Best Financial Advisors in CORNELIUS, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$229M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in CORNELIUS
#1
95
POWELL WEALTH
CORNELIUS, NC · Since 2015
$229M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
ALPHASTAR CAPITAL MANAGEMENT
CORNELIUS, NC · Since 2011
$2.5B AUM130 clientsFee: 0%
FiduciaryFee-Only
#3
95
PASSPORT WEALTH MANAGEMENT
CORNELIUS, NC · Since 2025
$115M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
INTEGRATIVE PLANNING, INC.
CORNELIUS, NC · Since 2025
$101M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
85
ASPIRE PRIVATE CAPITAL
CORNELIUS, NC · Since 2018
$510M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CORNELIUS?
The median advisory fee in CORNELIUS, NC is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.