Cornerstone Wealth
“Excellent, well driven team that goes above and beyond.”
Best Financial Advisors in Huntersville, NC
15 firms listed · 10 in Huntersville · 1 open weekends · 11 rated 4.5+
Data verified October 18, 2026
A4 Wealth Advisors
“I have a great professional and personal working relationship with the folks at A4 Wealth.”
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Two Waters Wealth Management
“We have received excellent financial advice and support from this customer-focused company.”
Tactical Wealth Advisors
“TWA has provided our family the financial security so important to our retirement plans.”
Thrive Financial Partners
“He helps by making sure that he thoroughly explains everything so that I know where my money is going and that I am making the best financial decision for each period in my life.”
Trusttree Financial
“He guided my company for our 401K startup, ensuring compliance, and keeps a watchful eye on our progress.”
The 15 firms listed for Huntersville, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Huntersville, NC
Of the 15 firms we list here, 10 are in Huntersville itself and 5 come from Cornelius (2, 5 mi), Charlotte (2, 14 mi) and Mooresville (1, 13 mi). 11 of the firms on this page have a rating, from 4.5 to 5.0 across 194 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are our team (2), tell a friend (2) and wealth management (2). 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Huntersville offer a free first meeting?
5 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
MB Wealth Advisors
Triumvirate Financial Services
Tactical Investment Advisors
Pinnacle Financial Partners
Perry G. Walker Accounting & Tax Service
“He listened to our needs, asked questions, effectively communicated and delivered our return quickly.”
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Flat Fee Financial Planning
“Stephen proved to be very knowledgeable about planning for retirement, investments and economic trends that have a tremendous impact on financial planning!”
Fulcrum Capital Partners
“Robert Higgins breaks the mold on "financial planning" and goes well above and beyond others in the same field...”
Prior Wealth Planning
“Heath and Ed have taken wonderful care of my in-laws and now us.”
Weaver Wealth Management
Why these companies made our list
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