Company lists · Data refreshed September 2026

Top 21 Alternative asset consulting firms based in Charlotte, United States

RevenueBase identified 38 alternative asset consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 292 professional contacts across them, including 88 with verified work emails. Across the United States, New York is the largest hub for this category (474 companies); Charlotte has 38.

This list covers alternative asset consulting firms headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
38Companies
292Contacts tracked
88Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 21 largest alternative asset consulting firms based in Charlotte, United States

Ranked by team size
Top 21 of 38 alternative asset consulting firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to alternative asset consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-5031 contacts →

Partial evidence

“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202651-20030 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-5026 contacts →

Indirect evidence

“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-1021 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-507 contacts →

Strong evidence

“Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-505 contacts →

Indirect evidence

“Why Cygnus?”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“A concierge wealth advisory firm, specializing in working with high net worth clients.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“Private markets and alternative investments have long offered diversification beyond public markets and access to a distinct opportunity set, exposure historically reserved for…”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-503 contacts →

Indirect evidence

“CTT Advisors is a proprietary trading and advisory services company”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Hale Partnership Capital Management, LLC, is an independent investment adviser formed in Charlotte, North Carolina in July 2010.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Seward Capital serves high net worth individuals, family offices and institutions.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Legend is the part of the map that gives a map meaning.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202611-501 contacts →

Indirect evidence

“Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across…”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“What’s next for the future of your business?”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Our team has almost 100 years of combined experience in the financial services industry.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 21 of 38 alternative asset consulting firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 88 reachable decision-makers.

Free signup · no credit card

View the full list →

Alternative asset consulting firms based in Charlotte, United States at a glance

As of Sep 27, 2026
30.1%Verified-email coverage
7.7Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
10
51-200
2
5,001-10,000
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 38 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among alternative asset consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Charlotte, United States whose own description of what they do matches “alternative asset consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names alternative asset consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among alternative asset consulting firms, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 88 across the full list. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names alternative asset consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many alternative asset consulting firms are there based in Charlotte, United States?

RevenueBase identified 38 alternative asset consulting firms headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Linden Thomas & Company, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most alternative asset consulting firms?

New York leads the United States with 474 headquartered companies, followed by Chicago (109) and Miami (107). Charlotte has 38.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 88 verified decision-maker contacts tracked across these 38 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 38 alternative asset consulting firms based in Charlotte, United States. Start with a free account, no credit card.

Download this list →

Related lists

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 Smart Search, 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.