Largest Financial Planning Firms

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American Registry

An independent company, not affiliated with or endorsed by "Charlotte Business Journal" or its publisher.

Recognized By: Charlotte Business Journal
Publication Date: May 2017
Number of Honorees: 38

Businesses Receiving This Recognition

Bragg Financial Advisors, Inc. Multiple Locations
Queens Oak Advisors Charlotte, NC
Consolidated Planning Inc Charlotte, NC
Carolinas Invesment Consulting Charlotte, NC
Novare Capital Management Charlotte, NC
McGill Advisors INC Charlotte, NC
Williamson Wealth Group/Raymond James Huntersville, NC
Alpha Financial Advisors Charlotte, NC
Parsec Financial Management NC
Stifel Inc Charlotte, NC
Keatley Wealth Management Charlotte, NC
Raymond James Associates Charlotte, NC
Matrix Wealth Advisors Charlotte, NC
Calamita Wealth Management Charlotte, NC
Pathfinder Planning Lake Wylie, SC
CAPTRUST Cahrlotte, NC
Providence Capital Advisors Charlotte, NC
Resource Partners Cahrlotte, NC
Brent Dees Financial Planning Cahrlotte, NC
CAVU Wealth Advisors Charlotte, NC
RBC Wealth Management Cahrlotte, NC
Davidson Capital Corp Davidson, NC
Freitag Financial Group Charlotte, NC
Heafner Financial Solutions Charlotte, NC
Derse Morgant Financial Advisors Huntersville, NC

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Recent Honors

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20 Fast-Growing Adams-York Companies