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Top Financial Advisors in Durham, NC

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Review content is produced independently of any business relationships that might exist with the firms mentioned here, and business partners of SmartAsset receive no special consideration in reviews. This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor(s) mentioned here.

Finding a Top Financial Advisor Firm in Durham, North Carolina

Are you looking to work with a financial advisor in the Durham, North Carolina area? SmartAsset's detailed list of the top financial advisor firms in Durham was compiled to help you find your options. In the tables and reviews below, SmartAsset lays out each firm’s fees, investing strategies, advisory certifications, services and more. Furthermore, SmartAsset also offers a free financial advisor matching tool, which connects you with up to three nearby advisors.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Kuhn Advisors, Inc. Kuhn Advisors, Inc. logo Find an Advisor

Read Review

$511,395,178 $1,000,000
  • Financial planning services
  • Portfolio management
  • Educational seminars

Minimum Assets


Financial Services

  • Financial planning services
  • Portfolio management
  • Educational seminars
2 Arjuna Capital, LLC Arjuna Capital, LLC logo Find an Advisor

Read Review

$296,898,901 $2,000,000
  • Financial planning
  • Portfolio management

Minimum Assets


Financial Services

  • Financial planning
  • Portfolio management
3 Adams Chetwood Wealth Management, LLC Adams Chetwood Wealth Management, LLC logo Find an Advisor

Read Review

$251,496,790 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
4 Gordon Asset Management, LLC Gordon Asset Management, LLC logo Find an Advisor

Read Review

$162,145,427 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

What We Use in Our Methodology

To find the top financial advisors in Durham, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Kuhn Advisors

Kuhn Advisors, Inc.

A fee-only firm, Kuhn Advisors, Inc. requires a minimum of $1 million to open an account. The majority of its clients are high-net-worth individuals, followed by non-high-net-worth individuals, charities and businesses. Some of the firm’s advisors also hold professional financial certifications such as certified financial planner (CFP) and certified public accountant (CPA).

This firm’s advisory fees are based solely on a percentage of your assets under management (AUM). Comparatively, other firms may charge fees based on the above percentage structure, in addition to a per-hour rate and fixed fees, depending on the scope of services you receive.

Kuhn Advisors Background

The firm was established in 1993 by Mark Kuhn, the current president. Kuhn, Scott Ranby and Carter Ellis are the firm’s principal owners. Together, this trio has more than 40 years of experience.

Beyond individuals, this firm can also manage the assets of charitable foundations and those with trusts. The firm’s financial services include:

  • Investment management
  • Pre-retirement planning
  • Retirement income and distribution strategies
  • Education funding
  • Risk management
  • Charitable giving
  • Referrals to other qualified professionals

Kuhn Advisors Investing Strategy

In essentially every situation, Kuhn Advisors believes that a long-term approach should be the basis of a client’s portfolio. The firm says this approach has been historically shown to decrease turnover and minimize taxes. 

Kuhn Advisors takes an unusually deep dive into mutual fund managers and their backgrounds. This is done to ensure that managers have a strong knowledge of the companies they choose to invest in, while finding opportunities that are largely undervalued by the market.

Arjuna Capital

Arjuna Capital, LLC

Arjuna Capital, LLC believes clients should be “investing in a sustainable future,” a reference to the various environmentally conscious investment opportunities available nowadays. The firm has one chartered financial analyst (CFA) on staff.

This fee-only firm has a $2 million account minimum, which is one of the highest requirements on this list. As a result, it’s no surprise that more than 70% of Arjuna’s individual clients have a high net worth. The rest of the firm's client base consists of non-high-net-worth individuals, retirement plans, businesses and charities.

Arjuna generally charges advisory fees based on a percentage of your assets under management (AUM). But if you invest in the firm's affiliated private fund called New Summit Investments, you'll also face a research fee.

In addition, managing partner Natasha Lamb was named one of Bloomberg’s 50 most influential people who defined global business in 2017. Lamb won this honor for her pivotal work in pushing large businesses like Facebook, Google and Nike to address the gender pay gap.

Arjuna Capital Background

Arjuna Capital was created in 2015. That makes this firm one of the youngest on this list. The firm is independently owned by chief strategist Frank Farnum Brown, Jr., chief investment officer (CIO) Adam Seitchik and director of equity research and shareholder engagement Natasha Lamb.

Historically, individuals, businesses and charities are the firm’s typical clients. The firm also works with pooled investments, which give clients the ability to access investment opportunities that may otherwise be out of reach.

Arjuna Capital Investing Strategy

Uniquely, Arjuna Capital offers clients the opportunity to invest in fossil-fuel-free asset classes, representing a chance to become part of the growing divest/invest/engage movement. This environmental-centric strategy is meant to prepare clients for investing in the increasingly renewable energy-based system of the future.

The firm claims that prospective clients who invest in this area, particularly via its Private Market Impact strategy, can expect a 10% to 15% annual return. However, the firm also applies a long-term focus on this strategy, with a desired portfolio life of at least 10 years.

Adams Chetwood Wealth Management

Adams Chetwood Wealth Management, LLC

The majority of Adams Chetwood Wealth Management, LLC's client base is comprised of both non-high-net-worth and high-net-worth individuals. The firm also works with trusts, estates, charities and businesses. There is no minimum investment requirement needed to open an account with the firm. The firm’s advisory staff includes three certified financial planners (CFPs).

Certain advisors at this fee-based firm can sell insurance products or trade securities on a commission basis, which causes a potential conflict of interest. Despite this arrangement, the firm is bound by fiduciary duty, so it must act in your best financial interest at all times.

Adams Chetwood Wealth Management Background

Adams Chetwood Wealth Management was created in 2015 by managing partner James “Eric” Chetwood, III and Rick Adams. Today, the firm's sole principal owner is Chetwood, III.

The firm, whose staff averages over 15 years in the industry, has experience in many areas of personal finance. Its extensive list of services includes:

  • Business and personal financial planning
  • Retirement planning
  • Estate planning
  • Charitable giving
  • Education planning
  • Tax planning (personal and corporate)
  • Real estate analysis
  • Debt analysis
  • Insurance analysis

Adams Chetwood Wealth Management Investing Strategy

Your risk tolerance, time horizon and ultimate financial goals are the three factors that make up the backbone of your portfolio at Adams Chetwood Wealth Management. All of the above is determined in a hands-on meeting with an advisor. Adams Chetwood Wealth Management strives to optimize these factors to help you achieve your long-term goals.

The firm says its disciplined investment strategies work at three different levels: long-term securities, short-term securities and margin trading. Long-term investments are held for more than a year and are used as the “north star” of your portfolio. Short-term investments usually have a life span of less than a year, as these investments are much more focused on feeding your liquidity needs. Lastly, margin trading is a risky, but potentially profitable venture, where money is borrowed from a broker so the firm can invest it in typically unreachable areas.

Gordon Asset Management

Gordon Asset Management, LLC

Gordon Asset Management, LLC provides holistic financial planning and investment management services to an array of high-net-worth and non-high-net-worth individuals and their families, as well as their related estates and trusts. The firm also maintains advisory relationships with pension and profit-sharing plans and corporations or business entities.

The firm does not require a minimum initial investment. However, it does utilize minimum fees based on the type of services you receive. 

As a fee-only firm, Gordon Asset Management's sole form of compensation is client-paid fees. That means it does not earn third-party commissions from things like insurance sales or securities trades.

Gordon Asset Management Background

Gordon Asset Management was established in 2001. Today, the firm is indirectly owned by founder Joseph Gordon through outside trusts.

Collectively, the team at Gordon Asset Management includes a number of professional certifications, including certified financial planner (CFP), accredited investment fiduciary analysts (AIFA), accredited investment fiduciary (AIF), certified investment management analyst (CIMA), certified plan fiduciary advisors (CPFA) and qualified 401(k) administrator (QKA).

Gordon Asset Management Investing Strategy

Gordon Asset Management allows clients to choose from discretionary or non-discretionary portfolio management. The firm's non-discretionary services allow approved clients to take more control of their portfolio, meaning the firm won’t act upon any recommendations without your approval.

With discretionary services, the firm creates an investment portfolio and drafts an investment policy statement (IPS) based on the client’s objectives, risk tolerance, asset class preferences, time horizon, tax treatment and other factors. The firm then takes control of the portfolio, makes investment decisions and may rebalance your asset allocation if it deems it to be appropriate based on your objectives.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research