Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in Charlotte, United States

Name: Investment firm recruiting companies 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 181 companies tracked

RevenueBase identified 181 investment firm recruiting companies headquartered in Charlotte, United States as of September 2026 and tracks 2,677 professional contacts across them, including 1,277 with verified work emails. Across the United States, New York is the largest hub for this category (1,746 companies); Charlotte has 181.

This list covers investment firm recruiting companies 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

181Companies

2,677Contacts tracked

1,277Verified emails

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The 25 largest investment firm recruiting companies based in Charlotte, United States

Ranked by team size

Top 25 of 181 investment firm recruiting companies 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 investment firm recruiting companies: 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	Allspring Global Investments	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,101 contacts →
	Indirect evidence “Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
2	Sterling Capital Management LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	219 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 28, 2026
3	GEM	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Partial evidence “GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
4	Blackarch Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	66 contacts →
	Partial evidence “BlackArch Partners is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Source: RevenueBase Database · checked Sep 28, 2026
5	Bourne Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	61 contacts →
	Indirect evidence “Bourne Partners is a financial services firm specializing in the pharma, pharma services, healthcare services, and consumer health sectors.” Source: RevenueBase Database · checked Sep 28, 2026
6	SP Associates, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	n/a	35 contacts →
	Indirect evidence “Founded in 1969, SP Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
7	Westend Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC.” Source: RevenueBase Database · checked Sep 28, 2026
8	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
9	Stone Press Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
10	Biltmore Family Office, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “An independent wealth advisory firm founded by our family and designed for your family.” Source: RevenueBase Database · checked Sep 28, 2026
11	NEW Republic Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: RevenueBase Database · checked Sep 28, 2026
12	Sherman & Company	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mccoll Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	25 contacts →
	Partial evidence “McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Source: RevenueBase Database · checked Sep 28, 2026
14	Wedge Capital Management L.L.P	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets.” Source: RevenueBase Database · checked Sep 28, 2026
15	Staff Accountants, INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	24 contacts →
	Partial evidence “STAFF ACCOUNTANTS INC- We are a 24+ year old recruiting firm specializing in public accounting placements and internal audit placements with CPA firms nationwide-CANDIDATE…” Source: RevenueBase Database · checked Sep 28, 2026
16	Bridgemark Strategies	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	21 contacts →
	Indirect 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
17	CRG Search	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “CRG Search is a Nationally Recognized Leader in Executive Search, Professional Recruiting, and Talent Optimization Consulting.” Source: RevenueBase Database · checked Sep 28, 2026
18	Bundy Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	18 contacts →
	Partial evidence “Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Novare Capital Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 28, 2026
20	GCG Advisory Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	14 contacts →
	Indirect evidence “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Source: RevenueBase Database · checked Sep 28, 2026
21	Philpott Ball & Werner, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Source: RevenueBase Database · checked Sep 28, 2026
22	Blueprint Financial Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect 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 28, 2026
23	WSC & Company	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model.” Source: RevenueBase Database · checked Sep 28, 2026
24	RED Dynamics, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Red Dynamics is a premier executive search firm for the private equity world and their manufacturing, distribution, and industrial technology portfolio companies.” Source: RevenueBase Database · checked Sep 28, 2026
25	Tobin & Company Investment Banking Group LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” 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: investment firm recruiting companies. 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 firm recruiting companies.
Partial evidence: Its own public description names part of investment firm recruiting companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment firm recruiting companies. 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 181 investment firm recruiting companies based in Charlotte, United States

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Investment firm recruiting companies based in Charlotte, United States at a glance

As of Sep 28, 2026

47.7%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

130

11-50

51-200

1,001-5,000

5,001-10,000

10001+

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 181 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 firm recruiting companies, 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 firm recruiting companies”. 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 firm recruiting companies), 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 firm recruiting companies, 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, 1,277 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 firm recruiting companies 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 investment firm recruiting companies, 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 firm recruiting companies are there based in Charlotte, United States?

RevenueBase identified 181 investment firm recruiting companies 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?

Allspring Global Investments, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most investment firm recruiting companies?

New York leads the United States with 1,746 headquartered companies, followed by Chicago (432) and Dallas (358). Charlotte has 181.

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 1,277 verified decision-maker contacts tracked across these 181 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.