Charlotte, NC

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Charlotte, NC
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Best Financial Advisors in Charlotte, NC

Handpicked from 156 vetted & reviewed Financial Planning & Wealth Management firms in the Charlotte area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Linden Thomas & Company

Linden Thomas & Company

(43)
  • Management
  • Goals
  • Decisions
“Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well.”
Transparent Fees & Pricing
In Business Since 2004
516 N Tryon St, Charlotte, NC
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Fisher

Fisher

(35)
Business Advisory Services, Business Accounting Services, Business Improvement Services
“We've worked with Fisher for the last few years to get our accounting + taxes sorted and every, single person we've worked with has been helpful, communicative, and willing to walk us through every detail or question.”
Licensed, BBB Rating: A+
In Business Since 2019
Accepts All Major Credit Cards
1108 East Blvd, Charlotte, NC
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Perry G. Walker Accounting & Tax Service

Perry G. Walker Accounting & Tax Service

(49)
Bookkeeping, Tax Resolution, Quickbooks Accounting Services
“Overall, I am extremely satisfied with the services provided by Perry, and I highly recommend them to anyone in need of reliable and proficient tax assistance.”
Licensed, BBB Accredited
In Business Since 1991
Accepts All Major Credit Cards
10223 University City Blvd D, Charlotte, NC
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Newtonwealthmanagement

Newtonwealthmanagement

(49)
Investment Management, Financial & Retirement Planning, Life Insurance Planning
“Their expertise resulted in a timely and efficient tax package filed with confidence that all the "i" s are dotted and "t"s are crossed to the satisfaction of all concerned, especially the IRS!”
In Business Since 2016
10800 Sikes Pl #215, Charlotte, NC
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Ragi Riad, CPA

Ragi Riad, CPA

(50)
Tax Services, Business Services
“After years of confusion as the interpretation of the rules and responsibilities of doing business taxes, we have been able to get our taxes done quickly and consistently with Ragi Riad CPA.”
Transparent Fees & Pricing
In Business Since 2015
13777 Ballantyne Corporate Pl Suite 210, Charlotte, NC
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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The Zaino Group

The Zaino Group

(47)
  • Questions
  • Thrift Savings Plan
  • Confidence
“After some in-depth discussion, he found the perfect solution for my 401(k) rollover and also made sure my family was protected in case of premature death or any chronic, critical or terminal illnesses.”
In Business Since 2005
2101 Sardis Rd N # 207, Charlotte, NC
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Pro Financial Group

Pro Financial Group

(36)
  • Company
  • Projects
  • Real Estate
“Excellent service, I really liked the guide they gave me and how they guided me to understand how easy and viable it is to be able to own apartments for rent, I saw it as impossible and for a long time, now I see a great possibility for me and my fam...”
Licensed, BBB Accredited
In Business Since 2007
3440 Toringdon Way #205, Charlotte, NC
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Todaro & Associates

Todaro & Associates

(7)
Tax Services, Business Services, Services For Quickbooks
“After my husband passed away I was overwhelmed and Peter walked me thru my tax issues and Is still helping me.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2009
Accepts All Major Credit Cards
17228 Lancaster Hwy STE 211, Charlotte, NC
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Lb&j Certified Public Accountants

Lb&j Certified Public Accountants

(48)
TAX Services, Coronavirus Disaster Assistance, Accounting & Bookkeeping
“Not only did he take the time to ensure that he had everything that he needed to provide me the most accurate return but then he educated me on the "do's and don'ts" of being a small business owner.”
In Business Since 2017
5936 Monroe Rd, Charlotte, NC
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Kohari & Gonzalez

Kohari & Gonzalez

(15)
For Small Businesses, Additional Services, Audit, Review and Compilation Services
“My favorite part is how Sara doesn't miss anything and is very responsive to clients and was able to help me in so many ways that I would not have known, nor have gotten from any other CPA firms with my businesses.”
Licensed, BBB Rating: A+
In Business Since 1990
2740 E W.T. Harris Blvd #200, Charlotte, NC
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Viking Mergers & Acquisitions of Charlotte

Viking Mergers & Acquisitions of Charlotte

(29)
  • Professional
  • Buyers
  • Confidentiality
“Leading up to that they were in regular contact with me and offered great advice to help grow the business; so, when it came time to exit, not only did I trust them to handle the transaction, but the price was much higher than it otherwise would have...”
Offers Financing Options
In Business Since 2014
17250 Lancaster Hwy #601, Charlotte, NC
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Jessica M Garcia MBA Cdfa CDC

Jessica M Garcia MBA Cdfa CDC

(2)
“She Really helped me during a most difficult time.”
Coupons & Offers
In Business Since 2011
6000 Fairview Rd #1200, Charlotte, NC
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Hobart Wealth

Hobart Wealth

(29)
  • Retirement
  • Team
  • i'm
“Chris is someone I've known for many years and his devotion to continuing growth and improvement, as well as his commitment to establishing a fantastic team around him, never ceases to impress me.”
In Business Since 2019
7733 Ballantyne Commons Pkwy #101, Charlotte, NC
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Greerwalker Cpas & Advisors

Greerwalker Cpas & Advisors

(3)
Tax, Assurance & Accounting, Advisory
“Excellent firm and great group of folks to work with.”
Licensed, BBB Rating: A+
In Business Since 1989
227 W Trade St # 1100, Charlotte, NC
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Alliance Credit Counseling

Alliance Credit Counseling

(26)
  • Home
  • Knowledge
  • Financial
“A representative took the initiative to personally reach out to offer any assistance, and was very prompt in providing certification upon course completion.”
HUD Certified
10+ Years Experience
8000 Corporate Center Dr STE 114, Charlotte, NC
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Wealthplan Financial Group

Wealthplan Financial Group

(1)
Affiliated Firms, Financial Advisors & Representatives
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
Licensed, BBB Rating: A+
In Business Since 1978
15720 Brixham Hill Ave #575, Charlotte, NC
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Hobbs Crossley Benefield & Craven PA

Hobbs Crossley Benefield & Craven PA

Consulting & Advisory, Audit & Accounting, Tax Preparation & Representation
“We underwrite the continuing education of every employee, encouraging them to grow both technically and personally – well beyond the minimum annual requirements for licensed CPAs.”
Licensed, BBB Rating: A+
In Business Since 1984
Accepts All Major Credit Cards
3750 Latrobe Dr, Charlotte, NC
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Clear

Clear

(10)
  • Retirement
  • Team
“We are so fortunate in our eyes to have been able to meet Dolph and now truly feel our retirement income will be there forever and we do not have to worry about the market anymore.”
Licensed
In Business Since 2015
Emergency Services
Se Habla Español
13777 Ballantyne Corporate Pl Suite 210, Charlotte, NC
Featured

It’s time to take inventory of your assets. Make a list that includes your house, car, investment portfolio, and will. Take time to make sure all these things are in good order. Once you have completed the checklist, we hope you feel confident in the state of your assets and prepared for retirement!

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Elevated Financial & Tax

Elevated Financial & Tax

(3)
“Very happy client here for the last 7 years plus!”
Licensed, BBB Rating: A+
In Business Since 1994
8832 Blakeney Professional Dr STE 301, Charlotte, NC
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Alloy Wealth Management

Alloy Wealth Management

(18)
Investment Management, Estate Planning, Insurance Services
“They're very thorough in explaining why the decisions they make are being made and aren't just throwing a dart at the wall and picking whatever it lands on.”
In Business Since 2014
13925 Ballantyne Corporate Pl #190, Charlotte, NC
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The Potter Law Firm

The Potter Law Firm

(13)
Elder Law & Medicaid Services, Probate, IRA & Retirement Planning
“On a recent personal situation, John used his resources to connect me with a wonderful advisor who has similarly guided us to a virtual conclusion of the problem.”
Accepts Check
In Business Since 2017
Family Business
15720 Brixham Hill Ave # 300, Charlotte, NC
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Blue Financial

Blue Financial

(15)
Retirement Tax Strategy and Minimization, Healthcare and Long-Term Care Planning, Investment and Wealth Management
“They are honest because they told me, If they cannot do better than what I already had in order for my retirement and health care then they would leave it as it is.”
Licensed, BBB Accredited
In Business Since 2015
5970 Fairview Rd Suite 400, Charlotte, NC
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The Wealth Guardians

The Wealth Guardians

(11)
Custom Retirement Paycheck Plan
“These are caring people, who listened to our goals, made excellent suggestions to help us attain them in keeping our retirement money safe.”
Remote Consultations Available
In Business Since 2010
15720 Brixham Hill Ave #300, Charlotte, NC
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Parsons CPA

Parsons CPA

(2)
Consulting Services, Accounting Services, Tax Services
“Huge talent at a small firm, clients get a high level of service with personal attention.”
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
Free Initial Consultation
927 East Blvd, Charlotte, NC
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Retirement Planning and Investment Management Services in Charlotte, NC Cost Estimates

Minimum cost
$1246
Maximum cost
$10587
National Average
$3737
Avg Per Hour Rates
$374
$2491
$6851
Average price range is based on 349 cost profiles
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Average Cost $3737
Minimum cost $1246
Maximum cost $10587
Avg Per Hour Rates $374

Average range $2491 to $6851 is based on 349 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Charlotte

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