Company lists · Data refreshed September 2026
Top 25 Hybrid advisory firms based in Charlotte, United States
RevenueBase identified 139 hybrid advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 2,608 professional contacts across them, including 1,311 with verified work emails. New York is the largest hub.
This list covers hybrid advisory 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 20, 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.
The 25 largest hybrid advisory firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,661 contacts → | ||||
Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Partial evidence “Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Indirect evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Partial evidence “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Indirect evidence “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Indirect evidence “Retirement is more than simply a destination, it is a journey.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Partial evidence “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Partial evidence “Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “At SouthPark Capital we’re more than an advisory firm, we are our client’s partners in prosperity.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “The firm was established in by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence “Wilson Wealth helps investors build the portfolio they need to live the life they want.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: hybrid advisory 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 hybrid advisory firms.
- Partial evidence
- Its own public description names part of hybrid advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name hybrid advisory 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 139 hybrid advisory firms based in Charlotte, United States
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Hybrid advisory firms based in Charlotte, United States at a glance
As of Sep 20, 2026Companies by employee count
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 139 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 hybrid advisory 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 “hybrid advisory 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 hybrid advisory 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 hybrid advisory 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, 1,311 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 20, 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.
Hybrid advisory firms by metro in the United States
- Hybrid advisory firms in New York372
- Hybrid advisory firms in Atlanta216
- Hybrid advisory firms in Houston206
- Hybrid advisory firms in Dallas197
- Hybrid advisory firms in San Diego180
- Hybrid advisory firms in Chicago176
- Hybrid advisory firms in Austin165
- Hybrid advisory firms in Scottsdale160
- Hybrid advisory firms in Charlotte139
- Hybrid advisory firms in Denver135
- Hybrid advisory firms in San Francisco134
- Hybrid advisory firms in Boston117
- Hybrid advisory firms in Cincinnati113
- Hybrid advisory firms in Los Angeles113
- Hybrid advisory firms in Portland109
- Hybrid advisory firms in Tampa109
- Hybrid advisory firms in Phoenix98
- Hybrid advisory firms in Raleigh94
- Hybrid advisory firms in Columbus91
- Hybrid advisory firms in Irvine91
- Hybrid advisory firms in Miami90
- Hybrid advisory firms in Overland Park89
- Hybrid advisory firms in Minneapolis81
- Hybrid advisory firms in Newport Beach81
- Hybrid advisory firms in Birmingham80
- Hybrid advisory firms in Seattle80
- Hybrid advisory firms in Indianapolis79
- Hybrid advisory firms in San Antonio78
- Hybrid advisory firms in Boca Raton76
- Hybrid advisory firms in Omaha76
- Hybrid advisory firms in Pittsburgh74
- Hybrid advisory firms in Columbia72
- Hybrid advisory firms in Bellevue70
- Hybrid advisory firms in Greenville69
- Hybrid advisory firms in Louisville66
- Hybrid advisory firms in Grand Rapids65
- Hybrid advisory firms in Rochester63
- Hybrid advisory firms in Greenwood Village62
- Hybrid advisory firms in Jacksonville62
- Hybrid advisory firms in Las Vegas62
- Hybrid advisory firms in Colorado Springs61
- Hybrid advisory firms in Richmond61
- Hybrid advisory firms in Fort Worth59
- Hybrid advisory firms in Plano59
- Hybrid advisory firms in Sarasota59
- Hybrid advisory firms in Wilmington59
- Hybrid advisory firms in Lexington57
- Hybrid advisory firms in Madison57
- Hybrid advisory firms in Troy57
- Hybrid advisory firms in Fort Lauderdale54
- Hybrid advisory firms in Springfield54
- Hybrid advisory firms in Salt Lake City52
- Hybrid advisory firms in Walnut Creek52
- Hybrid advisory firms in Orlando51
- Hybrid advisory firms in Nashville50
- Hybrid advisory firms in Tulsa49
- Hybrid advisory firms in Naples46
- Hybrid advisory firms in Tucson46
- Hybrid advisory firms in Washington46
- Hybrid advisory firms in Alpharetta45
- Hybrid advisory firms in Cleveland45
- Hybrid advisory firms in Franklin45
- Hybrid advisory firms in Pasadena44
- Hybrid advisory firms in San Jose44
- Hybrid advisory firms in Memphis41
- Hybrid advisory firms in Plymouth41
- Hybrid advisory firms in Lafayette40
- Hybrid advisory firms in Lincoln40
- Hybrid advisory firms in Melville40
- Hybrid advisory firms in Fort Collins39
- Hybrid advisory firms in Knoxville39
- Hybrid advisory firms in Lake Oswego38
- Hybrid advisory firms in Virginia Beach38
- Hybrid advisory firms in West Des Moines38
- Hybrid advisory firms in The Woodlands37
- Hybrid advisory firms in Westlake Village37
- Hybrid advisory firms in Oklahoma City36
- Hybrid advisory firms in St Louis36
- Hybrid advisory firms in Baton Rouge35
- Hybrid advisory firms in Brentwood35
- Hybrid advisory firms in Coral Gables35
- Hybrid advisory firms in Philadelphia35
- Hybrid advisory firms in West Chester35
- Hybrid advisory firms in Bloomington34
- Hybrid advisory firms in Charleston34
- Hybrid advisory firms in Frisco34
- Hybrid advisory firms in Mclean34
- Hybrid advisory firms in Fort Wayne33
- Hybrid advisory firms in Jackson33
- Hybrid advisory firms in Red Bank33
- Hybrid advisory firms in Ann Arbor32
- Hybrid advisory firms in Annapolis32
- Hybrid advisory firms in Greensboro32
- Hybrid advisory firms in Kansas City32
- Hybrid advisory firms in Little Rock32
- Hybrid advisory firms in Minnetonka32
- Hybrid advisory firms in Rockville32
- Hybrid advisory firms in Roseville32
- Hybrid advisory firms in Sacramento32
- Hybrid advisory firms in Buffalo31
- Hybrid advisory firms in Chattanooga31
- Hybrid advisory firms in Reston31
- Hybrid advisory firms in Littleton30
- Hybrid advisory firms in Marietta30
- Hybrid advisory firms in Pittsford30
- Hybrid advisory firms in Bethesda29
- Hybrid advisory firms in Boulder29
- Hybrid advisory firms in Chesterfield29
- Hybrid advisory firms in Englewood29
- Hybrid advisory firms in Lakewood29
- Hybrid advisory firms in Naperville29
- Hybrid advisory firms in Southfield29
- Hybrid advisory firms in St. Louis29
- Hybrid advisory firms in Alexandria28
- Hybrid advisory firms in Boise28
- Hybrid advisory firms in Princeton28
- Hybrid advisory firms in Tempe28
- Hybrid advisory firms in Wichita28
- Hybrid advisory firms in Woodbury28
- Hybrid advisory firms in Albuquerque27
- Hybrid advisory firms in Baltimore27
- Hybrid advisory firms in Dublin27
- Hybrid advisory firms in Fairfield27
- Hybrid advisory firms in Lancaster27
- Hybrid advisory firms in Reno27
- Hybrid advisory firms in Santa Barbara27
- Hybrid advisory firms in Bloomfield Hills26
- Hybrid advisory firms in Concord26
- Hybrid advisory firms in Milwaukee26
- Hybrid advisory firms in San Ramon26
- Hybrid advisory firms in Vienna26
- Hybrid advisory firms in Arlington25
- Hybrid advisory firms in Berwyn25
- Hybrid advisory firms in Burlington25
- Hybrid advisory firms in Carmel25
- Hybrid advisory firms in Centennial25
- Hybrid advisory firms in Honolulu25
- Hybrid advisory firms in Southlake25
- Hybrid advisory firms in Westlake25
- Hybrid advisory firms in Westport25
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 hybrid advisory 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 hybrid advisory firms are there based in Charlotte, United States?
RevenueBase identified 139 hybrid advisory 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 hybrid advisory firms?
New York leads with 372 headquartered companies, followed by Atlanta (216) and Houston (206).
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 1,311 verified decision-maker contacts tracked across these 139 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 20, 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.
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