Company lists · Data refreshed September 2026

Top 23 Investment firms based in Charlotte, United States

Name: Investment firms 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 136 companies tracked

RevenueBase identified 136 investment firms headquartered in Charlotte, United States as of September 2026 and tracks 28,232 professional contacts across them, including 13,165 with verified work emails. New York is the largest hub.

This list covers investment 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, 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

136Companies

28,232Contacts tracked

13,165Verified emails

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The 23 largest investment firms based in Charlotte, United States

Ranked by team size

Top 23 of 136 investment firms 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 firms: 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	Truist WealthIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,671
	“Building wealth.” Source: company website · checked Sep 4, 2026
2	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
3	GEMStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	109
	“GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.” Source: company website · checked Sep 4, 2026
4	Millennium Advisors, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	98
	“Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Source: company website · checked Sep 4, 2026
5	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
6	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
7	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
8	GCG Wealth Management, LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	29
	“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Source: company website · checked Sep 4, 2026
9	Stone Press Financial GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	28
	“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: company website · checked Sep 4, 2026
10	NEW Republic PartnersStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	27
	“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: company website · checked Sep 4, 2026
11	Wedge Capital Management L.L.PStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	25
	“WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets.” Source: company website · checked Sep 4, 2026
12	Novare Capital ManagementStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	16
	“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: company website · checked Sep 4, 2026
13	WSC & CompanyStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	13
	“WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model.” Source: company website · checked Sep 4, 2026
14	Blueprint Financial AdvisorsIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	11
	“FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Source: company website · checked Sep 4, 2026
15	Business Acquisition & Merger AssociatesIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	1-10	10
	“Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in…” Source: company website · checked Sep 4, 2026
16	Supreme Alliance LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	10
	“We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Source: company website · checked Sep 4, 2026
17	Tobin & Company Investment Banking Group LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	10
	“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: company website · checked Sep 4, 2026
18	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
19	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
20	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
21	Wealthplan Financial GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	8
	“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: company website · checked Sep 4, 2026
22	Carolinas Investment ConsultingStrong evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	11-50	7
	“Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Source: company website · checked Sep 4, 2026
23	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

Showing 23 of 136 investment firms based in Charlotte, United States

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Investment firms based in Charlotte, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 136 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 firms, 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 firms”. 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 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 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, 13,165 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 136 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 13,165 verified decision-maker contacts tracked across these 136 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.