Company lists · Data refreshed September 2026
Top 25 Brokerage firms based in Charlotte, United States
RevenueBase identified 60 brokerage firms headquartered in Charlotte, United States as of September 2026 and tracks 573 professional contacts across them, including 184 with verified work emails. New York is the largest hub.
This list covers brokerage 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 19, 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.
The 25 largest brokerage firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Indirect evidence “Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 34 contacts → | ||||
Indirect evidence “About Tradier, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 31 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “Elevation Securities is an institutional broker-dealer focused on agency execution for its clients across multiple platforms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 30 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Indirect evidence “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Indirect evidence “We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 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 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 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 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “VR Business Sales Charlotte is your champion when it comes to one of the most important milestones in your life: selling your business.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 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 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “For Business Owners: Let’s get this part out of the way: I only sell one business at a time.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Our team has almost 100 years of combined experience in the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: brokerage firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names brokerage firms.
- Partial evidence
- Its own public description names part of brokerage firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name brokerage firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 60 brokerage firms based in Charlotte, United States
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Brokerage firms 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 60 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 brokerage 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 “brokerage 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 brokerage 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 brokerage 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, 184 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 19, 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.
Brokerage firms by metro in the United States
- Brokerage firms in New York288
- Brokerage firms in Chicago111
- Brokerage firms in Dallas82
- Brokerage firms in Atlanta72
- Brokerage firms in San Diego69
- Brokerage firms in Houston63
- Brokerage firms in Charlotte60
- Brokerage firms in Miami59
- Brokerage firms in Boston55
- Brokerage firms in San Francisco51
- Brokerage firms in Tampa49
- Brokerage firms in Denver48
- Brokerage firms in Austin47
- Brokerage firms in Portland45
- Brokerage firms in Los Angeles38
- Brokerage firms in Scottsdale38
- Brokerage firms in Newport Beach37
- Brokerage firms in Overland Park36
- Brokerage firms in Minneapolis35
- Brokerage firms in Raleigh35
- Brokerage firms in San Antonio34
- Brokerage firms in Omaha32
- Brokerage firms in Pittsburgh32
- Brokerage firms in Birmingham31
- Brokerage firms in Boca Raton30
- Brokerage firms in Seattle30
- Brokerage firms in Greenwood Village29
- Brokerage firms in Rochester29
- Brokerage firms in Irvine28
- Brokerage firms in Las Vegas28
- Brokerage firms in Cincinnati27
- Brokerage firms in Columbus27
- Brokerage firms in Indianapolis27
- Brokerage firms in Fort Worth25
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 brokerage 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 brokerage firms are there based in Charlotte, United States?
RevenueBase identified 60 brokerage 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?
Millennium Advisors, LLC, headquartered in Charlotte, tops this list with the largest team on record.
Which city has the most brokerage firms?
New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).
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 184 verified decision-maker contacts tracked across these 60 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 19, 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 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.
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