Firms by city
Registered investment advisers in Cornelius, NC
5 SEC-registered advisers headquartered in Cornelius, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Alphastar Capital Management | Cornelius, NC | $2.5B |
| Aspire Private Capital | Cornelius, NC | $510M |
| Powell Financial | Cornelius, NC | $229M |
| Passport Wealth Management | Cornelius, NC | $115M |
| Integrative Planning | Cornelius, NC | $101M |
- Headquarters
- Cornelius, NC
- Regulatory AUM
- $2.5B
- Headquarters
- Cornelius, NC
- Regulatory AUM
- $510M
- Headquarters
- Cornelius, NC
- Regulatory AUM
- $229M
- Headquarters
- Cornelius, NC
- Regulatory AUM
- $115M
- Headquarters
- Cornelius, NC
- Regulatory AUM
- $101M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Cornelius on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in North Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.