#1Live Oak Private Wealth, LLC
LIVE OAK PRIVATE WEALTH, LLC
Based in Wilmington, NC
Retirement Plan Advisors in Wilmington, NC
The top-ranked retirement plan advisors serving Wilmington, NC are Live Oak Private Wealth, LLC, Lumina Wealth Management, LLC and Old North State Wealth Management, LLC. We list 5 retirement plan advisors serving Wilmington, NC. 5 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 Wilmington, NC (New Hanover County). 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Wilmington
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Live Oak Private Wealth, LLC | SEC-registered investment adviser (CRD)#297904 | Wilmington, NC | (844) 469-5679 |
| 2 | Lumina Wealth Management, LLC | SEC-registered investment adviser (CRD)#291548 | Wilmington, NC | (910) 599-9409 |
| 3 | Old North State Wealth Management, LLC | SEC-registered investment adviser (CRD)#148659 | Wilmington, NC | (910) 509-3800 |
| 4 | Omnistar Financial Group, Inc. | SEC-registered investment adviser (CRD)#138515 | Wilmington, NC | (910) 319-7834 |
| 5 | The Breit Group | SEC-registered investment adviser (CRD)#335020 | Wrightsville Beach, NC (5 mi) | (704) 502-6069 |
#2Lumina Wealth Management, LLC
LUMINA WEALTH MANAGEMENT, LLCBased in Wilmington, NC#3Old North State Wealth Management, LLC
OLD NORTH STATE WEALTH MANAGEMENT, LLCBased in Wilmington, NC#4Omnistar Financial Group, Inc.
OMNISTAR FINANCIAL GROUP, INC.Based in Wilmington, NC#5The Breit Group
THE BREIT GROUP, LLCServes this area from Wrightsville Beach, NC (5 mi)
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Frequently asked questions
How many retirement plan advisors serve Wilmington?
We list 5 retirement plan advisors serving Wilmington, NC: 4 based there and 1 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Wilmington?
The top-ranked retirement plan advisors serving Wilmington, NC are Live Oak Private Wealth, LLC, Lumina Wealth Management, LLC, Old North State Wealth Management, LLC, Omnistar Financial Group, Inc. and The Breit Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wilmington are verified against official records?
5 of the top 5 match an active official record: Live Oak Private Wealth, LLC (U.S. Securities and Exchange Commission), Lumina Wealth Management, LLC (U.S. Securities and Exchange Commission), Old North State Wealth Management, LLC (U.S. Securities and Exchange Commission), Omnistar Financial Group, Inc. (U.S. Securities and Exchange Commission) and The Breit 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 .