Ways to browse advisors serving Charlotte, NC

Pick a specialty or descriptor to browse more advisors serving Charlotte, NC.

By how they work

Type	Advisors
Large-firm	5,061
Flat-fee	2,629
Seasoned	1,614
Independent	1,095
CFP®-certified	1,013

By who they serve

Type	Advisors
High-net-worth	1,719
Baby Boomer	106
Gen X	5
Millennial	3

Browse by specialty

Find advisors serving Charlotte, NC who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,611
Retired	2,825
Tax-loss harvesting	1,856
Executive	1,829
Retirement plans for business owners (SEP, solo 401k)	1,741
Retirement income strategy	1,701
Wealth management	1,558
General retirement planning	1,556
College savings (529s, UTMA, etc.)	1,450
Mid-Career Professionals	1,381
HENRY (High Earners, Not Rich Yet)	1,290
ESG / Sustainable investing	1,030
Active portfolio management	1,014
Approaching retirement	887
General estate planning guidance	811
Passive / index investing	685
Cash flow / budgeting	571
Private / alternative investments	442
Income planning	417
Educators, Teachers, and Academics	407
Options & derivatives strategies	312
Annuities	271
Business exit / sale strategy	270
Charitable giving & philanthropy	255
Social Security optimization	240
Retirement withdrawal strategies	216
Equity compensation tax strategy	206
Multi-generational wealth transfer	170
Business succession planning	147
Concentrated stock management	142
Divorce financial planning	115
Real estate investing	112
Business ownership considerations	100
Self-Employed	84
Tax strategies for small businesses	80
Married/Couples/Partners	79
Divorced	77
Attorney	69
Women Professionals	65
Parents	61
General tax planning	52
Long-term care insurance	49
Established Professionals	46
Financial Professional	45
Factor investing / smart beta	44
Debt management	41
Planning for children with special needs	35
Values-based investing	27
Business sale tax planning	25
Equity Recipients (RS/RSU, SOP, ESPP)	22
Family Business	16
Young Families	16
Doctor or Medical Professional	14
Women's Finance	14
Liquidity event planning	13
Military & Veterans	13
Intergenerational Families	12
Professional Athlete	12
Young Professionals	12
Dentist	11
Dual Income Family	11
Life insurance needs analysis	11
Religious/faith focused	11
Business Financial Management	8
Medicare planning	7
Charitable giving tax strategies	6
Elder care planning	5
Roth conversion strategy	5
Christian Faith Based	4
Disability insurance	3

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