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# Best Financial Advisors in Charlotte, NC - CharlotteTopRated.com

[CharlotteTopRated.com](/)

Proudly serving **Ballantyne, Dilworth, Huntersville, Matthews, Concord, Gastonia** and the greater Charlotte area. **Made for The Tar Heel State.**

[CharlotteTopRated](/) / Financial Advisors

# Best financial advisors in Charlotte, NC

Verified Charlotte financial advisors for wealth management, retirement planning, estate and tax strategy - serving Ballantyne, Dilworth, Huntersville, Matthews, Concord, Gastonia and beyond.

Rankings updated November 2026 from Google ratings and review volume - not paid placement

Maya, the Top Rated AI concierge

Maya is on now

## Have Maya call you.

Pick your trade and Maya texts you from (813) 454-0813. Reply YES and the call comes in about a minute: you play the customer and hear how an AI answers the front desk for a Charlotte business like yours. It is a demo, and it also covers After Hours AI, the service behind these agents.

Talk with Maya now

[or text her at (813) 454-0813](sms:+18134540813)

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## How to pick a financial advisor in Charlotte

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Searching for financial advisors near me in Charlotte? Everyone ranked below serves Charlotte and the surrounding neighborhoods, including Ballantyne, Dilworth, Huntersville, Matthews, Concord, Gastonia. Check the address and service area on a listing before you call, because the closest one is not always the one a search engine puts first.

How we rank these Charlotte businesses

Today this order comes from public Google ratings and review volume, and nothing else.

- **A quality floor.** At least a 4.0 rating and 15 or more reviews to be listed at all.

- **Confidence, not just stars.** A thin rating gets pulled toward the typical rating for its own category, in proportion to how few reviews back it up; a well-reviewed rating is trusted almost entirely as is. A 4.9 from 7 reviews is a weaker claim than a 4.5 from 890, and the order says so.

- **Recent counts for more.** A five star review from four years ago is not evidence about the crew working today.

- **One customer, one voice,** and a burst of reviews in a single day counts for less than the same reviews earned over a month.

- **Local means local.** A business has to actually serve Charlotte to be listed here. We measure the distance from the business to the city and drop the ones that are really in another market, which is why you will not see a clinic an hour away sitting above the one down the road.

- **The ranked order is not for sale.** No business can pay to move up in the numbered list. Every position in it is earned on public ratings and review volume and nothing else.

- **Featured is a labelled spotlight, not a rank.** The starred card above the rankings is reserved for businesses that have recently joined Top Rated. A new client can be excellent and still have a short review history, and the numbers alone would bury them for months, so the spotlight gives them visibility while that history builds. It carries no position number, it never moves anyone in the numbered list below it, and it is clearly marked every time it appears. We also rotate it: promotions and seasonal events cycle different clients through the slot, so it is a turn in the spotlight rather than a permanent purchase.

**What is changing.** We are adding a second signal: reviews left here by customers whose job we can actually trace. It is built and published below so you can see it before it counts, and it is not part of the order yet. A review will count more when we can prove the job happened, not because it was left on our site.

How much each kind of review counts

- 1.6x**Verified job**

A Top Rated review from a customer whose job we can trace: we brokered the lead, the work was booked, and the review came after the job.

- 1.2x**Verified account**

A Top Rated review from a real, signed-in account that we cannot tie to a specific job.

- 1x**Google**

A public Google review. This is the baseline and it is not discounted.

- 0x**Unverified**

Anything we cannot stand behind. Shown if we show it, counts for nothing.

Still curious? [The full methodology](/methodology/) and [the FAQ](/faq/).

## The full Charlotte ranking

Show independents only

1

[Alloy Wealth Management Independent · Locally Owned](/biz/alloy-wealth-management/)

★★★★★ 5 · 155 Google reviews · 13925 Ballantyne Corporate Pl #190

[View profile](/biz/alloy-wealth-management/) [Call](tel:+18006893935) [Website](https://www.alloywealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

2

[Tristate Financial Advisors](/biz/tristate-financial-advisors/)

★★★★★ 5 · 110 Google reviews · 4235 S Stream Blvd #420

[View profile](/biz/tristate-financial-advisors/) [Call](tel:+17046447866) [Website](https://www.tristatefa.com/.2.htm?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

3

[Totem Wealth Management & Financial Advisors Independent · Locally Owned](/biz/totem-wealth-management-financial-advisors/)

★★★★★ 5 · 103 Google reviews · 301 S McDowell St #125

[View profile](/biz/totem-wealth-management-financial-advisors/) [Call](tel:+18036815152) [Website](https://totemwealthmanagement.com/location/financial-advisor-charlotte/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

4

[Cornerstone Wealth Planning Independent · Locally Owned](/biz/cornerstone-wealth-planning/)

★★★★★ 5 · 57 Google reviews · 7810 Ballantyne Commons Pkwy #200

[View profile](/biz/cornerstone-wealth-planning/) [Call](tel:+17048490123) [Website](http://www.cwplanning.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

5

[Blue Financial Independent · Locally Owned](/biz/blue-financial/)

★★★★★ 5 · 55 Google reviews · 5970 Fairview Rd Ste 400

[View profile](/biz/blue-financial/) [Call](tel:+17043021141) [Website](https://www.bluefinancialinc.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

6

[NewtonWealthManagement Independent · Locally Owned](/biz/newtonwealthmanagement/)

★★★★★ 5 · 50 Google reviews · 10800 Sikes Pl #215

[View profile](/biz/newtonwealthmanagement/) [Call](tel:+17045528689) [Website](https://newtonwealthmanagement.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

7

[Carnegie Private Wealth Independent · Locally Owned](/biz/carnegie-private-wealth/)

★★★★★ 5 · 48 Google reviews · 6101 Carnegie Blvd #520

[View profile](/biz/carnegie-private-wealth/) [Call](tel:+17047336880) [Website](http://www.carnegieprivatewealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

8

[MB Wealth Advisors Independent · Locally Owned](/biz/mb-wealth-advisors/)

★★★★★ 5 · 39 Google reviews · 8936 Northpointe Executive Park Dr Suites 240/260

[View profile](/biz/mb-wealth-advisors/) [Call](tel:+17045849363) [Website](https://mbwealthadvisors.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

9

[Nathan Weir, CFP®, AIF®, RICP®, Financial Planner Independent · Locally Owned](/biz/nathan-weir-cfp-aif-ricp-financial-planner/)

★★★★★ 5 · 33 Google reviews · 13777 Ballantyne Corporate Pl Suite 550

[View profile](/biz/nathan-weir-cfp-aif-ricp-financial-planner/) [Call](tel:+17046430136) [Website](http://www.capfscharlotte.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

10

[Flat Fee Financial Planning Independent · Locally Owned](/biz/flat-fee-financial-planning/)

★★★★★ 5 · 30 Google reviews · 919 Berryhill Rd Ste 102

[View profile](/biz/flat-fee-financial-planning/) [Call](tel:+17047745390) [Website](https://www.flatfee-financial.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

11

[Blue Trust | Charlotte Financial Advisors](/biz/blue-trust-charlotte-financial-advisors/)

★★★★★ 5 · 22 Google reviews · 10706 Sikes Pl #175

[View profile](/biz/blue-trust-charlotte-financial-advisors/) [Call](tel:+17047599060) [Website](https://www.bluetrust.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

12

[Portus Wealth Advisors Independent · Locally Owned](/biz/portus-wealth-advisors/)

★★★★★ 5 · 22 Google reviews · 511 East Blvd

[View profile](/biz/portus-wealth-advisors/) [Call](tel:+17049360084) [Website](https://portusadvisors.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

13

[Connected Wealth Management Independent · Locally Owned](/biz/connected-wealth-management/)

★★★★★ 5 · 21 Google reviews · 4777 Sharon Rd Ste 540

[View profile](/biz/connected-wealth-management/) [Call](tel:+17049125088) [Website](https://www.connected-wealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

14

[YellowWood Wealth Solutions Independent · Locally Owned](/biz/yellowwood-wealth-solutions/)

★★★★★ 5 · 19 Google reviews · 1515 Mockingbird Ln Ste 880

[View profile](/biz/yellowwood-wealth-solutions/) [Call](tel:+18666868462) [Website](https://www.yellowwoodwealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

15

[Calamita Wealth Management - Financial Advisors Independent · Locally Owned](/biz/calamita-wealth-management-financial-advisors/)

★★★★★ 5 · 18 Google reviews · 6135 Park S Dr Ste 510

[View profile](/biz/calamita-wealth-management-financial-advisors/) [Call](tel:+17042767325) [Website](https://calamitawealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

16

[Level Wealth Management Independent · Locally Owned](/biz/level-wealth-management/)

★★★★★ 5 · 18 Google reviews · 6135 Park S Dr Ste 510

[View profile](/biz/level-wealth-management/) [Call](tel:+17043122490) [Website](https://www.levelwm.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

17

[Serenity Wealth Management, Charlotte Fiduciary Financial Advisors Independent · Locally Owned](/biz/serenity-wealth-management-charlotte-fiduciary-financial-advisors/)

★★★★★ 5 · 17 Google reviews · 2015 Ayrsley Town Blvd #202

[View profile](/biz/serenity-wealth-management-charlotte-fiduciary-financial-advisors/) [Call](tel:+17045232272) [Website](https://www.serenitywmnc.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

18

[J&G Legacy Financial Group LLC Independent · Locally Owned](/biz/j-g-legacy-financial-group-llc/)

★★★★★ 5 · 15 Google reviews · 5200 77 Center Dr Suite 210

[View profile](/biz/j-g-legacy-financial-group-llc/) [Call](tel:+17046251203) [Website](https://www.jandglegacy.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

19

[Rhino Wealth Management Independent · Locally Owned](/biz/rhino-wealth-management/)

★★★★★ 5 · 15 Google reviews · 32 N Main St Ste. 203

[View profile](/biz/rhino-wealth-management/) [Call](tel:+17048279000) [Website](http://www.rhinowealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

20

[Hobart Wealth - Financial Planning Services Independent · Locally Owned](/biz/hobart-wealth-financial-planning-services/)

★★★★½ 4.9 · 44 Google reviews · 7733 Ballantyne Commons Pkwy #101

[View profile](/biz/hobart-wealth-financial-planning-services/) [Call](tel:+18885530122) [Website](https://hobartwealth.com/?y_source=1_NzM5NzYzMzQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D&utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

21

[Family Wealth Partners Independent · Locally Owned](/biz/family-wealth-partners/)

★★★★½ 4.8 · 18 Google reviews · 2518 Plantation Center Dr

[View profile](/biz/family-wealth-partners/) [Call](tel:+17043210152) [Website](http://www.fwpnc.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

22

[Linden Thomas & Company Independent · Locally Owned](/biz/linden-thomas-company/)

★★★★½ 4.8 · 58 Google reviews · 516 N Tryon St

[View profile](/biz/linden-thomas-company/) [Call](tel:+17045548150) [Website](https://lindenthomas.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

Ratings and review counts sourced from Google. Businesses shown are the highest-rated in Charlotte; owners can claim and verify their listing free.

## Financial Advisors in Charlotte: common questions

### Who are the best financial advisors in Charlotte?

Based on Google ratings and review volume as of November 2026, the top rated financial advisors in Charlotte are Alloy Wealth Management, Tristate Financial Advisors, Totem Wealth Management & Financial Advisors. See the live ranked list, ratings, and contact details on this page.

### How do I find financial advisors near me in Charlotte?

Every company ranked on this page serves Charlotte and the surrounding area, including Ballantyne, Dilworth, Huntersville, Matthews, Concord, Gastonia. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

### How do I choose a financial advisor in Charlotte?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

National resources

Useful national platforms for this category. These are not ranked listings: no ratings are involved and placement cannot be bought into the rankings above.

[wealth.comOnline estate planning: wills, trusts and beneficiaries, built with advisors](https://www.wealth.com/)

## Are you a top-rated Charlotte pro?

Listings and claims are free. Early claimants receive Premium at no charge, a $297 value, after confirmation. No purchase is required.

[Claim your free listing](#)

Prefer to talk? Call or text the Top Rated directory on [(813) 454-0813](tel:+18134540813). This is our number, not the number of any business listed here.

Related in Charlotte: [Chiropractic](/chiropractic/) · [Acupuncture](/acupuncture/) · [Physical Therapy](/physical-therapy/) · [Roofing](/roofing/)