Company lists · Data refreshed September 2026

Top 25 Financial management consulting firms based in Charlotte, United States

Name: Financial management consulting 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 28, 2026 73 companies tracked

RevenueBase identified 73 financial management consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 418 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (318 companies); Charlotte has 73.

This list covers financial management consulting 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 28, 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 28, 2026 86% judged on-target in blind review

73Companies

418Contacts tracked

133Verified emails

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The 25 largest financial management consulting firms based in Charlotte, United States

Ranked by team size

Top 25 of 73 financial management consulting firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management consulting 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	First Tryon Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Indirect evidence “At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Source: RevenueBase Database · checked Sep 28, 2026
2	Stone Press Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 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 28, 2026
3	The Kormac Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	29 contacts →
	Strong evidence “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Source: RevenueBase Database · checked Sep 28, 2026
4	Bridgemark Strategies	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	21 contacts →
	Partial 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 28, 2026
5	Vance Flouhouse & Garges, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: RevenueBase Database · checked Sep 28, 2026
6	TBH Consulting LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Source: RevenueBase Database · checked Sep 28, 2026
7	Lucrum Consulting, INC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Strong evidence “Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging…” Source: RevenueBase Database · checked Sep 28, 2026
8	Wealthplan Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	8 contacts →
	Partial evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026
9	Chmg Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
10	Third HAT Consulting	Partial evidence	Charlotte, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Source: RevenueBase Database · checked Sep 28, 2026
11	Executive Financial Partners, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Source: RevenueBase Database · checked Sep 28, 2026
12	Portus Wealth Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 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 28, 2026
13	Nextkey Services	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Source: RevenueBase Database · checked Sep 28, 2026
14	Cardinal Finance	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Cardinal Finance provides entrepreneurs with access to high level financial management expertise at a fraction of the cost of hiring a full-time Chief Financial Officer (CFO).” Source: RevenueBase Database · checked Sep 28, 2026
15	WMS Advisors, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 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 28, 2026
16	Finteam Business Consulting	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We help businesses financially flourish by simplifying complex financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
17	Midwood Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Midwood Partners believes in creating value by focusing on the client.” Source: RevenueBase Database · checked Sep 28, 2026
18	Ulysses Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Ulysses Partners is a results-focused specialist consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
19	Wealth And Retirement Advisors LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 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 28, 2026
20	GW Partners	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…” Source: RevenueBase Database · checked Sep 28, 2026
21	Lancaster & Hall, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “PREMIUM, FRACTIONAL FINANCIAL & ACCOUNTING SERVICES Feeling unclear about your finances and how to achieve your business’ goals?” Source: RevenueBase Database · checked Sep 28, 2026
22	Klaystone Business Solutions	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Source: RevenueBase Database · checked Sep 28, 2026
23	Innovation Bookkeeping & Consulting, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Innovation Bookkeeping & Consulting: Your Partner in Growth Why We Do What We Do At Innovation Bookkeeping & Consulting, we're more than just number crunchers.” Source: RevenueBase Database · checked Sep 28, 2026
24	JOY Of Taxes	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Change Leader We Innovate And Bring New Possibilities To Small Businesses.” Source: RevenueBase Database · checked Sep 28, 2026
25	Trade Street Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 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 28, 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: financial management consulting 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 financial management consulting firms.
Partial evidence: Its own public description names part of financial management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial management consulting 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 73 financial management consulting firms based in Charlotte, United States

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Financial management consulting firms based in Charlotte, United States at a glance

As of Sep 28, 2026

31.8%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 28, 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 73 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 financial management consulting 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 “financial management consulting 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 financial management consulting 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 financial management consulting 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, 133 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 28, 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.

Financial management consulting 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 financial management consulting 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 financial management consulting firms are there based in Charlotte, United States?

RevenueBase identified 73 financial management consulting 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?

First Tryon Advisors, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most financial management consulting firms?

New York leads the United States with 318 headquartered companies, followed by Chicago (149) and Houston (135). Charlotte has 73.

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 133 verified decision-maker contacts tracked across these 73 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 28, 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.