Top Financial Advisors in Wilmington, North Carolina
Finding the right financial advisor in Wilmington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Wilmington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Wilmington, NC.
Find the Best Financial Advisor Firms in Wilmington:
LIVE OAK PRIVATE WEALTH, LLC
CRD#: 297904
Address: 1741 Tiburon Drive, Wilmington, NC 28403
Clients: 199
Average Clients per Advisor: 16
AUM: $ 1.1B
PATHFINDER WEALTH CONSULTING
CRD#: 336658
Address: 4018 Oleander Drive Suite 102, Wilmington, NC 28403
Clients: 380
Average Clients per Advisor: 42
AUM: $ 847M
TILIA FIDUCIARY PARTNERS, INC.
CRD#: 157852
Address: 32 N. Front Street, Wilmington, NC 28401
Clients: 255
Average Clients per Advisor: 63
AUM: $ 414M
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD#: 148659
Address: 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
Clients: 386
Average Clients per Advisor: 64
AUM: $ 385M
DOVETAIL FINANCIAL GROUP LLC
CRD#: 311298
Address: 210-4 Avondale Ave, Wilmington, NC 28403-7059
Clients: 295
Average Clients per Advisor: 147
AUM: $ 259M
OMNISTAR FINANCIAL GROUP, INC.
CRD#: 138515
Address: 1712 Eastwood Road Suite 212, Wilmington, NC 28403
Clients: 214
Average Clients per Advisor: 42
AUM: $ 229M
How We Chose the Top Financial Advisors in Wilmington, North Carolina
To create this list of top financial advisor firms in Wilmington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Wilmington has to offer.
Search Financial Advisors in Wilmington, North Carolina
Charles Eugene Mintz
Edward Montgomery Knox III
James Christopher Dean
William P. Patterson
Lil Minton Mercer
Beth Ann Nelson
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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