Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Asheville, NC
Every SEC-registered financial advisor at a firm office in Asheville who lists the Certified Financial Planner designation, A to Z.
The short answer
59 CFP professionals work in Asheville; the most are at Edward Jones (7). 22 are also registered broker representatives.
CFP advisors in Asheville, A to Z
Every advisor in Asheville →- Frankie L. AdkinsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Lewis D. Akers Jr.Beacon Pointe Advisors, LLC · Certified Financial Planner
- Nicole L. BarrettLPL Financial LLC · Certified Financial Planner
- Robert E. BaschnagelHolcombe & McGrath · Certified Financial Planner
- Kathryn D. BeachMercer Global Advisors Inc. · Certified Financial Planner
- Travis L. BoyerModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Todd BurkhalterColton Groome Financial Advisors, LLC · Certified Financial Planner
- Theodore H. Chiappini Jr.Edward Jones · Certified Financial Planner
- John W. ColemanColeman Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lee T. CoxModera Wealth Management, LLC · Certified Financial Planner
- Bray CreechJoel Adams And Associates Inc. · Certified Financial Planner
- Elizabeth H. CunaginModera Wealth Management, LLC · Certified Financial Planner
- Dwayne M. DillsLPL Financial LLC · Certified Financial Planner
- Mariah F. DoyleRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Douglas B. EnglishAct Advisors · Certified Financial Planner
- Vicki M. EpleyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brent A. FordWhite Oak Financial Management, Inc. · Certified Financial Planner
- Chad E. FosterModera Wealth Management, LLC · Certified Financial Planner
- Janet C. GallowayIntegrated Advisors Network LLC · Certified Financial Planner
- Robert R. GardnerMatson Money, Inc. · Certified Financial Planner
- Jessie M. GoodwinJoel Adams And Associates Inc. · Certified Financial Planner
- Ashley M. GragtmansModera Wealth Management, LLC · Certified Financial Planner
- Lisa M. GreenMorgan Stanley · Certified Financial Planner
- Matthew L. GroomeColton Groome Financial Advisors, LLC · Certified Financial Planner
- Dollie B. HalfordForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Andrew T. HallBeacon Pointe Advisors, LLC · Certified Financial Planner
- Virginia P. HansenProspera Financial Services, Inc. · Certified Financial Planner
- David W. HartCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William F. Hester IIILPL Financial LLC · Certified Financial Planner
- Brian S. HjalmarsonModera Wealth Management, LLC · Certified Financial Planner
- Jenny S. HollandWells Fargo Clearing Services, LLC · Certified Financial Planner
- David S. HunterHorizons Wealth Management · Certified Financial Planner
- Stephan K. IhdeEdward Jones · Certified Financial Planner
- Roger W. JohnsonAct Advisors · Certified Financial Planner
- Mary M. KiserBeacon Pointe Advisors, LLC · Certified Financial Planner
- Richard G. Lee IIIEdward Jones · Certified Financial Planner
- Paul H. LloydCredit Union Investment Services · Certified Financial Planner
- Richard D. ManskeModera Wealth Management, LLC · Certified Financial Planner
- Glen J. MartinHorizons Wealth Management · Certified Financial Planner
- David E. MatzEdward Jones · Certified Financial Planner
- Susan L. McGrathHolcombe & McGrath · Certified Financial Planner
- David J. MeyerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Donna S. MurraySouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Shon P. NorrisAltamont Capital Management · Certified Financial Planner
- Steven L. PollockPollock Planning Associates Inc. · Certified Financial Planner
- Joseph B. PriceEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Madison L. RamellaMercer Global Advisors Inc. · Certified Financial Planner
- Gareth E. RichOsaic Wealth, Inc. · Certified Financial Planner
- Barbara A. RistowFocus Partners Wealth, LLC · Certified Financial Planner
- Jacob W. SadlerCurio Wealth, LLC · Certified Financial Planner
- Larry R. ScottCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William D. SmithTruist Advisory Services, Inc. · Certified Financial Planner
- Justinn C. SteffeVeyla Financial · Certified Financial Planner
- Ryan C. WatkinsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Donald P. WeidemannOppenheimer & Co. Inc. · Certified Financial Planner
- David N. WellsWells Financial Management, LLC · Certified Financial Planner
- David M. WerleMercer Global Advisors Inc. · Certified Financial Planner
- Elmer G. Wessel Jr.Wessel Investment Counsel, L.L.C. · Certified Financial Planner, Chartered Financial Analyst
- Robert B. Wood IIISouthland Equity Partners, LLC. · Certified Financial Planner
Firms with the most CFP professionals in Asheville
Edward Jones 7Modera Wealth Management, LLC 7Beacon Pointe Advisors, LLC 3LPL Financial LLC 3Mercer Global Advisors Inc. 3Wells Fargo Clearing Services, LLC 3Act Advisors 2Cambridge Investment Research Advisors, Inc. 2Colton Groome Financial Advisors, LLC 2Holcombe & McGrath 2Horizons Wealth Management 2Joel Adams And Associates Inc. 2Altamont Capital Management 1Coleman Advisory, LLC 1Credit Union Investment Services 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Huntersville 34Winston Salem 31Cornelius 24Winston-Salem 22Greenville 18Matthews 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Asheville, NC?
59 SEC-registered investment adviser representatives at firm offices in Asheville, North Carolina list the CFP designation; Edward Jones employs the most of them (7).
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.
How do I check a CFP in Asheville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
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.