City
Independent RIAs in Mooresville, North Carolina
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Mooresville, North Carolina reported $674.2 million in regulatory assets under management; the largest by assets was Everstar Asset Management, LLC, with $336.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $674.2 million
- Average per firm
- $74.9 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Everstar Asset Management, LLC | SEC | $336.7 million | 1,132 |
| 2 | Vision Capital & Management | SEC | $144.8 million | 160 |
| 3 | Jarrod Adams Investing, LLC | State | $85.2 million | 321 |
| 4 | Crown Private Wealth, LLC | State | $63.6 million | 138 |
| 5 | Evergreen Wealth Services | State | $30.5 million | 50 |
| 6 | Rooted Planning LLC | State | $10.3 million | 74 |
| 7 | Durant Wealth MGMT Advisory Services | State | $3.0 million | 25 |
| 8 | Mike Adams Financial Advisors, Inc. | State | $125,206 | 4 |
| 9 | Castle Wealth Group | SEC | $0 | 0 |
Independent RIAs 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.