Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Charlotte, United States

Name: Personal finance consultants based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 93 companies tracked

RevenueBase identified 93 company matches for personal finance consultants associated with Charlotte, United States as of September 2026 and tracks 514 professional contacts across them, including 109 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Charlotte has 93.

This list covers company matches for personal finance consultants 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 20, 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 20, 2026 How this list was built

93Companies

514Contacts tracked

109Verified emails

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The 25 largest personal finance consultants based in Charlotte, United States

Ranked by team size

Top 25 of 93 company matches for personal finance consultants based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	Alloy Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Retirement is more than simply a destination, it is a journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Alpha Financial Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Greenway Wealth Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We help our clients make better financial decisions so they can maximize their impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Wilson Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Wilson Wealth helps investors build the portfolio they need to live the life they want.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Assetwise Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Poterack Capital Advisory	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Off-the-shelf financial counsel is available just about everywhere.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Know MY Plan	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our goal is to work with you to build a financial plan that you understand and that you are confident in.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Dolan Capital Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Charlotte-based Dolan Capital Advisors, Inc (DCA) is a fee-only investment management and financial planning firm serving individuals, families, corporations, and non-profit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Wealth And Retirement Advisors LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Davis Investment Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	Peter Kitzerow Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Like many people today, you are probably concerned and confused about your financial future, and it’s no wonder why.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Calamita Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	The Stegall Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our mission is simple: We coach and develop clients through a personalized comprehensive process to protect and grow their income and wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Newton Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our mission is to assist our clients in reaching their financial goals by providing financial services and creative, intelligent solutions to their needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Stillwater Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Life is full of chaos and turbulence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Vintage Wealth Management Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 93 personal finance consultants based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 109 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in Charlotte, United States at a glance

As of Sep 20, 2026

21.2%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 20, 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 93 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 “personal finance consultants” 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 109 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 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Charlotte, United States?

RevenueBase identified 93 company matches for personal finance consultants 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?

Linden Thomas & Company 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Charlotte has 93.

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 109 professional contacts with verified work emails tracked across these 93 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 20, 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.