Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Charlotte, United States

Name: Senior financial planning 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 22, 2026 185 companies tracked

RevenueBase identified 185 company matches for senior financial planning firms associated with Charlotte, United States as of September 2026 and tracks 3,102 professional contacts across them, including 1,519 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Charlotte has 185.

This list covers company matches for senior financial planning 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 22, 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 22, 2026 How this list was built

185Companies

3,102Contacts tracked

1,519Verified emails

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The 25 largest senior financial planning firms based in Charlotte, United States

Ranked by team size

Top 25 of 185 company matches for senior financial planning firms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Consolidated Planning, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	201-500	232 contacts →
	Exact match “Most financial planning firms will tell you where to sit, what to sell, and who to call.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	51-200	162 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 · Sep 22, 2026 · View company records in RevenueBase
4	Culp Elliott & Carpenter, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	56 contacts →
	Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Bragg Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	51-200	30 contacts →
	Exact match “At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	GCG Wealth Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	29 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 · Sep 22, 2026 · View company records in RevenueBase
9	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	1-10	21 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	NFP Corporate Services, SE INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	51-200	13 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 · Sep 22, 2026 · View company records in RevenueBase
13	Insight Folios	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	12 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 · Sep 22, 2026 · View company records in RevenueBase
14	Alloy Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
15	Blueprint Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	12 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 · Sep 22, 2026 · View company records in RevenueBase
16	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	MBL Advisors INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	10 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 · Sep 22, 2026 · View company records in RevenueBase
18	NEW South Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	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 · Sep 22, 2026 · View company records in RevenueBase
19	BWM Wealth Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “BWM Wealth Strategies helps local Charlotte Business Owners and families achieve their vision in life by utilizing a thorough holistic planning process that matches their long…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Alpha Financial Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	Convergent Financial Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	11-50	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 · Sep 22, 2026 · View company records in RevenueBase
23	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
25	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 22, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 185 senior financial planning firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 1,519 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Charlotte, United States at a glance

As of Sep 22, 2026

49.0%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

132

11-50

51-200

201-500

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 185 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 “senior financial planning 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 1,519 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 22, 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.

Senior financial planning 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Charlotte, United States?

RevenueBase identified 185 company matches for senior financial planning 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Charlotte has 185.

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 1,519 professional contacts with verified work emails tracked across these 185 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 22, 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.