City
Wealth management firms in Concord, North Carolina
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Concord, North Carolina reported $1.6 billion in regulatory assets under management; the largest by assets was Mill Capital Management, LLC, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $234.9 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mill Capital Management, LLC | SEC | $1.5 billion | 306 |
| 2 | Optimal Planning LLC | State | $43.4 million | 146 |
| 3 | Cadence Wealth Partners, LLC | State | $43.3 million | 97 |
| 4 | Family Wealth Partners Concord, Inc | State | $39.0 million | 341 |
| 5 | WMC Capital Management, LLC | State | $16.2 million | 340 |
| 6 | 360 Aviation Advisors, LLC | State | $9.6 million | 101 |
| 7 | Rickard Investment Consulting, LLC | State | $0 | 0 |
Wealth management firms in North Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.