#1Mauney-pitt Financial Management, Inc.
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
Serves this area from Shelby, NC (17 mi)
Retirement Plan Advisors in Cherokee County, SC
The top-ranked retirement plan advisors serving Cherokee County, SC are Mauney-pitt Financial Management, Inc., Mtm Investment Management, LLC and Colonial Trust Advisors, Inc.. We list 9 retirement plan advisors serving Cherokee County, SC. 9 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 Cherokee County, SC. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Cherokee County
#2Mtm Investment Management, LLC
MTM INVESTMENT MANAGEMENT, LLCServes this area from Spartanburg, SC (18 mi)#3Colonial Trust Advisors, Inc.
COLONIAL TRUST ADVISORS, INC.Serves this area from Spartanburg, SC (19 mi)#4Copperleaf Capital, LLC
COPPERLEAF CAPITAL, LLCServes this area from Lake Wylie, SC (32 mi)#5Catawba River Capital
CATAWBA RIVER CAPITALServes this area from Lake Wylie, SC (32 mi)#6Core Advisory Group
CORE COMPLIANCE GROUP, LLCServes this area from Rock Hill, SC (33 mi)#7Burkett Financial Services, LLC
BURKETT FINANCIAL SERVICES, LLCServes this area from Rock Hill, SC (34 mi)#8Intentional
INTENTIONAL, LLCServes this area from Fort Mill, SC (35 mi)#9Bna Wealth
BNA WEALTH, INC.Serves this area from Rock Hill, SC (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Cherokee County?
We list 9 retirement plan advisors serving Cherokee County, SC: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cherokee County?
The top-ranked retirement plan advisors serving Cherokee County, SC are Mauney-pitt Financial Management, Inc., Mtm Investment Management, LLC, Colonial Trust Advisors, Inc., Copperleaf Capital, LLC and Catawba River Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cherokee County are verified against official records?
9 of the top 9 match an active official record: Mauney-pitt Financial Management, Inc. (U.S. Securities and Exchange Commission), Mtm Investment Management, LLC (U.S. Securities and Exchange Commission), Colonial Trust Advisors, Inc. (U.S. Securities and Exchange Commission), Copperleaf Capital, LLC (U.S. Securities and Exchange Commission) and Catawba River Capital (U.S. Securities and Exchange Commission), and 4 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
Gaffney, East Gaffney, Blacksburg, Cherokee Falls