Company lists · Data refreshed September 2026

Top 25 Advisory and outsourcing services based in Charlotte, United States

RevenueBase identified 291 company matches for advisory and outsourcing services associated with Charlotte, United States as of September 2026 and tracks 2,893 professional contacts across them, including 722 with verified work emails. Across the United States, New York is the largest hub for this category (1,947 companies); Charlotte has 291.

This list covers company matches for advisory and outsourcing services 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 23, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 23, 2026 How this list was built
291Companies
2,893Contacts tracked
722Verified emails
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The 25 largest advisory and outsourcing services based in Charlotte, United States

Ranked by team size
Top 25 of 291 company matches for advisory and outsourcing services based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 23, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 20261,001-5,000619 contacts →

Exact match

“Ranking among the top 20 in the nation, DHG is a leading professional services firm offering assurance, tax and advisory services for clients in all 50 states and internationally.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
2Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-200316 contacts →

Exact match

“Reveille Technologies is evolving as a leading global service provider delivering technology-driven business solutions that meet the strategic objectives of our clients.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
3Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-200173 contacts →

Exact match

“GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
4Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20099 contacts →

Exact match

“MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
5Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5072 contacts →

Exact match

“Welcome to Origintek Solutions, where expertise and innovation converge to deliver exceptional business consulting services.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
6Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5041 contacts →

Exact match

“From strategy to results, Lodestar Consulting provides support to our client's most challenging issues.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
7Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 2026501-1,00034 contacts →

Exact match

“Pesta, Finnie & Associates, LLP is now a part of Frazier & Deeter!”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
8Exact matchCharlotte, United StatesHQ recorded Sep 23, 202611-5033 contacts →

Exact match

“WorkWell Consulting Group is a multidisciplinary, end-to-end consulting firm, equal parts strategic advisor and hands-on execution partner.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
9Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20031 contacts →

Exact match

“Croixstone is a 3x Inc.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
10Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20029 contacts →

Exact match

“Axiom Path is an AI-enabled global solutions provider committed to helping organizations solve their toughest people, process, and technology challenges.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
11Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20027 contacts →

Exact match

“DataNova is your trusted partner in IT consulting and services.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
12Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5026 contacts →

Exact match

“Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
13Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5024 contacts →

Exact match

“Aurora Management Partners has grown to become one of the country's most professional and respected turnaround consulting firms.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
14Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5022 contacts →

Exact match

“The modern workplace is evolving at an unprecedented pace, and organizations need solutions that enhance how their people work.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
15Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 20261-1021 contacts →

Exact match

“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
16Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5020 contacts →

Exact match

“Fisher, P.A.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
17Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 20261-1017 contacts →

Exact match

“Since 1985, The Finley Group has been a leader in corporate renewal, serving as a trusted advisor to owners, private equity sponsors, corporate executives, boards of directors and…”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
18Exact matchCharlotte, United StatesHQ recorded Sep 23, 202611-5017 contacts →

Exact match

“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
19Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20017 contacts →

Exact match

“Innovation Junction, LLC is the junction of digital evangelists who strategize and execute business strategies for the fast changing digital world.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
20Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5016 contacts →

Exact match

“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
21Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5015 contacts →

Exact match

“Since 2007 South Key has been serving clients with outsourced sales, recruiting, and consulting solutions.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
22Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5014 contacts →

Exact match

“Lavoie CPA provides the necessary expertise and technology to high-growth companies.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
23Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202611-5014 contacts →

Exact match

“TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
24Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 202651-20014 contacts →

Exact match

“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
25Exact matchCharlotte, NC, United StatesHQ recorded Sep 23, 20261-1013 contacts →

Exact match

“At MetCap Commercial, we are a vertically integrated, full-service commercial real estate firm with a strong focus on providing exceptional advisory services.”

Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase

Showing 25 of 291 advisory and outsourcing services based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 722 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Advisory and outsourcing services based in Charlotte, United States at a glance

As of Sep 23, 2026
25.0%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
Sep 23, 2026Page data refreshed

Companies by employee count

1-10
206
11-50
56
51-200
24
201-500
3
501-1,000
1
1,001-5,000
1

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 291 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 “advisory and outsourcing services” 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 722 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 23, 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.

Advisory and outsourcing services by metro in the United States

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 “advisory and outsourcing services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisory and outsourcing services are there based in Charlotte, United States?

RevenueBase identified 291 company matches for advisory and outsourcing services 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?

Dixon Hughes Goodman LLP 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 advisory and outsourcing services?

New York leads the United States with 1,947 company records, followed by Houston (804) and Chicago (737). Charlotte has 291.

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 722 professional contacts with verified work emails tracked across these 291 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 23, 2026.

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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.