Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pinehurst, NC

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

47 registered advisors work in Pinehurst; the most are at Wells Fargo Clearing Services, LLC (12). 0 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Pinehurst

FirmAdvisors in Pinehurst
Wells Fargo Clearing Services, LLC news12
Course Management Investment Advisors, LLC3
Level Four Advisory Services3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Reliant Investment Partners, LLC3
Stifel, Nicolaus & Company, Incorporated news3
Truist Advisory Services, Inc. news3
Edward Jones news2
Founders Financial Alliance, LLC2
LPL Financial LLC news2
Blackrock Investment Management, LLC1
Cetera Investment Advisers LLC news1
Charles Schwab & Co., Inc. news1
First Citizens Investor Services, Inc.1
Golden Pine Advisory, LLC1
Granville Wealth Management, Inc.1
Guardian Rock Wealth Investment Management, Inc.1
Janney Montgomery Scott LLC news1
Morgan Stanley news1
Normandy Investment Advisors1
Pottle Financial Services, Inc.1

Advisors in Pinehurst, A to Z

Search all of North Carolina →

Other cities in North Carolina

All of North Carolina →

Charlotte 4,555Raleigh 1,807Greensboro 559Durham 479Wilmington 441Cary 301Chapel Hill 291Asheville 276Winston Salem 257Winston-Salem 254Huntersville 209Cornelius 181Greenville 124Mooresville 117Hickory 103Fayetteville 99Matthews 97Concord 94High Point 90Apex 76Hendersonville 69New Bern 63Burlington 62Wake Forest 61

Questions

How many financial advisors are in Pinehurst, NC?

47 investment adviser representatives are registered at firm offices in Pinehurst, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Pinehurst?

Wells Fargo Clearing Services, LLC, with 12 registered advisors in Pinehurst, followed by Course Management Investment Advisors, LLC with 3.

How do I check a financial advisor in Pinehurst?

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.