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Find Top Financial Advisors in Asheville, North Carolina

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment 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.

Finding the Top Financial Advisor in Asheville, North Carolina

Last Updated - December 02, 2023

Asheville has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 55 non-vetted advisors in your local area. These financial advisors in Asheville, North Carolina have an average of 23 years of experience.

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

Qualified Financial Advisors in Asheville, North Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Tony Montanari
CIMA®
ACM WEALTH MANAGEMENT
38 Orchard Street,
Asheville, NC 28801
23 Years $130,000,000 $500,000 Fee-Based
Dean Elmer
EA, CPFA
HOLISTIC ADVISORY
220 North Main Street,
Suite 500,
Greenville, SC 29601
23 Years $2,000,000,000 $10,000,000 Fee-Based

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Information on Qualified Financial Advisors in Asheville, North Carolina

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

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


Office Location 38 Orchard Street,
Asheville,
NC
28801
Phone Number 877-707-5429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMAAAMS®) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investment Management Consultants Association (IMCA). Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 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, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investment Management Consultants Association and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area 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


Qualifications CRD# 4310405
Firm CRD# 6413
Series 7, 66

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


Office Location 220 North Main Street,
Suite 500,
Greenville,
SC
29601
Phone Number 864-516-7518

As a LPL Financial Advisor, I am committed to each of my clients individual life and financial goals. A successful relationship begins with an understanding of what my clients unique needs are, building a plan that helps address each need, and assigning a score to define the probability of potential success to each area of the plan. By striving to reach a high level of success, illustrated by robust financial planning software and asset management, I believe my clients can reach a level of financial wellness that is best described as "confident independence".

In an effort to deliver the highest level of client satisfaction I have spent years perfecting my art as a financial planner. I have put in the leg work in both experience and education. I currently hold a Master's degree in Professional Accountancy from Clemson University and am a CERTIFIED PLAN FIDUCIARY ADVISOR I am also committed to lifetime learning as I believe this will bring a greater value to my clients.

I was born in Santa Cruz, CA and love to travel. I believe that life experiences make us well rounded and I have had the pleasure of truly seeing the world. An understanding of different cultures and areas of the United States helps me deal with a vast array of people, each with unique personality traits. I believe that relating to people and truly caring about their well being is the single most attribute that sets me apart from my competition. It is my mission to deliver financial independence

About Holistic Advisory

Holistic Advisory

As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PARSEC FINANCIAL
6 Wall St, Asheville, NC 28801
73 6171 $4,226,304,258
A percentage of AUM, Fixed fees
CORNERSTONE ADVISORS, LLC
1075 Hendersonville Rd, Suite 250, Asheville, NC 28803
5 2 $1,852,586,683
A percentage of AUM
ACT ADVISORS
521 College Street, Asheville, NC 28801
11 930 $389,880,184
A percentage of AUM, Fixed fees
COLTON GROOME FINANCIAL ADVISORS, LLC
1127-B Hendersonville Road, Asheville, NC 28803
15 633 $283,499,800
A percentage of AUM, Hourly charges, Fixed fees, Other (FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.)
ALTAMONT CAPITAL MANAGEMENT
100 Coxe Avenue, Asheville, NC 28801
2 342 $235,368,426
A percentage of AUM, Hourly charges
MILLBANK DARTMOOR PORTSMOUTH LLC
22 South Pack Square, Suite 401, Asheville, NC 28801
2 4 $216,577,991
A percentage of AUM
JOEL ADAMS AND ASSOCIATES INC.
545 Merrimon Avenue, Asheville, NC 28804
4 676 $207,114,408
A percentage of AUM, Hourly charges, Fixed fees
EARTH EQUITY ADVISORS, LLC
40 N. Merrimon Ave., Suite 30, Asheville, NC 28804
5 628 $178,491,035
A percentage of AUM, Hourly charges, Fixed fees
HORIZONS WEALTH MANAGEMENT
82 Patton Ave., Suite 210, Asheville, NC 28801
3 507 $163,298,018
A percentage of AUM, Hourly charges, Fixed fees
WELLS FINANCIAL MANAGEMENT, LLC
56 Central Avenue, Suite 105, Asheville, NC 28801
2 302 $117,331,986
A percentage of AUM, Fixed fees
HOLCOMBE & MCGRATH
12a Bay Street, Asheville, NC 28801
3 279 $116,533,595
A percentage of AUM, Hourly charges
DAVIS FINANCIAL PLANNING
111 Central Avenue, Asheville, NC 28801
7 237 $104,974,126
Fixed fees

    List of Additional Advisors in Asheville, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    500 College St, Asheville, NC  28801 828-250-8770
    500 College St, Asheville, NC  28801 828-250-8750
    2 Town Square Blvd, Ste 360, Asheville, NC  28803 828-687-0183
    500 College St, Asheville, NC  28801 828-250-8748
    500 College St, Asheville, NC  28801 828-255-7842
    79 Woodfin Place, Suite 201, Asheville, NC  28801 828-232-0549
    1 Oak Street, Suite 206, Asheville, NC  28801 828-348-5216
    500 College St, Asheville, NC  28801 828-250-8739
    500 College St, Asheville, NC  28801 828-250-8757
    500 College St, Asheville, NC  28801 828-250-8747

      Frequently Asked Questions

      When choosing a financial advisor in North Carolina, it's best to look for information about an advisor's experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to ethics. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

      Financial advisors in North Carolina utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding your advisor's compensation structure is crucial and being aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.

      Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

      Financial advisors listed on our directory for the state of North Carolina offer a range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. Read on to better understand how financial advisors can assist you with the various services they provide.

      When choosing a financial advisor in North Carolina, it's important to research their experience thoroughly, credentials (such as CFP, ChFCs, CFAs), education, compensation method, and commitment to ethical practices. To further research financial advisors, follow our guide on the the FINRA BrokerCheck tool. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

      In North Carolina, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Click the "View Full Profile" button of each advisor listed in the directory to further explore a specific financial advisor's qualifications.

      Financial advisors in North Carolina can be compensated through fees, commissions, or a mix of both. Fee-only advisors charge fees solely for their services and don't earn commissions from product sales. Fee-based advisors may follow a hybrid model, combining commissions and fees. Commission-based advisors earn their income solely by selling financial products and receive a percentage of the sale. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.