Financial advisors in Charlotte: list of 16 free CSV

How many financial advisors are in Charlotte?

OpenStreetMap lists 16 named advice firms and offices inside the Charlotte city boundary (817 km²), extract of 11 Nov 2026. 25% of the records list a website and 19% a phone number; 12 named financial advisors have no website on the public record.

Examples on the list: Charles Schwab, Dimensional, Ditech Mortgage Group.

Financial advisors in Charlotte at a glance: most are in SouthPark (3), University City (3), Parkdale (2); records were last edited between Jan 2015 and Jun 2026; chain names include Edward Jones; Nexagy and Tom Daoust - Prudential Financial list a business phone.

16named advice firms and offices

25%list a website

12no website listed

10neighbourhoods

Download all 16 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

12 with no website3 non-chain, edited since 2022.Filter to them
11 non-chain5 chain branches set aside; the biggest brand is Edward Jones (3).Non-chain only
3 in SouthParkPlan a territory by neighbourhood or postcode.Only SouthPark

All 16 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in Charlotte, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
C
Charles Schwab	4529 Sharon Road, SouthPark
D
Dimensional	South End, no street on record	dimensional.com
Ditech Mortgage Groupnot edited since 2015	Ballantyne, no street on record
E
Edward Jones	9739 Northlake Centre Parkway, Northlake
Edward Jones	Parkdale, no street on record
Edward Jones	Parkdale, no street on record
F
Fidelity Investments	4611 Sharon Road, SouthPark
M
Moody's	South End, no street on record
Mutual of America Financial Group	Wilmore, no street on record
N
Nexagy	1945 J N Pease Place, University City	nexagy.com	+1-704-218-9549
Q
QC Lending, LLC	1800 Camden Road, Midtown	qclending.com
R
Regional Financenot edited since 2015	Idlewild, no street on record
S
Skyla Administration Building	718 Central Avenue, Elizabeth
T
TIAAnot edited since 2022	8625 Andrew Carnegie Boulevard, University City
TIAAnot edited since 2022	8500 Andrew Carnegie Boulevard, University City
Tom Daoust - Prudential Financialnot edited since 2022	2701 Coltsgate Road, SouthPark	prudential.com	+1-704-248-8427

Download the full CSV (16 rows)

Also as Excel file of the 16 financial advisors, GeoJSON file of the 16 financial advisors, KML file of the 16 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Charlotte with no website listed

3 of 11 named non-chain financial advisors.

Moody'sSouth End, phone listed
Mutual of America Financial GroupWilmore
Skyla Administration Building718 Central Avenue, Elizabeth

Show all of them Every kind of business in Charlotte without a website

Where they are

Map of the 16 financial advisors inside the Charlotte boundary; most sit around SouthPark, University City, Parkdale. — website listedno website, or social page only

By neighbourhood

Black: website listed.

Chains and non-chain businesses

31% of the records are branches of a chain or brand; 11 are not.

Edward Jones3

What the records hold

16 map records.
Field	Records	Share
Street address	9	56%
Website (own site)	4	25%
Phone on file	3	19%
Email on file (not shown)	1	6%
Opening hours	2	13%
Chain or brand branch	5	31%
Edited since January 2024	11	69%

Half the records were last edited in May 2024 or later.

Why other sites show a different number

Coverage. 16 mapped; Google Maps holds more.
Boundary. 817 km² (map); metro searches count more.
Names. 5 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.42 to $0.52 for 16 to 120 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste this search into Search phrases.
1. financial advisors in Charlotte, NC
Set Country: United States; US state: North Carolina.
Set Maximum leads to 200.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Francisco	25	56%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%

Every city for financial advisors

More lists in Charlotte

All Charlotte lists

How Charlotte compares: the local digital gap in Charlotte, every kind of business with and without a website on the map.

Questions

How many financial advisors are there in Charlotte?

At least 16: that is how many OpenStreetMap has inside the Charlotte city boundary, 16 with a name (extract of 11 Nov 2026). 5 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Charlotte has the most financial advisors?

SouthPark (3), then University City (3) and Parkdale (2). 10 neighbourhoods have at least one.

How many financial advisors in Charlotte have no website?

12 of the 16 named financial advisors have no website on their map record; 3 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Charlotte?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Charlotte, NC". One run costs about $0.42 to $0.52 ($0.40 start fee (4 GB run) included), plus platform usage, for 16 to 120 rows.

Sources

OpenStreetMap extract for Charlotte, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.