Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Charlotte, United States

Name: Comprehensive financial planning firms based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 164 companies tracked

RevenueBase identified 164 comprehensive financial planning firms headquartered in Charlotte, United States as of September 2026 and tracks 2,913 professional contacts across them, including 1,434 with verified work emails. New York is the largest hub.

This list covers comprehensive financial planning 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

164Companies

2,913Contacts tracked

1,434Verified emails

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The 25 largest comprehensive financial planning firms based in Charlotte, United States

Ranked by team size

Top 25 of 164 comprehensive financial planning firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 19, 2026
2	Consolidated Planning, INC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	201-500	232 contacts →
	Strong evidence “Most financial planning firms will tell you where to sit, what to sell, and who to call.” Source: RevenueBase Database · checked Sep 19, 2026
3	Massmutual Carolinas	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Indirect evidence “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Source: RevenueBase Database · checked Sep 19, 2026
4	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
5	Stone Press Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	51-200	30 contacts →
	Partial 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, 2026
6	GCG Wealth Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Source: RevenueBase Database · checked Sep 19, 2026
7	Bridgemark Strategies	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Strong 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 19, 2026
8	Novare Capital Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
9	Insight Folios	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
10	Alloy Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Retirement is more than simply a destination, it is a journey.” Source: RevenueBase Database · checked Sep 19, 2026
11	Emerald Financial Group Charlotte	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
12	MBL Advisors INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lb&j Certified Public Accountants	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Source: RevenueBase Database · checked Sep 19, 2026
14	BWM Wealth Strategies	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “BWM Wealth Strategies helps local Charlotte Business Owners and families achieve their vision in life by utilizing a thorough holistic planning process that matches their long…” Source: RevenueBase Database · checked Sep 19, 2026
15	Alpha Financial Advisors, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Source: RevenueBase Database · checked Sep 19, 2026
16	Yellowwood Wealth Solutions, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 19, 2026
17	Ensemble Financial Strategies	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Source: RevenueBase Database · checked Sep 19, 2026
18	Davis Williams Wealth Management	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong 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, 2026
19	Wealthplan Financial Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Strong evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
20	Grandview Advisors Of Raymond James	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Source: RevenueBase Database · checked Sep 19, 2026
21	Carroll Financial	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Strong evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
22	Scott Jones Financial	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Scott Jones Financial is an independent financial planning firm specializing in custom solutions designed to help business owners grow, protect and preserve their most important…” Source: RevenueBase Database · checked Sep 19, 2026
23	Cygnus Asset Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 19, 2026
24	Wilson Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Wilson Wealth helps investors build the portfolio they need to live the life they want.” Source: RevenueBase Database · checked Sep 19, 2026
25	Auctus Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 19, 2026

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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 164 comprehensive financial planning firms based in Charlotte, United States

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Comprehensive financial planning firms based in Charlotte, United States at a glance

As of Sep 19, 2026

49.2%Verified-email coverage

17.8Average contacts per company

1-10Median size (employees)

215.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

201-500

1,001-5,000

5,001-10,000

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 164 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 comprehensive financial planning 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 “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning 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, 1,434 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.

Comprehensive financial planning firms by metro in the United States

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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Charlotte, United States?

RevenueBase identified 164 comprehensive financial planning 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?

Truist Wealth, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

New York leads with 353 headquartered companies, followed by Atlanta (245) and Houston (241).

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 1,434 verified decision-maker contacts tracked across these 164 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.