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Financial Advisors · Greensboro, NC/Updated June 13, 2026

The 10 Best Financial Advisors in Greensboro, NC

Financial planning is crucial for your future. Here are the best financial advisors in Greensboro, based on real client feedback.

Editorially independent10 companies evaluated
cover story
Latest update · June 13, 2026: Initial ranking published. 10 Greensboro-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

In Greensboro, financial advisors play a key role in helping individuals and families manage their money effectively. With a total of 10 providers evaluated, the competition is tight, but Wilson Financial Advisors leads the pack with a perfect score of 5 stars across 56 reviews.

The rest of the field shows promise but lacks the same level of client confidence. Most providers here have fewer than 50 reviews, indicating that trust is still forming in this market. This list highlights the top-rated financial advisors based on real client experiences.

Our top picks

At a glance · three categories

All 0, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
Methodology

How we evaluated all 10 financial advisors.

To rank the financial advisors in Greensboro, we evaluated each provider based on their Vetted Score, client ratings, and the number of reviews they received. Our assessment process is rigorous and transparent; no one pays for placement in our rankings.

We refresh our evaluations monthly to ensure that our information is up-to-date and reflects the current standing of each business. This helps you make informed choices based on the latest client feedback and service quality.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
Before you book

How to choose a financial advisor in Greensboro

Selecting a financial advisor is a significant decision. Here are key factors to consider to find the right fit for your needs.

Review Their Ratings

Look for advisors with a strong rating and a substantial number of reviews, as these indicate reliability and client satisfaction.

Assess Their Experience

Check how long the advisor has been in business and their areas of expertise to ensure they align with your financial goals.

Consider Their Communication Style

Choose an advisor who communicates clearly and is willing to explain complex financial concepts in a way you can understand.

What it costs

What financial advisors cost in Greensboro

The cost of hiring a financial advisor in Greensboro can vary widely based on their services and fee structures. Here’s a breakdown of what you might expect to pay.

Hourly RateExpect to pay between $100 to $300 per hour for financial planning services.
Flat FeeSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning.
Assets Under Management (AUM)AUM fees typically range from 0.5% to 1% of your total assets annually.
Retainer FeeMonthly retainer fees can range from $200 to $1,000, depending on the level of service provided.

Frequently asked questions

How much do financial advisors cost in Greensboro?

Fees for financial advisors in Greensboro typically range from $100 to $300 per hour, depending on the advisor's experience and services offered.

What factors should I consider when choosing a financial advisor in Greensboro?

Look for advisors with strong reviews, transparency in fees, and those who specialize in your specific financial needs. The number of reviews can indicate trustworthiness, especially in this market.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Greensboro residents: <strong>Wilson Financial Advisors</strong>

Wilson Financial Advisors leads the pack with a perfect 5-star rating from 56 reviews, clearly demonstrating a solid reputation among clients. Following closely is Level Wealth Management, also rated 5 stars but with 37 reviews, indicating a strong client base as well. Rounding out the top three is Trinity Wealth Management, which, while still rated 5 stars, has only 16 reviews, making it promising but unproven compared to the others.