Company lists · Data refreshed September 2026
Top 25 Investment adviser law firms based in Charlotte, United States
RevenueBase identified 47 investment adviser law firms headquartered in Charlotte, United States as of September 2026 and tracks 313 professional contacts across them, including 125 with verified work emails. Across the United States, New York is the largest hub for this category (155 companies); Charlotte has 47.
This list covers investment adviser law 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.
The 25 largest investment adviser law firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 35 contacts → | ||||
Indirect evidence “Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Partial evidence “Founded in 2006, Worth Advisors seeks to deliver customized planning and money management solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Founded in 1988, Charlotte, North Carolina based Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the United…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “McShane Partners, formerly Rinehart Wealth & Investment Advisory, was founded in 1985 by Mary Rinehart.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Strong evidence “Capitalwize is a Fee-Only Registered Investment Advisory Firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Off-the-shelf financial counsel is available just about everywhere.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong evidence “Registered Investment Adviser” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Your financial goals, aspirations and investment needs are just that – yours.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “We provide financial planning and investment management for individuals and businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Gouws Capital LLC is a Registered Investment Adviser with clients in ten states.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Our team has almost 100 years of combined experience in the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “After years in the financial services industry, Sherman Wealth Solutions LLC was founded by Michael Sherman, CPA, CFP®, CPFA, CDFA® in 2022 to provide a customized approach to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “A good investment policy is one that doesn't change regardless of market cycles or popular trends.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “Buoyant Financial is a Registered Investment Advisor located in Charlotte, NC offering financial planning and portfolio management for individuals, families, and small businesses.” Source: RevenueBase Database · checked Sep 28, 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: investment adviser law 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 investment adviser law firms.
- Partial evidence
- Its own public description names part of investment adviser law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment adviser law 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 47 investment adviser law firms based in Charlotte, United States
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Investment adviser law firms based in Charlotte, United States at a glance
As of Sep 28, 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 47 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 investment adviser law 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 “investment adviser law 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 investment adviser law 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 investment adviser law 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, 125 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.
Investment adviser law firms by metro in the United States
- Investment adviser law firms in New York155
- Investment adviser law firms in Atlanta80
- Investment adviser law firms in Houston76
- Investment adviser law firms in San Diego72
- Investment adviser law firms in Chicago68
- Investment adviser law firms in Miami65
- Investment adviser law firms in Dallas64
- Investment adviser law firms in Austin60
- Investment adviser law firms in San Francisco52
- Investment adviser law firms in Scottsdale49
- Investment adviser law firms in Los Angeles48
- Investment adviser law firms in Denver44
- Investment adviser law firms in Portland43
- Investment adviser law firms in Overland Park42
- Investment adviser law firms in Newport Beach38
- Investment adviser law firms in Boston36
- Investment adviser law firms in Cincinnati31
- Investment adviser law firms in Omaha30
- Investment adviser law firms in Pittsburgh30
- Investment adviser law firms in Columbus29
- Investment adviser law firms in Rochester29
- Investment adviser law firms in Washington29
- Investment adviser law firms in Tampa28
- Investment adviser law firms in Boca Raton27
- Investment adviser law firms in Phoenix26
- Investment adviser law firms in Birmingham25
- Investment adviser law firms in Minneapolis25
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 investment adviser law 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 investment adviser law firms are there based in Charlotte, United States?
RevenueBase identified 47 investment adviser law 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?
Bragg Financial, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most investment adviser law firms?
New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76). Charlotte has 47.
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 125 verified decision-maker contacts tracked across these 47 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.
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