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Top 3 financial advisor firms in Matthews

3 SEC-registered financial advisor firms are headquartered in Matthews, NC, with $1.26B in combined regulatory assets under management. The largest by assets are Sapere Wealth Management ($605M), Family Wealth Partners ($392M) and Tassel Capital Management ($266M).

3
Financial advisor firms
$1.26B
Their combined AUM
$392M
Median firm AUM
751
Clients of the top 3

The 3 largest by assets

  1. 1
    Sapere Wealth Management

    RIA

    $605M

  2. 2
    Family Wealth Partners

    RIA

    $392M

  3. 3
    Tassel Capital Management

    RIA

    $266M

Profiles of the top 3

No. 1 · RIA

Sapere Wealth Management

Sapere Wealth Management is an investment adviser based in Matthews, NC, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $605 million, as filed on 13 March 2026.

Sapere Wealth Management charges 1.00% a year for its Investment Management Fee.

Regulatory AUM
$605M
Clients
240
Advisory staff
1
Founded
2002
Fee schedule
1.00% to 1.00% a year
Custodians
Axos Clearing
Headquarters
130 Matthews Station St., Suite 2a, Matthews, NC 28105
Phone
704-321-5244
Website
sapere.com

No. 2 · RIA

Family Wealth Partners

Family Wealth Partners is an investment adviser based in Matthews, NC, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $392 million, as filed on 11 May 2026.

Family Wealth Partners charges 0.50%–1.75% a year for its Asset-Based Fees.

Regulatory AUM
$392M
Clients
266
Advisory staff
6
Founded
2022
Fee schedule
0.50% to 1.75% a year
Custodians
Charles Schwab
Headquarters
2518 Plantation Center Drive, Matthews, NC 28105
Phone
704-321-0152
Website
fwpnc.com

No. 3 · RIA

Tassel Capital Management

Tassel Capital Management is an investment adviser based in Matthews, NC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $266 million, as filed on 26 January 2026.

Tassel Capital Management charges 0.70%–1.10% a year for its Investment Management Services.

Regulatory AUM
$266M
Clients
245
Advisory staff
4
Founded
2002
Fee schedule
0.70% to 1.10% a year
Custodians
Fidelity
Headquarters
1220 Mann Drive, Suite 100, Matthews, NC 28105
Phone
704-814-6780
Website
tasselcapital.com

Questions about financial advisors in Matthews

How many financial advisor firms are headquartered in Matthews?

3 SEC-registered financial advisor firms report their principal office in Matthews, NC, managing $1.26B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Matthews?

Sapere Wealth Management, with $605M in regulatory assets under management on its latest Form ADV. The next largest are Family Wealth Partners ($392M) and Tassel Capital Management ($266M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Matthews?

The median firm manages $392M in regulatory assets. That is the midpoint of the 3 firms headquartered in Matthews.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Matthews charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Matthews?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Matthews has 3 financial advisor firms; see every adviser in the city →

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