Investment advisers in Cornelius, NC

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NC

Firm	Assets	Employees	Disclosures
Alphastar Capital Management	$2.50 billion	150	3
Aspire Private Capital	$509.7 million	9	4
Powell Wealth	$229.2 million	3	0
Passport Wealth Management	$115.3 million	3	0
Integrative Planning, Inc.	$101.4 million	6	1