Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Charlotte, United States

Name: Investment management consulting 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 21, 2026 104 companies tracked

RevenueBase identified 104 investment management consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 675 professional contacts across them, including 209 with verified work emails. New York is the largest hub.

This list covers investment management consulting 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 21, 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 21, 2026 86% judged on-target in blind review

104Companies

675Contacts tracked

209Verified emails

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The 25 largest investment management consulting firms based in Charlotte, United States

Ranked by team size

Top 25 of 104 investment management consulting firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting 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	First Tryon Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	43 contacts →
	Indirect evidence “At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Source: RevenueBase Database · checked Sep 21, 2026
2	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
3	Stone Press Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
4	The Kormac Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	51-200	29 contacts →
	Strong evidence “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Source: RevenueBase Database · checked Sep 21, 2026
5	Sherman & Company	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
6	Bridgemark Strategies	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
7	Verum Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect 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 21, 2026
8	Novare Capital Management	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
9	GCG Advisory Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
10	Tobin & Company Investment Banking Group LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
11	MBL Advisors INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	10 contacts →
	Indirect evidence “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: RevenueBase Database · checked Sep 21, 2026
12	Atlas Point	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	10 contacts →
	Partial evidence “We help wealth management firms and financial advisors drive growth by activating hidden opportunities through proven strategy, expertise, and technology.” Source: RevenueBase Database · checked Sep 21, 2026
13	Yellowwood Wealth Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
14	Convergent Financial Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
15	Davis Williams Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial 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 21, 2026
16	Wealthplan Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	51-200	8 contacts →
	Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 21, 2026
17	Carroll Financial	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 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 21, 2026
18	Carolinas Investment Consulting	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	7 contacts →
	Strong evidence “Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Source: RevenueBase Database · checked Sep 21, 2026
19	Gaskin Asset Management, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Strong evidence “Gaskin Asset Management, LLC is a veteran and family-owned, boutique investment management and consulting business extending over two generations.” Source: RevenueBase Database · checked Sep 21, 2026
20	Cygnus Asset Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	5 contacts →
	Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 21, 2026
21	Nextkey Services	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Source: RevenueBase Database · checked Sep 21, 2026
22	Cannon Advisors	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	4 contacts →
	Strong evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 21, 2026
23	WMS Advisors, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Source: RevenueBase Database · checked Sep 21, 2026
24	Poterack Capital Advisory	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Off-the-shelf financial counsel is available just about everywhere.” Source: RevenueBase Database · checked Sep 21, 2026
25	Davis Investment Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “Your financial goals, aspirations and investment needs are just that – yours.” Source: RevenueBase Database · checked Sep 21, 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 management consulting 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 management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting 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 104 investment management consulting firms based in Charlotte, United States

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Investment management consulting firms based in Charlotte, United States at a glance

As of Sep 21, 2026

31.0%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

654.8%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

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 104 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 management consulting 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 management consulting 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 management consulting 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 management consulting 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, 209 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 21, 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 management consulting 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 management consulting 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 management consulting firms are there based in Charlotte, United States?

RevenueBase identified 104 investment management consulting 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?

First Tryon Advisors, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 209 verified decision-maker contacts tracked across these 104 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 21, 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.