Wealth Transfer
- Risk Management
- Philanthropic Planning
Modera Wealth Management offers expert wealth management in Charlotte, NC that’s delivered with a compassionate and caring approach. This team of advisors forges long-term relationships that help keep clients on a strong financial standing for decades.
With a growing and dynamic team that works with a collaborative philosophy, Modera Wealth Management is one of the best financial advisors in Charlotte, NC to consider partnering with and scores a 5-star rating.
Parsec Financial, Inc. Review
Parsec Financial, Inc. is a top-rated Asheville and Charlotte financial advisor dedicated to helping its clients achieve financial success. This fee-only firm serves clients from six offices throughout North Carolina, including in Asheville and Charlotte.
Clients working with this Charlotte financial planner benefit from a team-based approach. Each client has a trio of Parsec professionals guiding them, including a credentialed financial advisor, portfolio manager, and client service expert.
Key Factors that Enabled Parsec Financial, Inc. to Rank as a Best Asheville & Charlotte Financial Advisor
One of the client specialties served by Parsec is younger professionals that are just starting their career and life journey. Their needs are unique, with financial goals and challenges that include career focus, paying student debt, saving for a first home, and more.
For these clients, which typically have less than $500,000, this top-rated Asheville and Charlotte financial planner offers its Emerging Wealth services to help them chart a path to the future as well as pay off debt.
Services in the Emerging Wealth program include:
- Student loan repayment strategies
- Estate planning goals
- Insurance planning guidance
- Budgeting and cash flow planning
- Education funding and planning
- Retirement savings strategies
- Consultation on employee stock programs
- Consulting on financial topics related to business, homeownership, and more
As top financial advisors in Charlotte, NC, Parsec Financial uses a comprehensive, process for investment planning and wealth management that includes six distinct areas.
The process followed by clients of this Asheville and Charlotte financial advisor includes:
- Get Acquainted: Your advisor gets to know you, your values and goals, and what you want out of life.
- Create Plan: Based upon what they’ve learned, your expert Charlotte financial planner will create a custom plan to match your financial needs.
- Follow Through: Your advisor will be by your side every step of the way as you live your financial plan and will check in with you regularly.
- Long-Term Investing: This is one of the best financial advisors in Charlotte or Asheville for long-term investments, as this is a specialty of the firm.
- Diversification: Your portfolio is designed with diversity, which the Parsec team believes is more important than the selection of any particular security.
- No Market Timing: Your expert Asheville or Charlotte financial advisor at Parsec takes a long-term approach to investing based upon steady, time-tested principles rather than guessing which direction the market is going.
Clients of Parsec Financial gain the benefit of the firm’s 40 years of excellence and dedication to understanding each person’s unique situation and needs. The advisors at this top Asheville and Charlotte financial planner work to keep financial planning simple and effective.
With a highly attentive team and a desire to make wealth management more meaningful to each client, Parsec Financial earns a 5-star rating and is one of the best financial advisors in Charlotte, NC, or Asheville, NC to consider.
Ronald Blue Trust Review
With over 9,500 clients throughout all 50 states, Ronald Blue Trust is one of the largest financial advisors in Charlotte, NC. This fee-only Charlotte financial planner is unique in that its advisors apply biblical wisdom along with technical expertise to offer confident financial guidance.
This is a top financial advisor in Charlotte, NC that serves clients across the wealth spectrum, including individuals, multi-generational families, and business owners. Services include everything from retirement plan consulting to bill paying.
Key Factors that Enabled Ronald Blue Trust to Rank as One of the Best Financial Advisors in Charlotte, NC
Varied Client Divisions
To provide tailored services to its clients, Ronald Blue Trust maintains five distinct divisions. Each division is designed to cater to the unique financial needs of a specific group.
The divisions of this top-rated Charlotte financial planner include:
- Private Wealth: Expert services for clients with an approximate net worth of $1 million or higher
- Family Office: Focused on the complex financial requirements of multi-generational families
- Professional Athlete: Expert strategies to build and maintain wealth during a traditionally shorter career span
- Everyday Steward®: Financial planning strategies for those that are typically underserved by financial companies, including those generally at asset levels of $100,000 up to $1 million
- Business Consulting: Professional business consulting from a biblical worldview
These divisions illustrate how the experts at this Charlotte financial planner reach a large array of clients, providing services that many financial advisors in Charlotte, NC may not offer.
Guidance Based Upon Biblical Wisdom
Ronald Blue Trust is completely unique when it comes to the core of its financial, life, and business guidance. This Charlotte financial advisor is centered on biblical principles and infuses those into each of its services.
For these Charlotte financial advisors, enrichment can be found by integrating financial planning and investment management with biblical wisdom, ultimately leaving a legacy defined by “financial, spiritual, and social capital.”
The unique faith-based approach to financial management offered by this Charlotte financial planner provides clients a way to keep all aspects of their life attuned to their faith.
Ronald Blue Trust has a lot to offer investors of all walks of life, all founded in steadfast biblical perspective. This top Charlotte financial advisor has been offering custom financial guidance for over 40 years.
With a dedication to ensuring each client feels heard and well supported and a wide range of financial service offerings, Ronald Blue Trust is a top Charlotte financial planner to consider partnering with and earns a 5-star rating.
Conclusion – 2020-2021 Best Financial Advisors in Charlotte, NC & Asheville, NC
When searching for financial advisors in Asheville, NC or Charlotte, NC, you have a wide range of options that will fill various needs.
From physician’s offices to young professionals to couples looking to plan retirement, the help of a good financial planner in Charlotte, NC, or Asheville can take the apprehension out of financial management.
When reviewing your top choices for wealth management in Asheville or Charlotte, it’s a good idea to choose 3-5 firms to meet with, either in person or virtually. This initial consultation will give you a better feel for what they do and how they fit into your financial picture.
For the most productive meeting, have a few questions written out that you’d like to ask. It’s also a good idea to have ballpark figures for your assets and liabilities.
Whichever top Charlotte financial advisor on this list you choose to explore further, you can feel confident that they’re one of the best in their field and will offer both a trusted and completely custom experience.
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