Market Standing · 2026
Financial advisory firms in Pinehurst-Southern Pines
This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.
Current standings · top 17 of 17
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 Pinehurst-Southern Pines
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1JOHN PATRICK HUTCHINSONSign in to view — freeRELIANT INVESTMENT PARTNERS, LLC · Rockingham, NC
- 2Timothy Wayne HicksSign in to view — freeHICKS FINANCIAL PARTNERS, LLC · Southern Pines, NC
- 3Danielle Anne DettenmayerSign in to view — freeTACTICAL WEALTH PARTNERS · Southern Pines, NC
- 4ROBERT JAY WAGLERSign in to view — freeRELIANT INVESTMENT PARTNERS, LLC · Pinehurst, NC
- 5MICHAEL STEPHEN WHITESign in to view — freeDREHER FINANCIAL PARTNERS · Southern Pines, NC
- 6Katherine Taylor StevickSign in to view — freeALIGN FINANCIAL PLANNING · Southern Pines, NC
- 7BRIAN MACINTOSHSign in to view — freeCOURSE MANAGEMENT INVESTMENT ADVISORS, LLC · Pinehurst, NC
- 8Douglas Edward LynamSign in to view — freeCOURSE MANAGEMENT INVESTMENT ADVISORS, LLC · Pinehurst, NC
- 9Anna Bair PottleSign in to view — freePOTTLE FINANCIAL SERVICES, INC · Pinehurst, NC
- 10KEVIN MICHAEL PLUNKETTSign in to view — freeSEMPER FINANCIAL · Southern Pines, NC