Top 10 financial advisor firms in Chapel Hill

13 SEC-registered financial advisor firms are headquartered in Chapel Hill, NC, with $12.9B in combined regulatory assets under management. The largest by assets are Franklin Street Advisors ($4.53B), Delegate Advisors ($1.71B) and Absher Wealth Management ($1.26B).

13
Financial advisor firms: $12.9B
Their combined AUM: $641M
Median firm AUM: 4,291
Clients of the top 10

The 10 largest by assets

1
Franklin Street Advisors
RIA
$4.53B
0.75% to 1.00% a year
2
Delegate Advisors
RIA
$1.71B
Regulatory AUM
3
Absher Wealth Management
RIA
$1.26B
0.75% to 1.10% a year
4
Hamilton Point Investment Advisors
RIA
$1.21B
0.50% to 1.00% a year
5
Atlantic Private Wealth
RIA
$894M
Up to 1.25% a year
6
Old Peak Finance
RIA
$714M
0.15% to 0.30% a year
7
Woodward Financial Advisors
RIA
$641M
0.25% to 1.00% a year
8
Phoenix Wealth Advisors
RIA
$641M
1.00% to 1.25% a year
9
Hilltop Wealth Advisors
RIA
$636M
0.45% to 1.00% a year
10
Amphora Wealth Management
RIA
$196M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Franklin Street Advisors

Franklin Street Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $4.53 billion, as filed on 22 May 2026.

Franklin Street Advisors charges 0.75%–1.00% a year for its Accounts Holding Equity, Cash and/or Mixed.

Regulatory AUM: $4.53B
Clients: 413
Advisory staff: 18
Fee schedule: 0.75% to 1.00% a year
Custodians: Fidelity, SEI Private Trust
Headquarters: 1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517-8833
Phone: 919-489-2600

No. 2 · RIA

Delegate Advisors

Delegate Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and insurance companies. Its regulatory assets under management total $1.71 billion, as filed on 25 March 2026.

Regulatory AUM: $1.71B
Clients: 51
Advisory staff: 13
Custodians: Fidelity
Headquarters: 101 Glen Lennox Drive, Suite 150, Chapel Hill, NC 27517-8834
Phone: 919-932-8400
Website: delegateadvisors.com

No. 3 · RIA

Absher Wealth Management

Absher Wealth Management is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.26 billion, as filed on 20 May 2026.

Absher Wealth Management charges 0.75%–1.10% a year for its Portfolio and Wealth Management Services.

Regulatory AUM: $1.26B
Clients: 691
Advisory staff: 7
Founded: 2019
Fee schedule: 0.75% to 1.10% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 1450 Raleigh Road,, Suite 105, Chapel Hill, NC 27517
Phone: 919-283-2340
Website: absherwealth.com

No. 4 · RIA

Hamilton Point Investment Advisors

Hamilton Point Investment Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.21 billion, as filed on 18 March 2026.

Hamilton Point Investment Advisors charges 0.50%–1.00% a year for its Separate Account Fee Schedule.

Regulatory AUM: $1.21B
Clients: 266
Advisory staff: 7
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 1450 Environ Way, Chapel Hill, NC 27517
Phone: 919-636-3765
Website: hamiltonpoint.com

No. 5 · RIA

Atlantic Private Wealth

Atlantic Private Wealth is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $894 million, as filed on 10 July 2026.

Atlantic Private Wealth charges up to 1.25% a year for its Investment Management.

Regulatory AUM: $894M
Clients: 208
Advisory staff: 4
Founded: 2021
Fee schedule: Up to 1.25% a year
Custodians: Fidelity
Headquarters: 308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516
Phone: 919-968-2977
Website: atlanticpwa.com

No. 6 · RIA

Old Peak Finance

Old Peak Finance is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $714 million, as filed on 30 September 2026.

Old Peak Finance charges 0.15%–0.30% a year for its Ongoing Wealth Management.

Regulatory AUM: $714M
Clients: 176
Advisory staff: 8
Founded: 2010
Fee schedule: 0.15% to 0.30% a year
Custodians: Charles Schwab
Headquarters: 100 Europa Drive, Suite 410, Chapel Hill, NC 27517
Phone: 919-459-8181
Website: oldpeakfinance.com

No. 7 · RIA

Woodward Financial Advisors

Woodward Financial Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $641 million, as filed on 30 April 2026.

Woodward Financial Advisors charges 0.25%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $641M
Clients: 203
Advisory staff: 7
Founded: 1995
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 101 Glen Lennox Drive, Suite 110, Chapel Hill, NC 27517
Phone: 919-929-2495
Website: woodwardadvisors.com

No. 8 · RIA

Phoenix Wealth Advisors

Phoenix Wealth Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $641 million, as filed on 2 July 2026.

Phoenix Wealth Advisors charges 1.00%–1.25% a year for its Ambassador all-inclusive wrap fee.

Regulatory AUM: $641M
Clients: 1,592
Advisory staff: 7
Fee schedule: 1.00% to 1.25% a year
Custodians: Raymond James, Raymond James
Headquarters: 100 Europa Drive, Suite 390, Chapel Hill, NC 27517
Phone: 919-929-4448
Website: phoenixwealthadvisors.com

No. 9 · RIA

Hilltop Wealth Advisors

Hilltop Wealth Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $636 million, as filed on 17 September 2026.

Hilltop Wealth Advisors charges 0.45%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $636M
Clients: 588
Advisory staff: 11
Founded: 2016
Fee schedule: 0.45% to 1.00% a year
Custodians: Fidelity
Headquarters: 6340 Quadrangle Drive, Suite 100, Chapel Hill, NC 27517
Phone: 919-401-1500
Website: hilltopwealthadvisors.com

No. 10 · RIA

Amphora Wealth Management

Amphora Wealth Management is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $196 million, as filed on 30 March 2026.

Amphora Wealth Management charges 0.50%–1.00% a year for its Investment management services.

Regulatory AUM: $196M
Clients: 103
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 100 Europa Drive, Suite 431, Chapel Hill, NC 27517
Phone: 919-240-6111
Website: amphorawealth.com

Questions about financial advisors in Chapel Hill

How many financial advisor firms are headquartered in Chapel Hill?

13 SEC-registered financial advisor firms report their principal office in Chapel Hill, NC, managing $12.9B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Chapel Hill?

Franklin Street Advisors, with $4.53B in regulatory assets under management on its latest Form ADV. The next largest are Delegate Advisors ($1.71B) and Absher Wealth Management ($1.26B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Chapel Hill?

The median firm manages $641M in regulatory assets. That is the midpoint of the 13 firms headquartered in Chapel Hill.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Chapel Hill charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.30% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Chapel Hill?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Chapel Hill has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Chapel Hill

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