Blueprint Financial Advisors Ranked In Charlotte Wealth Management & Financial Planning

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, was ranked #16 on the Charlotte Business Journal’s 2026 list of largest wealth management firms and #26 for financial planning firms in the Charlotte, NC, area, as of December 31, 2025.

“Our team is incredibly proud of what we are building and that we get to call this beautiful city home,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Our growth is contingent upon partnering with impressive, thoughtful financial planners and advisors who share our values. This partnership model, where we elevate our partnering advisors more than ourselves, is what has allowed Blueprint Financial Advisors to expand 5x in just two years.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“Charlotte has become one of the top financial services cities in the country, and being surrounded by so much talent, vision, and people willing to build something meaningful is inspiring,” Swope adds.

The Charlotte Business Journal’s Wealth Management List is ranked by assets under management by Charlotte-area offices. Businesses based in the Charlotte area reported companywide assets managed. Information for local firms is self-reported or compiled from ADV forms. Firms based elsewhere provided numbers for Charlotte-area operations.

The Charlotte Business Journal’s Financial Planning List is comprised of the Charlotte-area’s largest financial planning firms, ranked by number of local Certified Financial Planners (CFPs).

The rankings are based on data as of December 31, 2025, and were published online May 22, 2026. No compensation was provided.