Best Financial Advisors in Jacksonville, NC
10 firms listed · 4 in Jacksonville · 6 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Cooper Investment Company
“We have been investing with Cooper's for years and fine them very trustworthy and sound in investing.”
Atlantic Coast Wealth Management
Arrowstar Financial
Whitten Wealth Management
“Always available to help you make the most practical decisions for your financial goals.”
The Right Divorce Solution
“I would highly recommend the services of Mary Salisbury and The Right Divorce Solution to folks seeking an affordable, collaborative and effective resolution of the issues arising from separation and divorce.”
The 10 firms listed for Jacksonville, 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: Jacksonville, NC
Of the 10 firms we list here, 4 are in Jacksonville itself and 6 come from New Bern (3, 31 mi), Wilmington (2, 46 mi) and Hampstead (1, 30 mi). 6 of the firms on this page have a rating, from 4.8 to 5.0 across 30 reviews. 1 shows a license on its website and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 75 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 7 publish a contact page and 5 list a public email. 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 Jacksonville listed here?
4 of the 10 firms are located in Jacksonville. The others come from other towns within 50 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Harbor Blue Financial
“Karen's knowledge of the changes in the financial world are accurate and comprehensive followed by sound advise that meet our needs.”
Signature Wealth Strategies
“During that time, they have been patient with my mom -- explaining everything to her and serving as an overall financial advisor (and sometimes counselor!”
Nautilus Wealth Management
Bluesky Wealth Advisors
“I highly recommend booking a free consultation to receive a proposal on how they could help you invest in your life!”
Why these companies made our list
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