How many financial advisors are in Concord, North Carolina?

Falists lists 7 registered investment advisers with a principal office or filing address in Concord, North Carolina, based on public SEC IAPD data.

How do financial advisors in Concord charge fees?

Fee structures vary by firm. In Concord, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Concord?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

North Carolina · 7 advisers

Financial Advisors in Concord, North Carolina

Looking for a financial advisor in Concord, North Carolina? Falists indexes 7 SEC-registered and state-registered investment advisers in Concord — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.49B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning7 Trusts7 Retirement Institutional2

Top advisors in Concord

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

MILL CAPITAL MANAGEMENT, LLC

Concord, NC

AUM

$1.49B

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

980-494-6455

Full profile Visit site →

Charlotte (140)Raleigh (78)Durham (31)Chapel Hill (27)Greensboro (27)Cary (21)Asheville (16)Wilmington (16)Winston Salem (13)Winston-Salem (12)Mooresville (8)Southern Pines (6)

Common questions

How many financial advisors are in Concord, North Carolina?: 7 registered investment advisers are listed in our Concord directory, sourced from public SEC filings.
What types of advisors are in Concord?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Concord?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.