Financial advisors in Charlotte, NC

354 financial advisors listed in Charlotte, North Carolina. 342 with a phone number and 296 with a website.

Charlotte accounts for 13.6% of the financial advisors listed in North Carolina.

Quick answer

Charlotte, NC has 354 financial advisors listed on USA Business Search. 342 list a phone number and 296 list a website. The most listings are in ZIP codes 28277, 28210, 28205.

Updated November 2026

Liberty Tax

1610 Ashley Rd #6, Charlotte, NC 28208 · Claim or fix

Call (704) 413-0324 Website

H&R Block

1437A SOUTH BLVD STE 101, Charlotte, NC 28203 · Claim or fix

Call (704) 375-0145 Website

Jackson Hewitt Tax Service

5304 Sunset Rd, Charlotte, NC 28269 · Claim or fix

Call (704) 398-8640 Website

Perry G. Walker Accounting and Tax Service

10223 University City Blvd D, Charlotte, NC 28213 · Claim or fix

Call (704) 621-4586 Website

H&R Block

13000 S TRYON ST STE 106, Charlotte, NC 28278 · Claim or fix

Call (704) 588-0509 Website

N and J Tax Service

4126 Wilkinson Blvd, Charlotte, NC 28208 · Claim or fix

Call (704) 392-1768 Website

Next Wave Tax Services

7810 Pineville-Matthews Rd STE. 4, Charlotte, NC 28226 · Claim or fix

Call (704) 267-2808 Website

Alloy Wealth Management

13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277 · Claim or fix

Call (800) 689-3935 Website

TIAA-CREF

8500 Andrew Carnegie Blvd #4, Charlotte, NC 28262 · Claim or fix

Call (704) 988-1148 Website

H&R Block

6301 SOUTH BLVD, Charlotte, NC 28217 · Claim or fix

Call (704) 557-9903 Website

Edward Jones - Financial Advisor: Beth Weast, CFP|CEPA|AAMS

2115 Southend Dr STE 102, Charlotte, NC 28203 · Claim or fix

Call (704) 909-7611 Website

Cannon Advisors

2108 South Blvd Ste 200, Charlotte, NC 28203 · Claim or fix

Call (704) 849-2199 Website

NaviPath Wealth

1009 East Blvd, Charlotte, NC 28203 · Claim or fix

Call (704) 248-6771 Website

Tims Financial Services, Llc

15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 · Claim or fix

Call (704) 826-3694 Website

Acosta Sales & Marketing

2800 Westoak Dr, Charlotte, NC 28217 · Claim or fix

Call (704) 357-1175 Website

Bragg Financial Advisors

1031 S Caldwell St, Charlotte, NC 28203 · Claim or fix

Call (704) 377-0261 Website

H&R Block

321 N GRAHAM ST, Charlotte, NC 28202 · Claim or fix

Call (704) 948-6966 Website

JPN Financial LLC

1137 Salem Dr, Charlotte, NC 28209 · Claim or fix

Call (704) 299-0725 Website

Dixon Financial Advisors Llc

4800 Express Dr Ste 19769, Charlotte, NC 28208 · Claim or fix

Call (704) 842-9340 Website

Vanguard Office

2605 Water Ridge Pkwy, Charlotte, NC 28217 · Claim or fix

Call (704) 306-7500 Website

KGOB Tax Resolution Services

2740 E W.T. Harris Blvd Ste 240, Charlotte, NC 28213 · Claim or fix

Call (844) 599-3355 Website

HSP Accounting

6201 Fairview Rd, Charlotte, NC 28210 · Claim or fix

Call (980) 326-1240 Website

Liberty Tax

5500 Executive Center Dr Ste 222, Charlotte, NC 28212 · Claim or fix

Call (704) 666-4419 Website

CarolinaS Tax Pro$

10716 Carmel Commons Blvd Ste 160, Charlotte, NC 28226 · Claim or fix

Call (704) 458-6173 Website

Mr. Taxes

6000 Fairview Rd, Charlotte, NC 28210 · Claim or fix

Call (833) 777-1040 Website

E & J Tax and Services

3553 N Sharon Amity Rd, Charlotte, NC 28205 · Claim or fix

Call (980) 355-1756 Website

TEAM Financials CPA

2332 Beatties Ford Rd, Charlotte, NC 28216 · Claim or fix

Call (704) 412-4242 Website

Tax Pros Charlotte

7308 E Independence Blvd Ste F, Charlotte, NC 28227 · Claim or fix

Call (704) 991-7117 Website

A Tax Office INC

8929 J M Keynes Dr, Charlotte, NC 28262 · Claim or fix

Call (980) 225-7900 Website

Mb Equipment Finance

15720 Brixham Hill Ave Ste 327, Charlotte, NC 28277 · Claim or fix

Call (704) 944-3277 Website

The Investor Advisory Group, Llc

421 S Sharon Amity Rd Ste A, Charlotte, NC 28211 · Claim or fix

Call (704) 366-1120 Website

Signature Wealth Strategies

521 E Morehead St # 150, Charlotte, NC 28202 · Claim or fix

Call (704) 333-6441 Website

One Way Credit Fix

3540 Toringdon Way, Charlotte, NC 28277 · Claim or fix

Call (980) 890-5600 Website

Tax & Services Peñaherrera

3721 Eastway Dr, Charlotte, NC 28205 · Claim or fix

Call (704) 569-1911 Website

A-1 Taxes

12700 Oldehurst Pl, Charlotte, NC 28262 · Claim or fix

Call (855) 721-2825 Website

Acuity Consulting Group, LLC

227 W 4th St, Charlotte, NC 28202 · Claim or fix

Call (833) 229-3330 Website

Affinia Tax Solutions

3125 Eastway Dr, Charlotte, NC 28205 · Claim or fix

Call (704) 565-9706 Website

Affordable Tax

11709 Fruehauf Dr #200, Charlotte, NC 28273 · Claim or fix

Call (704) 461-0043 Website

Ambassador's Business & Tax Services

2104 Ayrsley Town Blvd, Charlotte, NC 28273 · Claim or fix

Call (704) 499-9054 Website

Ameriprise Financial Advisors

6211 Carmel Rd Ste 104, Charlotte, NC 28226 · Claim or fix

Call (704) 540-4615 Website

ASAP Tax Express

525 N Tryon St Suite 1600, Charlotte, NC 28202 · Claim or fix

Call (704) 817-7196 Website

ATG Tax Prep

436 E 36th St, Charlotte, NC 28205 · Claim or fix

Call (704) 385-7274 Website

Auctus Advisors

325 Arlington Ave, Charlotte, NC 28203 · Claim or fix

Call (704) 533-9880 Website

Baird Private Wealth Management

4350 Congress St Suite 400, Charlotte, NC 28209 · Claim or fix

Call (877) 792-9131 Website

Basta+Croop

933 Louise Ave, Charlotte, NC 28204 · Claim or fix

Call (704) 981-9787 Website

Blackbridge Financial

15515 York Rd, Charlotte, NC 28278 · Claim or fix

Call (704) 641-0018 Website

Blue Financial

5970 Fairview Rd Ste 400, Charlotte, NC 28210 · Claim or fix

Call (704) 302-1141 Website

Bowman Financial Group

415 S Sharon Amity Rd Ste A-1, Charlotte, NC 28211 · Claim or fix

Call (704) 612-0148 Website

Brown Brothers Harriman

227 W Trade St, Charlotte, NC 28202 · Claim or fix

Call (704) 370-0500 Website

Burchett Financial Services

Parking lot, 8426 Medical Plaza Dr STE 300, Charlotte, NC 28262 · Claim or fix

Call (704) 549-9401 Website

Cardinal Financial Company, Limited Partnership

3701 Arco Corporate Dr Ste 200, Charlotte, NC 28273 · Claim or fix

Call (251) 328-4185 Website

Carolina's Multi Servicio Latino

1637 Eastway Dr, Charlotte, NC 28205 · Claim or fix

Call (704) 535-8110 Website

Caroline Littrell

6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 · Claim or fix

Call (704) 442-4820 Website

Carousel Capital

201 N Tryon St #2450, Charlotte, NC 28202 · Claim or fix

Call (704) 372-2040 Website

Carroll Financial Associates

4521 Sharon Rd Ste 400, Charlotte, NC 28211 · Claim or fix

Call (704) 553-8006 Website

CayDen Wealth Management

2015 Ayrsley Town Blvd, Charlotte, NC 28273 · Claim or fix

Call (704) 523-2272 Website

CFE Tax Services

1727 Sardis Rd N, Charlotte, NC 28270 · Claim or fix

Call (704) 713-6667 Website

Cloudcfo

5200 Park Rd Ste 222, Charlotte, NC 28209 · Claim or fix

Call (704) 650-8263 Website

Cm Global Partners / Compensationmaster Software

10801 Johnston Rd Ste 208, Charlotte, NC 28226 · Claim or fix

Call (704) 541-9695 Website

Community Educational Funding

3121 Springbank Ln Ste i, Charlotte, NC 28226 · Claim or fix

Call (704) 628-6644 Website

Consolidated Planning

6115 Park South Dr, Charlotte, NC 28210 · Claim or fix

Call (704) 552-8507 Website

Crown Jewel Financial Services

6047 Tyvola Glen Cir, Charlotte, NC 28217 · Claim or fix

Call (980) 944-8900 Website

Crystal Clear Endeavors, LLC

301 McCullough Dr Suite 400, Charlotte, NC 28262 · Claim or fix

Call (844) 440-4668 Website

CT Tax Services

6769 Albemarle Rd suite a, Charlotte, NC 28212 · Claim or fix

Call (704) 535-2045 Website

DenMark Consultants

428 E 4th St, Charlotte, NC 28202 · Claim or fix

Call (704) 323-7942 Website

Dennis Tax & Accounting

2815 W Sugar Creek Rd, Charlotte, NC 28262 · Claim or fix

Call (704) 596-3829 Website

E2i Financial Group

13850 Ballantyne Corporate Pl, Charlotte, NC 28277 · Claim or fix

Call (800) 650-4315 Website

Eastover Capital Management

509 Fenton Pl, Charlotte, NC 28207 · Claim or fix

Call (704) 336-6818 Website

Edward Jones - Financial Advisor: Katie Lazo, CEPA®|AAMS®

801 E Morehead St Ste 307, Charlotte, NC 28202 · Claim or fix

Call (704) 333-6310 Website

Edward Jones - Financial Advisor: Keith Nowokunski

1730 E Woodlawn Rd Ste C, Charlotte, NC 28209 · Claim or fix

Call (704) 522-1206 Website

Edward Jones - Financial Advisor: Mike Willard

10800 Sikes Pl Ste 230, Charlotte, NC 28277 · Claim or fix

Call (704) 246-8216 Website

Elite Tax Services

3806 Voeltz Dr, Charlotte, NC 28269 · Claim or fix

Call (980) 441-7306 Website

Epic Capital Wealth Management

6135 Park South Dr Ste 527, Charlotte, NC 28210 · Claim or fix

Call (704) 552-5200 Website

Falfurrias Capital Partners

100 N Tryon St, Charlotte, NC 28202 · Claim or fix

Call (704) 371-3220 Website

Finteam Business Consulting

933 Louise Ave # 550, Charlotte, NC 28204 · Claim or fix

Call (980) 326-4326 Website

Gaskin Asset Management

7615 Colony Rd, Charlotte, NC 28226 · Claim or fix

Call (800) 407-2249 Website

GCG Wealth Management, LLC

1415 Vantage Pk Dr #250, Charlotte, NC 28203 · Claim or fix

Call (704) 372-4491 Website

Gethers Investment Group

1213 W Morehead St Ste 500 Pmb 39, Charlotte, NC 28208 · Claim or fix

Call (704) 659-3797 Website

H&R Block

3211 EASTWAY DR STE 13, Charlotte, NC 28205 · Claim or fix

Call (704) 566-1062 Website

H&R Block

4703 CENTRAL AVE, Charlotte, NC 28205 · Claim or fix

Call (704) 566-8124 Website

H&R Block

5430 N Tryon St, Charlotte, NC 28213 · Claim or fix

Call (704) 537-3474 Website

H&R Block

4724 Sharon Rd, Charlotte, NC 28210 · Claim or fix

Call (704) 551-6435 Website

H&R Block

DAVIS LAKE 8511 DAVIS LAKE PKWY STE C-5, Charlotte, NC 28269 · Claim or fix

Call (704) 921-1471 Website

H&R Block

8943 S Tryon St C, Charlotte, NC 28273 · Claim or fix

Call (704) 504-5374 Website

H&R Block

9739 NORTHLAKE CENTRE PKWY BLDG G STE G, Charlotte, NC 28216 · Claim or fix

Call (704) 509-2388 Website

H&R Block

5820 E1 E WT HARRIS BLVD, Charlotte, NC 28215 · Claim or fix

Call (704) 536-7311 Website

H&R Block

8640 UNIVERSITY CITY BLVD STE A-8, Charlotte, NC 28213 · Claim or fix

Call (704) 503-1502 Website

H&R Block

3625 Mt Holly-Huntersville Rd, Charlotte, NC 28216 · Claim or fix

Call (704) 971-1100 Website

H&R Block

1848 Galleria Blvd H, Charlotte, NC 28270 · Claim or fix

Call (704) 849-0755 Website

H&R Block

2909 FREEDOM DR STE 2, Charlotte, NC 28208 · Claim or fix

Call (704) 392-9646 Website

H&R Block

4734 SOUTH BLVD, Charlotte, NC 28217 · Claim or fix

Call (704) 527-0175 Website

H&R Block

INDEPENDENCE SHOPPING CENTER 5622 INDEPENDENCE BLVD STE 130, Charlotte, NC 28212 · Claim or fix

Call (704) 536-2218 Website

Hedge Fund PPM templates

13866 Ballantyne Corporate Pl, Charlotte, NC 28277 · Claim or fix

Call (704) 237-0452 Website

HK Solutions LLC

4701 Hanging Ivy Dr, Charlotte, NC 28215 · Claim or fix

Call (704) 516-1286 Website

HYGPJ Financials

6033 Florence Ave, Charlotte, NC 28212 · Claim or fix

Call (704) 919-0360 Website

Ignite Wealth Planning

2015 Ayrsley Town Blvd #202, Charlotte, NC 28273 · Claim or fix

Call (704) 523-2272 Website

Infinity Professional Services

1913 J N Pease Pl STE 101, Charlotte, NC 28269 · Claim or fix

Call (704) 218-0547 Website

Jackson Hewitt Tax Service

4456 The Plaza Unit 5E, Charlotte, NC 28215 · Claim or fix

Call (216) 650-5842 Website

James Financial Solutions

7520 E Independence Blvd Ste 180, Charlotte, NC 28227 · Claim or fix

Call (980) 209-1537 Website

JBA Tax and Accounting

301 McCullough Dr Ste 400, Charlotte, NC 28262 · Claim or fix

Call (704) 741-8877 Website

JHG Financial Advisors

2616 Fort St, Charlotte, NC 28205 · Claim or fix

Call (704) 536-3423 Website

Jonathan Tedesco

6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 · Claim or fix

Call (704) 442-3441 Website

Keep It Simple Consulting

3557 N Sharon Amity Rd Ste 101, Charlotte, NC 28205 · Claim or fix

Call (800) 398-2887 Website

Kilo Futures

7300 Carmel Executive Park Dr, Charlotte, NC 28226 · Claim or fix

Call (215) 422-3144 Website

Kks Audit Financial Services

2015 Ayrsley Town Blvd Ste 202, Charlotte, NC 28273 · Claim or fix

Call (980) 477-5254 Website

KW Financial Services LLC

1213 W Morehead St, Charlotte, NC 28208 · Claim or fix

Call (980) 250-0517 Website

Lancaster & Hall

15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 · Claim or fix

Call (704) 765-2368 Website

Liberty Tax

4023 Brookshire Blvd, Charlotte, NC 28216 · Claim or fix

Call (704) 393-2568 Website

Liberty Tax

2709 Central Ave, Charlotte, NC 28205 · Claim or fix

Call (704) 870-0662 Website

Liberty Tax

10110 Johnston Rd, Charlotte, NC 28210 · Claim or fix

Call (704) 341-4115 Website

Liberty Tax

5210 N Tryon St, Charlotte, NC 28213 · Claim or fix

Call (704) 599-8291 Website

Liberty Tax

5700 University Pointe Blvd #114, Charlotte, NC 28262 · Claim or fix

Call (704) 594-4755 Website

Liberty Tax

9622 Monroe Rd, Charlotte, NC 28270 · Claim or fix

Call (704) 666-4571 Website

LUX Investments Academy

101 N Tryon St, Charlotte, NC 28202 · Claim or fix

Call (470) 674-8321 Website

Matthew Knight

5200 77 Center Dr, Charlotte, NC 28217 · Claim or fix

Call (704) 547-0730 Website

McGrant Tax & Bookkeeping

435 Bradford Dr, Charlotte, NC 28208 · Claim or fix

Call (704) 394-7797 Website

McGrant Tax & Bookkeeping

2340 N Graham St, Charlotte, NC 28206 · Claim or fix

Call (704) 343-9949 Website

Money Counts

11121 Carmel Commons Blvd Ste 400, Charlotte, NC 28226 · Claim or fix

Call (704) 315-5623 Website

My Ibc Coach

11440 Carmel Commons Blvd Ste 209, Charlotte, NC 28226 · Claim or fix

Call (704) 405-9940 Website

N&J Income TAX Service

901 N Wendover Rd # E, Charlotte, NC 28211 · Claim or fix

Call (704) 365-3850 Website

Nathan Weir

13777 Ballantyne Corporate Pl Suite 550, Charlotte, NC 28277 · Claim or fix

Call (704) 643-0136 Website

NC Conttax Accounting and Taxes Services

5500 Executive Center Dr Ste 236, Charlotte, NC 28212 · Claim or fix

Call (704) 737-9449 Website

NC Tax Services

809 E Arrowood Rd # 600, Charlotte, NC 28217 · Claim or fix

Call (704) 679-4160 Website

Neely Financial

11215 N Community House Rd, Charlotte, NC 28277 · Claim or fix

Call (704) 915-2202 Website

Nexagy

1945 J N Pease Pl Ste 204, Charlotte, NC 28262 · Claim or fix

Call (704) 218-9549 Website

Northwestern Mutual

6235 Carnegie Blvd, Charlotte, NC 28211 · Claim or fix

Call (704) 365-2014 Website

Paramount Tax & Accounting - Charlotte

5960 Fairview Rd 4th floor, Office 424, Charlotte, NC 28210 · Claim or fix

Call (980) 425-8987 Website

Penaherrera Accounting Tax Solutions

7600 Nations Ford Rd, Charlotte, NC 28217 · Claim or fix

Call (704) 889-0305 Website

Perfect Choice Tax Services

2750 E W.T. Harris Blvd #105 105, Charlotte, NC 28213 · Claim or fix

Call (704) 595-3711 Website

Piedmont Bookkeeping and Tax Services

1515 Mockingbird Ln STE 400, Charlotte, NC 28209 · Claim or fix

Call (704) 506-1137 Website

Plexus Capital

200 Providence Rd # 103, Charlotte, NC 28207 · Claim or fix

Call (919) 256-3651 Website

Presto Tax Diversified

301 McCullough Dr, Charlotte, NC 28262 · Claim or fix

Call (704) 970-7824 Website

QC Capital

8350 Arrowridge Blvd #1A-9, Charlotte, NC 28273 · Claim or fix

Call (704) 327-0688 Website

Queen City Tax Relief

10130 Mallard Creek Rd, Charlotte, NC 28262 · Claim or fix

Call (980) 890-7644 Website

QuickMax Refunds Tax Services

7200 Albemarle Rd F, Charlotte, NC 28227 · Claim or fix

Call (704) 496-9791 Website

Reality Check Tax

Beatties Ford / Trinity, 2101 Beatties Ford Rd, Charlotte, NC 28216 · Claim or fix

Call (704) 968-7007 Website

Remedy Tax & Financial Services

301 E Woodlawn Rd #1, Charlotte, NC 28217 · Claim or fix

Call (704) 523-2885 Website

Retirement & Estate Planning Services

1850 E 3rd St #155, Charlotte, NC 28204 · Claim or fix

Call (704) 372-5520 Website

S&W Express Tax Service

1405 Old Tree Ln, Charlotte, NC 28216 · Claim or fix

Call (704) 724-6908 Website

SEDNA Wealth

227 W 4th St, Charlotte, NC 28202 · Claim or fix

Call (704) 981-0455 Website

Seth Wheeler

6235 Carnegie Blvd, Charlotte, NC 28211 · Claim or fix

Call (704) 690-2288 Website

She Be Taxin’

5501 Executive Center Dr, Charlotte, NC 28212 · Claim or fix

Call (980) 431-1212 Website

Sierra Tax Service

9728 Audrey Lake Dr, Charlotte, NC 28213 · Claim or fix

Call (704) 756-9010 Website

SouthPark Capital

6101 Carnegie Blvd #350, Charlotte, NC 28209 · Claim or fix

Call (704) 325-9406 Website

Steele Creek Tax Services

13209 Carowinds Blvd Ste I, Charlotte, NC 28273 · Claim or fix

Call (704) 588-5455 Website

Stokes Tax and Business Solutions

2015 Ayrsley Town Blvd, Charlotte, NC 28273 · Claim or fix

Call (704) 575-7784 Website

Strathmore Capital Advisors

2201 South Blvd Ste 310, Charlotte, NC 28203 · Claim or fix

Call (704) 364-4241 Website

Stretch Money Tax Services

2706 Freedom Dr, Charlotte, NC 28208 · Claim or fix

Call (980) 384-6313 Website

Stuart Pfeifer

6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 · Claim or fix

Call (704) 442-3421 Website

Summit Advisory Group

5925 Carnegie Blvd, Charlotte, NC 28209 · Claim or fix

Call (704) 554-6404 Website

How to choose a financial advisor in Charlotte

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the business: confirm a company's registration with the state in our North Carolina business lookup guide, and licensed trades in the contractor license lookup guide.

Common questions

How many financial advisors are listed in Charlotte, North Carolina?

USA Business Search shows 354 financial advisors in Charlotte. 342 list a phone number and 296 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 28277, 28210, 28205, 28262, 28203, 28211, 28202, 28209.

How do I choose a financial advisor in Charlotte?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Get every quote or recommendation in writing. Check the license or registration through the North Carolina business lookup guide.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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