Market Standing · 2026
The most transparent firms in Wilmington.
44 scored firmsTop 3 recognizedfidelon.com/markets/wilmington-nc
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 Wilmington
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1PHILIP SPARACINOSign in to view — freeDISCIPLINED PORTFOLIO SOLUTIONS LLC · Leland, NC
- 2RICHARD EVANS GREULICH JR.Sign in to view — freeREG CAPITAL ADVISORS · Southport, NC
- 3RONALD EDWARD COPLEY PH.DSign in to view — freeCOPLEY INVESTMENT MANAGEMENT, LLC · Wilmington, NC
- 4ZACHARY W ASHBURNSign in to view — freeREACH STRATEGIC WEALTH LLC · Southport, NC
- 5NICHOLAS JAMES MURPHYSign in to view — freeCOUNTERWEIGHT PRIVATE WEALTH · Wilmington, NC
- 6DAVID GEORGE HALLINGSign in to view — freeNICH CAPITAL PARTNERS, INC. · Wilmington, NC
- 7TERRY WEBB SAPPSign in to view — freeLIVE OAK PRIVATE WEALTH, LLC · Rocky Mount, NC
- 8ASHLEY FUQUAY DOYLESign in to view — freeLUMINA WEALTH MANAGEMENT, LLC · Wilmington, NC
- 9ALEX SANFORD CROUCHSign in to view — freeTECH FINANCIAL PLANNING, LLC · Wilmington, NC
- 10WALKER LEE ABNEYSign in to view — freeTILIA FIDUCIARY PARTNERS, INC. · Wilmington, NC