#1Thayer Financial, L.L.C.
THAYER FINANCIAL, L.L.C.
Serves this area from Hickory, NC (18 mi)
Retirement Plan Advisors in Lincoln County, NC
The top-ranked retirement plan advisors serving Lincoln County, NC are Thayer Financial, L.L.C., Aspire Private Capital and Alphastar Capital Management. We list 42 retirement plan advisors serving Lincoln 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 Lincoln 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 Lincoln County
#2Aspire Private Capital
ASPIRE PRIVATE CAPITAL, LLCServes this area from Cornelius, NC (19 mi)#3Alphastar Capital Management
ALPHASTAR CAPITAL MANAGEMENT, LLCServes this area from Cornelius, NC (19 mi)#4Cornerstone Wealth
CORNERSTONE WEALTH GROUP, LLCServes this area from Huntersville, NC (19 mi)#5Passport Wealth Management
PASSPORT WEALTH MANAGEMENT LLCServes this area from Cornelius, NC (19 mi)#6Powell Wealth
POWELL FINANCIAL, INC.Serves this area from Cornelius, NC (20 mi)#7Castle Wealth Group
CASTLE SECURITIES, LLCServes this area from Mooresville, NC (21 mi)#8Granada Wealth Management, LLC
GRANADA WEALTH MANAGEMENT, LLCServes this area from Davidson, NC (21 mi)#9Mauney-pitt Financial Management, Inc.
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.Serves this area from Shelby, NC (22 mi)#10Namcoa
NAPLES ASSET MANAGEMENT CO., LLCServes this area from Mooresville, NC (23 mi)
20 more providers serving this area
- Vision Capital & Management, NC
- Worth Advisors, Charlotte, NC (28 mi)
- Greenway Wealth Advisors, LLC, Charlotte, NC (28 mi)
- Defender Capital, Charlotte, NC (28 mi)
- Ia Network, LLC, Charlotte, NC (28 mi)
- Kucharo Wealth, Charlotte, NC (28 mi)
- Auctus Advisors LLC, Charlotte, NC (28 mi)
- Linden Thomas Advisory Services, LLC, Charlotte, NC (28 mi)
- Cannon Advisors, Charlotte, NC (28 mi)
- Front Porch Financial Advisory, Charlotte, NC (28 mi)
- Bragg Financial Advisors Inc, Charlotte, NC (28 mi)
- Novare Capital Management, Charlotte, NC (29 mi)
- Strathmore Capital Advisors, Charlotte, NC (29 mi)
- Mbl Advisors, Charlotte, NC (29 mi)
- Blueprint Financial Advisors, Charlotte, NC (29 mi)
- Lyon Wealth Advisors, Charlotte, NC (30 mi)
- Eastover Capital Management, Charlotte, NC (30 mi)
- Verum Partners LLC, Charlotte, NC (30 mi)
- Innovation Partners LLC, Charlotte, NC (32 mi)
- Ip Financial Advisory Services LLC, Charlotte, NC (32 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Lincoln County?
We list 42 retirement plan advisors serving Lincoln County, NC: 0 based there and 42 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 Lincoln County?
The top-ranked retirement plan advisors serving Lincoln County, NC are Thayer Financial, L.L.C., Aspire Private Capital, Alphastar Capital Management, Cornerstone Wealth and Passport Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lincoln County are verified against official records?
10 of the top 10 match an active official record: Thayer Financial, L.L.C. (U.S. Securities and Exchange Commission), Aspire Private Capital (U.S. Securities and Exchange Commission), Alphastar Capital Management (U.S. Securities and Exchange Commission), Cornerstone Wealth (U.S. Securities and Exchange Commission) and Passport Wealth 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 .
Communities served
Lincolnton, Westport, Lowesville, Denver, Iron Station, Crouse