Top financial advisors in Cornelius, NC
We've curated a list of the best financial advisors in Cornelius, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,450,962,289 Number of advisors 128 advisors | |||
| 2 | Assets under management $281,579,214 Number of advisors 11 advisors | |||
| 3 | Assets under management $180,352,212 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cornelius, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Alphastar Capital Management, LLC
Alphastar Capital Management, LLC is a financial advisory firm based in Cornelius, North Carolina. It currently has approximately $1,450,962,289 of assets under management and employs about 128 people. Alphastar Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,450,962,289 under management
128 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Sub-advisory Services
Aspire Private Capital
Aspire Private Capital is a financial advisory firm based in Cornelius, North Carolina. It currently has approximately $281,579,214 of assets under management and employs about 11 people. Aspire Private Capital uses a fee structure of and a percentage of assets under your management.
$281,579,214 under management
11 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Powell Wealth
Powell Wealth, formerly known as Powell Financial, Inc., was established on October 15, 2007, with David L. Powell as the principal owner. The firm offers various advisory services, including Investment Supervisory Services, Pension Consulting Services, Retirement Plan Rollover Recommendations, and Financial Planning. Clients have the option to impose restrictions on investments based on personal values or beliefs. The firm does not participate in wrap fee programs and has assets under management totaling $202,617,451 as of December 31, 2024. The fee structure includes annual fees of up to 1.25% for Investment Supervisory Services and fixed or hourly fees for Pension Consulting and Financial Planning services. Clients can terminate contracts with 30 days' notice and receive prorated refunds. Powell Wealth acts as a fiduciary for retirement accounts, ensuring recommendations are in the client's best interest. The firm utilizes fundamental and cyclical analysis in its investment strategies, with a focus on long-term trading. Clients include individuals, high-net-worth individuals, pension plans, trusts, estates, and corporations, with a minimum account size of $500,000. Powell Wealth exercises investment discretion for client accounts and does not accept performance-based fees. The firm has no disciplinary events, and client accounts are reviewed quarterly by David L. Powell. Powell Wealth does not accept economic benefits for advice rendered to clients and maintains custody of client funds and securities through a qualified custodian.
$180,352,212 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cornelius, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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