Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chapel Hill, NC
Every SEC-registered financial advisor at a firm office in Chapel Hill who lists the Certified Financial Planner designation, A to Z.
71 CFP professionals work in Chapel Hill; the most are at Hilltop Wealth Advisors, LLC (8). 30 are also registered broker representatives.
CFP advisors in Chapel Hill, A to Z
Every advisor in Chapel Hill →- Joseph P. AcquanitaAtlantic Private Wealth, LLC · Certified Financial Planner
- Ashwini K. AhluwaliaProsperity Capital Advisors · Certified Financial Planner
- Timothy C. AtkinsCommonwealth Financial Network · Certified Financial Planner
- Chad E. BatesSeia · Certified Financial Planner
- Molly M. BaumbergerEton Advisors · Certified Financial Planner
- Mackenzie L. BellHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Benjamin E. BirkenPisces Financial Advisors, LLC · Certified Financial Planner
- Nicholas M. BodnarEdward Jones · Certified Financial Planner
- Elizabeth M. BoehneAbacus Wealth Partners · Certified Financial Planner
- Brittany L. BrinckerhoffHilltop Wealth Advisors, LLC · Certified Financial Planner
- Austin L. BrownBolin Creek Wealth Advisors LLC · Certified Financial Planner
- Milton S. Brown IIIFranklin Street Advisors Inc. · Certified Financial Planner
- Nathan G. ByrdHamilton Point Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Johnaustin J. ChapmanEdward Jones · Certified Financial Planner
- Kyle L. ClementsRBC Capital Markets, LLC · Certified Financial Planner
- Taylor R. ColeWoodward Financial Advisors, Inc. · Certified Financial Planner
- Tabitha J. ConcepcionTruist Advisory Services, Inc. · Certified Financial Planner
- Courtney D. CubbinWoodward Financial Advisors, Inc. · Certified Financial Planner
- Keith J. DasilvaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Tracy R. DaviesHamilton Point Investment Advisors, LLC · Certified Financial Planner
- Sharon A. DickensEdward Jones · Certified Financial Planner
- Frank H. DworskyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Russell S. EriksenHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph B. Fox IVFranklin Street Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Richard P. FrazierFrazier Financial Consultants, LLC · Certified Financial Planner
- Martin A. FrostLPL Financial LLC · Certified Financial Planner
- Jonathan S. GeorgeAbsher Wealth Management, LLC · Certified Financial Planner
- Andrew GlassmanStrategic Advisers LLC · Certified Financial Planner
- Ryan V. GloverTarheel Advisors, LLC · Certified Financial Planner
- Andrew D. HartDelegate Advisors, LLC · Certified Financial Planner
- Vanessa Z. HaythornStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David L. HensonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Walter A. HinsonTarheel Advisors, LLC · Certified Financial Planner
- Christopher T. HostetlerHilltop Wealth Advisors, LLC · Certified Financial Planner
- Alexandria JeterOld Peak Finance · Certified Financial Planner
- Audrey E. KayserOld Peak Finance · Certified Financial Planner
- Mitchell LudwigUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Joseph M. MarquesBolin Creek Wealth Advisors LLC · Certified Financial Planner
- Amyjo Y. McElfreshAmphora Wealth Management, LLC · Certified Financial Planner
- Lawrence F. McManus Jr.Modern Wealth Management, LLC · Certified Financial Planner
- Lee M. McPhersonAllstate Financial Advisors, LLC · Certified Financial Planner
- James R. Miller Jr.Woodward Financial Advisors, Inc. · Certified Financial Planner
- Kevin L. MishoeAbsher Wealth Management, LLC · Certified Financial Planner
- Madison W. MitchellOld Peak Finance · Certified Financial Planner
- James G. MosherOld Peak Finance · Certified Financial Planner
- Laura A. NealWoodward Financial Advisors, Inc. · Certified Financial Planner
- Michele S. NettesheimPhoenix Wealth Advisors Inc. · Certified Financial Planner
- Stephen S. NeubigHilltop Wealth Advisors, LLC · Certified Financial Planner
- William H. NewcombNewcomb Financial Advisors, LLC · Certified Financial Planner
- Jennifer L. OravskyAbsher Wealth Management, LLC · Certified Financial Planner
- Wendy G. PalladinoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Martha L. PetzoldCharles Schwab & Co., Inc. · Certified Financial Planner
- Charles A. RankinHilltop Wealth Advisors, LLC · Certified Financial Planner
- Mark J. RhoadesPhoenix Wealth Advisors Inc. · Certified Financial Planner
- Alexander M. RichaniWoodward Financial Advisors, Inc. · Certified Financial Planner
- Sherri L. RoseAzimuth Planning Group, LLC · Certified Financial Planner
- Daniel A. RouthOld Peak Finance · Certified Financial Planner
- Florence J. SmithRaymond James & Associates, Inc. · Certified Financial Planner
- Brian C. SnyderWells Fargo Clearing Services, LLC · Certified Financial Planner
- Walter M. SpencerCharles Schwab & Co., Inc. · Certified Financial Planner
- Carl S. ThomasonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lea T. Townes IILPL Financial LLC · Certified Financial Planner
- Michael C. Troy Jr.Red Reef Advisors LLC · Certified Financial Planner
- Patrick J. VoldnessWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jacqueline WadeCharles Schwab & Co., Inc. · Certified Financial Planner
- Theodore R. Waechter Jr.Old Peak Finance · Certified Financial Planner
- Cheryl C. WhiteWells Fargo Clearing Services, LLC · Certified Financial Planner
- David C. WiseHilltop Wealth Advisors, LLC · Certified Financial Planner
- Jane H. YarboroughTruist Advisory Services, Inc. · Certified Financial Planner
- Benjamin R. YeagerHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- John W. YoungCardinal Wealth Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Chapel Hill
Hilltop Wealth Advisors, LLC 8Wells Fargo Clearing Services, LLC 7Old Peak Finance 6Woodward Financial Advisors, Inc. 5Absher Wealth Management, LLC 3Charles Schwab & Co., Inc. 3Edward Jones 3Bolin Creek Wealth Advisors LLC 2Franklin Street Advisors Inc. 2Hamilton Point Investment Advisors, LLC 2LPL Financial LLC 2Phoenix Wealth Advisors Inc. 2Stifel, Nicolaus & Company, Incorporated 2Tarheel Advisors, LLC 2Truist Advisory Services, Inc. 2
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Cary 62Asheville 59Huntersville 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 Chapel Hill, NC?
71 SEC-registered investment adviser representatives at firm offices in Chapel Hill, North Carolina list the CFP designation; Hilltop Wealth Advisors, LLC employs the most of them (8).
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 Chapel Hill?
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.