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Fidelon
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Market Standing · 2026

The most transparent firms in Asheville.

37 scored firmsTop 3 recognizedfidelon.com/markets/asheville-nc
1
Veyla Financial
CRD 315501
IA-only—91Arank within Top 3; below the 80 standard
2IA-only$163M90.5ARecognized · Top 3
3IA-only$258M89.5ARecognized · Top 3
4IA-only$1M89.5A—
5IA-only$26.2M89A—
6IA-only$6.9M88.8A—
7IA-only$200K88.4A—
8IA-only$207M88.2A—
9IA-only$10.4M88.2A—
10IA-only$1.7M88.1A—
11IA-only$109M88B+—
12IA-only$725M87.3B+—
13IA-only$78.2M87.1B+—
14IA-only$154M86.9B+—
15IA-only$24.4M86.7B+—
16IA-only$165M86.4B+—
17IA-only$10.6M85.7B+—
18
Act Advisors
CRD 173120
IA-only$499M85.5B+—
19IA-only$133M84.8B+—
20IA-only$19.6M84B+—
21IA-only$263M83.7B+—
22IA-only$45.6M83B+—
23IA-only$5K83B+—
24IA-only$156M82.7B+—
25IA-only$53.9M81.7B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Asheville

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    AARON BYRD
    INKWELL CAPITAL · Mills River, NC
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  2. 2
    ELMER GLENN FREDERICK WESSEL JR
    WESSEL INVESTMENT COUNSEL, L.L.C. · Asheville, NC
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  3. 3
    DAVID NELSON WELLS
    WELLS FINANCIAL MANAGEMENT, LLC · Asheville, NC
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  4. 4
    JAY GARST REESE
    COLTON GROOME FINANCIAL ADVISORS, LLC · Asheville, NC
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  5. 5
    SUSAN LEE MCGRATH
    HOLCOMBE & MCGRATH · Asheville, NC
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  6. 6
    MICHAEL REID COLLIE
    COLLIE FINANCIAL PLANNING, INC. · Black Mountain, NC
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  7. 7
    Matthew William Donohue
    COLTON GROOME FINANCIAL ADVISORS, LLC · Asheville, NC
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  8. 8
    GLEN JOEL MARTIN
    HORIZONS WEALTH MANAGEMENT · Asheville, NC
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  9. 9
    DAVID S HUNTER
    HORIZONS WEALTH MANAGEMENT · Asheville, NC
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  10. 10
    ROBERT EDWARD BASCHNAGEL
    HOLCOMBE & MCGRATH · Asheville, NC
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