List of Financial advisors in North Carolina
North Carolina has 1,253 Financial advisors in this dataset, last verified September 6, 2026. It ranks 11th of 50 states with 3.1% of the national total, between Virginia (1,270) and Colorado (1,048).
Among cities, Wilmington leads with 296, ahead of Raleigh (252) and Charlotte (247). Together the top three hold 63% of the state total, so covering them reaches most of the market.
Email reach in North Carolina runs above the national rate: 408 Financial advisors (32.6%) include an email address, against 28.7% across the United States. 1,237 (98.7%) list a phone number, and 401 carry both.
95.8% of Financial advisors in North Carolina have a website, in line with the national average of 94.7%. Only 53 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 588 rated Financial advisors in North Carolina, 82% hold a 5-star average, in line with the national figure of 79%. 26 are rated 1 to 2 stars (4.4% of rated businesses, below the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
170
99
185
70
YouTube
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Financial advisors List in North Carolina
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Northwestern Mutual | Address | Asheville | North Carolina | United States | Email | Phone | 3 | 5 | — | |||||
 | Ascendor Wealth LLC | Address | Wilmington | North Carolina | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Ipcit Wealth Management Group - Ameriprise Financial Services, LLC | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Beth Whicker | Address | Kernersville | North Carolina | United States | Email | Phone | 7 | 4.4 | — | — | — | — | ||
 | Raymond James Financial Services | Address | Kure Beach | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | GCG Wealth Management, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 9 | 4 | — | — | — | |||
 | Carnegie Private Wealth | Address | Charlotte | North Carolina | United States | Email | Phone | 51 | 5 | — | — | — | — | ||
 | Buckner Wealth - Raymond James | Address | Cary | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Living Stone Wealth Management | Address | Madison | North Carolina | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Robbins Financial Group | Address | Charlotte | North Carolina | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Foxworth Advisors LLC | Address | Asheville | North Carolina | United States | Email | Phone | 8 | 5 | — | — | — | — | ||
Advising Academics | Address | Durham | North Carolina | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS® | Address | Raleigh | North Carolina | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jeffrey E. Stevenson | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Paradigm Financial, LLC | Address | Greensboro | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 1,253 records with complete field coverage.
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1,253 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial advisors across different territories
City | Financial advisors |
|---|---|
Wilmington | 296 |
Raleigh | 252 |
Charlotte | 247 |
Greensboro | 162 |
Durham | 105 |
What You Can Do with the List of Financial advisors in North Carolina
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 1,253 Financial advisors in North Carolina, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in North Carolina
Each of these buyers can work the 1,253 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 1,253 Financial advisors in North Carolina.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in North Carolina
Start with the 401 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,237): 98.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (408): 32.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (219): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in North Carolina
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (26): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,083): 86% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across North Carolina
The 1,253 Financial advisors in North Carolina are spread across 5 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Wilmington, Raleigh, Charlotte, Greensboro and Durham hold 85% of records in North Carolina, the biggest clusters for in-person visits.
- Beyond the big cities: 191 records (15%) sit outside the 5 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial advisors in North Carolina
1,253 records · verified September 6, 2026
- Phone numbers
- 1,237
- Email addresses
- 408
- Phone and email
- 401
- Websites
- 1,200
Google ratings· 588 rated (47%)
82% hold 5 stars
- 1-star rated
- 16
- 2.7% of rated
- 2-star rated
- 10
- 1.7% of rated
- 3-star rated
- 38
- 6.5% of rated
- 4-star rated
- 39
- 6.6% of rated
- 5-star rated
- 485
- 82.5% of rated
Social profiles:
- LinkedIn:185· 14.8%
- Facebook:170· 13.6%
- Instagram:99· 7.9%
- YouTube:70· 5.6%
- X (Twitter):63· 5%
Financial advisors in North Carolina are a mixed-channel market: 98.7% list a phone number and 32.6% publish an email. Among 588 rated Financial advisors, 82% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
Browse datasets for Financial advisors across nearby locations
Frequently asked questions about Financial advisors in North Carolina
Everything you need to know about our financial advisors database for North Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in North Carolina?
There are 1,253 financial advisors in North Carolina in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in North Carolina, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for North Carolina?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for North Carolina?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in North Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in North Carolina as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for North Carolina cost?
The complete financial advisors leads database for North Carolina costs $15 as a one-time payment.
You get instant access to all 1,253 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in North Carolina specifically, a one-time $15 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full North Carolina financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in North Carolina have phone numbers?
1,237 financial advisors in North Carolina (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in North Carolina have email addresses?
408 financial advisors in North Carolina (33%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in North Carolina have both a phone number and an email address?
401 financial advisors in North Carolina have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in North Carolina are active on social media?
Social profile coverage for financial advisors in North Carolina: 185 on LinkedIn, 170 on Facebook, 99 on Instagram, 70 on YouTube, 63 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in North Carolina have a website?
1,200 financial advisors in North Carolina (96%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in North Carolina do not have a website?
53 financial advisors in North Carolina operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in North Carolina?
Rating breakdown for financial advisors in North Carolina: 485 with a 5-star rating, 39 with a 4-star rating, 38 with a 3-star rating, 10 with a 2-star rating, 16 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for other states or the entire US?
Yes. The national Financial advisors database covers all 50 US states, and individual state and major-city lists are also available.
If you buy North Carolina first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial advisors contact data in North Carolina legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.