Company lists · Data refreshed September 2026

Top 25 Family offices based in Charlotte, United States

Name: Family offices 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 123 companies tracked

RevenueBase identified 123 company matches for family offices associated with Charlotte, United States as of September 2026 and tracks 2,287 professional contacts across them, including 1,353 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Charlotte has 123.

This list covers company matches for family offices associated with Charlotte, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

123Companies

2,287Contacts tracked

1,353Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest family offices based in Charlotte, United States

Ranked by team size

Top 25 of 123 company matches for family offices based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	51-200	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Biltmore Family Office, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “An independent wealth advisory firm founded by our family and designed for your family.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	GCG Wealth Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	NEW Republic Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Garden City Equity	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	24 contacts →
	Exact match “Garden City Equity is a people-first holding company that acquires and grows family- and founder-owned businesses for the long term.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Colony Family Offices	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Crown Wealth Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Strathmore Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Strathmore Capital Advisors is a family-owned wealth management firm founded in 2005.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Blueprint Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	NEW South Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Broyhill Asset Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	ARC Industries, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “ARC Industries is a family office in Charlotte that has made 19 acquisitions since Looking for traditional businesses with cash flow between $500k and $2m.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Carolinas Investment Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Sparta Wealth Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Defender Capital	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Defender Capital is an SEC-Registered family-owned investment firm that manages a hedge fund and private accounts.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Auctus Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Assetwise Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “family offices”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 123 family offices based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 1,353 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Family offices based in Charlotte, United States at a glance

As of Sep 19, 2026

59.2%Verified-email coverage

18.6Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 123 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Charlotte, United States whose business descriptions match “family offices” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,353 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Family offices by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family offices are there based in Charlotte, United States?

RevenueBase identified 123 company matches for family offices associated with Charlotte, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Truist Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most family offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). Charlotte has 123.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,353 professional contacts with verified work emails tracked across these 123 companies; direct dials are available where recorded.

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.

Ready to reach these companies? Verified emails and direct dials for all 123 family offices based in Charlotte, United States. Start with a free account, no credit card.

Download this list →

Related lists

Family offices by geography

Browse the directory

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 SmartSearch, 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.