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Find Top Financial Advisors in Charlotte, North Carolina

Charlotte, North Carolina is the second most populated city in the Southeast and continues to grow. As the third fastest growing city in the United States, it's not surprising that Charlotte is a bustling business hub, key financial hub and home to many universities. Having a well educated population, subtropical climate and a cost of living 5% lower than the national average, Charlotte is considered to be a great place to live, go to school, and retire. There are about 4,000 financial advisors working in the Charlotte area and finding a financial advisor that works best with your specific financial means could be challenging. WiserAdvisor is here to help make this decision less difficult. We can help people like you connect with 2-3 financial fiduciary financial advisors that suit your own particular financial requirements and can help meet your financial goals.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Charlotte, North Carolina.

Finding the Top Financial Advisor in Charlotte, North Carolina

Last Updated - May 25, 2025

Charlotte has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Charlotte, North Carolina have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Charlotte, 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 Charlotte, North Carolina.

Qualified Financial Advisors in Charlotte, North Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Tony Montanari
CIMA®
ACM WEALTH MANAGEMENT
1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203
26 Years $150,000,000 $500,000 Fee-Based
Ross Kirwan
MBA, CFP®
CARNEGIE PRIVATE WEALTH
6101 Carnegie Blvd, Suite 520,
Charlotte, NC 28209
17 Years Not Specified $0 Fee-Based

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Information on Qualified Financial Advisors in Charlotte, North Carolina

Qualifications CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 1927 S. Tryon Street,
Suite 205,
Charlotte,
NC
28203
Phone Number 877-707-5429

Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 6101 Carnegie Blvd, Suite 520,
Charlotte,
NC
28209
Phone Number 704-733-6897

Ross Kirwan is a Certified Financial Planner with 17 years of financial services experience. Ross transitioned to becoming a financial advisor after witnessing firsthand how proper financial guidance impacts families during life's unexpected moments, which he witnessed at the passing of a parent at a young age. Ross combines his skill in portfolio design and economic analysis with Carnegie Private Wealth's resources to build clear, practical financial plans. His thorough understanding of markets and investments, backed by advanced technology and flexible solutions, helps clients navigate their financial decisions with confidence. Ross serves as an Elder at his church while also serving on the board of a local nonprofit, which both reflect his commitment to meaningful impact. This same care and attention shapes how he helps families make smart financial choices for their future.Connect with Ross and Carnegie Private Wealth to align your finances with what matters most.

About Carnegie Private Wealth

Carnegie Private Wealth

We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their challenges on an intimate level, so we can help them identify areas of potential risk and opportunity. Our goal is to simplify financial decisions, making them easy for clients to understand and approach with confidence. Our clients entrust us to help plan their financial future because were attentive, engaged and experienced.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services


Customer Reviews

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.

Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor, Charlotte, NC 28203
1015 9416 $429,024,440,167
A percentage of AUM, Fixed fees, Performance Based
BARINGS LLC
300 S. Tryon Street, Suite 2500, Charlotte, NC 28202
985 343 $307,726,562,224
A percentage of AUM, Fixed fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor, Charlotte, NC 28203
513 8078 $300,798,686,558
A percentage of AUM, Performance Based
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
11225 North Community House Rd, Charlotte, NC 28277
31 6685 $137,561,001,775
A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000, Charlotte, NC 28209
181 3215 $66,746,472,114
A percentage of AUM, Fixed fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC.
550 South Tryon Street, 40th Floor, Charlotte, NC 28202
251 20338 $43,998,251,201
A percentage of AUM, Fixed fees
ALIGHT FINANCIAL ADVISORS, LLC
9335 Harris Corners Parkway, Suite 150, Charlotte, NC 28269
60 219477 $33,737,582,682
A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
ALUMINA INVESTMENT MANAGEMENT
6302 Fairview Road, Suite 520, Charlotte, NC 28210
3 2 $14,681,685,404
Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
INDEPENDENT ADVISOR ALLIANCE, LLC
11215 N. Community House Rd., Ste. 775, Charlotte, NC 28277
230 52309 $12,826,908,245
A percentage of AUM, Hourly charges, Fixed fees
GLOBAL ENDOWMENT MANAGEMENT, LP
224 W Tremont Avenue, Charlotte, NC 28203
72 33 $11,558,231,568
A percentage of AUM, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONS
2825 South Blvd, Suite 500, Charlotte, NC 28209
50 40484 $10,771,561,842
A percentage of AUM, Fixed fees
RIDGEMONT PARTNERS MANAGEMENT, LLC
101 S. Tryon Street, Suite 3400, Charlotte, NC 28280
58 33 $7,634,744,615
A percentage of AUM, Fixed fees, Performance Based
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800, Charlotte, NC 28202-6002
26 234 $7,583,000,000
A percentage of AUM
ASANA PARTNERS, LP
2151 Hawkins Street, Suite 1100, Charlotte, NC 28203
117 6 $7,143,965,742
A percentage of AUM, Performance Based
HORIZON INVESTMENTS LLC
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277
74 3367 $4,466,593,018
A percentage of AUM, Fixed fees

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.