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Find Top Financial Advisors in Greensboro, North Carolina

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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 Greensboro, North Carolina
Last Updated - 03-Aug-2022

Greensboro has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 102 non-vetted advisors in your local area. These financial advisors in Greensboro, North Carolina have an average of 8 years of experience.

NOTE: The list of financial advisors in Greensboro, North Carolina mentioned below do 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 Greensboro, North Carolina.

Qualified Financial Advisors in Greensboro, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kelli Smith
CFP®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
717 Green Valey Rd.,
Suite 200,
Greensboro, NC 27408
4700 Falls of Neuse Road,
Raleigh, NC 27609
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Greensboro

Qualifications CRD# 6519874
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 717 Green Valey Rd.,
Suite 200,
Greensboro,
NC
27408
Phone Number 919-747-6052

Office Location 4700 Falls of Neuse Road,
Suite 275,
Raleigh,NC 27609
Phone Number 919-747-6052

I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
Smith, Salley & Associates, Llc
324 West Wendover Avenue , Suite 301,
Greensboro, NC 27408
$2,717,100,209 1898 A percentage of AUM
Triad Financial Advisors, Inc.
3623 N. Elm Street , Suite 102,
Greensboro, NC 27455
$964,483,830 2277 A percentage of AUM
Hourly charges
Other (FEE FOR MONITORING 3RD PARTY MANAGERS)
Granville Capital, Inc.
300 North Greene Street , Suite 1750,
Greensboro, NC 27401
$735,413,653 15 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Fund Direct Advisors Inc.
7800 Mccloud Road , Suite 201,
Greensboro, NC 27409
$660,000,000 380 A percentage of AUM
Hourly charges
Fixed fees
Holderness Investments Co
2102 N. Elm Street , Suite C,
Greensboro, NC 27408
$433,970,325 542 A percentage of AUM
Hourly charges
Fixed fees
Capital Management Llc
628 Green Valley Road , Suite 204,
Greensboro, NC 27408
$312,372,723 472 A percentage of AUM
Fixed fees
Zuraw Financial Advisors, Llc
806 Green Valley Road , Suite 201,
Greensboro, NC 27408
$309,198,959 651 A percentage of AUM
Fixed fees
Spartan Planning Group
1931 New Garden Rd, Ste 220,
Greensboro, NC 27410
$248,873,256 890 A percentage of AUM
Hourly charges
Fixed fees
Cascades Capital Asset Management, Llc
1834 Pembroke Road , Suite 4,
Greensboro, NC 27408
$214,828,880 613 A percentage of AUM
Hourly charges
Carolina Financial Advisors, Inc.
100 East Lake Dr. , Suite 100,
Greensboro, NC 27403
$199,778,514 1076 A percentage of AUM
Hourly charges
Fixed fees
Trent Capital Management Inc
3150 North Elm St,Ste 204,
Greensboro, NC 27408
$191,008,803 290 A percentage of AUM
Performance Based
Vn Capital Management, Llc
1250 Revolution Mill Drive , Suite 181,
Greensboro, NC 27405
$149,771,000 2 A percentage of AUM
Performance Based
Intercarolina Financial Services, Inc.
3300 Battleground Avenue , Suite 400,
Greensboro, NC 27410
$112,267,206 236 A percentage of AUM
Fixed fees
Blueprint Fund Management
1250 Revolution Mill Drive , Suite 150,
Greensboro, NC 27405
$82,012,252 1 A percentage of AUM
Hourly charges
Blueprint Financial Advisors
1250 Revolution Mill Drive , Suite 150,
Greensboro, NC 27405
$0 0 A percentage of AUM
Hourly charges

    List of Additional Advisors in Greensboro, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bob Edmonds
    Inquire with Bob
    3608 W Friendly Ave, Ste 211, Greensboro, NC  27410 336-574-3160
    Andre Conway
    Inquire with Andre
    300 N Greene St, Ste 1700, Greensboro, NC  27401 336-271-4338
    Alexandra Turpin
    Inquire with Alexandra
    300 N Greene St, Ste 1700, Greensboro, NC  27401 336-271-4308
    Allan Eades
    Inquire with Allan
    300 N Greene St, Ste 1700, Greensboro, NC  27401 336-271-4336
    Gene Kemp
    Inquire with Gene
    3608 W Friendly Ave, Ste 211, Greensboro, NC  27410 336-574-3160
    Edmonds, Hunt & Associates
    Inquire with Edmonds,
    3608 W Friendly Ave, Ste 211, Greensboro, NC  27410 336-574-3160
    Sherry Hunt
    Inquire with Sherry
    3608 W Friendly Ave, Ste 211, Greensboro, NC  27410 336-574-3160
    Kelley Wheaton
    Inquire with Kelley
    3608 W Friendly Ave, Ste 211, Greensboro, NC  27410 336-574-3160
    Kathryn Larson
    Inquire with Kathryn
    401 N Edgeworth St, Ste A, Greensboro, NC  27401 336-315-9410
    Mark K Blakeman
    Inquire with Mark
    3220 Northline Ave, Ste 205, Greensboro, NC  27408 336-544-0353
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      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.

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      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?