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 company matches for investment management consulting firms associated with Charlotte, United States as of September 2026 and tracks 675 professional contacts across them, including 209 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Charlotte has 104.

This list covers company matches for investment management consulting firms associated with Charlotte, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

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 company matches for investment management consulting firms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	First Tryon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	43 contacts →
	Exact match “At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	51-200	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	The Kormac Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	51-200	29 contacts →
	Exact match “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Sherman & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	26 contacts →
	Exact match “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	21 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Verum Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	GCG Advisory Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	51-200	14 contacts →
	Exact match “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Tobin & Company Investment Banking Group LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	MBL Advisors INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Atlas Point	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “We help wealth management firms and financial advisors drive growth by activating hidden opportunities through proven strategy, expertise, and technology.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Convergent Financial Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Carolinas Investment Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Gaskin Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Gaskin Asset Management, LLC is a veteran and family-owned, boutique investment management and consulting business extending over two generations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Nextkey Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Poterack Capital Advisory	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Off-the-shelf financial counsel is available just about everywhere.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Davis Investment Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Your financial goals, aspirations and investment needs are just that – yours.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 104 investment management consulting firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 209 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Charlotte, United States whose business descriptions match “investment management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 209 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 104 company matches for investment management consulting firms associated with Charlotte, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

First Tryon Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190). Charlotte has 104.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 209 professional contacts with verified work emails tracked across these 104 companies; direct dials are available where recorded.

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 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.