Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in Charlotte, United States

Name: Estate 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 69 companies tracked

RevenueBase identified 69 estate planning firms headquartered in Charlotte, United States as of September 2026 and tracks 312 professional contacts across them, including 115 with verified work emails. New York is the largest hub.

This list covers estate 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

69Companies

312Contacts tracked

115Verified emails

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The 25 largest estate planning firms based in Charlotte, United States

Ranked by team size

Top 25 of 69 estate 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 estate 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	Culp Elliott & Carpenter, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	56 contacts →
	Indirect evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 19, 2026
2	Mcintyre Elder LAW	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	30 contacts →
	Strong evidence “We can help with Estate Planning, Long-Term Care and Medicaid Benefits Planning, Probate & Trust Administration, Nursing Home Injury, Veteran’s Benefits, and Probate Litigation…” Source: RevenueBase Database · checked Sep 19, 2026
3	Jesson & Rains, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “At Jesson & Rains, PLLC, we are committed to providing personal and cost effective legal services for individuals and businesses in the greater Charlotte area.” Source: RevenueBase Database · checked Sep 19, 2026
4	Emerald Financial Group Charlotte	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial 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
5	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
6	Stewart Law, P.A	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Located in the Dilworth area of Charlotte, North Carolina, Stewart Law, P.A, provides dynamic, client-centered representation with a strong focus on business law and estate…” Source: RevenueBase Database · checked Sep 19, 2026
7	Erin Patterson Law, Pllc	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Serving individuals and entrepreneurs in North Carolina and South Carolina as they seek to secure their legacy with comprehensive estate planning or administer estates or trusts” Source: RevenueBase Database · checked Sep 19, 2026
8	Waple & Houk, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We are committed to providing accessible, highly professional legal services.” Source: RevenueBase Database · checked Sep 19, 2026
9	Heidi E. Royal Law, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	51-200	6 contacts →
	Indirect evidence “Heidi E.” Source: RevenueBase Database · checked Sep 19, 2026
10	Danica Little Law, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Serving clients with compassion and legal guidance is our passion!” Source: RevenueBase Database · checked Sep 19, 2026
11	Austincooper Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
12	North Carolina Estate Planning & Fiduciary LAW	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “James E.” Source: RevenueBase Database · checked Sep 19, 2026
13	Kingfisher Capital, Proudly Part Of Mercer Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Source: RevenueBase Database · checked Sep 19, 2026
14	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
15	Morehead Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 19, 2026
16	Robbins Financial Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong 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
17	Perrin Legal	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We are a trusted, experienced and efficient law firm conveniently located in Charlotte's SouthPark area.” Source: RevenueBase Database · checked Sep 19, 2026
18	Crisp Cherry Mccraw Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
19	Southpark Family LAW	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We are a full-service family law firm focusing on the areas of divorce, child custody, child support, alimony, division of marital property, adoption, surrogacy, guardianship…” Source: RevenueBase Database · checked Sep 19, 2026
20	Satterfield Legal, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Maria Satterfield became an Attorney because she wanted to help people and make a positive impact in their lives.” Source: RevenueBase Database · checked Sep 19, 2026
21	Network Legal, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Artful Narrative Artful Narrative is a nonprofit organization dedicated to building stronger communities through the arts.” Source: RevenueBase Database · checked Sep 19, 2026
22	Holland Capital Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: RevenueBase Database · checked Sep 19, 2026
23	Bryson Legal Services, Pllc	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “We are a skilled law firm of the Carolinas providing legal services to our community in matters of real estate and estate planning.” Source: RevenueBase Database · checked Sep 19, 2026
24	The Anderson LAW Firm Trusts & Estates Charlotte, Davidson	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “A boutique law firm with emphases in trust & estate matters, including personal and business-succession estate-planning, will and trust disputes, breach of fiduciary duty…” Source: RevenueBase Database · checked Sep 19, 2026
25	Totem Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Totem Wealth Management provides comprehensive wealth management and financial planning.” 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: estate 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 estate planning firms.
Partial evidence: Its own public description names part of estate planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate 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 69 estate planning firms based in Charlotte, United States

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Estate planning firms based in Charlotte, United States at a glance

As of Sep 19, 2026

36.9%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

288.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 69 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 estate 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 “estate 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 estate 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 estate 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, 115 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.

Estate 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 estate 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 estate planning firms are there based in Charlotte, United States?

RevenueBase identified 69 estate 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?

Culp Elliott & Carpenter, Pllc, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most estate planning firms?

New York leads with 199 headquartered companies, followed by Houston (131) and San Diego (127).

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 115 verified decision-maker contacts tracked across these 69 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.