#1Copperleaf Capital, LLC
COPPERLEAF CAPITAL, LLC
Serves this area from Lake Wylie, SC (12 mi)
Retirement Plan Advisors in Gastonia, NC
The top-ranked retirement plan advisors serving Gastonia, NC are Copperleaf Capital, LLC, Catawba River Capital and Lyon Wealth Advisors. We list 45 retirement plan advisors serving Gastonia, NC. 30 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 Gastonia, NC (Gaston County). 45 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 Gastonia
#2Catawba River Capital
CATAWBA RIVER CAPITALServes this area from Lake Wylie, SC (12 mi)#3Lyon Wealth Advisors
LYON WEALTH ADVISORS GROUP, LLCServes this area from Charlotte, NC (17 mi)#4Worth Advisors
WORTH FINANCIAL ADVISORY GROUP, LLCServes this area from Charlotte, NC (18 mi)#5Novare Capital Management
NOVARE CAPITAL MANAGEMENTServes this area from Charlotte, NC (18 mi)#6Strathmore Capital Advisors
STRATHMORE CAPITAL ADVISORS, INC.Serves this area from Charlotte, NC (18 mi)#7Greenway Wealth Advisors, LLC
GREENWAY WEALTH ADVISORS, LLCServes this area from Charlotte, NC (18 mi)#8Cannon Advisors
CANNON ADVISORS, INC.Serves this area from Charlotte, NC (19 mi)#9Front Porch Financial Advisory
FPF FA L.L.C.Serves this area from Charlotte, NC (19 mi)#10Kucharo Wealth
KUCHARO WEALTH, LLCServes this area from Charlotte, NC (19 mi)
20 more providers serving this area
- Defender Capital, Charlotte, NC (19 mi)
- Auctus Advisors LLC, Charlotte, NC (19 mi)
- Bragg Financial Advisors Inc, Charlotte, NC (19 mi)
- Ia Network, LLC, Charlotte, NC (19 mi)
- Linden Thomas Advisory Services, LLC, Charlotte, NC (20 mi)
- Blueprint Financial Advisors, Charlotte, NC (20 mi)
- Mbl Advisors, Charlotte, NC (20 mi)
- Mauney-pitt Financial Management, Inc., Shelby, NC (20 mi)
- Intentional, Fort Mill, SC (20 mi)
- Calamita Wealth Management, Charlotte, NC (21 mi)
- Innovation Partners LLC, Charlotte, NC (21 mi)
- Ip Financial Advisory Services LLC, Charlotte, NC (21 mi)
- Tagstone Capital, Inc., Charlotte, NC (21 mi)
- Wms Advisors, LLC, Charlotte, NC (21 mi)
- Eastover Capital Management, Charlotte, NC (21 mi)
- Verum Partners LLC, Charlotte, NC (21 mi)
- Cornerstone Wealth, Huntersville, NC (21 mi)
- Providence Capital Advisors, LLC, Charlotte, NC (22 mi)
- Sparta Wealth Partners, Charlotte, NC (22 mi)
- Core Advisory Group, Rock Hill, SC (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Gastonia?
We list 45 retirement plan advisors serving Gastonia, NC: 0 based there and 45 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 Gastonia?
The top-ranked retirement plan advisors serving Gastonia, NC are Copperleaf Capital, LLC, Catawba River Capital, Lyon Wealth Advisors, Worth Advisors and Novare Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Gastonia are verified against official records?
10 of the top 10 match an active official record: Copperleaf Capital, LLC (U.S. Securities and Exchange Commission), Catawba River Capital (U.S. Securities and Exchange Commission), Lyon Wealth Advisors (U.S. Securities and Exchange Commission), Worth Advisors (U.S. Securities and Exchange Commission) and Novare Capital Management (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 .