| Business | Phone |
| Kitty Hawk Capital 2901 Coltsgate Rd # 100, Charlotte 28211 | (704) 362-3909 |
| Academy Funds 11540 N Community House # 150, Charlotte 28277 | (704) 540-9379 |
| Wakefield Group 1110 E Morehead St, Charlotte 28204 | (704) 372-0355 |
| Carolinas Capital 1408 Biltmore Dr, Charlotte 28207 | (704) 375-3888 |
| Shelton Companies 5955 Carnegie Blvd # 225, Charlotte 28209 | (704) 557-2200 |
| Frontier Capital 1900 South Blvd # 300, Charlotte 28203 | (704) 414-2880 |