#1Carolina Financial Advisors, Inc.
CAROLINA FINANCIAL ADVISORS, INC.
Serves this area from Greensboro, NC (25 mi)
Retirement Plan Advisors in Randolph County, NC
The top-ranked retirement plan advisors serving Randolph County, NC are Carolina Financial Advisors, Inc., Cascades Capital Asset Management, LLC and Strategic Advisory Partners. We list 4 retirement plan advisors serving Randolph County, NC. 4 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 Randolph County, NC. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Randolph County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Carolina Financial Advisors, Inc. | SEC-registered investment adviser (CRD)#118823 | Greensboro, NC (25 mi) | (336) 333-0176 |
| 2 | Cascades Capital Asset Management, LLC | SEC-registered investment adviser (CRD)#167102 | Greensboro, NC (26 mi) | (336) 404-4746 |
| 3 | Strategic Advisory Partners | SEC-registered investment adviser (CRD)#314842 | Greensboro, NC (28 mi) | (336) 790-2560 |
| 4 | Spartan Planning Group | SEC-registered investment adviser (CRD)#166599 | Greensboro, NC (29 mi) | (800) 371-1292 |
#2Cascades Capital Asset Management, LLC
CASCADES CAPITAL ASSET MANAGEMENT, LLCServes this area from Greensboro, NC (26 mi)#3Strategic Advisory Partners
STRATEGIC ADVISORY PARTNERS, LLCServes this area from Greensboro, NC (28 mi)#4Spartan Planning Group
SPARTAN PLANNING & WEALTH MANAGEMENT, LLCServes this area from Greensboro, NC (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Randolph County?
We list 4 retirement plan advisors serving Randolph County, NC: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Randolph County?
The top-ranked retirement plan advisors serving Randolph County, NC are Carolina Financial Advisors, Inc., Cascades Capital Asset Management, LLC, Strategic Advisory Partners and Spartan Planning Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Randolph County are verified against official records?
4 of the top 4 match an active official record: Carolina Financial Advisors, Inc. (U.S. Securities and Exchange Commission), Cascades Capital Asset Management, LLC (U.S. Securities and Exchange Commission), Strategic Advisory Partners (U.S. Securities and Exchange Commission) and Spartan Planning Group (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
Asheboro, Archdale, Trinity, Randleman, Liberty, Ramseur, Franklinville, Staley, Seagrove