Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Hillsborough, NC
Every SEC-registered investment adviser representative at a firm office in Hillsborough, with the firms that employ the most of them.
The short answer
20 registered advisors work in Hillsborough; the most are at Edward Jones (5). 5 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Hillsborough
| Firm | Advisors in Hillsborough |
|---|---|
| Edward Jones news | 5 |
| 3sisters Sustainable Management, Inc. | 3 |
| Strategic Advisers LLC | 3 |
| Advisors Asset Management, Inc. | 1 |
| Ameriprise Financial Services, LLC news | 1 |
| Credit Union Investment Services | 1 |
| LPL Financial LLC news | 1 |
| MML Investors Services, LLC | 1 |
| Personal Path Financial Planning | 1 |
| Truist Advisory Services, Inc. news | 1 |
| Verity Asset Management | 1 |
| Wanderwealth Inc. | 1 |
Advisors in Hillsborough, A to Z
CFP advisors in Hillsborough →- Kari G. AndradeLPL Financial LLC
- Angelina Bellochio3sisters Sustainable Management, Inc.
- George B. Bingham3sisters Sustainable Management, Inc. · Certified Financial Planner
- Demarcus A. BowdenEdward Jones · Certified Financial Planner
- Mikaela M. BradshawEdward Jones
- Nicholas CelliniEdward Jones
- Robert B. CreedleStrategic Advisers LLC · Certified Financial Planner
- Jimmy R. DooleyAmeriprise Financial Services, LLC
- Michael W. HughesEdward Jones
- Inger M. JansenAdvisors Asset Management, Inc.
- Ryan P. KastenMML Investors Services, LLC
- Travis R. KruseStrategic Advisers LLC
- Mary R. MacdonaldPersonal Path Financial Planning
- Daniel P. Martell3sisters Sustainable Management, Inc.
- Jo Beth MullensVerity Asset Management
- John M. NethertonTruist Advisory Services, Inc.
- Thomas E. Sikes IIIWanderwealth Inc. · Certified Financial Planner
- Thomas K. StruckmeyerEdward Jones · Certified Financial Planner
- Chelsea H. TrimbleCredit Union Investment Services
- Douglas WegmanStrategic Advisers LLC
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Hillsborough, NC?
20 investment adviser representatives are registered at firm offices in Hillsborough, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Hillsborough?
Edward Jones, with 5 registered advisors in Hillsborough, followed by 3sisters Sustainable Management, Inc. with 3.
How do I check a financial advisor in Hillsborough?
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.