City
Wealth management firms in Huntersville, North Carolina
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Huntersville, North Carolina reported $3.0 billion in regulatory assets under management; the largest by assets was Cornerstone Wealth, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $246.6 million
- SEC-registered, of those listed
- 2 of 12 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cornerstone Wealth | SEC | $2.5 billion | 2,274 |
| 2 | A4 Wealth Advisors LLC | SEC | $213.7 million | 1,366 |
| 3 | Trusttree Financial LLC | State | $78.0 million | 400 |
| 4 | Bulldog Asset Management, Inc. | State | $67.0 million | 140 |
| 5 | Tactical Investment Advisors, LLC | State | $33.1 million | 106 |
| 6 | Abundant Advisors, LLC | State | $26.9 million | 62 |
| 7 | Glass Lake Wealth Management | State | $25.4 million | 91 |
| 8 | 3A Financial Group, LLC | State | $18.6 million | 90 |
| 9 | Social Impact Investments Inc. | State | $4.7 million | 15 |
| 10 | Maximum Advisory | State | $2.7 million | 14 |
| 11 | Roud Financial Services, LLC | State | $1.9 million | 2 |
| 12 | Aerden 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.