Vault-13

Managers in Matthews, NC

United States · 150 asset managers within 25 km (2 in Matthews itself) · 159 wealth managers, banks and others

MatthewsCharlotteHuntersvilleBelmontFort MillRaleighCaryWake ForestDurhamChapel Hill
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Charlotte, NC 145 · Fort Mill, SC 3 · Huntersville, NC 3 · Concord, NC 2 · Cornelius, NC 2 · Belmont, NC 1 · Mount Holly, NC 1 · Cramerton, NC 1 · Davidson, NC 1

Asset managers in and around Matthews

#Manager People here Assets Visa salary
101 CARDINAL COMPANIES, LLC private equity · Charlotte 1main office
102 COMMUNITY TAILORED OPPORTUNITIES LLC private equity, venture · Charlotte 1
103 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Charlotte VANGUARD ADVISERS INC · 8 related pages $11.1tn · visa salary $147,525 office $11.1tn $147,52568 filings
104 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Charlotte MERRILL LYNCH, PIERCE, FENNER & SMITH INC., BANK OF AMERICA CORP /DE/ · 9 related pages $1.8tn · visa salary $175,000 office $1.8tn $175,00013 filings
105 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Charlotte EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
106 WELLS FARGO & COMPANY/MN wealth · Charlotte WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENT INSTITUTE, INC., Wells Fargo Securities, LLC · 8 related pages $671.4bn 3 offices $671.4bn
107 LPL Financial LLC Fort Mill $444.6bn · visa salary $149,469 based here $444.6bn $149,469120 filings
108 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Charlotte REICHARD CAPITAL, LLC · 70 related pages $368.7bn office $368.7bn
109 PNC Financial Services Group, Inc. private equity, institutions, wealth · Charlotte PNC Wealth Management LLC · 6 related pages $201.8bn · visa salary $130,000 office $201.8bn $130,0003 filings
110 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Charlotte SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
111 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Charlotte Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
112 Janney Montgomery Scott LLC wealth · Charlotte JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
113 StepStone Group LP hedge funds, private equity, venture, real estate and 2 more · Charlotte STEPSTONE PRIVATE WEALTH · 2 related pages $107.8bn office $107.8bn
114 OSAIC HOLDINGS, INC. private equity, wealth · Charlotte CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
115 CNO Financial Group, Inc. structured credit, institutions, wealth · Charlotte BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn 2 offices $30.5bn
116 CHURCHILL INVESTMENT MANAGEMENT LLC Charlotte $12.1bn office $12.1bn
117 WestEnd Advisors, LLC Charlotte $4.5bn based here $4.5bn
118 Bragg Financial Advisors, Inc Charlotte $3.7bn based here $3.7bn
119 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Charlotte A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
120 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Charlotte FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn 3 offices $2.6bn
121 OAKWORTH CAPITAL, INC. wealth · Charlotte OAKWORTH ASSET MANAGEMENT, LLC · 2 related pages $2.1bn office $2.1bn
122 TIAA TRUST, NATIONAL ASSOCIATION Charlotte $1.7bn based here $1.7bn
123 MBL Wealth, LLC Charlotte $1.5bn based here $1.5bn
124 HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC hedge funds, real estate, institutions · Charlotte $788.3m office $788.3m
125 Verum Partners LLC Charlotte $661.5m based here $661.5m
126 First Personal Financial Services Charlotte $472.9m based here $472.9m
127 Kingfisher Capital LLC Charlotte $436.9m based here $436.9m
128 Tikvah Management LLC Charlotte $329.2m based here $329.2m
129 FAMILY WEALTH PARTNERS, LLC Matthews $325.8m based here $325.8m
130 Defender Capital, LLC. Charlotte $308.0m based here $308.0m
131 Eastover Investment Advisors LLC Charlotte $253.9m based here $253.9m
132 Tassel Capital Management, Inc. Matthews $213.7m based here $213.7m
133 MUIRFIELD WEALTH ADVISORS LLC Charlotte $153.2m based here $153.2m
134 Portus Wealth Advisors, LLC Charlotte $121.5m based here $121.5m
135 VARIANT PERCEPTION mutual funds · Charlotte $31.9m office $31.9m
136 AFTON CAPITAL MANAGEMENT LLC hedge funds · Charlotte AFTON CAPITAL MANAGEMENT LLC, AFTON CAPITAL MANAGEMENT $30.6m office $30.6m
137 Atlas Principals, LLC Charlotte based here
138 CAROLINAS WEALTH CONSULTING LLC Charlotte based here
139 Old Well Partners, LLC hedge funds, private equity · Charlotte office
140 BLACK OWL CAPITAL hedge funds · Charlotte office
141 BROADTREE PARTNERS MANAGEMENT, LLC private equity · Charlotte office
142 GEM GP, LLC Charlotte based here
143 HEADLIGHT PARTNERS private equity · Charlotte office
144 LINVILLE CAPITAL private equity · Charlotte office
145 MEM MANAGER, LLC real estate · Charlotte office
146 MOSAIC CAPITAL PARTNERS LLC private equity · Charlotte office
147 Simcah Management LLC Charlotte based here
148 TASK FORCE X CAPITAL MANAGEMENT, LLC venture · Fort Mill office
149 THE ZABEL COMPANIES, LLC private equity · Charlotte office
150 Y INVESTMENTS, LLC private equity · Charlotte office

150 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.