Company lists · Data refreshed September 2026
Top 25 401k plan advisors based in Charlotte, United States
RevenueBase identified 69 company matches for 401k plan advisors associated with Charlotte, United States as of September 2026 and tracks 410 professional contacts across them, including 75 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Charlotte has 69.
This list covers company matches for 401k plan advisors associated with Charlotte, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest 401k plan advisors based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 30 contacts → | ||||
Exact match “At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 13 contacts → | ||||
Exact match “Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Retirement is more than simply a destination, it is a journey.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Off-the-shelf financial counsel is available just about everywhere.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Your financial goals, aspirations and investment needs are just that – yours.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Our company is a private company specializing in retirement planning and seminars.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Life is full of chaos and turbulence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Simplified Financial Planning That Helps You Grow Your Business Faster.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Mike Zaino As the Managing Member of The Zaino Group, Mike is doing what he professionally loves the most: building relationships and providing his clients with financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Integritas Financial (IF) is a fee-only, fiduciary-run financial planning firm that operates as a fully remote, solo practice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “We invite you to discover and experience the power of our services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Since 1979, Novell Consulting Group has focused exclusively on the ever-evolving Retirement Services industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “NaviPath Financial helps business/practice owners, dentists, and successful families potentially reduce their tax bill, grow their net worth, and invest for their future through…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “401k plan advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 69 401k plan advisors based in Charlotte, United States
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401k plan advisors based in Charlotte, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 69 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Charlotte, United States whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 75 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
401k plan advisors by metro in the United States
- 401k plan advisors in New York126
- 401k plan advisors in Houston120
- 401k plan advisors in Atlanta108
- 401k plan advisors in San Diego96
- 401k plan advisors in Chicago86
- 401k plan advisors in Scottsdale81
- 401k plan advisors in Dallas77
- 401k plan advisors in Austin67
- 401k plan advisors in Denver64
- 401k plan advisors in Portland63
- 401k plan advisors in Overland Park60
- 401k plan advisors in Cincinnati59
- 401k plan advisors in Tampa55
- 401k plan advisors in Greenville50
- 401k plan advisors in Irvine46
- 401k plan advisors in Los Angeles46
- 401k plan advisors in Phoenix46
- 401k plan advisors in Raleigh46
- 401k plan advisors in Columbia45
- 401k plan advisors in Columbus45
- 401k plan advisors in San Francisco45
- 401k plan advisors in Greenwood Village43
- 401k plan advisors in Indianapolis43
- 401k plan advisors in Newport Beach43
- 401k plan advisors in San Antonio43
- 401k plan advisors in Las Vegas42
- 401k plan advisors in Pittsburgh42
- 401k plan advisors in Seattle42
- 401k plan advisors in Grand Rapids41
- 401k plan advisors in Rochester39
- 401k plan advisors in Bellevue36
- 401k plan advisors in Wilmington36
- 401k plan advisors in Omaha35
- 401k plan advisors in Boston34
- 401k plan advisors in Springfield34
- 401k plan advisors in Jacksonville33
- 401k plan advisors in Boca Raton31
- 401k plan advisors in Minneapolis31
- 401k plan advisors in Plano31
- 401k plan advisors in Colorado Springs30
- 401k plan advisors in Fort Lauderdale30
- 401k plan advisors in Miami30
- 401k plan advisors in Tulsa30
- 401k plan advisors in Orlando29
- 401k plan advisors in Richmond29
- 401k plan advisors in Sarasota29
- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
- 401k plan advisors in Lexington27
- 401k plan advisors in Kansas City26
- 401k plan advisors in Knoxville26
- 401k plan advisors in Cleveland25
- 401k plan advisors in Fort Worth25
- 401k plan advisors in Louisville25
- 401k plan advisors in Philadelphia25
- 401k plan advisors in Salt Lake City25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many 401k plan advisors are there based in Charlotte, United States?
RevenueBase identified 69 company matches for 401k plan advisors associated with Charlotte, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Linden Thomas & Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most 401k plan advisors?
New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Charlotte has 69.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 75 professional contacts with verified work emails tracked across these 69 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 69 401k plan advisors based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
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- 401k plan advisors based in Paris, France
- 401k plan advisors based in Mumbai, India
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- 401k plan advisors based in Atlanta, United States
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
Company intelligence · public preview
Top 25 401k plan advisors based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 69 matching company records for 401k plan advisors based in Charlotte, United States, with 410 tracked contacts and 75 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 401k plan advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Linden Thomas & Companylindenthomas.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Stone Press Financial Groupstonepressfg.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 13 contacts → |
“Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alloy Wealth Managementalloywealth.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Retirement is more than simply a destination, it is a journey.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Davis Williams Wealth Managementdaviswilliams.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Carroll Financialcarrollfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cygnus Asset Management, LLCcygnusam.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“Why Cygnus?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  WMS Advisors, LLCwmsadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Poterack Capital Advisorypoterack.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Off-the-shelf financial counsel is available just about everywhere.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Telos Family Officetelosfamilyoffice.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth And Retirement Advisors LLCwradvisorsllc.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Davis Investment Partnersdavisinvestmentpartners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Your financial goals, aspirations and investment needs are just that – yours.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Henley Wealth Grouphenleywealthgroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Our company is a private company specializing in retirement planning and seminars.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Vintage Wealth Management Group, INCvintagewealthmanagement.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Stillwater Financial Advisorsstillwaterfa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Life is full of chaos and turbulence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Simplicitreesimplicitreeplan.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Simplified Financial Planning That Helps You Grow Your Business Faster.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bowman Financial Group, LLCbowmanfg.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Northstar Capital Advisorsretirenorth.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Zaino Groupthezainogroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Mike Zaino As the Managing Member of The Zaino Group, Mike is doing what he professionally loves the most: building relationships and providing his clients with financial security.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Integritas Financialif-money.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Integritas Financial (IF) is a fee-only, fiduciary-run financial planning firm that operates as a fully remote, solo practice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Magnolia Capital Partners LLCmagnoliacapitalpartners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We invite you to discover and experience the power of our services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Novell Consulting Groupnovellconsultinggroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Since 1979, Novell Consulting Group has focused exclusively on the ever-evolving Retirement Services industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Flat FEE Financial LLCflatfee-financial.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Navipath Financialnavipathfinancial.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“NaviPath Financial helps business/practice owners, dentists, and successful families potentially reduce their tax bill, grow their net worth, and invest for their future through…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 69 company matches
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401k plan advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 69 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
401k plan advisors by metro in the United States
- 401k plan advisors in New York126
- 401k plan advisors in Houston120
- 401k plan advisors in Atlanta108
- 401k plan advisors in San Diego96
- 401k plan advisors in Chicago86
- 401k plan advisors in Scottsdale81
- 401k plan advisors in Dallas77
- 401k plan advisors in Austin67
- 401k plan advisors in Denver64
- 401k plan advisors in Portland63
- 401k plan advisors in Overland Park60
- 401k plan advisors in Cincinnati59
- 401k plan advisors in Tampa55
- 401k plan advisors in Greenville50
- 401k plan advisors in Irvine46
- 401k plan advisors in Los Angeles46
- 401k plan advisors in Phoenix46
- 401k plan advisors in Raleigh46
- 401k plan advisors in Columbia45
- 401k plan advisors in Columbus45
- 401k plan advisors in San Francisco45
- 401k plan advisors in Greenwood Village43
- 401k plan advisors in Indianapolis43
- 401k plan advisors in Newport Beach43
- 401k plan advisors in San Antonio43
- 401k plan advisors in Las Vegas42
- 401k plan advisors in Pittsburgh42
- 401k plan advisors in Seattle42
- 401k plan advisors in Grand Rapids41
- 401k plan advisors in Rochester39
- 401k plan advisors in Bellevue36
- 401k plan advisors in Wilmington36
- 401k plan advisors in Omaha35
- 401k plan advisors in Boston34
- 401k plan advisors in Springfield34
- 401k plan advisors in Jacksonville33
- 401k plan advisors in Boca Raton31
- 401k plan advisors in Minneapolis31
- 401k plan advisors in Plano31
- 401k plan advisors in Colorado Springs30
- 401k plan advisors in Fort Lauderdale30
- 401k plan advisors in Miami30
- 401k plan advisors in Tulsa30
- 401k plan advisors in Orlando29
- 401k plan advisors in Richmond29
- 401k plan advisors in Sarasota29
- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
- 401k plan advisors in Lexington27
- 401k plan advisors in Kansas City26
- 401k plan advisors in Knoxville26
- 401k plan advisors in Cleveland25
- 401k plan advisors in Fort Worth25
- 401k plan advisors in Louisville25
- 401k plan advisors in Philadelphia25
- 401k plan advisors in Salt Lake City25
Questions about this company list
What does Exact match mean for 401k plan advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 401k plan advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 69 matching company records, 410 tracked contacts and 75 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
401k plan advisors by geography
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
- 401k plan advisors based in Mumbai, India
- 401k plan advisors based in Cape Town, South Africa
- 401k plan advisors based in Johannesburg, South Africa
- 401k plan advisors based in London, United Kingdom
- 401k plan advisors based in Atlanta, United States
- 401k plan advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 401k plan advisors based in Charlotte, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/401k-plan-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
Company intelligence · public preview
Top 25 401k plan advisors based in Charlotte, United States
RevenueBase records 69 matching company records for 401k plan advisors based in Charlotte, United States, with 410 tracked contacts and 75 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 401k plan advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Linden Thomas & Companylindenthomas.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Stone Press Financial Groupstonepressfg.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 13 contacts → |
“Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alloy Wealth Managementalloywealth.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Retirement is more than simply a destination, it is a journey.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Davis Williams Wealth Managementdaviswilliams.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Carroll Financialcarrollfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cygnus Asset Management, LLCcygnusam.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“Why Cygnus?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | WMS Advisors, LLCwmsadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Poterack Capital Advisorypoterack.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Off-the-shelf financial counsel is available just about everywhere.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Telos Family Officetelosfamilyoffice.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth And Retirement Advisors LLCwradvisorsllc.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Davis Investment Partnersdavisinvestmentpartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Your financial goals, aspirations and investment needs are just that – yours.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Henley Wealth Grouphenleywealthgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Our company is a private company specializing in retirement planning and seminars.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Vintage Wealth Management Group, INCvintagewealthmanagement.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Stillwater Financial Advisorsstillwaterfa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Life is full of chaos and turbulence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Simplicitreesimplicitreeplan.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Simplified Financial Planning That Helps You Grow Your Business Faster.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bowman Financial Group, LLCbowmanfg.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Northstar Capital Advisorsretirenorth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Zaino Groupthezainogroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Mike Zaino As the Managing Member of The Zaino Group, Mike is doing what he professionally loves the most: building relationships and providing his clients with financial security.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Integritas Financialif-money.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Integritas Financial (IF) is a fee-only, fiduciary-run financial planning firm that operates as a fully remote, solo practice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Magnolia Capital Partners LLCmagnoliacapitalpartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We invite you to discover and experience the power of our services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Novell Consulting Groupnovellconsultinggroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Since 1979, Novell Consulting Group has focused exclusively on the ever-evolving Retirement Services industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Flat FEE Financial LLCflatfee-financial.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Navipath Financialnavipathfinancial.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“NaviPath Financial helps business/practice owners, dentists, and successful families potentially reduce their tax bill, grow their net worth, and invest for their future through…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 69 company matches
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401k plan advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 69 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
401k plan advisors by metro in the United States
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- 401k plan advisors in Seattle42
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- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
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- 401k plan advisors in Cleveland25
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Questions about this company list
What does Exact match mean for 401k plan advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 401k plan advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 69 matching company records, 410 tracked contacts and 75 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
401k plan advisors by geography
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
- 401k plan advisors based in Mumbai, India
- 401k plan advisors based in Cape Town, South Africa
- 401k plan advisors based in Johannesburg, South Africa
- 401k plan advisors based in London, United Kingdom
- 401k plan advisors based in Atlanta, United States
- 401k plan advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 401k plan advisors based in Charlotte, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/401k-plan-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France