Best Financial Advisors in Hickory, NC

12 firms listed · 8 in Hickory · 2 open weekends · 7 rated 4.5+

Data verified October 21, 2026

Dean Financial

Dean Financial

4.8 12 reviews
“In a followup meeting at his office, Justin helped us to re-route our finances into products that were more secure for our retirement.”
Free consultationSince 1999
200 1st Ave NW # 407
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Diamond Pointe Financial

Diamond Pointe Financial

5.0 2 reviews
“Christiana is super personable and knowledgeable.”
Since 2021
901 US-321 Ste. 300
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Spectrum Financial

Spectrum Financial

5.0 3 reviews
“Peter Nelson and the other guys at Spectrum Financial are top notch.”
40+ years
1375 Lenoir Rhyne Blvd SE Suite 101
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Mumy Financial Advisors

Mumy Financial Advisors

5.0 1 review
Since 2012
200 1st Ave NW #303
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Deal Financial Group

Deal Financial Group

Since 2006
200 1st Ave NW Ste. 302
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MG Partners Private Wealth

MG Partners Private Wealth

Since 2024
1305 N Center St
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The 12 firms listed for Hickory, 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: Hickory, NC

Of the 12 firms we list here, 8 are in Hickory itself and 4 come from towns including Conover (1, 7 mi), Newton (1, 8 mi) and Valdese (1, 14 mi). 8 of the firms on this page have a rating, from 3.8 to 5.0 across 74 reviews; 7 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 1 has a BBB rating of A or A+. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation. We have a website on file for 11 of the firms on this page; 10 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Hickory listed here?

8 of the 12 firms are located in Hickory. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Carolina Wealth Stewardship Group Hickory

Carolina Wealth Stewardship Group Hickory

Since 2009Prices online
345 2nd St NE
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R&J Investments

R&J Investments

3.8 2 reviews
“Excellent customer (client) relations and service.”
113 23rd Ave NE
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Stoic Private Wealth

Stoic Private Wealth

5.0 29 reviews
“Dougie and I have been so pleased to be working with Cierra and Matt at Stoic Wealth to grow our portfolios and prepare for our futures.”
Since 2022
Conover, NC · 7 mi from Hickory
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Thurston Springer Financial- Maryann Diamond, Aams

Thurston Springer Financial- Maryann Diamond, Aams

Since 2001
Valdese, NC · 14 mi from Hickory
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Hildebran Accounting

Hildebran Accounting

4.8 3 reviews
“I would recommend this firm for both business and personal taxes I worked with Michelle.”
Since 2002
Taylorsville, NC · 15 mi from Hickory
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Covered Bridge Investment Group

Covered Bridge Investment Group

Since 2023
Newton, NC · 8 mi from Hickory
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HomeWealth Management AdvisorsNorth CarolinaHickory, NC

Why these companies made our list

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