#1Woodard & Co Asset Management Group Inc
WOODARD & CO ASSET MANAGEMENT GROUP INC
Serves this area from Bermuda Run, NC (19 mi)
Retirement Plan Advisors in Davidson County, NC
The top-ranked retirement plan advisors serving Davidson County, NC are Woodard & Co Asset Management Group Inc, Horizon Financial Services, LLC and Three Magnolias Financial Advisors. We list 12 retirement plan advisors serving Davidson County, NC. 12 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 Davidson County, NC. 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Davidson County
#2Horizon Financial Services, LLC
HORIZON FINANCIAL SERVICES, LLCServes this area from Winston-Salem, NC (20 mi)#3Three Magnolias Financial Advisors
THREE MAGNOLIAS FINANCIAL ADVISORS, LLCServes this area from Winston-Salem, NC (21 mi)#4Cannon Wealth Management Services
CANNON WEALTH MANAGEMENT SERVICES, LLCServes this area from Winston-Salem, NC (21 mi)#5Hanover Square Wealth Advisors LLC
HANOVER SQUARE WEALTH ADVISORS LLCServes this area from Winston-Salem, NC (22 mi)#6Timonier
TIMONIER FAMILY OFFICE, LTD.Serves this area from Winston-Salem, NC (23 mi)#7Millennium Investment And Retirement Advisors, LLC
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLCServes this area from Winston-Salem, NC (25 mi)#8Carolina Financial Advisors, Inc.
CAROLINA FINANCIAL ADVISORS, INC.Serves this area from Greensboro, NC (30 mi)#9Spartan Planning Group
SPARTAN PLANNING & WEALTH MANAGEMENT, LLCServes this area from Greensboro, NC (30 mi)#10Cascades Capital Asset Management, LLC
CASCADES CAPITAL ASSET MANAGEMENT, LLCServes this area from Greensboro, NC (30 mi)
2 more providers serving this area
- Uwharrie Investment Advisors, Inc., Albemarle, NC (31 mi)
- Strategic Advisory Partners, Greensboro, NC (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Davidson County?
We list 12 retirement plan advisors serving Davidson County, NC: 0 based there and 12 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Davidson County?
The top-ranked retirement plan advisors serving Davidson County, NC are Woodard & Co Asset Management Group Inc, Horizon Financial Services, LLC, Three Magnolias Financial Advisors, Cannon Wealth Management Services and Hanover Square Wealth Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Davidson County are verified against official records?
10 of the top 10 match an active official record: Woodard & Co Asset Management Group Inc (U.S. Securities and Exchange Commission), Horizon Financial Services, LLC (U.S. Securities and Exchange Commission), Three Magnolias Financial Advisors (U.S. Securities and Exchange Commission), Cannon Wealth Management Services (U.S. Securities and Exchange Commission) and Hanover Square Wealth Advisors LLC (U.S. Securities and Exchange Commission), and 5 more on this page. 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 .
Cities in Davidson County
Communities served
Lexington, Midway, Welcome, Tyro, Wallburg, Denton, Southmont, Yadkin College