Company lists · Data refreshed October 2026

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

Name: Investment management law firms based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 59 companies tracked

RevenueBase identified 59 company matches for investment management law firms associated with Charlotte, United States as of October 2026 and tracks 1,028 professional contacts across them, including 716 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Charlotte has 59.

This list covers company matches for investment management law 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 October 1, 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 Oct 1, 2026 How this list was built

59Companies

1,028Contacts tracked

716Verified emails

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

Ranked by team size

Top 25 of 59 company matches for investment management law firms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Parker POE Adams & Bernstein LLP	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	501-1,000	584 contacts →
	Exact match “Businesses and local governments turn to Parker Poe to structure transactions, navigate regulations, and resolve disputes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	GEM	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	51-200	110 contacts →
	Exact match “GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Culp Elliott & Carpenter, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	56 contacts →
	Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	NEW Republic Partners	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Villmer Caudill	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Villmer Caudill is a Charlotte, North Carolina law firm that helps clients with their business law and litigation needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Mcmillan Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “McMillan PLLC is an innovative law firm dedicated to business law, commercial real estate, and financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	Bishop, Dulaney, Joyner & Abner, P.A	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “For more than 25 years, Bishop, Dulaney, Joyner & Abner has helped hundreds of businesses develop and implement legal strategies and solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Hunter & Chandler LAW Group, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “HUNTER & CHANDLER LAW GROUP, PLLC is a Charlotte-based law firm focused on providing clients with practical advice, planning and transactional services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Gaskin Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Ascension LAW	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “Ascension Law was founded by Brandy Milazzo, formerly with large, AM200 law firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Austincooper Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Tannin Capital, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Preserve \| Strengthen \| Grow ™ Bringing Institutional Investment Management Capabilities to Clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Spengler & Agans, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Spengler & Agans, PLLC is a boutique law firm representing corporations, small businesses, and individuals throughout the State of North Carolina.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Gorelick Brothers Capital	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “GBC was founded in 2004 as a private wealth investment advisor, headquartered in Charlotte, North Carolina.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	St. Amand & Efird Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Altum Wealth Alliance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Vintage Wealth Management Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 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 law 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 59 investment management law firms based in Charlotte, United States

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

As of Oct 1, 2026

69.6%Verified-email coverage

17.4Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 59 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 law 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 716 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 October 1, 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 law 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 law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 59 company matches for investment management law firms associated with Charlotte, United States as of October 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?

Parker POE Adams & Bernstein LLP 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 law firms?

New York leads the United States with 589 company records, followed by Chicago (193) and Miami (142). Charlotte has 59.

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 716 professional contacts with verified work emails tracked across these 59 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 October 1, 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.