Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Phoenix Wealth Advisors Inc. financial advisors in Chapel Hill, NC

Every SEC-registered investment adviser representative at a Phoenix Wealth Advisors Inc. office in Chapel Hill, A to Z.

The short answer

6 registered advisors work at Phoenix Wealth Advisors Inc. in Chapel Hill, out of 6 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.

Phoenix Wealth Advisors Inc. advisors in Chapel Hill, A to Z

Every Phoenix Wealth Advisors Inc. advisor →

Phoenix Wealth Advisors Inc. advisors in every city and state →Phoenix Wealth Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Charles Schwab & Co., Inc. 7Eton Advisors 7Old Peak Finance 6

Questions

How many financial advisors does Phoenix Wealth Advisors Inc. have in Chapel Hill?

6 investment adviser representatives are registered at Phoenix Wealth Advisors Inc. offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.

Is Phoenix Wealth Advisors Inc. one of the largest advisor employers in Chapel Hill?

Phoenix Wealth Advisors Inc. ranks number 13 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

How do I check a Phoenix Wealth Advisors Inc. advisor 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, 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 Phoenix Wealth Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.