Falists

North Carolina · 5 advisers

Financial Advisors in Matthews, North Carolina

Looking for a financial advisor in Matthews, North Carolina? Falists indexes 5 SEC-registered and state-registered investment advisers in Matthews — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $604.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

5

Largest AUM

$604.8M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth5Planning5Trusts5Retirement5Institutional3

Top advisors in Matthews

Ranked by AUM · Fees, team & specialties at a glance

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More cities in North Carolina

Charlotte (140)Raleigh (78)Durham (31)Chapel Hill (27)Greensboro (27)Cary (21)Asheville (16)Wilmington (16)Winston Salem (13)Winston-Salem (12)Mooresville (8)Concord (7)

Common questions

How many financial advisors are in Matthews, North Carolina?
5 registered investment advisers are listed in our Matthews directory, sourced from public SEC filings.
What types of advisors are in Matthews?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Matthews?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.