#1Emerald Asset Management, Inc.
EMERALD ASSET MANAGEMENT, INC.
Based in Rocky Mount, NC
Retirement Plan Advisors in Rocky Mount, NC
The top-ranked retirement plan advisors serving Rocky Mount, NC are Emerald Asset Management, Inc., Tar River Wealth Planning, LLC and Founders Financial Alliance, LLC. We list 24 retirement plan advisors serving Rocky Mount, NC. 24 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 Rocky Mount, NC (Nash County). 24 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 Rocky Mount
#2Tar River Wealth Planning, LLC
TAR RIVER WEALTH PLANNING, LLCServes this area from Louisburg, NC (29 mi)#3Founders Financial Alliance, LLC
FOUNDERS FINANCIAL ALLIANCE, LLCServes this area from Raleigh, NC (45 mi)#4Capital Advisers, Inc.
CAPITAL ADVISERS, INC.Serves this area from Raleigh, NC (47 mi)#5Capital Investment Advisory Services, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLCServes this area from Raleigh, NC (47 mi)#6Beacon Financial Strategies Corp.
BEACON FINANCIAL STRATEGIES CORP.Serves this area from Raleigh, NC (47 mi)#7Reh Wealth Advisors LLC
REH WEALTH ADVISORS LLCServes this area from Raleigh, NC (47 mi)#8Ridgeline Wealth Advisors, LLC.
RIDGELINE WEALTH ADVISORS, LLC.Serves this area from Raleigh, NC (47 mi)#9Charter Wealth Management
CHARTER WEALTH MANAGEMENT, INC.Serves this area from Raleigh, NC (48 mi)#10Captrust
CAPFINANCIAL PARTNERS, LLCServes this area from Raleigh, NC (48 mi)
14 more providers serving this area
- Hollingsworth Avent Averre & Purvis, PA, Raleigh, NC (48 mi)
- Collegiate Capital Management, Inc., Raleigh, NC (48 mi)
- Aim Advisors, LLC, Raleigh, NC (49 mi)
- Pendleton Financial Wealth Management, Raleigh, NC (49 mi)
- Cordgrass Capital Advisors, LLC, Raleigh, NC (49 mi)
- Tolley Financial Group, LLC, Raleigh, NC (49 mi)
- Armor Investment Advisors, LLC, Raleigh, NC (51 mi)
- Fortress Private Ledger, LLC, Raleigh, NC (51 mi)
- Guardian Wealth Advisors, LLC, Raleigh, NC (52 mi)
- Financial Symmetry Inc., Raleigh, NC (53 mi)
- Veratis Advisors, Inc., Cary, NC (57 mi)
- Comperio Retirement Consulting, Inc., Cary, NC (57 mi)
- Quest 10 Wealth Builders, Inc., Fuquay-Varina, NC (60 mi)
- Bsg Advisers, Apex, NC (60 mi)
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Frequently asked questions
How many retirement plan advisors serve Rocky Mount?
We list 24 retirement plan advisors serving Rocky Mount, NC: 1 based there and 23 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 Rocky Mount?
The top-ranked retirement plan advisors serving Rocky Mount, NC are Emerald Asset Management, Inc., Tar River Wealth Planning, LLC, Founders Financial Alliance, LLC, Capital Advisers, Inc. and Capital Investment Advisory Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rocky Mount are verified against official records?
10 of the top 10 match an active official record: Emerald Asset Management, Inc. (U.S. Securities and Exchange Commission), Tar River Wealth Planning, LLC (U.S. Securities and Exchange Commission), Founders Financial Alliance, LLC (U.S. Securities and Exchange Commission), Capital Advisers, Inc. (U.S. Securities and Exchange Commission) and Capital Investment Advisory Services, 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 .