Largest Charlotte-Area Financial Planning Firms
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| Recognized By: | Charlotte Business Journal |
| Publication Date: | May 2016 |
| Number of Honorees: | 25 |
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 |
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