Market Standing · 2026
The most transparent firms in Charlotte-Concord-Gastonia.
355 scored firmsTop 10 recognizedfidelon.com/markets/charlotte-concord-gastonia-nc-sc
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in Charlotte-Concord-Gastonia
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1FANIE (NMI) GOUWSSign in to view — freeGOUWS CAPITAL LLC · Charlotte, NC
- 2THOMAS CALDWELL CALAMESign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 3MONIKA MARTA LARICHESign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 4WESLEY SCOTT STOLTZSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 5ROBERT THEODORE O'DELLSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 6BRADLEY WILLIAM HORSTMANNSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 7WALKER FRANKLIN DAVIDSONSign in to view — freeCAROLINA STRATEGY, LLC · Matthews, NC
- 8BRIAN HADDON WHISNANTSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 9ANDREI EVGENIEVICH BOLSHAKOVSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC
- 10CHRISTOPHER JAMES LEWISSign in to view — freeWEDGE CAPITAL MANAGEMENT LLP · Charlotte, NC