#1Thayer Financial, L.L.C.
THAYER FINANCIAL, L.L.C.
Serves this area from Hickory, NC (16 mi)
Retirement Plan Advisors in Alexander County, NC
The top-ranked retirement plan advisors serving Alexander County, NC are Thayer Financial, L.L.C., Castle Wealth Group and Namcoa. We list 3 retirement plan advisors serving Alexander County, NC. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Alexander County, NC. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Alexander County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Thayer Financial, L.L.C. | SEC-registered investment adviser (CRD)#304729 | Hickory, NC (16 mi) | (828) 569-2785 |
| 2 | Castle Wealth Group | SEC-registered investment adviser (CRD)#342075 | Mooresville, NC (29 mi) | (704) 594-8000 |
| 3 | Namcoa | SEC-registered investment adviser (CRD)#133978 | Mooresville, NC (30 mi) | (239) 593-5525 |
#2Castle Wealth Group
CASTLE SECURITIES, LLCServes this area from Mooresville, NC (29 mi)#3Namcoa
NAPLES ASSET MANAGEMENT CO., LLCServes this area from Mooresville, NC (30 mi)
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Frequently asked questions
How many retirement plan advisors serve Alexander County?
We list 3 retirement plan advisors serving Alexander County, NC: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Alexander County?
The top-ranked retirement plan advisors serving Alexander County, NC are Thayer Financial, L.L.C., Castle Wealth Group and Namcoa. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Alexander County are verified against official records?
3 of the top 3 match an active official record: Thayer Financial, L.L.C. (U.S. Securities and Exchange Commission), Castle Wealth Group (U.S. Securities and Exchange Commission) and Namcoa (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Bethlehem, Taylorsville, Stony Point, Hiddenite