Investment adviser firms in CORNELIUS, North Carolina
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- ALPHASTAR CAPITAL MANAGEMENT, LLCCRD 157423 · CORNELIUS, NC$2,496,202,761.00Regulatory AUM · August 2026
- ASPIRE PRIVATE CAPITAL, LLCCRD 154116 · CORNELIUS, NC$509,707,463.00Regulatory AUM · August 2026
- INTEGRATIVE PLANNING, INC.CRD 336307 · CORNELIUS, NC$101,384,621.00Regulatory AUM · August 2026
- PASSPORT WEALTH MANAGEMENT LLCCRD 297449 · CORNELIUS, NC$115,333,521.00Regulatory AUM · August 2026
- POWELL FINANCIAL, INC.CRD 144230 · CORNELIUS, NC$229,200,273.00Regulatory AUM · August 2026