Falists

North Carolina · 27 advisers

Financial Advisors in Chapel Hill, North Carolina

Looking for a financial advisor in Chapel Hill, North Carolina? Falists indexes 27 SEC-registered and state-registered investment advisers in Chapel Hill — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $11.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

27

With website

24

Largest AUM

$11.24B

Financial planning

21

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth24Planning21Trusts22Retirement8Institutional13

Top advisors in Chapel Hill

Ranked by AUM · Fees, team & specialties at a glance

View all 27 →

ETON ADVISORS

Chapel Hill, NC

AUM

$1.89B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

919-442-1550

Full profileVisit site →
View all 27 advisors in Chapel Hill

More cities in North Carolina

Charlotte (140)Raleigh (78)Durham (31)Greensboro (27)Cary (21)Asheville (16)Wilmington (16)Winston Salem (13)Winston-Salem (12)Mooresville (8)Concord (7)Southern Pines (6)

Common questions

How many financial advisors are in Chapel Hill, North Carolina?
27 registered investment advisers are listed in our Chapel Hill directory, sourced from public SEC filings.
What types of advisors are in Chapel Hill?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Chapel Hill?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.