Aradhana Aggarwal CPA
“I've appreciated their attention to detail, prompt service, and thoughtful help with designing supportive and robust systems for our business.”
Best Financial Advisors in Durham, NC
23 firms listed · all 23 in Durham · 10 rated 4.5+
Data verified October 18, 2026
Paul Scheible, CPA
“Even though tax season can be painful and stressful, Paul takes those burdens on himself; I look forward to my interactions with him, and his office support staff is excellent.”
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Gordon Asset Management
Fulbright & Fulbright, Cpa, PA
Scharl & Associates
Elefante Financial Services
The 23 firms listed for Durham, 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: Durham, NC
All 23 firms we list here are in Durham itself. 10 of the firms on this page have a rating, from 4.9 to 5.0 across 151 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (100%) and quality (91%). The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), insurance planning (2), investment management (2) and retirement planning (2). 6 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 37 years. 1 offers a free initial consultation. We have a website on file for 21 of the firms on this page; 17 publish a contact page; 17 list a public email and 5 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 firms listed for Durham take financial planning bookings online?
5 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Fryar Financial
“He is prompt to answer questions and give insight.”
Personal Path Financial Planning
“Unlike so many financial advisors with different companies, she has no vested interest in selling particular products because of the commissions she would earn.”
Valley Peak Financial
“We meet on a regular basis and he has helped me develop a monthly, 3 month, 6 month and a year long plan to help me become completely debt free.”
Rosewood Wealth Management
Tucker Bria Wealth Strategies
MKS Wealth Management
The Potter Financial Group
Pragmatic Portfolios
Gaulden & Associates Wealth Management
Expert Consulting Credit Repair
Arthur M. Pappas, MBA
Baker Wealth Advisors
Black Wall Street Investments
Integrated Wealthcare
Pinafore Wealth Counsel
Arjuna Capital
Integrated Life and Financial Planning
Why these companies made our list
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