Company lists · Data refreshed September 2026
Top 20 Stock brokerages based in Charlotte, United States
RevenueBase identified 42 company matches for stock brokerages associated with Charlotte, United States as of September 2026 and tracks 472 professional contacts across them, including 163 with verified work emails. Across the United States, New York is the largest hub for this category (253 companies); Charlotte has 42.
This list covers company matches for stock brokerages 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.
The 20 largest stock brokerages based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Exact match “Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 34 contacts → | ||||
Exact match “About Tradier, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 30 contacts → | ||||
Exact match “Elevation Securities is an institutional broker-dealer focused on agency execution for its clients across multiple platforms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 14 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Securities” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 11 contacts → | ||||
Exact match “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 7 contacts → | ||||
Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Wilson Wealth helps investors build the portfolio they need to live the life they want.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Our team has almost 100 years of combined experience in the financial services industry.” 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 “stock brokerages”. 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 20 of 42 stock brokerages based in Charlotte, United States
See the full list, filter by size, metro and specialty, and access 163 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Stock brokerages based in Charlotte, United States at a glance
As of Sep 22, 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 42 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 “stock brokerages” 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 163 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.
Stock brokerages by metro in the United States
- Stock brokerages in New York253
- Stock brokerages in Chicago82
- Stock brokerages in Miami51
- Stock brokerages in Dallas47
- Stock brokerages in San Diego41
- Stock brokerages in Houston40
- Stock brokerages in Atlanta38
- Stock brokerages in Boston35
- Stock brokerages in Tampa32
- Stock brokerages in Los Angeles30
- Stock brokerages in Austin28
- Stock brokerages in Minneapolis28
- Stock brokerages in Portland27
- Stock brokerages in Raleigh27
- Stock brokerages in San Francisco26
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 “stock brokerages”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many stock brokerages are there based in Charlotte, United States?
RevenueBase identified 42 company matches for stock brokerages 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?
Millennium Advisors, LLC 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 stock brokerages?
New York leads the United States with 253 company records, followed by Chicago (82) and Miami (51). Charlotte has 42.
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 163 professional contacts with verified work emails tracked across these 42 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.
Ready to reach these companies? Verified emails and direct dials for all 42 stock brokerages based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Stock brokerages by geography
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India
- Stock brokerages based in New Delhi, India
- Stock brokerages based in Pune, India
- Stock brokerages based in Atlanta, United States
- Stock brokerages based in Austin, United States
- Stock brokerages based in Boston, United States
- Stock brokerages based in Chicago, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India
Company intelligence · public preview
Top 20 stock brokerages 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 42 matching company records for stock brokerages based in Charlotte, United States, with 472 tracked contacts and 163 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 20 stock brokerages 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 |  Millennium Advisors, LLCmillenniumadvisors.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 99 contacts → |
“Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tradiertradier.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 34 contacts → |
“About Tradier, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Elevation Securitieselevationsecurities.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“Elevation Securities is an institutional broker-dealer focused on agency execution for its clients across multiple platforms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Novare Capital Managementnovarecapital.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  GCG Advisory Partnersgcgap.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 14 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | First Ballantyne LLCfirstballantyne.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“Securities” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Insight Foliosinsightfolios.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tobin & Company Investment Banking Group LLCtobinandcompany.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Supreme Alliance LLCsupremealliancellc.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 10 contacts → |
“We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Davis Williams Wealth Managementdaviswilliams.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Carroll Financialcarrollfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cygnus Asset Management, LLCcygnusam.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“Why Cygnus?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wilson Wealthwilsonwealth.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Wilson Wealth helps investors build the portfolio they need to live the life they want.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  WMS Advisors, LLCwmsadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  E2i Financial Group, LLCe2ifinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bowman Financial Group, LLCbowmanfg.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vine & Branch Capitalvineandbranchcap.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealthshield, LLCwealthshield.coHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 1 contacts → |
“WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Forth Financial Groupforthfinancial.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Our team has almost 100 years of combined experience in the financial services industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 42 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Stock brokerages: dataset insights
September 22, 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
41 records in the displayed employee bands.
1 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 42 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: September 22, 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 ↗
Stock brokerages by metro in the United States
- Stock brokerages in New York253
- Stock brokerages in Chicago82
- Stock brokerages in Miami51
- Stock brokerages in Dallas47
- Stock brokerages in San Diego41
- Stock brokerages in Houston40
- Stock brokerages in Atlanta38
- Stock brokerages in Boston35
- Stock brokerages in Tampa32
- Stock brokerages in Los Angeles30
- Stock brokerages in Austin28
- Stock brokerages in Minneapolis28
- Stock brokerages in Portland27
- Stock brokerages in Raleigh27
- Stock brokerages in San Francisco26
Questions about this company list
What does Exact match mean for stock brokerages?
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 stock brokerages did RevenueBase find based in Charlotte, United States?
The saved snapshot records 42 matching company records, 472 tracked contacts and 163 verified emails. The public preview displays 20 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: September 22, 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
Stock brokerages by geography
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India
- Stock brokerages based in New Delhi, India
- Stock brokerages based in Pune, India
- Stock brokerages based in Atlanta, United States
- Stock brokerages based in Austin, United States
- Stock brokerages based in Boston, United States
- Stock brokerages based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 20 stock brokerages based in Charlotte, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/stock-brokerages/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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India
Company intelligence · public preview
Top 20 stock brokerages based in Charlotte, United States
RevenueBase records 42 matching company records for stock brokerages based in Charlotte, United States, with 472 tracked contacts and 163 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 20 stock brokerages 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 | Millennium Advisors, LLCmillenniumadvisors.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 99 contacts → |
“Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tradiertradier.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 34 contacts → |
“About Tradier, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Elevation Securitieselevationsecurities.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“Elevation Securities is an institutional broker-dealer focused on agency execution for its clients across multiple platforms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Novare Capital Managementnovarecapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | GCG Advisory Partnersgcgap.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 14 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | First Ballantyne LLCfirstballantyne.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“Securities” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Insight Foliosinsightfolios.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tobin & Company Investment Banking Group LLCtobinandcompany.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Supreme Alliance LLCsupremealliancellc.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 10 contacts → |
“We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Davis Williams Wealth Managementdaviswilliams.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Carroll Financialcarrollfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cygnus Asset Management, LLCcygnusam.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“Why Cygnus?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wilson Wealthwilsonwealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Wilson Wealth helps investors build the portfolio they need to live the life they want.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | WMS Advisors, LLCwmsadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | E2i Financial Group, LLCe2ifinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bowman Financial Group, LLCbowmanfg.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vine & Branch Capitalvineandbranchcap.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthshield, LLCwealthshield.co HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 1 contacts → |
“WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Forth Financial Groupforthfinancial.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Our team has almost 100 years of combined experience in the financial services industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 42 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Stock brokerages: dataset insights
September 22, 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
41 records in the displayed employee bands.
1 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 42 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: September 22, 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 ↗
Stock brokerages by metro in the United States
- Stock brokerages in New York253
- Stock brokerages in Chicago82
- Stock brokerages in Miami51
- Stock brokerages in Dallas47
- Stock brokerages in San Diego41
- Stock brokerages in Houston40
- Stock brokerages in Atlanta38
- Stock brokerages in Boston35
- Stock brokerages in Tampa32
- Stock brokerages in Los Angeles30
- Stock brokerages in Austin28
- Stock brokerages in Minneapolis28
- Stock brokerages in Portland27
- Stock brokerages in Raleigh27
- Stock brokerages in San Francisco26
Questions about this company list
What does Exact match mean for stock brokerages?
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 stock brokerages did RevenueBase find based in Charlotte, United States?
The saved snapshot records 42 matching company records, 472 tracked contacts and 163 verified emails. The public preview displays 20 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: September 22, 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
Stock brokerages by geography
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India
- Stock brokerages based in New Delhi, India
- Stock brokerages based in Pune, India
- Stock brokerages based in Atlanta, United States
- Stock brokerages based in Austin, United States
- Stock brokerages based in Boston, United States
- Stock brokerages based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 20 stock brokerages based in Charlotte, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/stock-brokerages/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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Stock brokerages based in Ahmedabad, India
- Stock brokerages based in Bangalore, India
- Stock brokerages based in Chennai, India
- Stock brokerages based in Delhi, India
- Stock brokerages based in Kolkata, India
- Stock brokerages based in Mumbai, India