Company lists · Data refreshed September 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 Sep 14, 2026 59 companies tracked

RevenueBase identified 59 investment management law firms headquartered in Charlotte, United States as of September 2026 and tracks 1,028 professional contacts across them, including 716 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, 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

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 investment management law 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 management law 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	Parker POE Adams & Bernstein LLP	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	501-1,000	584 contacts →
	Indirect evidence “Businesses and local governments turn to Parker Poe to structure transactions, navigate regulations, and resolve disputes.” Source: RevenueBase Database · checked Sep 14, 2026
2	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
3	Culp Elliott & Carpenter, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	56 contacts →
	Indirect evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 14, 2026
4	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
5	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
6	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
7	Villmer Caudill	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Partial evidence “Villmer Caudill is a Charlotte, North Carolina law firm that helps clients with their business law and litigation needs.” Source: RevenueBase Database · checked Sep 14, 2026
8	Mcmillan Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	9 contacts →
	Partial evidence “McMillan PLLC is an innovative law firm dedicated to business law, commercial real estate, and financial services.” Source: RevenueBase Database · checked Sep 14, 2026
9	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
10	Davis Williams Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
11	Bishop, Dulaney, Joyner & Abner, P.A	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “For more than 25 years, Bishop, Dulaney, Joyner & Abner has helped hundreds of businesses develop and implement legal strategies and solutions.” Source: RevenueBase Database · checked Sep 14, 2026
12	Hunter & Chandler LAW Group, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Partial evidence “HUNTER & CHANDLER LAW GROUP, PLLC is a Charlotte-based law firm focused on providing clients with practical advice, planning and transactional services.” Source: RevenueBase Database · checked Sep 14, 2026
13	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
14	Gaskin Asset Management, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
15	Cygnus Asset Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 14, 2026
16	Ascension LAW	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Partial evidence “Ascension Law was founded by Brandy Milazzo, formerly with large, AM200 law firms.” Source: RevenueBase Database · checked Sep 14, 2026
17	Austincooper Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
18	Tannin Capital, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “Preserve \| Strengthen \| Grow ™ Bringing Institutional Investment Management Capabilities to Clients.” Source: RevenueBase Database · checked Sep 14, 2026
19	Cannon Advisors	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
20	WMS Advisors, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 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 14, 2026
21	Spengler & Agans, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “Spengler & Agans, PLLC is a boutique law firm representing corporations, small businesses, and individuals throughout the State of North Carolina.” Source: RevenueBase Database · checked Sep 14, 2026
22	Gorelick Brothers Capital	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Partial evidence “GBC was founded in 2004 as a private wealth investment advisor, headquartered in Charlotte, North Carolina.” Source: RevenueBase Database · checked Sep 14, 2026
23	St. Amand & Efird Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “St.” Source: RevenueBase Database · checked Sep 14, 2026
24	Altum Wealth Alliance	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
25	Vintage Wealth Management Group, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence 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 management law 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 law firms.
Partial evidence: Its own public description names part of investment management law 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 law 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 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 Sep 14, 2026

69.6%Verified-email coverage

17.4Average contacts per company

1-10Median size (employees)

971.2%Largest-city concentration · New York

Sep 14, 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

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 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 law 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 law 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 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 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, 716 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 management law 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 law 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 law firms are there based in Charlotte, United States?

RevenueBase identified 59 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 573 headquartered companies, followed by Chicago (193) and Miami (142).

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 716 verified decision-maker contacts tracked across these 59 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.

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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.