Company lists · Data refreshed September 2026

Top 21 Philanthropic advisory firms based in Charlotte, United States

RevenueBase identified 41 philanthropic advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 287 professional contacts across them, including 146 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory 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 20, 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 20, 2026 86% judged on-target in blind review
41Companies
287Contacts tracked
146Verified emails
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The 21 largest philanthropic advisory firms based in Charlotte, United States

Ranked by team size
Top 21 of 41 philanthropic advisory firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202651-200106 contacts →

Indirect evidence

“Remarkable impact is the heart of Foundation For The Carolinas’ mission – and the driving force behind our mission is the collective impact of thousands of nonprofits, families…”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5029 contacts →

Partial evidence

“An independent wealth advisory firm founded by our family and designed for your family.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202651-20014 contacts →

Partial evidence

“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“We help our clients make better financial decisions so they can maximize their impact.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“A concierge wealth advisory firm, specializing in working with high net worth clients.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Charlotte-based Dolan Capital Advisors, Inc (DCA) is a fee-only investment management and financial planning firm serving individuals, families, corporations, and non-profit…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Benefit From Our Multi-Disciplinary Approach Today's climate is complex.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Abiding wealth is abundance multiplied over generations.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Life is full of chaos and turbulence.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“At GiveClear, we’re dedicated to empowering generosity and simplifying philanthropy.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Toucan is a full-service advisor & multi-family office for everyone.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“NaviPath Financial helps business/practice owners, dentists, and successful families potentially reduce their tax bill, grow their net worth, and invest for their future through…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 41 philanthropic advisory firms based in Charlotte, United States

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Philanthropic advisory firms based in Charlotte, United States at a glance

As of Sep 20, 2026
50.9%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
663.4%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
5
51-200
3

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 41 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 philanthropic advisory 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 “philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory 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, 146 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 20, 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.

Philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory firms are there based in Charlotte, United States?

RevenueBase identified 41 philanthropic advisory 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?

Foundation For The Carolinas, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 146 verified decision-maker contacts tracked across these 41 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 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 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.