Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cornelius, NC
Every SEC-registered investment adviser representative at a firm office in Cornelius, with the firms that employ the most of them.
172 registered advisors work in Cornelius; the most are at Alphastar Capital Management (65). 24 list the CFP designation and 84 are also registered broker representatives.
Firms with the most advisors in Cornelius
Advisors in Cornelius, A to Z
CFP advisors in Cornelius →- Zachery R. AdamsEdward Jones
- Brett D. AndersonAlphastar Capital Management
- Glen A. ArcherRaymond James Financial Services Advisors, Inc.
- William AverkampAltitude Capital Management LLC
- Andrew J. AveryAlphastar Capital Management
- Brian R. BachAlphastar Capital Management
- Andrew H. BallAlphastar Capital Management
- Andrew P. BarnettAlphastar Capital Management
- Kristopher A. Barney30-40 Wealth Partners · Chartered Financial Analyst
- Boyd BarnhardtAlphastar Capital Management · Chartered Financial Analyst
- Elizabeth A. BartunekJ.P. Morgan Securities LLC
- Ethan M. BemisAlphastar Capital Management
- Tyler M. BennettAlphastar Capital Management
- Jonathan P. BlevinsAlphastar Capital Management · Certified Financial Planner, Chartered Financial Consultant
- James R. BoggusAlphastar Capital Management
- Bjorn E. BorgAlphastar Capital Management · Certified Financial Planner
- George T. BoweryTruist Advisory Services, Inc.
- Gregory J. BrachtLPL Enterprise, LLC
- Andrew M. BreasureTruist Advisory Services, Inc. · Certified Financial Planner
- William C. BrumlowAlphastar Capital Management
- Antonio M. BurkettAspire Private Capital · Certified Financial Planner
- Brittany N. BurkhardState Farm Investment Management Corp.
- Scott D. BurkhardState Farm Investment Management Corp.
- Jonathan B. BurklundAlphastar Capital Management
- Kevin C. ButlerMorgan Stanley
- David J. Byrne IIEdward Jones · Certified Financial Planner
- John R. Callaway Jr.Osaic Institutions, Inc.
- Debra J. CarmodyAlphastar Capital Management
- Justin D. ChamplainAlphastar Capital Management · Certified Financial Planner
- Teresa M. ChapmanMorgan Stanley
- William M. CheekEdward Jones
- Brantley P. ClaunchAlphastar Capital Management
- Matthew E. ClaussMorgan Stanley
- Maxwell ClaussMorgan Stanley
- Thomas W. CooleyRaymond James Financial Services Advisors, Inc.
- David P. CossRaymond James Financial Services Advisors, Inc.
- Eric V. CravenAlphastar Capital Management
- David B. Crosland IVMorgan Stanley
- William G. Dagit Jr.Osaic Wealth, Inc.
- Justin L. DeanAlphastar Capital Management
- Kerr-Ann M. DempsterFifth Third Securities, Inc.
- Lucas G. DenglerAlphastar Capital Management
- Brian R. DevriesAlphastar Capital Management
- Thomas J. DingleyAlphastar Capital Management · Chartered Financial Consultant
- Paige M. EarlsCrestwood Advisors · Certified Financial Planner
- Emilee L. EpplerAlphastar Capital Management
- Thomas J. FarrellAspire Private Capital · Certified Financial Planner
- Eric R. GaddyAlphastar Capital Management
- Greyson W. GeilerAlphastar Capital Management
- Andrew J. GibsonIntegrative Planning, Inc.
- John A. Godfrey Jr.Independent Advisor Alliance, LLC
- Patricia E. GodfreyIndependent Advisor Alliance, LLC
- Kendra E. GoodenStrategic Advisers LLC
- John M. GormanMainstreet Advisors
- Gregory N. GravesAlphastar Capital Management
- Edwin B. GreshamRaymond James Financial Services Advisors, Inc.
- Tiffany W. GuarinoRaymond James Financial Services Advisors, Inc.
- Jaime L. GuevaraAspire Private Capital
- David G. HahlEdward Jones · Certified Financial Planner
- Leonard HajrullahuPNC Wealth Management LLC
- William W. HamAlphastar Capital Management
- Jonathon K. HamiltonTransamerica Retirement Advisors, LLC
- Kelli HamiltonLPL Financial LLC
- Joseph W. HaneyRaymond James Financial Services Advisors, Inc.
- Jeffrey P. HareAventus Investment Advisors, Inc. · Chartered Financial Analyst
- Jason HathcockAlphastar Capital Management
- Corey J. HedgesOsaic Wealth, Inc.
- Robert B. HigginsPrincipal Securities, Inc.
- Patrick M. HipkensTruist Advisory Services, Inc. · Chartered Financial Analyst
- Elizabeth M. HobsonLPL Financial LLC
- Michelle L. HollidayAlphastar Capital Management
- John HuangUBS Financial Services Inc.
- Rufus M. Hunley IIIAlphastar Capital Management
- Larry A. Hyde IIAlphastar Capital Management
- Scott J. JacobAlphastar Capital Management · Chartered Financial Consultant
- Richard Jakiel Jr.Everstar Asset Management, LLC
- Kavondra JeterMorgan Stanley
- Richard D. JohnsonOsaic Wealth, Inc.
- Ara A. KachadourianAlphastar Capital Management
- Kimberly B. KaylorRaymond James Financial Services Advisors, Inc.
- Thomas K. KellyAspire Private Capital
- John T. KershnerStrategic Advisers LLC
- Robert D. KoppenhoferRaymond James Financial Services Advisors, Inc.
- Christopher T. LeePassport Wealth Management · Certified Financial Planner
- Shawn P. LeeIntegrative Planning, Inc.
- Jason E. ListAventus Investment Advisors, Inc. · Certified Financial Planner
- Amy L. LoweMorgan Stanley
- Jason MaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David MancusoLPL Financial LLC
- Douglas G. MarionEverstar Asset Management, LLC
- Reid MathewsAlphastar Capital Management · Certified Financial Planner
- Hunter O. MatthewsAlphastar Capital Management
- John K. MatthewsBrookwood Investment Group
- John P. McCabe IIILPL Financial LLC
- Mark N. McCallMorgan Stanley · Chartered Financial Analyst
- Dexter A. McCormickAlphastar Capital Management
- Lateesha M. McCulloughEdward Jones · Certified Financial Planner
- Franklin J. McElroyKestra Advisory Services, LLC · Chartered Financial Consultant
- Casey K. McIntyreAlphastar Capital Management · Chartered Financial Analyst
- Harry H. McNair Jr.Morgan Stanley
- Michael J. MeilleurAlphastar Capital Management
- Sara C. MilamAlphastar Capital Management
- John E. MisleCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- John K. MoningerAllspring Funds Management, LLC
- Kyle D. MooreAlphastar Capital Management
- Cristen K. MorganCambridge Investment Research Advisors, Inc.
- Patrick A. MuldowneyAlphastar Capital Management
- Robert G. MurdockTiaa-Cref Individual & Institutional Services, LLC
- Bradley N. NaumanAlphastar Capital Management
- Jerry W. Neal Jr.Everstar Asset Management, LLC
- Jared E. NewmanLPL Financial LLC
- Stephanie W. NiblackEagle Strategies LLC
- David G. OzgaMorgan Stanley
- Gregory G. PadgittAspire Private Capital · Certified Financial Planner
- Robert S. PawlowskiMorgan Stanley
- Brice W. PayneAlphastar Capital Management
- John B. PhilpottAspire Private Capital
- Zachary A. PopovecAlphastar Capital Management · Certified Financial Planner
- Austin T. PortelanceKestra Private Wealth Services, LLC · Certified Financial Planner
- Charles G. PowellPowell Wealth
- David L. PowellPowell Wealth · Chartered Financial Consultant
- Arron PriceAlphastar Capital Management
- Heath I. PriorCambridge Investment Research Advisors, Inc.
- Kenneth A. PutnamIndependent Advisor Alliance, LLC · Certified Financial Planner
- Michael J. QuinlanAlphastar Capital Management
- Garrett D. RayAlphastar Capital Management
- Brendan J. RemusAlphastar Capital Management
- Donald R. Rice Jr.Alphastar Capital Management
- Michael B. RichardsonAlphastar Capital Management
- Christopher D. RisherAlphastar Capital Management
- Scott M. SandellAlphastar Capital Management
- Bernard F. SandlerMorgan Stanley
- David L. SchiffRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brandon S. SchlesingerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen J. SchneiderAlphastar Capital Management
- Kristina B. SchulerAllied Oak Wealth, LLC
- Cindy L. SchwambergerMorgan Stanley
- Benjamin R. SeamanAlphastar Capital Management
- Tamara G. ShelineMorgan Stanley
- Todd S. ShipleyAlphastar Capital Management
- Shawn M. SiglerAlphastar Capital Management
- Renee W. SimpsonEverstar Asset Management, LLC
- Duke M. SmithAlphastar Capital Management
- Keith B. SmithersMorgan Stanley
- Ryan C. SochackiMorgan Stanley
- Brian SpencerCorecap Advisors
- Laura E. SpiveyEdward Jones
- Nathan T. SteelyAlphastar Capital Management
- Charles C. StonerMorgan Stanley
- Charles M. StonerMorgan Stanley
- Eileen T. StonerMorgan Stanley
- Christopher M. StoutAlphastar Capital Management
- Jennifer A. SuminguitMorgan Stanley
- Wesley C. TaylorAspire Private Capital · Certified Financial Planner
- Michael L. ThomasGlobal Retirement Partners LLC
- Michele C. ThompsonAlphastar Capital Management
- David R. TillouAlphastar Capital Management
- Daniel J. TobiasPassport Wealth Management · Certified Financial Planner
- Sean M. TravisEdward Jones · Certified Financial Planner
- Mathew R. ValentinTiaa-Cref Individual & Institutional Services, LLC
- Zachary WalkerLPL Enterprise, LLC
- Charles K. WarehamAlphastar Capital Management
- Matthew S. WeaverPruco Securities, LLC. · Certified Financial Planner
- Jason M. WeckelAlphastar Capital Management
- Robert L. Weimer IIEdward Jones · Chartered Financial Analyst
- Jarred A. WestRaymond James Financial Services Advisors, Inc.
- Trenton K. WhalenAlphastar Capital Management
- Brian K. WilliamsAlphastar Capital Management
- Friend M. WilliamsAlphastar Capital Management
- Dean B. WilliamsonRaymond James Financial Services Advisors, Inc.
- Larkin WobbeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Norris R. Woody Jr.Equitable Advisors, LLC
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58Davidson 54
Questions
How many financial advisors are in Cornelius, NC?
172 investment adviser representatives are registered at firm offices in Cornelius, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 84 of them are also registered as broker representatives, and 24 list the CFP designation.
Which firm has the most financial advisors in Cornelius?
Alphastar Capital Management, with 65 registered advisors in Cornelius, followed by Morgan Stanley with 20.
How do I check a financial advisor in Cornelius?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.