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Find Top Financial Advisors in North Carolina
North Carolina is home to a thriving financial industry, with a growing number of financial advisors and advisory firms serving the needs of the state's diverse population. With a population of over 10 million people and a relatively low cost of living compared to other states, North Carolina is an attractive place to live and work. For individuals looking to manage their personal finances, working with a vetted financial advisor can be a smart choice. Financial advisors provide personalized advice and guidance on a range of financial matters, including investment strategies, retirement planning, wealth management, estate planning, and more. WiserAdvisor can help individuals in North Carolina connect with these qualified and trustworthy financial advisors.
How To Find Trusted Financial Advisors in North Carolina
North Carolina has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in North Carolina have an average of 35 years of experience.
NOTE: The list of vetted financial advisors in North Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in North Carolina.
Qualified Financial Advisors in North Carolina
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Kenneth NelsonAIFA®, CRPS®, CRPC®, AIF®Edelman Financial Engines, LLC - tariktest10604 Bent Twig DriveRaleigh, NC 27613 | 35 Years | Not Specified | $0 | Fee-Based |
Financial Advisor
Kenneth NelsonAIFA®, CRPS®, CRPC®, AIF®Edelman Financial Engines, LLC - tariktest10604 Bent Twig DriveRaleigh, NC 27613
Experience35 Years
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Based
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Information on Qualified Financial Advisors in North Carolina
VETTED
Kenneth NelsonAIFA®, CRPS®, CRPC®, AIF®
Edelman Financial Engines, LLC - tariktestAbout Kenneth Nelson
Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history.
Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.
Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.
Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.
Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.
Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.
Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.
About Edelman Financial Engines, LLC - tariktest
We are a committed group of professionals dedicated to providing superior investment advice to
our corporate and high net worth clients. We average over 30 years of experience in the financial
industry. We strive to provide the best, most professional and personalized service possible. We
act honestly, with pride and integrity, and always in the best interest of our clients. We earn
our clients trust and respect. We believe our knowledge, combined with the exceptional service we
provide, ensure our clients are proud to recommend us to their family members, colleagues and
friends.
Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615
Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615
Qualifications
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10604 Bent Twig Drive,Raleigh,NC 27613
Phone Number
919-845-3339
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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Firm Name
CAPTRUSTRaleigh, NC
No. of Advisors1554
AUM$852,173,054,617
No. of Clients100603
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
ALLSPRING GLOBAL INVESTMENTS, LLCCharlotte, NC
No. of Advisors1015
AUM$429,024,440,167
No. of Clients9416
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
BARINGS LLCCharlotte, NC
No. of Advisors985
AUM$307,726,562,224
No. of Clients343
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
ALLSPRING FUNDS MANAGEMENT, LLCCharlotte, NC
No. of Advisors513
AUM$300,798,686,558
No. of Clients8078
Fee StructureA percentage of AUM, Performance Based
Firm Name
BRIGHTHOUSE INVESTMENT ADVISERS, LLCCharlotte, NC
No. of Advisors31
AUM$137,561,001,775
No. of Clients6685
Fee StructureA percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)
Firm Name
STERLING CAPITAL MANAGEMENT LLCCharlotte, NC
No. of Advisors181
AUM$66,746,472,114
No. of Clients3215
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
WELLS FARGO INVESTMENT INSTITUTE, INC.Charlotte, NC
No. of Advisors251
AUM$43,998,251,201
No. of Clients20338
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ALIGHT FINANCIAL ADVISORS, LLCCharlotte, NC
No. of Advisors60
AUM$33,737,582,682
No. of Clients219477
Fee StructureA percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
Firm Name
ALUMINA INVESTMENT MANAGEMENTCharlotte, NC
No. of Advisors3
AUM$14,681,685,404
No. of Clients2
Fee StructureFixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
Firm Name
INDEPENDENT ADVISOR ALLIANCE, LLCCharlotte, NC
No. of Advisors230
AUM$12,826,908,245
No. of Clients52309
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
GLOBAL ENDOWMENT MANAGEMENT, LPCharlotte, NC
No. of Advisors72
AUM$11,558,231,568
No. of Clients33
Fee StructureA percentage of AUM, Performance Based
Firm Name
ADHESION WEALTH ADVISOR SOLUTIONSCharlotte, NC
No. of Advisors50
AUM$10,771,561,842
No. of Clients40484
Fee StructureA percentage of AUM, Fixed fees
Firm Name
TRUEBRIDGE CAPITAL PARTNERSChapel Hill, NC
No. of Advisors38
AUM$8,363,744,672
No. of Clients196
Fee StructureA percentage of AUM, Performance Based
Firm Name
RIDGEMONT PARTNERS MANAGEMENT, LLCCharlotte, NC
No. of Advisors58
AUM$7,634,744,615
No. of Clients33
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
WEDGE CAPITAL MANAGEMENT LLPCharlotte, NC
No. of Advisors26
AUM$7,583,000,000
No. of Clients234
Fee StructureA percentage of AUM
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