#1Castle Wealth Group
CASTLE SECURITIES, LLC
Based in Mooresville, NC
Retirement Plan Advisors in Iredell County, NC
The top-ranked retirement plan advisors serving Iredell County, NC are Castle Wealth Group, Namcoa and Granada Wealth Management, LLC. We list 42 retirement plan advisors serving Iredell County, 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 Iredell County, NC. 42 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 Iredell County
#2Namcoa
NAPLES ASSET MANAGEMENT CO., LLCBased in Mooresville, NC#3Granada Wealth Management, LLC
GRANADA WEALTH MANAGEMENT, LLCServes this area from Davidson, NC (21 mi)#4Vision Capital & Management
VISION CAPITAL MANAGEMENT CORPORATIONServes this area from NC#5Alphastar Capital Management
ALPHASTAR CAPITAL MANAGEMENT, LLCServes this area from Cornelius, NC (23 mi)#6Aspire Private Capital
ASPIRE PRIVATE CAPITAL, LLCServes this area from Cornelius, NC (23 mi)#7Powell Wealth
POWELL FINANCIAL, INC.Serves this area from Cornelius, NC (24 mi)#8Passport Wealth Management
PASSPORT WEALTH MANAGEMENT LLCServes this area from Cornelius, NC (24 mi)#9Cornerstone Wealth
CORNERSTONE WEALTH GROUP, LLCServes this area from Huntersville, NC (25 mi)#10Thayer Financial, L.L.C.
THAYER FINANCIAL, L.L.C.Serves this area from Hickory, NC (27 mi)
20 more providers serving this area
- Woodard & Co Asset Management Group Inc, Bermuda Run, NC (29 mi)
- Ia Network, LLC, Charlotte, NC (40 mi)
- Linden Thomas Advisory Services, LLC, Charlotte, NC (40 mi)
- Auctus Advisors LLC, Charlotte, NC (41 mi)
- Bragg Financial Advisors Inc, Charlotte, NC (41 mi)
- Defender Capital, Charlotte, NC (41 mi)
- Mbl Advisors, Charlotte, NC (41 mi)
- Kucharo Wealth, Charlotte, NC (41 mi)
- Greenway Wealth Advisors, LLC, Charlotte, NC (41 mi)
- Worth Advisors, Charlotte, NC (41 mi)
- Front Porch Financial Advisory, Charlotte, NC (41 mi)
- Blueprint Financial Advisors, Charlotte, NC (41 mi)
- Cannon Advisors, Charlotte, NC (41 mi)
- Verum Partners LLC, Charlotte, NC (42 mi)
- Eastover Capital Management, Charlotte, NC (42 mi)
- Novare Capital Management, Charlotte, NC (42 mi)
- Strathmore Capital Advisors, Charlotte, NC (42 mi)
- Investor Advisory Group, Charlotte, NC (44 mi)
- Innovation Partners LLC, Charlotte, NC (45 mi)
- Ip Financial Advisory Services LLC, Charlotte, NC (45 mi)
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Frequently asked questions
How many retirement plan advisors serve Iredell County?
We list 42 retirement plan advisors serving Iredell County, NC: 2 based there and 40 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 Iredell County?
The top-ranked retirement plan advisors serving Iredell County, NC are Castle Wealth Group, Namcoa, Granada Wealth Management, LLC, Vision Capital & Management and Alphastar Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Iredell County are verified against official records?
10 of the top 10 match an active official record: Castle Wealth Group (U.S. Securities and Exchange Commission), Namcoa (U.S. Securities and Exchange Commission), Granada Wealth Management, LLC (U.S. Securities and Exchange Commission), Vision Capital & Management (U.S. Securities and Exchange Commission) and Alphastar 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 .
Cities in Iredell County
Communities served
Lake Norman of Iredell, Troutman, Harmony, Love Valley