Top 10 financial advisors in Chapel Hill, NC
We've curated a list of the best financial advisors in Chapel Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,039,682,750 Number of advisors 37 advisors | |||
| 2 | Assets under management $1,166,705,126 Number of advisors 12 advisors | |||
| 3 | Assets under management $793,114,816 Number of advisors 9 advisors | |||
| 4 | Assets under management $697,654,171 Number of advisors 7 advisors | |||
| 5 | Assets under management $575,542,325 Number of advisors 5 advisors | |||
| 6 | Assets under management $455,320,900 Number of advisors 6 advisors | |||
| 7 | Assets under management $423,263,080 Number of advisors 10 advisors | |||
| 8 | Assets under management $377,871,550 Number of advisors 15 advisors | |||
| 9 | Assets under management $205,847,029 Number of advisors 3 advisors | |||
| 10 | Assets under management $160,944,243 Number of advisors 12 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chapel Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Franklin Street Advisors Inc.
**Franklin Street Advisors, Inc. Summary:** Established in 1991, Franklin Street Advisors, Inc. (FSA) is a registered investment adviser specializing in providing strategic investment advice to high-net-worth individuals and institutional investors. FSA, acquired by Fifth Third Acquisition Holdings, LLC in 2018, operates as a wholly owned subsidiary of Fifth Third Bank, National Association. Acting as a fiduciary under the Investment Advisers Act of 1940, FSA offers high-touch investment management services tailored to individual financial goals. **Key Consumer-Facing Terms:** - Minimum relationship size: $1 million - Fee structure: Tiered annual fee based on assets under management - Investment discretion: FSA generally accepts accounts with full investment discretion - Custody: Client assets held by qualified custodians; FSA deemed to have custody due to fee deduction authority and standing letters of authorization - Fee payment: Annual management fee assessed quarterly based on account assets - Investment strategy: Open architecture approach with access to various asset classes and managed separate accounts - Risk factors: Detailed risk analysis provided, including market, credit, cybersecurity, and political risks - Brokerage practices: Consideration of multiple factors beyond commission rates; use of soft dollars for research services **Advisory Business Description:** FSA employs an Investment Policy Committee to formulate asset allocation strategies and offers various Strategic Asset Allocation models. The firm provides customized investment solutions, including managed separate accounts and private funds. Clients receive regular account reviews, performance reports, and market outlook letters. For more detailed information, the complete Form ADV Part 2A brochure is available upon request from FSA. [Contact Information:](919) 489-2600 | [email protected] | www.franklin-street.com This summary is based on information provided in the Form ADV Part 2A brochure of Franklin Street Advisors, Inc. as of March 2025.
$3,039,682,750 under management
37 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SECURITY RECOMMENDATIONS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Investment Advice
Eton Advisors
Eton Advisors Group, LLC, also known as Eton Advisors, was established on July 17, 2017, and is a registered investment adviser. The firm specializes in providing wealth management and family office services to ultra high net worth individuals, families, businesses, institutions, and charitable organizations. Eton offers customized, discretionary and non-discretionary portfolio management using a "manager of managers" approach. The firm is part of the Focus Financial Partners, LLC partnership and is an independently managed wealth advisory boutique. Eton acts as the investment manager for certain private investment funds, and clients have the option to obtain financial solutions through UPTIQ Treasury & Credit Solutions, LLC and insurance solutions through Focus Risk Solutions, LLC. Eton is a fiduciary and has duties of care and loyalty to clients. The firm has a minimum initial account balance of $20,000,000 and a minimum annual fee of $137,500, with no minimum ongoing account balance required. Eton's fee structure is based on a percentage of assets under management, with fees negotiable at the firm's discretion. The firm does not charge performance-based fees and does not participate in soft dollar arrangements. Eton does not vote proxies on behalf of non-Fund clients but is responsible for voting proxies for the Funds it manages. The firm has no adverse financial conditions or bankruptcy-related matters.
$1,166,705,126 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Family Office Services; Credit Management Solutions And Insurance Solutions
Hamilton Point Investment Advisors, LLC
Hamilton Point Investment Advisors, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $793,114,816 of assets under management and employs about 9 people. Hamilton Point Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.
$793,114,816 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Absher Wealth Management, LLC
Absher Wealth Management, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $697,654,171 of assets under management and employs about 7 people. Absher Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$697,654,171 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in March 2021, the firm is owned by Andrew Blass and manages over $787 million in assets as of December 31, 2024. Clients can have their portfolios managed on a discretionary or non-discretionary basis, with investments in various securities like fixed income, equity, mutual funds, and ETFs. The firm tailors its services to meet individual client needs and regularly monitors portfolios to ensure alignment with client objectives. Clients can impose restrictions on account management, and the firm may advise on legacy positions. Additionally, APW assists with corporate retirement plan management and offers financial planning services on a project basis. Fees are based on assets under management, with management fees negotiable but not exceeding 1.25%. The firm may also charge fixed fees for financial planning services. Clients may incur additional charges from third parties, such as broker-dealers and custodians. APW has not been involved in any legal or disciplinary events and has adopted a Code of Ethics. The firm recommends Fidelity Investments for client transactions and receives economic benefits from Fidelity. Clients receive account statements directly from the custodian and have the option to request additional reports from APW. APW has custody of client funds and securities and may exercise investment discretion on behalf of clients. The firm does not vote client securities or compensate third-party solicitors for client referrals.
$575,542,325 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. is an independent financial planning and investment advisory firm based in Chapel Hill, NC. Established in 1995 by Henry Woodward, the firm transitioned to an S Corp in 2009. Woodward Financial Advisors specializes in fee-only financial planning and investment management services for individuals, families, trusts, estates, and businesses. The firm operates as a fiduciary, prioritizing clients' interests and maintaining transparency in its fee structure. The firm offers comprehensive wealth management services, including financial planning, investment management, retirement planning, tax planning, and risk management. Clients can delegate investment management to professionals under the Wealth Management Service, which involves ongoing supervision and consultation. Woodward Financial Advisors customizes advice to each client's unique situation, avoiding a one-size-fits-all approach. For clients engaging in Wealth Management Services, the firm charges an annual fee based on a tiered asset under management model. The minimum annual fee for these services is $10,000. The firm does not receive commissions or referral fees, ensuring a transparent fee structure. Clients' assets managed by Woodward Financial Advisors totaled approximately $574 million as of February 2025, all managed on a discretionary basis. The firm's advisors, including James R. Miller, Victor Colella, Laura Neal, Alexander Richani, Taylor R. Cole, and Christopher Reid, are all CERTIFIED FINANCIAL PLANNER™ professionals, ensuring a high standard of professional education and ethical conduct. The advisors are supervised by Jim Miller, the Chief Compliance Officer, who oversees the firm's activities and services. Woodward Financial Advisors does not engage in block trading, offers investment discretion for client accounts, and does not vote proxies on behalf of clients. The firm maintains a customer privacy policy to protect clients' personal and financial information. Clients receive quarterly statements from qualified custodians, ensuring transparency and accountability. For more information, visit http://www.woodwardadvisors.com or contact the firm at 919-929-2495.
$455,320,900 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Phoenix Wealth Advisors Inc.
Phoenix Wealth Advisors, Inc. is a registered investment adviser established in 2001, located in Chapel Hill, NC. The firm specializes in providing sophisticated financial planning and wealth management services to a diverse clientele, including business executives, entrepreneurs, scientists, and educators. Phoenix's team, led by Georgios Livanos and Mark Rhoades, tailors financial strategies to individual client needs through detailed financial planning. Clients may impose reasonable restrictions on their accounts, and Phoenix may provide investment discretion, notifying clients promptly of any restrictions that cannot be implemented. The firm offers financial planning services covering income tax, estate tax, insurance, investment, retirement, and capital needs planning. Additionally, Phoenix provides retirement plan services, including investment advice, asset allocation, and plan participant education. Investment strategies employed by Phoenix include long-term and short-term purchases, with a focus on fundamental, charting, technical, and cyclical analysis. The firm emphasizes the risks associated with investment activities and the importance of understanding potential losses. Phoenix's fee structure is negotiable and varies based on factors such as service complexity, investment products used, and strategies employed. The firm may receive compensation from product sponsors, insurance companies, and mutual funds, but it does not engage in soft dollar arrangements. Clients are encouraged to review the firm's Code of Ethics, which outlines high standards of business conduct and fiduciary duty. Phoenix does not provide tax advice but may refer clients to IARs who offer tax or accounting services. The firm does not take action or provide advice on voting client securities or participating in class action lawsuits.
$423,263,080 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD-PARTY ADVISER/MANAGER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC is a registered investment adviser based in Chapel Hill, NC, established in 2016. The firm offers financial planning, consulting, and investment management services. Clients are required to enter into written agreements outlining the terms of the advisory relationship. Hilltop Wealth Advisors primarily allocates client assets among mutual funds, ETFs, individual securities, options, and Independent Managers. The firm tailors its services to meet individual client needs, ensuring portfolios align with client objectives. Clients have discretion over decisions and can impose restrictions on account management. Fees are structured as fixed fees, asset-based fees, and ERISA plan fees, with minimum annual fees and fee schedules based on assets under management. The firm operates on a fee-only basis and does not sell commissioned products. Hilltop Wealth Advisors follows a Code of Ethics and acts as a fiduciary, putting clients' interests first. The firm discloses material changes and risks related to investments, such as cryptocurrency ETFs and ESG investing. Hilltop Wealth Advisors does not have any disciplinary events and provides services to various client types, including individuals, trusts, and corporations. The firm's investment strategies involve fundamental analysis, tactical asset allocation, and models tailored to client needs. Clients receive regular account statements and reports, and the firm exercises investment discretion on behalf of clients. Hilltop Wealth Advisors does not vote client securities and does not have custody of client assets.
$377,871,550 under management
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Safe Harbor Family Capital, LLC
Safe Harbor Family Capital, LLC, established in 2006, is a registered investment adviser based in Chapel Hill, NC. The firm specializes in offering investment advisory services to high-net-worth individuals and family foundations, customizing services to meet each client's unique needs. Safe Harbor provides both discretionary and non-discretionary investment management services, utilizing mutual funds, ETFs, and other securities. As of December 31, 2024, the firm managed approximately $312 million in discretionary assets and $233 million in non-discretionary assets. Clients are charged advisory fees based on a percentage of assets under management, with management fees up to 0.35%. Safe Harbor does not charge performance-based fees or participate in side-by-side management. The firm's investment philosophy focuses on protecting capital and achieving reasonable growth through disciplined asset allocation and active management across all asset classes. Safe Harbor may use independent managers to handle client assets, conducting ongoing due diligence on their performance. Clients receive monthly account reviews and quarterly meetings to assess portfolio performance and asset allocation. Safe Harbor does not vote proxies for client securities and does not have custody of client accounts. The firm maintains a Code of Ethics to ensure ethical conduct and conflict mitigation. Clients are urged to consult with a tax professional for tax implications, as tax efficiency is not a primary consideration in managing client assets. Safe Harbor does not have any disciplinary history, financial condition issues, or bankruptcy proceedings in the past ten years.
$205,847,029 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Delegate Advisors, LLC
Delegate Advisors, LLC is a registered investment adviser specializing in multi-family office and Outsourced Chief Investment Officer services. Established in January 2012, the firm is headquartered in Chapel Hill, North Carolina. They primarily cater to high net worth individuals, families, and entities associated with their clients. Delegate Advisors offers general advisory and family office services, including investment management, tax strategy, estate planning, and more. The firm's investment team develops tailored strategies based on each client's needs and Investment Policy Statement. They provide an outsourced CIO model, offering non-discretionary investment advice based on client discussions. Delegate Advisors manages assets for the Flexible Credit Fund LP, a privately offered pooled investment vehicle. The firm has approximately $1.46 billion in Regulatory Assets Under Management as of December 31, 2024. Clients are generally charged an annual management fee based on Assets Under Advisement. Delegate Advisors may charge performance-based fees to qualified clients for access to the Flex Credit Fund. The firm does not participate in wrap fee programs and does not vote proxies for client securities. Clients are responsible for voting proxies received directly from their custodian.
$160,944,243 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chapel Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.