SEC-registered investment advisers in Matthews
3 SEC-registered investment advisers are headquartered in Matthews, NC, with $1.26B in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $1.26B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Sapere Wealth Management | RIA | $605M |
| Family Wealth Partners | RIA | $392M |
| Tassel Capital Management | RIA | $266M |
- Type
- RIA
- Type
- RIA
- Type
- RIA
Other cities in North Carolina
- Charlotte89
- Raleigh54
- Chapel Hill17
- Greensboro16
- Winston Salem16
- Asheville12
- Wilmington9
- Cary6
- Cornelius5
- Durham5
- Rocky Mount4
- Apex3