How many financial advisors are in Mooresville, North Carolina?

Falists lists 8 registered investment advisers with a principal office or filing address in Mooresville, North Carolina, based on public SEC IAPD data.

How do financial advisors in Mooresville charge fees?

Fee structures vary by firm. In Mooresville, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Mooresville?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

North Carolina · 8 advisers

Financial Advisors in Mooresville, North Carolina

Looking for a financial advisor in Mooresville, North Carolina? Falists indexes 8 SEC-registered and state-registered investment advisers in Mooresville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $404.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$404.3M

Financial planning

Filter by specialty

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

All Wealth7 Planning7 Trusts5 Retirement4 Institutional2

Top advisors in Mooresville

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

View all 8 →

NAMCOA

Mooresville, NC

AUM

$404.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

(239) 593-5525

Full profile Visit site →

EVERSTAR ASSET MANAGEMENT, LLC

Mooresville, NC

AUM

$336.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

440-376-1629

Full profile Visit site →

JARROD ADAMS INVESTING, LLC

Mooresville, NC

AUM

$85.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

(704) 996-4243

Full profile Visit site →

CROWN PRIVATE WEALTH, LLC

Mooresville, NC

AUM

$63.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

704-469-0200

Full profile Visit site →

MIKE ADAMS FINANCIAL ADVISORS, INC.

Mooresville, NC

AUM

$125K

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

980-636-4544

Full profile Visit site →

C2 INVESTMENT GROUP

Mooresville, NC

AUM

—

Team

3 advisors

Clients

—

Fees

Percentage of AUM

888-327-1422

Full profile Visit site →

NAPLES PRIVATE CAPITAL, LLC

Mooresville, NC

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

5 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

877-281-8282

Full profile Visit site →

CASTLE WEALTH GROUP

Mooresville, NC

AUM

Financial PlanningWealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

704-594-8000

Full profileNo website

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)Concord (7)Southern Pines (6)

Common questions

How many financial advisors are in Mooresville, North Carolina?: 8 registered investment advisers are listed in our Mooresville directory, sourced from public SEC filings.
What types of advisors are in Mooresville?: 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 Mooresville?: 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.