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Fidelon
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Market Standing · 2026
The most transparent firms in Charlotte-Concord-Gastonia.
355 scored firmsTop 10 recognizedfidelon.com/markets/charlotte-concord-gastonia-nc-sc
1IA-only—92.5Arank within Top 10; below the 80 standard
2IA-only—91.5Arank within Top 10; below the 80 standard
3IA-only$172M91.3ARecognized · Top 10
4IA-only—91Arank within Top 10; below the 80 standard
5IA-only$78.5M91ARecognized · Top 10
6IA-only$49.8M91ARecognized · Top 10
7IA-only—91Arank within Top 10; below the 80 standard
8
Tierone Capital
CRD 332000
IA-only—91Arank within Top 10; below the 80 standard
9IA-only$2M91ARecognized · Top 10
10IA-only$4.4K91ARecognized · Top 10
11
Investorbloc
CRD 339421
IA-only—91A—
12IA-only—91A—
13IA-only—90.9A—
14IA-only—90.8A—
15IA-only$15.1M90.6A—
16
Kucharo Wealth
CRD 329601
IA-only$124M90.6A—
17IA-only—90.3A—
18
Kubitree
CRD 336330
IA-only—90.3A—
19IA-only—90.3A—
20IA-only$353K90.1A—
21IA-only$341M90A—
22IA-only$54.7M89.9A—
23IA-only$8.8M89.9A—
24IA-only$16.5M89.8A—
25IA-only$164K89.8A—
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.