FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Chapel Hill, NC.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

7 financial advisors15 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

15 advisory firmsCompare public facts. Verify experience directly.
7 financial advisors15 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ABSHER WEALTH MANAGEMENT, LLCCRD 304642

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AMPHORA WEALTH MANAGEMENT, LLCCRD 157968

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ATLANTIC PRIVATE WEALTH, LLCCRD 311517

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DELEGATE ADVISORS, LLCCRD 159953

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ETON ADVISORSCRD 289395

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
FRANKLIN STREET ADVISORS INC.CRD 106275

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
FRAZIER FINANCIAL CONSULTANTS, LLCCRD 112897

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
HILLTOP WEALTH ADVISORS, LLCCRD 283014

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
OLD PEAK FINANCECRD 154804

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PHOENIX WEALTH ADVISORS INC.CRD 118412

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
SAFE HARBOR FAMILY CAPITAL, LLCCRD 317547

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
STRUCTURAL SOLUTIONS LLCCRD 319155

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TARHEEL ADVISORS, LLCCRD 149308

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TRUEBRIDGE CAPITAL PARTNERSCRD 155425

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
WOODWARD FINANCIAL ADVISORS, INC.CRD 150641

Advisory firm

Filed advisory firm office: Chapel Hill, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in NC

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides