AdvisorGrade

Financial advisers in Shelby, NC

2 registered investment adviser firms in Shelby managing $633M in assets, based on public SEC Form ADV filings.

Mauney-Pitt Financial Management, INC.

Shelby, NC · Est. 2026

Local
Fee-only
AUM
$418M
Per adviser
$209M
Advisers
2

No reported disclosures

Gragg Financial

Shelby, NC · Est. 2020

Local
Fee-only
AUM
$215M
Per adviser
$72M
Advisers
3

No reported disclosures