Company lists · Data refreshed September 2026

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

Name: Corporate 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 84 companies tracked

RevenueBase identified 84 corporate financial planning firms headquartered in Charlotte, United States as of September 2026 and tracks 2,344 professional contacts across them, including 1,208 with verified work emails. New York is the largest hub.

This list covers corporate 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

84Companies

2,344Contacts tracked

1,208Verified emails

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

Ranked by team size

Top 25 of 84 corporate 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 corporate 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	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
3	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
4	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
5	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
6	MBL Advisors INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial 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
7	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
8	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
9	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
10	Wealthplan Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Partial evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
11	Chmg Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
12	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
13	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
14	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
15	Portus Wealth Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
16	Cannon Advisors	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Strong evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 19, 2026
17	WMS Advisors, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial 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, 2026
18	Robbins Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Source: RevenueBase Database · checked Sep 19, 2026
19	Know MY Plan	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Our goal is to work with you to build a financial plan that you understand and that you are confident in.” Source: RevenueBase Database · checked Sep 19, 2026
20	Telos Family Office	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
21	Wealth And Retirement Advisors LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Source: RevenueBase Database · checked Sep 19, 2026
22	The Stegall Group, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Our mission is simple: We coach and develop clients through a personalized comprehensive process to protect and grow their income and wealth.” Source: RevenueBase Database · checked Sep 19, 2026
23	Trade Street Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “Trade Street Advisors, LLC (Trade Street) is a provider of financial advisory and analytical services to asset managers, issuers of debt/equity and lending institutions.” Source: RevenueBase Database · checked Sep 19, 2026
24	Stillwater Financial Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Life is full of chaos and turbulence.” Source: RevenueBase Database · checked Sep 19, 2026
25	Vintage Wealth Management Group, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence 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: corporate 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate 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 corporate 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 84 corporate financial planning firms based in Charlotte, United States

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

As of Sep 19, 2026

51.5%Verified-email coverage

27.9Average contacts per company

1-10Median size (employees)

245.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 84 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 corporate 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 “corporate 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 corporate 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 corporate 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, 1,208 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.

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

RevenueBase identified 84 corporate 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 corporate financial planning firms?

New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).

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 1,208 verified decision-maker contacts tracked across these 84 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.