Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Charlotte, United States

Name: Financial services consultants based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 90 companies tracked

RevenueBase identified 90 company matches for financial services consultants associated with Charlotte, United States as of September 2026 and tracks 586 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Charlotte has 90.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

90Companies

586Contacts tracked

122Verified emails

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The 25 largest financial services consultants based in Charlotte, United States

Ranked by team size

Top 25 of 90 company matches for financial services consultants based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
2	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
3	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	21 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
5	Vance Flouhouse & Garges, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	NFP Corporate Services, SE INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	51-200	13 contacts →
	Exact match “Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	South Park Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
10	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Executive Financial Partners, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	4 contacts →
	Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Finteam Business Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “We help businesses financially flourish by simplifying complex financial decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Wealth And Retirement Advisors LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Klaystone Business Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Elevated Financial & TAX	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Trade Street Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Optima Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “We provide insurance, investments, and financial planning, for individuals and business owners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Stillwater Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Life is full of chaos and turbulence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Vintage Wealth Management Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Bowman Financial Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Sep 16, 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 “financial services consultants”. 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 90 financial services consultants based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Charlotte, United States at a glance

As of Sep 16, 2026

20.8%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 90 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 “financial services consultants” 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 122 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 16, 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.

Financial services consultants 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 “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Charlotte, United States?

RevenueBase identified 90 company matches for financial services consultants 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?

Linden Thomas & Company 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Charlotte has 90.

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 122 professional contacts with verified work emails tracked across these 90 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 16, 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 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.