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Company lists · Data refreshed September 2026

Top 22 Investment management law firms based in Charlotte, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 70 companies tracked

RevenueBase identified 70 investment management law firms headquartered in Charlotte, United States as of September 2026 and tracks 2,325 professional contacts across them, including 1,507 with verified work emails. New York is the largest hub.

This list covers investment management law 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
70Companies
2,325Contacts tracked
1,507Verified emails
Unlock all 70 companies Free signup · no credit card · 500 free credits

The 22 largest investment management law firms based in Charlotte, United States

Ranked by team size
Top 22 of 70 investment management law 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 management law 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.
#CompanyHeadquartersEmployeesContacts
1
Parker POE Adams & Bernstein LLPIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 2026501-1,000578

“Businesses and local governments turn to Parker Poe to structure transactions, navigate regulations, and resolve disputes.”

Source: company website · checked Sep 4, 2026
2
GEMStrong evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202651-200109

“GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.”

Source: company website · checked Sep 4, 2026
3
Culp Elliott & Carpenter, PllcIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5056

“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.”

Source: company website · checked Sep 4, 2026
4
Kirk Palmer & ThigpenIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5031

“At Kirk Palmer & Thigpen, we provide the highest level of legal counsel and client service among more than 12 commercial and business practices.”

Source: company website · checked Sep 4, 2026
5
Linden Thomas & CompanyIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5030

“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
6
Gardner Skelton PllcPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5029

“Gardner Skelton is a Charlotte, NC-based law firm serving businesses of all sizes, including Fortune 500s, nonprofits, and independent medical practices.”

Source: company website · checked Sep 4, 2026
7
NEW Republic PartnersStrong evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5027

“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.”

Source: company website · checked Sep 4, 2026
8
Novare Capital ManagementStrong evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5016

“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.”

Source: company website · checked Sep 4, 2026
9
Villmer CaudillPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-5013

“Villmer Caudill is a Charlotte, North Carolina law firm that helps clients with their business law and litigation needs.”

Source: company website · checked Sep 4, 2026
10
Mcmillan PllcPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-509

“McMillan PLLC is an innovative law firm dedicated to business law, commercial real estate, and financial services.”

Source: company website · checked Sep 4, 2026
11
Yellowwood Wealth Solutions, LLCIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-109

“At YellowWood, we understand that life is dynamic and your financial needs will change.”

Source: company website · checked Sep 4, 2026
12
Davis Williams Wealth ManagementPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-108

“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
13
Bishop, Dulaney, Joyner & Abner, P.AIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-507

“For more than 25 years, Bishop, Dulaney, Joyner & Abner has helped hundreds of businesses develop and implement legal strategies and solutions.”

Source: company website · checked Sep 4, 2026
14
WMS Advisors, LLCPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-105

“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
15
Cygnus Asset Management, LLCIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-505

“Why Cygnus?”

Source: company website · checked Sep 4, 2026
16
Ascension LAWPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-505

“Ascension Law was founded by Brandy Milazzo, formerly with large, AM200 law firms.”

Source: company website · checked Sep 4, 2026
17
Gorelick Brothers CapitalPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-505

“GBC was founded in 2004 as a private wealth investment advisor, headquartered in Charlotte, North Carolina.”

Source: company website · checked Sep 4, 2026
18
Gaskin Asset Management, LLCStrong evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-105

“Gaskin Asset Management, LLC is a veteran and family-owned, boutique investment management and consulting business extending over two generations.”

Source: company website · checked Sep 4, 2026
19
Austincooper PllcIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-105
Source: company website · checked Sep 4, 2026
20
Spengler & Agans, PllcPartial evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-104

“Spengler & Agans, PLLC is a boutique law firm representing corporations, small businesses, and individuals throughout the State of North Carolina.”

Source: company website · checked Sep 4, 2026
21
Cannon AdvisorsStrong evidence
Charlotte, NC, United StatesHQ checked Sep 4, 202611-504

“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…”

Source: company website · checked Sep 4, 2026
22
St. Amand & Efird PllcIndirect evidence
Charlotte, NC, United StatesHQ checked Sep 4, 20261-104

“St.”

Source: company website · checked Sep 4, 2026

Showing 22 of 70 investment management law 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 1,507 reachable decision-makers.

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

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 747 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
43
11-50
20
51-200
3
201-500
3
501-1,000
1

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 70 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 law 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 management law 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 management law 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, 1,507 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 management law firms by metro in the United States

Frequently asked

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

RevenueBase identified 70 investment management law 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?

Parker POE Adams & Bernstein LLP, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most investment management law firms?

New York leads with 747 headquartered companies, followed by Chicago (258) and Atlanta (186).

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 1,507 verified decision-maker contacts tracked across these 70 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.

Ready to reach these companies? Verified emails and direct dials for all 70 investment management law firms based in Charlotte, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Investment management law firms in United States · All United States lists · All Investment management law firms lists · New lists

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.

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