Company lists · Data refreshed September 2026

Top 25 Research and advisory firms based in Charlotte, United States

Name: Research and advisory 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 21, 2026 59 companies tracked

RevenueBase identified 59 research and advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 408 professional contacts across them, including 119 with verified work emails. New York is the largest hub.

This list covers research and 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 21, 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 21, 2026 86% judged on-target in blind review

59Companies

408Contacts tracked

119Verified emails

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The 25 largest research and advisory firms based in Charlotte, United States

Ranked by team size

Top 25 of 59 research and advisory firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to research and 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mcube Financial LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	51-200	99 contacts →
	Partial evidence “MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Source: RevenueBase Database · checked Sep 21, 2026
2	Stonelaurel Consulting, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	51-200	24 contacts →
	Indirect evidence “Founded 20+ years ago as Technology Project Management, StoneLaurel is a management consulting firm with the aptitude – and experience – to serve Fortune 500 companies while…” Source: RevenueBase Database · checked Sep 21, 2026
3	Bridgemark Strategies	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	21 contacts →
	Partial evidence “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: RevenueBase Database · checked Sep 21, 2026
4	Zivanta Analytics	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “Zivanta Analytics is a management consulting firm serving the niche financial services & social sectors across diverse domains of analytics.” Source: RevenueBase Database · checked Sep 21, 2026
5	Management Insites	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	16 contacts →
	Indirect evidence “Management inSites, Inc.(MI) is an international management and marketing consulting company.” Source: RevenueBase Database · checked Sep 21, 2026
6	GCG Advisory Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	51-200	14 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 21, 2026
7	Greenway Solutions	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	10 contacts →
	Indirect evidence “Greenway Solutions provides business strategy and strategic consulting services.” Source: RevenueBase Database · checked Sep 21, 2026
8	South Park Advisors, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Partial evidence “South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Source: RevenueBase Database · checked Sep 21, 2026
9	Convergent Financial Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	9 contacts →
	Indirect evidence “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Source: RevenueBase Database · checked Sep 21, 2026
10	Percept Research	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Partial evidence “Percept Research provides cost-effective, action-oriented market research and consulting.” Source: RevenueBase Database · checked Sep 21, 2026
11	Titus Alliance	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Partial evidence “Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Source: RevenueBase Database · checked Sep 21, 2026
12	Midwood Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Midwood Partners believes in creating value by focusing on the client.” Source: RevenueBase Database · checked Sep 21, 2026
13	Ulysses Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “Ulysses Partners is a results-focused specialist consulting firm.” Source: RevenueBase Database · checked Sep 21, 2026
14	GW Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…” Source: RevenueBase Database · checked Sep 21, 2026
15	West 4th Capital	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Source: RevenueBase Database · checked Sep 21, 2026
16	CTT Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	3 contacts →
	Partial evidence “CTT Advisors is a proprietary trading and advisory services company” Source: RevenueBase Database · checked Sep 21, 2026
17	Trade Street Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	11-50	2 contacts →
	Partial evidence “Trade Street Advisors, LLC (Trade Street) is a provider of financial advisory and analytical services to asset managers, issuers of debt/equity and lending institutions.” Source: RevenueBase Database · checked Sep 21, 2026
18	Agilem Strategy, LLC	Indirect evidence	Charlotte, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Agilem delivers accelerated business results to our clients via strategic and industry insights in combination with implemented solutions.” Source: RevenueBase Database · checked Sep 21, 2026
19	Pursuit Sourcing & Research	Partial evidence	Charlotte, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Pursuit Sourcing & Research is an executive sourcing and research firm serving as a leader in delivering passive talent and strategic information to clients throughout the world.” Source: RevenueBase Database · checked Sep 21, 2026
20	Advisor Consulting HUB	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “What’s next for the future of your business?” Source: RevenueBase Database · checked Sep 21, 2026
21	Clocktower Financial Consulting, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Clocktower Financial is devoted to elevating financial planning and education to engage individuals of all ages and backgrounds.” Source: RevenueBase Database · checked Sep 21, 2026
22	C6 Intelligence	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Experienced, trusted advisory and operational capabilities on a bespoke basis to the financial crime, risk, and compliance technology ecosystems.” Source: RevenueBase Database · checked Sep 21, 2026
23	Blass Research	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Backed by 35+ years of strategic marketing and branding expertise on the ad agency side, Blass Research develops custom research methodologies to gain actionable insight.” Source: RevenueBase Database · checked Sep 21, 2026
24	HMA Consulting Group LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Welcome to our dynamic consulting group!” Source: RevenueBase Database · checked Sep 21, 2026
25	Lehns Capital Advisory, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “We provide customized analytics, research and consulting services to financial services firms.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: research and advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names research and advisory firms.
Partial evidence: Its own public description names part of research and advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name research and advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 59 research and advisory firms based in Charlotte, United States

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Research and advisory firms based in Charlotte, United States at a glance

As of Sep 21, 2026

29.2%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

1466.1%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 59 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 research and 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 “research and 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 research and 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 research and 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, 119 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 21, 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.

Research and advisory firms by metro in the United States

Research and advisory firms in New York865
Research and advisory firms in Washington376
Research and advisory firms in Chicago196
Research and advisory firms in Los Angeles171
Research and advisory firms in Boston159
Research and advisory firms in Atlanta148
Research and advisory firms in San Francisco130
Research and advisory firms in Miami115
Research and advisory firms in Austin112
Research and advisory firms in Dallas101
Research and advisory firms in Houston95
Research and advisory firms in Seattle77
Research and advisory firms in Arlington76
Research and advisory firms in San Diego68
Research and advisory firms in Denver67
Research and advisory firms in New York City61
Research and advisory firms in Minneapolis60
Research and advisory firms in Charlotte59
Research and advisory firms in Philadelphia47
Research and advisory firms in Alexandria46
Research and advisory firms in Phoenix44
Research and advisory firms in Las Vegas42
Research and advisory firms in Orlando41
Research and advisory firms in Portland41
Research and advisory firms in Tampa37
Research and advisory firms in Irvine35
Research and advisory firms in Wilmington35
Research and advisory firms in San Jose33
Research and advisory firms in Pittsburgh32
Research and advisory firms in Columbus31
Research and advisory firms in Raleigh30
Research and advisory firms in Cincinnati29
Research and advisory firms in Mclean29
Research and advisory firms in Nashville29
Research and advisory firms in Boca Raton28
Research and advisory firms in San Antonio28
Research and advisory firms in Bethesda27
Research and advisory firms in Cambridge26
Research and advisory firms in Reston26
Research and advisory firms in Princeton25
Research and advisory firms in Richmond25

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 research and 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 research and advisory firms are there based in Charlotte, United States?

RevenueBase identified 59 research and 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?

Mcube Financial LLC, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most research and advisory firms?

New York leads with 865 headquartered companies, followed by Washington (376) and Chicago (196).

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 119 verified decision-maker contacts tracked across these 59 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 21, 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.