Largest Charlotte-Area Financial Planning Firms

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Businesses Receiving This Recognition

Bragg Financial Advisors, Inc.	Multiple Locations
CAPTRUST Financial Advisors	Raleigh, NC
Carolinas Investment Cnsltng	Charlotte, NC
Carroll Financial Associates	Charlotte, NC
Consolidated Planning Inc	Greensboro, NC
Cornerstone Financial Partners, Inc.	Cornelius, NC
Corporate Benefit Advisors
GCG:Wealth Management Inc
Janney Montgomery Scott	Multiple Locations
Lincoln Financial Group	Multiple Locations
Mass Mutual
McGill Advisors Inc	Charlotte, NC
Morgan Stanley Private Wealth Management	Multiple Locations
Northwestern Mutual Wealth Management
Novare Capital Management	Charlotte, NC
Parsec Financial Management	NC
Queens Oak Advisors	NC
RBC Wealth Management	Multiple Locations
RE/MAX First	New Orleans, LA
Rinehart Wealth Management	Charlotte, NC
Robert W. Baird & Co	Naples, FL
Ronald Blue & Co	Multiple Locations
Stifel Nicolaus & Co. Inc.	Multiple Locations
Wachovia Securities	Multiple Locations
Williamson Wealth Group/Raymond James