AdvisorCensus / Financial advisors / North Carolina / Charlotte, NC / Fidelity Investments
Financial advisors in Charlotte, NC using Fidelity Investments
22 SEC-registered investment advisory firms headquartered in the Charlotte, NC metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adhesion Wealth Advisor Solutions | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Aspire Private Capital | Cornelius | SEC-registered investment adviser | $500 million to $1 billion |
| Beacon Capital Advisory Group | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Biltmore Family Office, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Blue Financial | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Broyhill Asset Management, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Catawba River Capital | Lake Wylie | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Wealth Management | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Colony Family Offices, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Concorde Financial Resources | York | SEC-registered investment adviser | $100 million to $500 million |
| Copperleaf Capital, LLC | Clover | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Wealth | Huntersville | SEC-registered investment adviser | $1 billion to $5 billion |
| Cornerstone Wealth Planning | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Investments LLC | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Laurel Wealth Advisors, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Powell Wealth | Cornelius | SEC-registered investment adviser | $100 million to $500 million |
| Providence Capital Advisors, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Sterling Capital Management LLC | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Stewardship Partners Investment Counsel, Inc. | Matthews | SEC-registered investment adviser | $25 million to $100 million |
| Tassel Capital Management, Inc | Matthews | SEC-registered investment adviser | $100 million to $500 million |
| Tricapital Wealth Management, Inc. | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Verum Partners LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Charlotte, NC using Fidelity Investments. https://advisorcensus.com/advisors/nc/charlotte/custodians/fidelity https://advisorcensus.com/advisors/nc/charlotte/custodians/fidelity