Financial advisers in Cornelius, NC
5 registered investment adviser firms in Cornelius managing $3.5B in assets, based on public SEC Form ADV filings.
Alphastar Capital Management
Cornelius, NC · Est. 2011
National
- AUM
- $2.5B
- Per adviser
- $19M
- Advisers
- 130
Aspire Private Capital
Cornelius, NC · Est. 2018
Local
- AUM
- $510M
- Per adviser
- $57M
- Advisers
- 9
Powell Wealth
Cornelius, NC · Est. 2015
Local
- AUM
- $229M
- Per adviser
- $115M
- Advisers
- 2
No reported disclosures
Passport Wealth Management
Cornelius, NC · Est. 2025
LocalInternational
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Integrative Planning, INC.
Cornelius, NC · Est. 2025
Local
- AUM
- $101M
- Per adviser
- $34M
- Advisers
- 3
No reported disclosures