THE LIST: Charlotte's largest financial planning, wealth management firms

This week’s Charlotte Business Journal lists Charlotte’s financial planning firms, ranked by number of Certified Financial Planners. Northwestern Mutual tops The List with 23 Certified Financial Planners in its Charlotte-area offices, followed by Carroll Financial Associates Inc. with 20 CFPs. Bragg Financial Advisors is the largest fee-only firm on The List, coming in at No. 7, with 8 CFPs. CBJ also ranked survey participants by total assets under management locally for a wealth management…

from Charlotte Business News - Local Charlotte News | Charlotte Business Journal https://www.bizjournals.com/charlotte/news/2018/05/11/the-list-charlottes-largest-financial-planning.html?ana=RSS&s=article_search