Fisher
“As a small firm, we appreciate the responsive and proactive customer service from Nicole Stokes and the thorough work done for our return by Taylor Irwin.”
Best Financial Advisors in Charlotte, NC
24 firms listed · all 24 in Charlotte · 1 open 24/7 · 4 open weekends · 23 rated 4.5+
Data verified October 21, 2026
Alloy Wealth Management
“Looking forward to a long lasting relationship and will highly recommend Mark everyone.”
Perry G. Walker Accounting & Tax Service
“Walker is an Enrolled Agent, he was best suited to help us navigate our prior years' returns, discovering that the returns had been calculated incorrectly.”
Blue Financial
“He truly keeps up with all going on in the financial world and even recommended avenues for me that did not include investing with his company.”
Newtonwealthmanagement
“I highly recommend using Ed and his team for all your tax needs.”
Linden Thomas & Company
“Thomas and company are always within arms reach, as they reach out to us at least once a month and usually more to check on our needs and concerns.”
The 24 firms listed for Charlotte, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Charlotte, NC
All 24 firms we list here are in Charlotte itself. We have 132 firms in Charlotte on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 1,044 reviews; 9 have 50 or more reviews and 23 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 1 shows a license on its website and 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 34 years. 1 offers urgent consultations; 1 offers remote or virtual consultations; 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Charlotte offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Cornerstone Wealth Planning
“After attending a retirement seminar from Cornerstone Wealth Planning, we were most impressed with Ben Small and scheduled a meeting.”
The Zaino Group
“He gave ever participant the peace of mind needed to start their chapter in life.”
Lb&j Certified Public Accountants
“Randy was helpful in diagnosing our tax situation and I appreciated his directness.”
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Flat Fee Financial Planning
“Stephen answered all of my questions patiently and attentively and continues to help guide me in financial planning.”
Pro Financial Group
“Real financial education, updated with plain and practical language and they teach you step by step and encourage you to improve yourself even when you don't have money.”
Elevated Financial & Tax
“From drop off to the final sit down review with Tommy, this was a first class operation and a well oiled machine.”
Remedy Tax & Financial Services
“Their service is not only fast and efficient but also comprehensive, ensuring I'm in good standing with both state and IRS authorities.”
Deneault & Greyard
“I would recommend him for anyone looking to get serious about their finances!”
Parsons
“Denita in particular is the person we talk to the most and she is kind and wonderful to work with.”
The Wealth Guardians
“These are caring people, who listened to our goals, made excellent suggestions to help us attain them in keeping our retirement money safe.”
Calamita Wealth Management
“ Todd and his team were extremely professional and informative and a pleasure to work with.”
Greenway Wealth Advisors
“Our family has been a Greenway client for over a decade and I can't underscore enough how important it is to have financial advisors who are aligned with your goals and dreams and who help you get there.”
Know My Plan
“One part in particular I appreciate about Nic - he draws amazing diagrams and visuals to help break things down and make them even easier to understand”
Clear
“My husband Paul and I are new clients to Clear Income Strategies and I have to say I am very impressed with the warm professionalism we experienced working with Dolph and his team!”
Insight Folios
“It has been a pleasure working with the whole staff, they are always pleasant and helpful, always willing to talk and answer any questions we have no matter how silly they are.”
Ensemble Financial Strategies
“He took the time to understand both personal and business goals and needs, and the plan he put together gives me complete confidence we made the right choice.”
Farrar Financial Group
“I definitely recommend Farrar Financial Group for your credit and financial needs!”
Matthew J Rice CPA
“Detail-oriented, responsive, explains financial things to me without making me feel like an idiot.”
Why these companies made our list
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