Company lists · Data refreshed September 2026

Top 25 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 14, 2026 138 companies tracked

RevenueBase identified 138 investment firms headquartered in Charlotte, United States as of September 2026 and tracks 2,882 professional contacts across them, including 1,656 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Charlotte has 138.

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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review

138Companies

2,882Contacts tracked

1,656Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment firms based in Charlotte, United States

Ranked by team size

Top 25 of 138 investment firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 14, 2026
2	Sterling Capital Management LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
3	GEM	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	110 contacts →
	Strong evidence “GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.” Source: RevenueBase Database · checked Sep 14, 2026
4	Millennium Advisors, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	99 contacts →
	Indirect evidence “Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Source: RevenueBase Database · checked Sep 14, 2026
5	Bragg Financial	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	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 14, 2026
6	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
7	Stone Press Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
8	GCG Wealth Management, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	29 contacts →
	Strong evidence “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Source: RevenueBase Database · checked Sep 14, 2026
9	NEW Republic Partners	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong evidence “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: RevenueBase Database · checked Sep 14, 2026
10	Sherman & Company	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong 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 14, 2026
11	Wedge Capital Management L.L.P	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	24 contacts →
	Strong evidence “WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets.” Source: RevenueBase Database · checked Sep 14, 2026
12	Bundy Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	18 contacts →
	Strong 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 14, 2026
13	Novare Capital Management	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 14, 2026
14	GCG Advisory Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
15	Blueprint Financial Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
16	WSC & Company	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	12 contacts →
	Strong evidence “WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model.” Source: RevenueBase Database · checked Sep 14, 2026
17	Tobin & Company Investment Banking Group LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong 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 14, 2026
18	Business Acquisition & Merger Associates	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
19	NEW South Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Source: RevenueBase Database · checked Sep 14, 2026
20	Supreme Alliance LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	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 14, 2026
21	Yellowwood Wealth Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 14, 2026
22	Convergent Financial Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	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 14, 2026
23	Davis Williams Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
24	Wealthplan Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	8 contacts →
	Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 14, 2026
25	Carroll Financial	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 14, 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 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 firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 138 investment firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,656 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment firms based in Charlotte, United States at a glance

As of Sep 14, 2026

57.5%Verified-email coverage

20.9Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

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 138 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 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 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 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 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, 1,656 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 14, 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

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 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 firms are there based in Charlotte, United States?

RevenueBase identified 138 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 in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Charlotte has 138.

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 1,656 verified decision-maker contacts tracked across these 138 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 138 investment firms based in Charlotte, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment firms by geography

Browse the directory

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.