Company lists · Data refreshed September 2026

Top 19 Law firm financial consultants based in Charlotte, United States

RevenueBase identified 31 law firm financial consultants headquartered in Charlotte, United States as of September 2026 and tracks 230 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (146 companies); Charlotte has 31.

This list covers law firm financial consultants 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 28, 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 28, 2026 86% judged on-target in blind review
31Companies
230Contacts tracked
100Verified emails
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The 19 largest law firm financial consultants based in Charlotte, United States

Ranked by team size
Top 19 of 31 law firm financial consultants based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to law firm financial consultants: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5056 contacts →

Partial 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 28, 2026
2Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5028 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-1021 contacts →

Strong 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 28, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-1013 contacts →

Partial evidence

“Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging…”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-509 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Reagan FVL, LLC is a forensic accounting firm specializing in forensic accounting – business valuation – and litigation support services with offices in Charlotte, NC and Fort…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Bespoke is the first of its kind to merge capital with a consultative approach.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Here at Executive Financial Partners (EFP), relationships define our passion, period.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong 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 28, 2026
12Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“At Clarity Financial Consulting, LLC, we specialize in providing financial guidance during the divorce process, offering expertise in litigation support, domestic financial…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We help businesses financially flourish by simplifying complex financial decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Fincom Services Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Innovation Bookkeeping & Consulting: Your Partner in Growth Why We Do What We Do At Innovation Bookkeeping & Consulting, we're more than just number crunchers.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“McCaffery Accounting Solutions supports entrepreneurs and small businesses with innovative and experienced accounting and advisory services.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Is your firm’s Business Development program delivering against your strategic objectives?”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 19 of 31 law firm financial consultants based in Charlotte, United States

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Law firm financial consultants based in Charlotte, United States at a glance

As of Sep 28, 2026
43.5%Verified-email coverage
7.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
7

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 31 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 law firm financial consultants, 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 “law firm financial consultants”. 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 law firm financial consultants), 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 law firm financial consultants, 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, 100 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 28, 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.

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 law firm financial consultants, 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 law firm financial consultants are there based in Charlotte, United States?

RevenueBase identified 31 law firm financial consultants 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?

Culp Elliott & Carpenter, Pllc, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most law firm financial consultants?

New York leads the United States with 146 headquartered companies, followed by Chicago (86) and Houston (75). Charlotte has 31.

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 100 verified decision-maker contacts tracked across these 31 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 28, 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.