Top Financial Advisory Firms in North Carolina

Cherry Bekaert

Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape.

Salem Investment Counselors

Salem Investment Counselors was founded in 1979 to provide financial management and guidance to a prominent North Carolina family.

SunTrust Private Wealth Management

BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more.