#1Cannon Wealth Management Services
CANNON WEALTH MANAGEMENT SERVICES, LLC
Based in Winston-Salem, NC
Retirement Plan Advisors in Winston-Salem, NC
The top-ranked retirement plan advisors serving Winston-Salem, NC are Cannon Wealth Management Services, Horizon Financial Services, LLC and Three Magnolias Financial Advisors. We list 11 retirement plan advisors serving Winston-Salem, NC. 11 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 Winston-Salem, NC (Forsyth County). 11 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 Winston-Salem
#2Horizon Financial Services, LLC
HORIZON FINANCIAL SERVICES, LLCBased in Winston-Salem, NC#3Three Magnolias Financial Advisors
THREE MAGNOLIAS FINANCIAL ADVISORS, LLCBased in Winston-Salem, NC#4Timonier
TIMONIER FAMILY OFFICE, LTD.Based in Winston-Salem, NC#5Hanover Square Wealth Advisors LLC
HANOVER SQUARE WEALTH ADVISORS LLCServes this area from Winston-Salem, NC (3 mi)#6Millennium Investment And Retirement Advisors, LLC
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLCServes this area from Winston-Salem, NC (5 mi)#7Woodard & Co Asset Management Group Inc
WOODARD & CO ASSET MANAGEMENT GROUP INCServes this area from Bermuda Run, NC (11 mi)#8Spartan Planning Group
SPARTAN PLANNING & WEALTH MANAGEMENT, LLCServes this area from Greensboro, NC (22 mi)#9Strategic Advisory Partners
STRATEGIC ADVISORY PARTNERS, LLCServes this area from Greensboro, NC (24 mi)#10Cascades Capital Asset Management, LLC
CASCADES CAPITAL ASSET MANAGEMENT, LLCServes this area from Greensboro, NC (25 mi)
1 more providers serving this area
- Carolina Financial Advisors, Inc., Greensboro, NC (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Winston-Salem?
We list 11 retirement plan advisors serving Winston-Salem, NC: 4 based there and 7 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 Winston-Salem?
The top-ranked retirement plan advisors serving Winston-Salem, NC are Cannon Wealth Management Services, Horizon Financial Services, LLC, Three Magnolias Financial Advisors, Timonier and Hanover Square Wealth Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Winston-Salem are verified against official records?
10 of the top 10 match an active official record: Cannon Wealth Management Services (U.S. Securities and Exchange Commission), Horizon Financial Services, LLC (U.S. Securities and Exchange Commission), Three Magnolias Financial Advisors (U.S. Securities and Exchange Commission), Timonier (U.S. Securities and Exchange Commission) and Hanover Square Wealth Advisors 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 .