Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Charlotte, United States

Name: Trust management companies 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 71 companies tracked

RevenueBase identified 71 trust management companies headquartered in Charlotte, United States as of September 2026 and tracks 447 professional contacts across them, including 188 with verified work emails. New York is the largest hub.

This list covers trust management companies 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 22, 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 22, 2026 86% judged on-target in blind review

71Companies

447Contacts tracked

188Verified emails

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The 25 largest trust management companies based in Charlotte, United States

Ranked by team size

Top 25 of 71 trust management companies based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to trust management companies: 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	Culp Elliott & Carpenter, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	56 contacts →
	Indirect evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 22, 2026
2	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	31 contacts →
	Indirect evidence “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: RevenueBase Database · checked Sep 22, 2026
3	Biltmore Family Office, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	29 contacts →
	Indirect evidence “An independent wealth advisory firm founded by our family and designed for your family.” Source: RevenueBase Database · checked Sep 22, 2026
4	GCG Wealth Management, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	29 contacts →
	Partial evidence “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Source: RevenueBase Database · checked Sep 22, 2026
5	NEW Republic Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	26 contacts →
	Partial evidence “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: RevenueBase Database · checked Sep 22, 2026
6	Colony Family Offices	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	18 contacts →
	Partial evidence “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Source: RevenueBase Database · checked Sep 22, 2026
7	Novare Capital Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Partial evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 22, 2026
8	Emerald Financial Group Charlotte	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Indirect evidence “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Source: RevenueBase Database · checked Sep 22, 2026
9	NEW South Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	10 contacts →
	Partial evidence “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Source: RevenueBase Database · checked Sep 22, 2026
10	Yellowwood Wealth Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Indirect evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 22, 2026
11	Davis Williams Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial evidence “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 22, 2026
12	Wealthplan Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	51-200	8 contacts →
	Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 22, 2026
13	Carroll Financial	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Partial evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 22, 2026
14	Erin Patterson Law, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Serving individuals and entrepreneurs in North Carolina and South Carolina as they seek to secure their legacy with comprehensive estate planning or administer estates or trusts” Source: RevenueBase Database · checked Sep 22, 2026
15	Heidi E. Royal Law, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	51-200	6 contacts →
	Indirect evidence “Heidi E.” Source: RevenueBase Database · checked Sep 22, 2026
16	Sparta Wealth Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Indirect evidence “Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Source: RevenueBase Database · checked Sep 22, 2026
17	Auctus Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 22, 2026
18	North Carolina Estate Planning & Fiduciary LAW	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “James E.” Source: RevenueBase Database · checked Sep 22, 2026
19	Kingfisher Capital, Proudly Part Of Mercer Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Indirect evidence “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Source: RevenueBase Database · checked Sep 22, 2026
20	Cannon Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Partial evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 22, 2026
21	Morehead Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 22, 2026
22	Redwood Wealth Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “Client First Redwood Wealth Management was built on the idea that the client should always come first.” Source: RevenueBase Database · checked Sep 22, 2026
23	Robbins Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Source: RevenueBase Database · checked Sep 22, 2026
24	E2i Financial Group, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	3 contacts →
	Partial evidence “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Source: RevenueBase Database · checked Sep 22, 2026
25	Perrin Legal	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “We are a trusted, experienced and efficient law firm conveniently located in Charlotte's SouthPark area.” Source: RevenueBase Database · checked Sep 22, 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: trust management companies. 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 trust management companies.
Partial evidence: Its own public description names part of trust management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust management companies. 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 71 trust management companies based in Charlotte, United States

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Trust management companies based in Charlotte, United States at a glance

As of Sep 22, 2026

42.1%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

377.5%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 71 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 trust management companies, 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 “trust management companies”. 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 trust management companies), 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 trust management companies, 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, 188 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 22, 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.

Trust management companies by metro in the United States

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 trust management companies, 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 trust management companies are there based in Charlotte, United States?

RevenueBase identified 71 trust management companies 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?

Culp Elliott & Carpenter, Pllc, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most trust management companies?

New York leads with 268 headquartered companies, followed by San Diego (140) and Atlanta (139).

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 188 verified decision-maker contacts tracked across these 71 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 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 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.