Falists

North Carolina · 5 advisers

Financial Advisors in Cornelius, North Carolina

Looking for a financial advisor in Cornelius, North Carolina? Falists indexes 5 SEC-registered and state-registered investment advisers in Cornelius — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $2.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

5

Largest AUM

$2.50B

Financial planning

5

Filter by specialty

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

AllWealth5Planning5Trusts5Retirement4Institutional2

Top advisors in Cornelius

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

View all 5 →

POWELL WEALTH

Cornelius, NC

AUM

$229.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(704) 439-0027

Full profileVisit site →

More cities in North Carolina

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)Concord (7)

Common questions

How many financial advisors are in Cornelius, North Carolina?
5 registered investment advisers are listed in our Cornelius directory, sourced from public SEC filings.
What types of advisors are in Cornelius?
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 Cornelius?
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.