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RIAs in Matthews, North Carolina

Explore 3 RIAs headquartered in Matthews, with $1.3B in combined reported AUM.

RIAs3Headquartered here
Total AUM$1.3BReported regulatory AUM
Total Employees24Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported

All RIAs in Matthews

3 RIAs
Showing 1–3 of 3 RIAs

Sapere Wealth Management, LLC

MATTHEWS, NC
Reported AUM$604.8M
Employees7
47.9% of city AUMView RIA ↗

Family Wealth Partners, LLC

MATTHEWS, NC
Reported AUM$392.4M
Employees12
31.1% of city AUMView RIA ↗

Tassel Capital Management, Inc

MATTHEWS, NC
Reported AUM$266M
Employees5
21.1% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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