Verum Partners Featured in Charlotte Business Journal Lists
We're excited to announce that Verum Partners has been named to Charlotte Business Journal's list of Charlotte's Largest Financial Planning Firms and Charlotte's Largest Wealth Management Firms.
ABOUT CHARLOTTE'S LARGEST FINANCIAL PLANNING FIRMS LIST
39 firms were included on the list of Charlotte's largest financial planning firms. Firms were ranked by number of local Certified Financial Planners (CFPs), and Verum Partners ranked #16.
Read more about the requirements and view the full list of firms here.
ABOUT CHARLOTTE'S LARGEST WEALTH MANAGEMENT FIRMS LIST
When it came to Charlotte's largest wealth management firms, those included were ranked by assets under management by Charlotte-area offices. Verum was proud to claim #24 on this list of 35 firms.
Read more about the requirements and view the full list of firms here.
Verum Partners was included on Charlotte's largest financial planning firms list and Charlotte's largest wealth management firms list on May 9, 2025. The list of Charlotte's largest financial planning firms is created by Charlotte Business Journal and is ranked by number of local Certified Financial Planners (CFPs). The list of Charlotte's largest wealth management firms is also created by Charlotte Business Journal and is awarded based on assets under management by Charlotte-area offices.
Be the First to Know
Sign up for our newsletter to receive a curated round-up of financial news, thoughtful perspectives, and updates.
"*" indicates required fields