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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Chapel Hill, NC

Every SEC-registered investment adviser representative at a firm office in Chapel Hill, with the firms that employ the most of them.

273 registered advisors work in Chapel Hill; the most are at Morgan Stanley (35). 71 list the CFP designation and 183 are also registered broker representatives.

Firms with the most advisors in Chapel Hill

FirmAdvisors in Chapel Hill
Morgan Stanley news35
Wells Fargo Clearing Services, LLC news31
Merrill Lynch, Pierce, Fenner & Smith Incorporated news23
Franklin Street Advisors Inc.13
LPL Financial LLC news12
Hilltop Wealth Advisors, LLC10
Edward Jones news9
Strategic Advisers LLC9
UBS Financial Services Inc. news8
Charles Schwab & Co., Inc. news7
Eton Advisors7
Old Peak Finance6
Phoenix Wealth Advisors Inc.6
Stifel, Nicolaus & Company, Incorporated news6
Hamilton Point Investment Advisors, LLC5
Raymond James & Associates, Inc. news5
Truist Advisory Services, Inc. news5
Woodward Financial Advisors, Inc.5
Absher Wealth Management, LLC3
Amphora Wealth Management, LLC3
Atlantic Private Wealth, LLC3
Credit Union Investment Services3
Osaic Wealth, Inc. news3
Allstate Financial Advisors, LLC2
Bolin Creek Wealth Advisors LLC2

Advisors in Chapel Hill, A to Z

CFP advisors in Chapel Hill →

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58Davidson 54

Questions

How many financial advisors are in Chapel Hill, NC?

273 investment adviser representatives are registered at firm offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 183 of them are also registered as broker representatives, and 71 list the CFP designation.

Which firm has the most financial advisors in Chapel Hill?

Morgan Stanley, with 35 registered advisors in Chapel Hill, followed by Wells Fargo Clearing Services, LLC with 31.

How do I check a financial advisor in Chapel Hill?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.