Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Carolina
Every SEC-registered financial advisor in North Carolina who lists the Certified Financial Planner designation, by city.
2,071 CFP professionals work in North Carolina; the most are in Charlotte (644).
Cities in North Carolina with CFP professionals
Every advisor in North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Huntersville 34Winston Salem 31Cornelius 24Winston-Salem 22Greenville 18Matthews 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9Waxhaw 9Hickory 8Waynesville 7High Point 6Mint Hill 6Sanford 6Statesville 6Belmont 5Brevard 5Denver 5Garner 5Harrisburg 5Hillsborough 5Kernersville 5Lexington 5Lincolnton 5Morehead City 5Salisbury 5Wendell 5Boone 4Cramerton 4Gastonia 4Holly Springs 4Kinston 4Reidsville 4Smithfield 4Southport 4Wilson 4Advance 3Columbus 3Franklin 3Fuquay Varina 3Goldsboro 3Hampstead 3Jacksonville 3Leland 3Marvin 3Morganton 3Mount Airy 3Pittsboro 3Rocky Mount 3Stanley 3Trent Woods 3Winterville 3
100 smaller places with one or two CFP professionals are in the advisor search.
CFP advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFP financial advisors are in North Carolina?
2,071 SEC-registered investment adviser representatives in North Carolina list the CFP designation; the most work in Charlotte (644).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.