Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Charlotte, United States

Name: Investment advisory platforms based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 59 companies tracked

RevenueBase identified 59 investment advisory platforms headquartered in Charlotte, United States as of September 2026 and tracks 25,661 professional contacts across them, including 11,536 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

59Companies

25,661Contacts tracked

11,536Verified emails

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The 25 largest investment advisory platforms based in Charlotte, United States

Ranked by team size

Top 25 of 59 investment advisory platforms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Sterling Capital Management LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	216
	“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: company website · checked Sep 4, 2026
2	Wachovia CorpStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	5,001-10,000	79
	“An industry leader in investment and advisory services for individuals, corporations and institutions.” Source: company website · checked Sep 4, 2026
3	Adhesion Wealth Advisor SolutionsStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	53
	“Adhesion Wealth, founded in is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs).” Source: company website · checked Sep 4, 2026
4	Bragg FinancialIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	35
	“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Source: company website · checked Sep 4, 2026
5	TradierIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	34
	“About Tradier, Inc.” Source: company website · checked Sep 4, 2026
6	Linden Thomas & CompanyIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	30
	“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: company website · checked Sep 4, 2026
7	Bridgemark StrategiesPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	21
	“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: company website · checked Sep 4, 2026
8	Verum PartnersPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	17
	“Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Source: company website · checked Sep 4, 2026
9	Insight FoliosIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	11
	“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: company website · checked Sep 4, 2026
10	Yellowwood Wealth Solutions, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	9
	“At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: company website · checked Sep 4, 2026
11	Convergent Financial PartnersIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	9
	“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Source: company website · checked Sep 4, 2026
12	Davis Williams Wealth ManagementIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	8
	“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: company website · checked Sep 4, 2026
13	WMS Advisors, LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	5
	“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Source: company website · checked Sep 4, 2026
14	Cygnus Asset Management, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	5
	“Why Cygnus?” Source: company website · checked Sep 4, 2026
15	Wilson WealthIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	5
	“Wilson Wealth helps investors build the portfolio they need to live the life they want.” Source: company website · checked Sep 4, 2026
16	Eastover Capital ManagementIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	4
	“Founded in 1988, Charlotte, North Carolina based Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the United…” Source: company website · checked Sep 4, 2026
17	Davis Investment PartnersPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	3
	“Your financial goals, aspirations and investment needs are just that – yours.” Source: company website · checked Sep 4, 2026
18	Holland Capital Management, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	3
	“Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: company website · checked Sep 4, 2026
19	Stillwater Financial AdvisorsIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	2
	“Life is full of chaos and turbulence.” Source: company website · checked Sep 4, 2026
20	Beacon Capital Advisory GroupPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	2
	“We provide financial planning and investment management for individuals and businesses.” Source: company website · checked Sep 4, 2026
21	Leonard BreckenStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	2
	“Brecken Capital Advisors, LLC is a fee only registered investment advisor in the state of NC.” Source: company website · checked Sep 4, 2026
22	Wealthshield, LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	1
	“WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Source: company website · checked Sep 4, 2026
23	Cardinal Legacy Wealth AdvisorsPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	1
	“A good investment policy is one that doesn't change regardless of market cycles or popular trends.” Source: company website · checked Sep 4, 2026
24	Sherman Wealth Solutions LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026
25	Flat FEE Financial LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	1
	“We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life.” Source: company website · checked Sep 4, 2026

Showing 25 of 59 investment advisory platforms based in Charlotte, United States

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Investment advisory platforms based in Charlotte, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 59 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 advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 11,536 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 4, 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 advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Charlotte, United States?

RevenueBase identified 59 investment advisory platforms 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?

Sterling Capital Management LLC, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 11,536 verified decision-maker contacts tracked across these 59 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 4, 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.