List of Financial advisors in Charlotte
Charlotte, North Carolina, has 247 Financial advisors in this dataset, last verified September 6, 2026. It is the third-largest of the 5 North Carolina cities we track, behind Raleigh (252) and ahead of Greensboro (162). Local listings make up 20% of all Financial advisors in North Carolina.
52 Financial advisors in Charlotte list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the North Carolina average, 21.5% against 32.6%, so expect phone (98.8% coverage) to do most of the work.
With 97.6% already online (in line with 95.8% across North Carolina), only 6 Financial advisors in Charlotte lack a website, so site improvements and SEO are the stronger pitch. 40 of their websites list a contact page URL.
85% of the 105 rated Financial advisors in Charlotte hold a 5-star average, in line with the North Carolina figure of 82%. The 2 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
27
13
29
12
YouTube
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Financial advisors List in Charlotte
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Greg Croom | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Serenity Wealth Management, Charlotte Fiduciary Financial Advisors | Address | Charlotte | North Carolina | United States | Email | Phone | 20 | 5 | — | — | — | — | ||
 | John Arthur - Financial Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Christopher M Warren, CFA® | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Dolan Capital Advisors, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Charles Sleeth - Financial Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor William Annin | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Stines Moore Group - Morgan Stanley Financial Advisors | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Stonebridge Financial Group, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Meghanne Svatos - Financial Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Joel Burns | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | NewtonWealthManagement | Address | Charlotte | North Carolina | United States | Email | Phone | 50 | 5 | — | — | ||||
 | Mark Davey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | U.S. Bancorp Advisors - Financial Advisors: Charlotte | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Deneault & Greyard | Address | Charlotte | North Carolina | United States | Email | Phone | 24 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 247 records with complete field coverage.
Get the full Financial advisors database
247 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Charlotte
Most popular business categories across Charlotte
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Charlotte
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 247 Financial advisors in Charlotte, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Charlotte, North Carolina
Each of these buyers can work the 247 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 247 Financial advisors in Charlotte.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Charlotte, North Carolina
Start with the 52 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (244): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (53): 21.5% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (40): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Charlotte, North Carolina
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (220): 89% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Charlotte
With 247 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 247 Financial advisors in Charlotte and plan visit days by neighborhood.
- Postal code patches: split Charlotte by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 4 other North Carolina cities we track are the next step once Charlotte accounts are covered.
Data Coverage for Financial advisors in Charlotte
247 records · verified September 6, 2026
- Phone numbers
- 244
- Email addresses
- 53
- Phone and email
- 52
- Websites
- 241
Google ratings· 105 rated (43%)
85% hold 5 stars
- 1-star rated
- 0
- 0% of rated
- 2-star rated
- 2
- 1.9% of rated
- 3-star rated
- 8
- 7.6% of rated
- 4-star rated
- 6
- 5.7% of rated
- 5-star rated
- 89
- 84.8% of rated
Social profiles:
- LinkedIn:29· 11.7%
- Facebook:27· 10.9%
- X (Twitter):14· 5.7%
- Instagram:13· 5.3%
- YouTube:12· 4.9%
Financial advisors in Charlotte are a phone-first market: 98.8% list a phone number but only 21.5% publish an email. Among 105 rated Financial advisors, 85% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
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Frequently asked questions about Financial advisors in Charlotte, North Carolina
Everything you need to know about our financial advisors database for Charlotte, North Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Charlotte, North Carolina?
There are 247 financial advisors in Charlotte, North Carolina in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Charlotte market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Charlotte, North Carolina?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Charlotte, North Carolina?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Charlotte, North Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Charlotte, North Carolina as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Charlotte, North Carolina cost?
The complete financial advisors leads database for Charlotte, North Carolina costs $10 as a one-time payment.
You get instant access to all 247 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Charlotte, North Carolina specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Charlotte, North Carolina financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Charlotte, North Carolina have phone numbers?
244 financial advisors in Charlotte, North Carolina (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Charlotte, North Carolina have email addresses?
53 financial advisors in Charlotte, North Carolina (21%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Charlotte, North Carolina have both a phone number and an email address?
52 financial advisors in Charlotte, North Carolina have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Charlotte, North Carolina are active on social media?
Social profile coverage for financial advisors in Charlotte, North Carolina: 29 on LinkedIn, 27 on Facebook, 13 on Instagram, 12 on YouTube, 14 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Charlotte, North Carolina have a website?
241 financial advisors in Charlotte, North Carolina (98%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Charlotte, North Carolina do not have a website?
6 financial advisors in Charlotte, North Carolina operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Charlotte, North Carolina?
Rating breakdown for financial advisors in Charlotte, North Carolina: 89 with a 5-star rating, 6 with a 4-star rating, 8 with a 3-star rating, 2 with a 2-star rating, 0 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of North Carolina or the entire US?
Yes. Beyond Charlotte, we offer the complete Financial advisors database for North Carolina and a national all-50-states version.
If you buy the Charlotte list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Charlotte, North Carolina legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.