#1Bna Wealth
BNA WEALTH, INC.
Based in Rock Hill, SC
Retirement Plan Advisors in Rock Hill, SC
The top-ranked retirement plan advisors serving Rock Hill, SC are Bna Wealth, Burkett Financial Services, LLC and Core Advisory Group. We list 45 retirement plan advisors serving Rock Hill, SC. 30 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 Rock Hill, SC (York County). 45 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 Rock Hill
#2Burkett Financial Services, LLC
BURKETT FINANCIAL SERVICES, LLCBased in Rock Hill, SC#3Core Advisory Group
CORE COMPLIANCE GROUP, LLCBased in Rock Hill, SC#4Intentional
INTENTIONAL, LLCServes this area from Fort Mill, SC (5 mi)#5Catawba River Capital
CATAWBA RIVER CAPITALServes this area from Lake Wylie, SC (12 mi)#6Copperleaf Capital, LLC
COPPERLEAF CAPITAL, LLCServes this area from Lake Wylie, SC (13 mi)#7Independent Advisor Alliance, LLC
INDEPENDENT ADVISOR ALLIANCE, LLCServes this area from Charlotte, NC (13 mi)#8Lyon Wealth Advisors
LYON WEALTH ADVISORS GROUP, LLCServes this area from Charlotte, NC (16 mi)#9Insight Folios
INSIGHT FOLIOS INCServes this area from Charlotte, NC (17 mi)#10Milestone Investments, Inc.
MILESTONE INVESTMENTS, INC.Serves this area from Charlotte, NC (17 mi)
20 more providers serving this area
- Calamita Wealth Management, Charlotte, NC (18 mi)
- Tagstone Capital, Inc., Charlotte, NC (18 mi)
- Wms Advisors, LLC, Charlotte, NC (18 mi)
- Innovation Partners LLC, Charlotte, NC (18 mi)
- Ip Financial Advisory Services LLC, Charlotte, NC (18 mi)
- Providence Capital Advisors, LLC, Charlotte, NC (18 mi)
- Sparta Wealth Partners, Charlotte, NC (18 mi)
- Family Wealth Partners, LLC, Charlotte, NC (19 mi)
- Novare Capital Management, Charlotte, NC (20 mi)
- Strathmore Capital Advisors, Charlotte, NC (20 mi)
- Investor Advisory Group, Charlotte, NC (20 mi)
- Cannon Advisors, Charlotte, NC (21 mi)
- Worth Advisors, Charlotte, NC (21 mi)
- Greenway Wealth Advisors, LLC, Charlotte, NC (21 mi)
- Front Porch Financial Advisory, Charlotte, NC (21 mi)
- Sapere Wealth Management, LLC, Matthews, NC (21 mi)
- Blueprint Financial Advisors, Charlotte, NC (21 mi)
- Eastover Capital Management, Charlotte, NC (21 mi)
- Kucharo Wealth, Charlotte, NC (21 mi)
- Tassel Capital Management, Inc, Matthews, NC (21 mi)
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Frequently asked questions
How many retirement plan advisors serve Rock Hill?
We list 45 retirement plan advisors serving Rock Hill, SC: 3 based there and 42 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 Rock Hill?
The top-ranked retirement plan advisors serving Rock Hill, SC are Bna Wealth, Burkett Financial Services, LLC, Core Advisory Group, Intentional and Catawba River Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rock Hill are verified against official records?
10 of the top 10 match an active official record: Bna Wealth (U.S. Securities and Exchange Commission), Burkett Financial Services, LLC (U.S. Securities and Exchange Commission), Core Advisory Group (U.S. Securities and Exchange Commission), Intentional (U.S. Securities and Exchange Commission) and Catawba River Capital (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 .