Browse all Independent advisors in North Carolina

Every advisor below is licensed to work with clients in North Carolina. Narrow by specialty to find someone who focuses on your situation.

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	2,222
Wealth management	1,606
Retirement plans for business owners (SEP, solo 401k)	1,234
Executive	1,170
Options & derivatives strategies	1,157
Retired	1,105
Private / alternative investments	1,072
Retirement income strategy	1,032
General retirement planning	1,014
Active portfolio management	914
Tax-loss harvesting	758
Passive / index investing	632
College savings (529s, UTMA, etc.)	575
Annuities	544
Cash flow / budgeting	522
ESG / Sustainable investing	521
Income planning	514
Concentrated stock management	430
General estate planning guidance	389
Real estate investing	347
Charitable giving & philanthropy	307
Business exit / sale strategy	262
General tax planning	257
Retirement withdrawal strategies	217
Business succession planning	187
Business ownership considerations	162
Equity compensation tax strategy	148
Tax strategies for small businesses	130
Approaching retirement	127
Mid-Career Professionals	124
Social Security optimization	92
Self-Employed	79
Debt management	76
Long-term care insurance	75
HENRY (High Earners, Not Rich Yet)	74
Established Professionals	58
Educators, Teachers, and Academics	49
Doctor or Medical Professional	44
Business sale tax planning	42
Life insurance needs analysis	40
Divorce financial planning	38
Charitable giving tax strategies	35
Factor investing / smart beta	33
Early retirement planning	29
Equity Recipients (RS/RSU, SOP, ESPP)	29
Values-based investing	27
Married/Couples/Partners	26
Young Professionals	26
Attorney	24
Business Financial Management	24
Women Professionals	24
Religious/faith focused	22
Roth conversion strategy	21
Medicare planning	20
Military & Veterans	18
Family Business	16
Liquidity event planning	16
Disability insurance	13
Retired	13
Financial Professional	12
Young Families	12
Dentist	11
Elder care planning	11
Dual Income Family	10
Multi-generational wealth transfer	10
Christian Faith Based	9
Professional Athlete	8
Government Employee	7
African Americans/Black	6
Technology Professional	6
Trust structures (GRAT, IDGT, revocable)	6
Parents	5
Women's Finance	4
Consultant	3
Inherited wealth	3
Student loan debt	3
Widow/Widower	3

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