Company lists · Data refreshed November 2026
Top 24 Private client advisors based in Charlotte, United States
RevenueBase identified 187 company matches for private client advisors associated with Charlotte, United States as of November 2026 and tracks 3,291 professional contacts across them, including 1,614 with verified work emails. Across the United States, New York is the largest hub for this category (617 companies); Charlotte has 187.
This list covers company matches for private client advisors 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 November 6, 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.
The 24 largest private client advisors based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,755 contacts → | ||||
Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 154 contacts → | ||||
Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 85 contacts → | ||||
Exact match “An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 37 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 32 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 30 contacts → | ||||
Exact match “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 17 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “Strathmore Capital Advisors is a family-owned wealth management firm founded in 2005.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “Retirement is more than simply a destination, it is a journey.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 14 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 10 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded in the RevenueBase company graph · Nov 6, 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 “private client advisors”. 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 24 of 187 private client advisors based in Charlotte, United States
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Private client advisors based in Charlotte, United States at a glance
As of Nov 6, 2026Companies by employee count
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 187 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 “private client advisors” 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 1,614 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 November 6, 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.
Private client advisors by metro in the United States
- Private client advisors in New York617
- Private client advisors in Houston308
- Private client advisors in Atlanta297
- Private client advisors in Dallas273
- Private client advisors in San Diego246
- Private client advisors in Chicago244
- Private client advisors in Austin211
- Private client advisors in Miami201
- Private client advisors in Scottsdale201
- Private client advisors in San Francisco187
- Private client advisors in Los Angeles185
- Private client advisors in Denver178
- Private client advisors in Boston164
- Private client advisors in Tampa155
- Private client advisors in Cincinnati126
- Private client advisors in Columbus120
- Private client advisors in Portland118
- Private client advisors in Indianapolis116
- Private client advisors in Phoenix116
- Private client advisors in Irvine115
- Private client advisors in Newport Beach115
- Private client advisors in Raleigh110
- Private client advisors in San Antonio105
- Private client advisors in Minneapolis104
- Private client advisors in Overland Park101
- Private client advisors in St. Louis100
- Private client advisors in Seattle99
- Private client advisors in Boca Raton96
- Private client advisors in Bellevue91
- Private client advisors in Pittsburgh90
- Private client advisors in Columbia89
- Private client advisors in Birmingham88
- Private client advisors in Nashville86
- Private client advisors in Las Vegas85
- Private client advisors in Omaha85
- Private client advisors in Grand Rapids82
- Private client advisors in Louisville82
- Private client advisors in Greenville80
- Private client advisors in Jacksonville78
- Private client advisors in Richmond78
- Private client advisors in Rochester77
- Private client advisors in Sarasota76
- Private client advisors in Madison75
- Private client advisors in Washington75
- Private client advisors in Fort Worth74
- Private client advisors in Colorado Springs73
- Private client advisors in Plano72
- Private client advisors in Naples71
- Private client advisors in Salt Lake City70
- Private client advisors in Wilmington69
- Private client advisors in Greenwood Village68
- Private client advisors in Lexington67
- Private client advisors in Tulsa67
- Private client advisors in Orlando66
- Private client advisors in Springfield65
- Private client advisors in Fort Lauderdale64
- Private client advisors in Pasadena62
- Private client advisors in Philadelphia60
- Private client advisors in Walnut Creek60
- Private client advisors in Troy59
- Private client advisors in Cleveland57
- Private client advisors in Memphis57
- Private client advisors in Franklin56
- Private client advisors in Alpharetta55
- Private client advisors in Lafayette55
- Private client advisors in San Jose55
- Private client advisors in Tucson54
- Private client advisors in Virginia Beach53
- Private client advisors in Charleston52
- Private client advisors in Coral Gables52
- Private client advisors in Frisco52
- Private client advisors in Knoxville52
- Private client advisors in Greensboro50
- Private client advisors in Mclean49
- Private client advisors in Baton Rouge48
- Private client advisors in Bloomington47
- Private client advisors in Melville47
- Private client advisors in Oklahoma City47
- Private client advisors in St. Petersburg47
- Private client advisors in Westlake Village47
- Private client advisors in Beverly Hills46
- Private client advisors in Brentwood46
- Private client advisors in Lake Oswego46
- Private client advisors in Lincoln46
- Private client advisors in Ann Arbor45
- Private client advisors in Honolulu44
- Private client advisors in Minnetonka44
- Private client advisors in The Woodlands44
- Private client advisors in West Des Moines44
- Private client advisors in Pittsford43
- Private client advisors in Roseville43
- Private client advisors in Bethesda42
- Private client advisors in Red Bank42
- Private client advisors in Buffalo41
- Private client advisors in Jackson41
- Private client advisors in Marietta41
- Private client advisors in Reston41
- Private client advisors in Baltimore40
- Private client advisors in Boise40
- Private client advisors in Lancaster40
- Private client advisors in Little Rock40
- Private client advisors in Plymouth40
- Private client advisors in Westport40
- Private client advisors in Wichita40
- Private client advisors in Arlington39
- Private client advisors in Boulder39
- Private client advisors in Fort Collins39
- Private client advisors in Kansas City39
- Private client advisors in Princeton39
- Private client advisors in Sacramento39
- Private client advisors in Rockville38
- Private client advisors in Southlake38
- Private client advisors in West Chester38
- Private client advisors in Milwaukee37
- Private client advisors in Edina36
- Private client advisors in Englewood36
- Private client advisors in Reno36
- Private client advisors in Albuquerque35
- Private client advisors in Dublin35
- Private client advisors in Littleton35
- Private client advisors in Naperville35
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- Private client advisors in Albany34
- Private client advisors in Alexandria34
- Private client advisors in Bloomfield Hills34
- Private client advisors in Carmel34
- Private client advisors in Fort Myers34
- Private client advisors in Vienna34
- Private client advisors in Carlsbad33
- Private client advisors in Chandler33
- Private client advisors in Chesterfield33
- Private client advisors in Fort Wayne33
- Private client advisors in San Ramon33
- Private client advisors in Wayne33
- Private client advisors in Annapolis32
- Private client advisors in Centennial32
- Private client advisors in Charlottesville32
- Private client advisors in Chattanooga32
- Private client advisors in Clearwater32
- Private client advisors in Concord32
- Private client advisors in Stamford32
- Private client advisors in Winston-Salem32
- Private client advisors in Northbrook31
- Private client advisors in Providence31
- Private client advisors in Spokane31
- Private client advisors in Westlake31
- Private client advisors in Burlington30
- Private client advisors in Cary30
- Private client advisors in Lakewood30
- Private client advisors in Portsmouth30
- Private client advisors in Salem30
- Private client advisors in Tempe30
- Private client advisors in Woodbury30
- Private client advisors in Bend29
- Private client advisors in Huntsville29
- Private client advisors in Oak Brook29
- Private client advisors in Southfield29
- Private client advisors in Towson29
- Private client advisors in Fairfield28
- Private client advisors in Glen Allen28
- Private client advisors in Metairie28
- Private client advisors in Palm Beach Gardens28
- Private client advisors in St. Paul28
- Private client advisors in Winter Park28
- Private client advisors in Durham27
- Private client advisors in Fayetteville27
- Private client advisors in Gilbert27
- Private client advisors in La Jolla27
- Private client advisors in Sioux Falls27
- Private client advisors in Brookfield26
- Private client advisors in Canton26
- Private client advisors in Fairfax26
- Private client advisors in Oakland26
- Private client advisors in Tallahassee26
- Private client advisors in West Hartford26
- Private client advisors in Beachwood25
- Private client advisors in Fresno25
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- Private client advisors in Worcester25
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 “private client advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private client advisors are there based in Charlotte, United States?
RevenueBase identified 187 company matches for private client advisors associated with Charlotte, United States as of November 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 private client advisors?
New York leads the United States with 617 company records, followed by Houston (308) and Atlanta (297). Charlotte has 187.
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 1,614 professional contacts with verified work emails tracked across these 187 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 187 private client advisors based in Charlotte, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 24 private client advisors based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 187 matching company records for private client advisors based in Charlotte, United States, with 3,291 tracked contacts and 1,614 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 private client advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Truist Wealthtruist.comHQ: Charlotte, NC, United StatesReported employees: 1,001-5,000 | Charlotte, NC, United States | 1,001-5,000 | Exact match | 1,755 contacts → |
“Building wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Massmutual Carolinascarolinas.massmutual.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wachovia Corpwachovia.comHQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 85 contacts → |
“An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bragg Financialbraggfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 37 contacts → |
“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  NEW Republic Partnersnewrepublicpartners.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 32 contacts → |
“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Linden Thomas & Companylindenthomas.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 32 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  GCG Wealth Management, LLCgcgwm.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 30 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Verum Partnersverumpartnership.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Stone Press Financial Groupstonepressfg.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 20 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Colony Family Officescolonyfamilyoffices.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 19 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Novare Capital Managementnovarecapital.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  GCG Advisory Partnersgcgap.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 17 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Strathmore Capital Advisorsstrathmorecapadv.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Strathmore Capital Advisors is a family-owned wealth management firm founded in 2005.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alloy Wealth Managementalloywealth.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 15 contacts → |
“Retirement is more than simply a destination, it is a journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alpha Financial Advisors, LLCalphafa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 14 contacts → |
“Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Blueprint Financial Advisorsbuildyourblueprint.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 12 contacts → |
“Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Insight Foliosinsightfolios.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Crown Wealth Groupcrownwealthgroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 11 contacts → |
“Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ensemble Financial Strategiesensembleadvice.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Emerald Financial Group Charlottemyemeraldfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  NEW South Wealth Managementnewsouthwealth.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MBL Advisors INCmbl-advisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Convergent Financial Partnersconvergentfp.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 187 company matches
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Private client advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
187 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 187 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private client advisors by metro in the United States
- Private client advisors in New York617
- Private client advisors in Houston308
- Private client advisors in Atlanta297
- Private client advisors in Dallas273
- Private client advisors in San Diego246
- Private client advisors in Chicago244
- Private client advisors in Austin211
- Private client advisors in Miami201
- Private client advisors in Scottsdale201
- Private client advisors in San Francisco187
- Private client advisors in Los Angeles185
- Private client advisors in Denver178
- Private client advisors in Boston164
- Private client advisors in Tampa155
- Private client advisors in Cincinnati126
- Private client advisors in Columbus120
- Private client advisors in Portland118
- Private client advisors in Indianapolis116
- Private client advisors in Phoenix116
- Private client advisors in Irvine115
- Private client advisors in Newport Beach115
- Private client advisors in Raleigh110
- Private client advisors in San Antonio105
- Private client advisors in Minneapolis104
- Private client advisors in Overland Park101
- Private client advisors in St. Louis100
- Private client advisors in Seattle99
- Private client advisors in Boca Raton96
- Private client advisors in Bellevue91
- Private client advisors in Pittsburgh90
- Private client advisors in Columbia89
- Private client advisors in Birmingham88
- Private client advisors in Nashville86
- Private client advisors in Las Vegas85
- Private client advisors in Omaha85
- Private client advisors in Grand Rapids82
- Private client advisors in Louisville82
- Private client advisors in Greenville80
- Private client advisors in Jacksonville78
- Private client advisors in Richmond78
- Private client advisors in Rochester77
- Private client advisors in Sarasota76
- Private client advisors in Madison75
- Private client advisors in Washington75
- Private client advisors in Fort Worth74
- Private client advisors in Colorado Springs73
- Private client advisors in Plano72
- Private client advisors in Naples71
- Private client advisors in Salt Lake City70
- Private client advisors in Wilmington69
- Private client advisors in Greenwood Village68
- Private client advisors in Lexington67
- Private client advisors in Tulsa67
- Private client advisors in Orlando66
- Private client advisors in Springfield65
- Private client advisors in Fort Lauderdale64
- Private client advisors in Pasadena62
- Private client advisors in Philadelphia60
- Private client advisors in Walnut Creek60
- Private client advisors in Troy59
- Private client advisors in Cleveland57
- Private client advisors in Memphis57
- Private client advisors in Franklin56
- Private client advisors in Alpharetta55
- Private client advisors in Lafayette55
- Private client advisors in San Jose55
- Private client advisors in Tucson54
- Private client advisors in Virginia Beach53
- Private client advisors in Charleston52
- Private client advisors in Coral Gables52
- Private client advisors in Frisco52
- Private client advisors in Knoxville52
- Private client advisors in Greensboro50
- Private client advisors in Mclean49
- Private client advisors in Baton Rouge48
- Private client advisors in Bloomington47
- Private client advisors in Melville47
- Private client advisors in Oklahoma City47
- Private client advisors in St. Petersburg47
- Private client advisors in Westlake Village47
- Private client advisors in Beverly Hills46
- Private client advisors in Brentwood46
- Private client advisors in Lake Oswego46
- Private client advisors in Lincoln46
- Private client advisors in Ann Arbor45
- Private client advisors in Honolulu44
- Private client advisors in Minnetonka44
- Private client advisors in The Woodlands44
- Private client advisors in West Des Moines44
- Private client advisors in Pittsford43
- Private client advisors in Roseville43
- Private client advisors in Bethesda42
- Private client advisors in Red Bank42
- Private client advisors in Buffalo41
- Private client advisors in Jackson41
- Private client advisors in Marietta41
- Private client advisors in Reston41
- Private client advisors in Baltimore40
- Private client advisors in Boise40
- Private client advisors in Lancaster40
- Private client advisors in Little Rock40
- Private client advisors in Plymouth40
- Private client advisors in Westport40
- Private client advisors in Wichita40
- Private client advisors in Arlington39
- Private client advisors in Boulder39
- Private client advisors in Fort Collins39
- Private client advisors in Kansas City39
- Private client advisors in Princeton39
- Private client advisors in Sacramento39
- Private client advisors in Rockville38
- Private client advisors in Southlake38
- Private client advisors in West Chester38
- Private client advisors in Milwaukee37
- Private client advisors in Edina36
- Private client advisors in Englewood36
- Private client advisors in Reno36
- Private client advisors in Albuquerque35
- Private client advisors in Dublin35
- Private client advisors in Littleton35
- Private client advisors in Naperville35
- Private client advisors in Santa Barbara35
- Private client advisors in Albany34
- Private client advisors in Alexandria34
- Private client advisors in Bloomfield Hills34
- Private client advisors in Carmel34
- Private client advisors in Fort Myers34
- Private client advisors in Vienna34
- Private client advisors in Carlsbad33
- Private client advisors in Chandler33
- Private client advisors in Chesterfield33
- Private client advisors in Fort Wayne33
- Private client advisors in San Ramon33
- Private client advisors in Wayne33
- Private client advisors in Annapolis32
- Private client advisors in Centennial32
- Private client advisors in Charlottesville32
- Private client advisors in Chattanooga32
- Private client advisors in Clearwater32
- Private client advisors in Concord32
- Private client advisors in Stamford32
- Private client advisors in Winston-Salem32
- Private client advisors in Northbrook31
- Private client advisors in Providence31
- Private client advisors in Spokane31
- Private client advisors in Westlake31
- Private client advisors in Burlington30
- Private client advisors in Cary30
- Private client advisors in Lakewood30
- Private client advisors in Portsmouth30
- Private client advisors in Salem30
- Private client advisors in Tempe30
- Private client advisors in Woodbury30
- Private client advisors in Bend29
- Private client advisors in Huntsville29
- Private client advisors in Oak Brook29
- Private client advisors in Southfield29
- Private client advisors in Towson29
- Private client advisors in Fairfield28
- Private client advisors in Glen Allen28
- Private client advisors in Metairie28
- Private client advisors in Palm Beach Gardens28
- Private client advisors in St. Paul28
- Private client advisors in Winter Park28
- Private client advisors in Durham27
- Private client advisors in Fayetteville27
- Private client advisors in Gilbert27
- Private client advisors in La Jolla27
- Private client advisors in Sioux Falls27
- Private client advisors in Brookfield26
- Private client advisors in Canton26
- Private client advisors in Fairfax26
- Private client advisors in Oakland26
- Private client advisors in Tallahassee26
- Private client advisors in West Hartford26
- Private client advisors in Beachwood25
- Private client advisors in Fresno25
- Private client advisors in Henderson25
- Private client advisors in Mount Pleasant25
- Private client advisors in New Orleans25
- Private client advisors in Toledo25
- Private client advisors in Torrance25
- Private client advisors in Worcester25
Questions about this company list
What does Exact match mean for private client advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 187 matching company records, 3,291 tracked contacts and 1,614 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 24 private client advisors based in Charlotte, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-client-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Private client advisors based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 24 private client advisors based in Charlotte, United States
RevenueBase records 187 matching company records for private client advisors based in Charlotte, United States, with 3,291 tracked contacts and 1,614 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 private client advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Truist Wealthtruist.com HQ: Charlotte, NC, United StatesReported employees: 1,001-5,000 | Charlotte, NC, United States | 1,001-5,000 | Exact match | 1,755 contacts → |
“Building wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Massmutual Carolinascarolinas.massmutual.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wachovia Corpwachovia.com HQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 85 contacts → |
“An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bragg Financialbraggfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 37 contacts → |
“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NEW Republic Partnersnewrepublicpartners.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 32 contacts → |
“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Linden Thomas & Companylindenthomas.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 32 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | GCG Wealth Management, LLCgcgwm.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 30 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Verum Partnersverumpartnership.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stone Press Financial Groupstonepressfg.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 20 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Colony Family Officescolonyfamilyoffices.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 19 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Novare Capital Managementnovarecapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | GCG Advisory Partnersgcgap.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 17 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Strathmore Capital Advisorsstrathmorecapadv.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Strathmore Capital Advisors is a family-owned wealth management firm founded in 2005.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alloy Wealth Managementalloywealth.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 15 contacts → |
“Retirement is more than simply a destination, it is a journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alpha Financial Advisors, LLCalphafa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 14 contacts → |
“Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Blueprint Financial Advisorsbuildyourblueprint.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 12 contacts → |
“Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Insight Foliosinsightfolios.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Crown Wealth Groupcrownwealthgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 11 contacts → |
“Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ensemble Financial Strategiesensembleadvice.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Emerald Financial Group Charlottemyemeraldfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | NEW South Wealth Managementnewsouthwealth.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MBL Advisors INCmbl-advisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Convergent Financial Partnersconvergentfp.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 187 company matches
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Private client advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
187 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 187 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private client advisors by metro in the United States
- Private client advisors in New York617
- Private client advisors in Houston308
- Private client advisors in Atlanta297
- Private client advisors in Dallas273
- Private client advisors in San Diego246
- Private client advisors in Chicago244
- Private client advisors in Austin211
- Private client advisors in Miami201
- Private client advisors in Scottsdale201
- Private client advisors in San Francisco187
- Private client advisors in Los Angeles185
- Private client advisors in Denver178
- Private client advisors in Boston164
- Private client advisors in Tampa155
- Private client advisors in Cincinnati126
- Private client advisors in Columbus120
- Private client advisors in Portland118
- Private client advisors in Indianapolis116
- Private client advisors in Phoenix116
- Private client advisors in Irvine115
- Private client advisors in Newport Beach115
- Private client advisors in Raleigh110
- Private client advisors in San Antonio105
- Private client advisors in Minneapolis104
- Private client advisors in Overland Park101
- Private client advisors in St. Louis100
- Private client advisors in Seattle99
- Private client advisors in Boca Raton96
- Private client advisors in Bellevue91
- Private client advisors in Pittsburgh90
- Private client advisors in Columbia89
- Private client advisors in Birmingham88
- Private client advisors in Nashville86
- Private client advisors in Las Vegas85
- Private client advisors in Omaha85
- Private client advisors in Grand Rapids82
- Private client advisors in Louisville82
- Private client advisors in Greenville80
- Private client advisors in Jacksonville78
- Private client advisors in Richmond78
- Private client advisors in Rochester77
- Private client advisors in Sarasota76
- Private client advisors in Madison75
- Private client advisors in Washington75
- Private client advisors in Fort Worth74
- Private client advisors in Colorado Springs73
- Private client advisors in Plano72
- Private client advisors in Naples71
- Private client advisors in Salt Lake City70
- Private client advisors in Wilmington69
- Private client advisors in Greenwood Village68
- Private client advisors in Lexington67
- Private client advisors in Tulsa67
- Private client advisors in Orlando66
- Private client advisors in Springfield65
- Private client advisors in Fort Lauderdale64
- Private client advisors in Pasadena62
- Private client advisors in Philadelphia60
- Private client advisors in Walnut Creek60
- Private client advisors in Troy59
- Private client advisors in Cleveland57
- Private client advisors in Memphis57
- Private client advisors in Franklin56
- Private client advisors in Alpharetta55
- Private client advisors in Lafayette55
- Private client advisors in San Jose55
- Private client advisors in Tucson54
- Private client advisors in Virginia Beach53
- Private client advisors in Charleston52
- Private client advisors in Coral Gables52
- Private client advisors in Frisco52
- Private client advisors in Knoxville52
- Private client advisors in Greensboro50
- Private client advisors in Mclean49
- Private client advisors in Baton Rouge48
- Private client advisors in Bloomington47
- Private client advisors in Melville47
- Private client advisors in Oklahoma City47
- Private client advisors in St. Petersburg47
- Private client advisors in Westlake Village47
- Private client advisors in Beverly Hills46
- Private client advisors in Brentwood46
- Private client advisors in Lake Oswego46
- Private client advisors in Lincoln46
- Private client advisors in Ann Arbor45
- Private client advisors in Honolulu44
- Private client advisors in Minnetonka44
- Private client advisors in The Woodlands44
- Private client advisors in West Des Moines44
- Private client advisors in Pittsford43
- Private client advisors in Roseville43
- Private client advisors in Bethesda42
- Private client advisors in Red Bank42
- Private client advisors in Buffalo41
- Private client advisors in Jackson41
- Private client advisors in Marietta41
- Private client advisors in Reston41
- Private client advisors in Baltimore40
- Private client advisors in Boise40
- Private client advisors in Lancaster40
- Private client advisors in Little Rock40
- Private client advisors in Plymouth40
- Private client advisors in Westport40
- Private client advisors in Wichita40
- Private client advisors in Arlington39
- Private client advisors in Boulder39
- Private client advisors in Fort Collins39
- Private client advisors in Kansas City39
- Private client advisors in Princeton39
- Private client advisors in Sacramento39
- Private client advisors in Rockville38
- Private client advisors in Southlake38
- Private client advisors in West Chester38
- Private client advisors in Milwaukee37
- Private client advisors in Edina36
- Private client advisors in Englewood36
- Private client advisors in Reno36
- Private client advisors in Albuquerque35
- Private client advisors in Dublin35
- Private client advisors in Littleton35
- Private client advisors in Naperville35
- Private client advisors in Santa Barbara35
- Private client advisors in Albany34
- Private client advisors in Alexandria34
- Private client advisors in Bloomfield Hills34
- Private client advisors in Carmel34
- Private client advisors in Fort Myers34
- Private client advisors in Vienna34
- Private client advisors in Carlsbad33
- Private client advisors in Chandler33
- Private client advisors in Chesterfield33
- Private client advisors in Fort Wayne33
- Private client advisors in San Ramon33
- Private client advisors in Wayne33
- Private client advisors in Annapolis32
- Private client advisors in Centennial32
- Private client advisors in Charlottesville32
- Private client advisors in Chattanooga32
- Private client advisors in Clearwater32
- Private client advisors in Concord32
- Private client advisors in Stamford32
- Private client advisors in Winston-Salem32
- Private client advisors in Northbrook31
- Private client advisors in Providence31
- Private client advisors in Spokane31
- Private client advisors in Westlake31
- Private client advisors in Burlington30
- Private client advisors in Cary30
- Private client advisors in Lakewood30
- Private client advisors in Portsmouth30
- Private client advisors in Salem30
- Private client advisors in Tempe30
- Private client advisors in Woodbury30
- Private client advisors in Bend29
- Private client advisors in Huntsville29
- Private client advisors in Oak Brook29
- Private client advisors in Southfield29
- Private client advisors in Towson29
- Private client advisors in Fairfield28
- Private client advisors in Glen Allen28
- Private client advisors in Metairie28
- Private client advisors in Palm Beach Gardens28
- Private client advisors in St. Paul28
- Private client advisors in Winter Park28
- Private client advisors in Durham27
- Private client advisors in Fayetteville27
- Private client advisors in Gilbert27
- Private client advisors in La Jolla27
- Private client advisors in Sioux Falls27
- Private client advisors in Brookfield26
- Private client advisors in Canton26
- Private client advisors in Fairfax26
- Private client advisors in Oakland26
- Private client advisors in Tallahassee26
- Private client advisors in West Hartford26
- Private client advisors in Beachwood25
- Private client advisors in Fresno25
- Private client advisors in Henderson25
- Private client advisors in Mount Pleasant25
- Private client advisors in New Orleans25
- Private client advisors in Toledo25
- Private client advisors in Torrance25
- Private client advisors in Worcester25
Questions about this company list
What does Exact match mean for private client advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 187 matching company records, 3,291 tracked contacts and 1,614 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 24 private client advisors based in Charlotte, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-client-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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