Falists

North Carolina · 31 advisers

Financial Advisors in Durham, North Carolina

Looking for a financial advisor in Durham, North Carolina? Falists indexes 31 SEC-registered and state-registered investment advisers in Durham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 31 firms list a website you can visit directly. Firms in this directory manage up to $1.19B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

31

With website

31

Largest AUM

$1.19B

Financial planning

16

Filter by specialty

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

AllWealth18Planning16Trusts16Retirement10Institutional4

Top advisors in Durham

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

View all 31 →

SLP WEALTH

Durham, NC

AUM

$63.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

14 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(910) 315-0973

Full profileVisit site →
View all 31 advisors in Durham

More cities in North Carolina

Charlotte (140)Raleigh (78)Chapel Hill (27)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 Durham, North Carolina?
31 registered investment advisers are listed in our Durham directory, sourced from public SEC filings.
What types of advisors are in Durham?
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 Durham?
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.