Financial advisors in Charlotte, NC: 2026 report
645 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Charlotte, NC hold 645 ranked entries. Financial advisors have the most, with 273.
Key numbers for Charlotte
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
645
ranked entries by RFA Score, in 5 specialty lists
3,416
specialty listings serving the city; a firm counts once per specialty
5.0
median of the specialties’ median Google ratings
Advisor specialties in Charlotte, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 273 | 1,190 | 5.0 | 10 |
| Financial planners | 177 | 822 | 5.0 | 12 |
| Investment advisors | 87 | 705 | 5.0 | 6 |
| Wealth managers | 75 | 430 | 5.0 | 10 |
| Stockbrokers | 33 | 269 | 5.0 | 4 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Charlotte, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Charlotte, NC: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/charlotte-nc-financial-advisors-2026, data as of November 9, 2026.
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