Browse all advisors in North Carolina

Every advisor below is licensed to work with clients in North Carolina. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find North Carolina advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
12,865
Retired
7,401
Tax-loss harvesting
6,539
Executive
6,525
Wealth management
5,686
Retirement income strategy
4,300
Retirement plans for business owners (SEP, solo 401k)
4,254
General retirement planning
3,514
Active portfolio management
3,419
College savings (529s, UTMA, etc.)
2,732
Mid-Career Professionals
2,696
ESG / Sustainable investing
2,602
HENRY (High Earners, Not Rich Yet)
2,002
Approaching retirement
1,868
Annuities
1,795
General estate planning guidance
1,780
Private / alternative investments
1,772
Cash flow / budgeting
1,614
Passive / index investing
1,584
Business exit / sale strategy
1,480
Options & derivatives strategies
1,442
Charitable giving & philanthropy
1,304
Income planning
1,283
Self-Employed
972
Social Security optimization
850
Multi-generational wealth transfer
780
Concentrated stock management
733
Retirement withdrawal strategies
645
Equity compensation tax strategy
567
Business succession planning
554
Business ownership considerations
506
Educators, Teachers, and Academics
504
Real estate investing
492
Divorce financial planning
426
General tax planning
291
Married/Couples/Partners
198
Planning for children with special needs
195
Women Professionals
186
Attorney
181
Established Professionals
178
Financial Professional
173
Divorced
166
Tax strategies for small businesses
151
Debt management
138
Parents
137
Long-term care insurance
125
Doctor or Medical Professional
78
Military & Veterans
77
Factor investing / smart beta
75
Values-based investing
70
Equity Recipients (RS/RSU, SOP, ESPP)
58
Business sale tax planning
51
Religious/faith focused
51
Life insurance needs analysis
50
Intergenerational Families
49
Liquidity event planning
49
Family Business
47
Women's Finance
47
Charitable giving tax strategies
42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
38
Business Financial Management
37
Young Families
37
Early retirement planning
35
Young Professionals
34
Retired
32
Medicare planning
30
Dentist
27
Elder care planning
26
Roth conversion strategy
24
Professional Athlete
22
Inheritance planning
18
Technology Professional
17
Exec comp design
16
Widow/Widower
15
Consultant
14
Government Employee
14
Disability insurance
13
Dual Income Family
11
Newlywed/Engaged
10
Startup equity planning
10
Stock option exercise strategy
10
University Employee
10
African Americans/Black
9
Christian Faith Based
9
Women Business Owners
9
Caring for aging parents
8
Entertainment Industry
7
Trust structures (GRAT, IDGT, revocable)
7
Inherited wealth
4
Sandwich Generation
4
Student loan debt
3
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