The Top Financial Advisors in Greensboro, NC
We reviewed many financial advisors serving Greensboro and narrowed the list to the top eight firms. Our ranking uses the scoring method explained below, focusing on the factors that matter when you choose a local advisor.
How we ranked the top financial advisors in Greensboro:
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Fiduciary standard (30%):
The advisor must put your interests first
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Independence (25%):
Firms that can recommend investments from any provider.
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No asset minimum (20%):
Firms that do not require a minimum investment
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Same advisor every time (15%):
You work with one advisor or a rotating team
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Google reviews (10%):
Client feedback from each firm’s Google Business Profile
The Top 8 Financial Advisors in Greensboro, NC
Top Greensboro Financial Advisors: Descriptions and Reviews
1. Piedmont Capital Advisors
Piedmont Capital Advisors is an independent fiduciary firm serving Greensboro and the Piedmont Triad. Founder Jacob Rice, CFP®, CLU®, ChFC®, RICP®, works with households on retirement income, Roth conversions, and tax-efficient withdrawals.
- Fiduciary standard: Yes, on every account, at every stage of the relationship.
- Independence: Yes, zero proprietary or in-house products.
- No asset minimum: Yes, no dollar threshold to start.
- Same advisor every time: Yes, Jacob Rice or the same staff answer every call.
- Google reviews: 5 stars across 25 reviews.
Clients consistently praise Jake Rice for “doing an excellent job” managing their investments, and several say they would “highly recommend” him and his team.
2. Fisher Wealth Management
Fisher Wealth Management is an independent, LPL-affiliated firm based in Burlington, just east of Greensboro. Rick Fisher, CFP®, leads a team focused on investment management and financial planning. The firm also specializes in divorce planning.
- Fiduciary standard: Yes, offered through LPL Financial as a Registered Investment Advisor.
- Independence: Yes, the firm has no proprietary products.
- No asset minimum: Not published; ask directly.
- Same advisor every time: Team-based. You’ll work with Rick Fisher’s team instead of one dedicated advisor.
- Google reviews: 5 stars across 55 reviews.
Clients describe the team as “prompt and knowledgeable” any time a question comes up, with several reviewers getting quick, clear answers.
3. Beacon Pointe Advisors
Beacon Pointe Advisors has a Greensboro office with managing directors and senior wealth advisors. Its size gives clients access to specialists, but clients work with a team instead of one advisor.
- Fiduciary standard: Yes, the firm operates as a registered investment advisor.
- Independence: Yes, the firm can recommend investments from multiple providers.
- No asset minimum: Not published.
- Same advisor every time: No, clients work with a team of advisors.
- Google reviews: 5 stars across 4 reviews.
One longtime client describes the team as treating them “like family” and advising them across their finances. They also mention a 14-year relationship and steady growth in their net worth.
4. Thrive Insurance & Financial
Based in Kernersville, Thrive Insurance & Financial focuses on insurance. Its agents compare Medicare plans, health coverage, and annuities from multiple carriers but do not manage investment portfolios.
- Fiduciary standard: No, insurance suitability rules apply.
- Independence: Not applicable; the agency represents multiple carriers.
- No asset minimum: Yes, no investable-asset minimum.
- Same advisor every time: Varies by assigned agent.
- Google reviews: 5 stars across 777 reviews.
Clients call the team “the most knowledgeable and professional” agents they’ve worked with, and several specifically credit Thrive with finding “the best life and Medicare policies” for their situation.
5. Financial Pathways of the Piedmont
Located in Winston-Salem, Financial Pathways of the Piedmont provides nonprofit credit and housing counseling. Its Senior Financial Care® program also serves adults 60 and older who want to manage their money independently.
- Fiduciary standard: No, it is not a registered investment advisor.
- Independence: Not applicable; it does not sell investment or insurance products.
- No asset minimum: Yes, clients do not need a minimum level of assets
- Same advisor every time: Varies by counselor.
- Google reviews: 4 stars across 48 reviews.
Clients describe Financial Pathways as “one of our community’s most precious” resources, and several praise staff who “cared” about their situation.
6. Edward Jones: Whit Holbrook
Whit Holbrook advises clients through Edward Jones in High Point and holds the Certified Exit Planning Advisor designation. He focuses on business owners preparing for a sale or succession.
- Fiduciary standard: No, accounts follow Regulation Best Interest.
- Independence: No, Edward Jones is a broker-dealer, not an independent RIA.
- No asset minimum: Not published.
- Same advisor every time: Yes, each branch has one dedicated advisor.
- Google reviews: 4.6 stars across 11 reviews.
Reviewers call Whit “wonderful to work with,” and one small business owner specifically credits him for providing “honest, valuable financial advice.”
7. Morgan Stanley: The Miller Group
Sutton Miller leads a Morgan Stanley wealth management team in Winston-Salem, with a specialty in alternative investments and traditional financial planning. Morgan Stanley is one of the largest wirehouses in the country.
- Fiduciary standard: No, brokerage accounts follow Regulation Best Interest.
- Independence: No, Morgan Stanley offers in-house investment programs.
- No asset minimum: Not published for this office.
- Same advisor every time: Team‑based.
- Google reviews: 5.0 stars across 9 reviews.
One client says “The Miller Group has handled our financial planning for many years now,” pointing to a long-standing relationship with the team.
8. Northwestern Mutual
Tim Albertson advises clients through Northwestern Mutual’s Greensboro office, which combines financial planning with its own insurance and investment products. He also helps clients address insurance needs as part of a broader financial plan.
- Fiduciary standard: Fiduciary duty applies only to certain advisory accounts.
- Independence: No, advisors primarily offer Northwestern Mutual products.
- No asset minimum: Not published.
- Same advisor every time: Varies by representative.
- Google reviews: 4.3 stars across 6 reviews.
One client praises Tim Albertson for his investment advice and says they “trust his guidance.”