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.

Methodology →All 103 scored firms →

Top advisers in Durham-Chapel Hill

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

1
LYLE DEAN FINLEY JR.
RJ20, INC. · Durham, NC
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2
MICHAEL CLARK TROY JR.
RED REEF ADVISORS LLC · Chapel Hill, NC
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3
KENT JAMIESON FISHER
SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC · Chapel Hill, NC
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4
AUSTIN WHITT RUTLEDGE
PACIFIC INCOME ADVISERS INC · Chapel Hill, NC
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5
NATHAN GUERRANT BYRD
HAMILTON POINT INVESTMENT ADVISORS, LLC · Chapel Hill, NC
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6
RICHARD SPEIGHT WOODS
HAMILTON POINT INVESTMENT ADVISORS, LLC · Chapel Hill, NC
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7
WAYLAND A CRUTCHFIELD JR
CRUTCHFIELD ADVISORS, INC · Apex, NC
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8
RYAN VERNE GLOVER
TARHEEL ADVISORS, LLC · Chapel Hill, NC
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9
GEORGE BENJAMIN BINGHAM
3SISTERS SUSTAINABLE MANAGEMENT, INC · Hillsborough, NC
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10
KATHLEEN ELIZABETH SCHARL
SCHARL ADVISORY SERVICES, INC. · Durham, NC
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All financial advisors in Durham Financial advisory firms in Durham