Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Charlotte, United States

Name: Portfolio management 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 20, 2026 69 companies tracked

RevenueBase identified 69 company matches for portfolio management firms associated with Charlotte, United States as of September 2026 and tracks 2,383 professional contacts across them, including 1,462 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Charlotte has 69.

This list covers company matches for portfolio management firms 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

69Companies

2,383Contacts tracked

1,462Verified emails

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The 25 largest portfolio management firms based in Charlotte, United States

Ranked by team size

Top 25 of 69 company matches for portfolio management firms 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	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Sterling Capital Management LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	219 contacts →
	Exact match “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	GEM	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	110 contacts →
	Exact match “GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Bragg Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	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
6	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	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
8	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	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
10	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
11	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
12	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	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
14	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	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
16	Eastover Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Founded in 1988, Charlotte, North Carolina based Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the United…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Mcshane Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “McShane Partners, formerly Rinehart Wealth & Investment Advisory, was founded in 1985 by Mary Rinehart.” 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	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
21	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Legend Private Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Legend is the part of the map that gives a map meaning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Altum Wealth Alliance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” 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 “portfolio management firms”. 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 69 portfolio management firms based in Charlotte, United States

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Portfolio management firms based in Charlotte, United States at a glance

As of Sep 20, 2026

61.4%Verified-email coverage

34.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

10001+

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 69 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 “portfolio management firms” 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 1,462 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 69 company matches for portfolio management firms 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?

Truist Wealth 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Charlotte has 69.

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 1,462 professional contacts with verified work emails tracked across these 69 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.