City
Wealth management firms in Cornelius, North Carolina
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Cornelius, North Carolina reported $3.6 billion in regulatory assets under management; the largest by assets was Alphastar Capital Management, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.6 billion
- Average per firm
- $508.3 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alphastar Capital Management | SEC | $2.5 billion | 15,795 |
| 2 | Aspire Private Capital | SEC | $509.7 million | 1,703 |
| 3 | Powell Wealth | SEC | $229.2 million | 272 |
| 4 | Passport Wealth Management | SEC | $115.3 million | 409 |
| 5 | 30-40 Wealth Partners | State | $106.6 million | 172 |
| 6 | Integrative Planning, Inc. | SEC | $101.4 million | 429 |
| 7 | Allied Oak Wealth, 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.