Falists

North Carolina · 16 advisers

Financial Advisors in Wilmington, North Carolina

Looking for a financial advisor in Wilmington, North Carolina? Falists indexes 16 SEC-registered and state-registered investment advisers in Wilmington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $1.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

16

Largest AUM

$1.32B

Financial planning

12

Filter by specialty

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

AllWealth15Planning12Trusts15Retirement8Institutional8

Top advisors in Wilmington

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

View all 16 →

More cities in North Carolina

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

Common questions

How many financial advisors are in Wilmington, North Carolina?
16 registered investment advisers are listed in our Wilmington directory, sourced from public SEC filings.
What types of advisors are in Wilmington?
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 Wilmington?
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.