Crown Advisors
“His educational approach has helped us better understand how to reach our families financial goals.”
Best Financial Advisors in Mooresville, NC
15 firms listed · 12 in Mooresville · 7 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Castle Wealth Group
“Jonathan and his team are always patient and will provide the time needed to make informed decisions that align with my goals.”
Weaver Wealth Management
Moretz Wealth Management
“I am usually a good judge of people and he is one of the good guys.”
Morgan Wealth Management
“He is very responsive to your needs and does the best job possible.”
Smith Financial Corp
The 15 firms listed for Mooresville, 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: Mooresville, NC
Of the 15 firms we list here, 12 are in Mooresville itself and 3 come from Cornelius (8 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 50 reviews; 7 are rated 4.5 or higher. 1 shows a license on its website. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 offers 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; 14 list a public email and 3 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.
Why are financial advisers outside Mooresville listed here?
12 of the 15 firms are located in Mooresville. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Financial Strategies of Lake Norman
Karp Financial Strategies
“Jeff Karp and Jeff Kendall not only excel in managing money and investments, but they make it clear that they keep our best interest at heart.”
Livingston Financial
DFS Advisors
Bluhawk Wealth Management
Corporate Plans & Services
Fulcrum Capital Partners
“This is a local hometown financial services company that gives you excellent customer service.”
Equitable Advisors
Beacon Wealth Advisors
“Besides great financial advice, Shawn and his staff make you feel comfortable and part of their family.”
Why these companies made our list
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