#1Bna Wealth
BNA WEALTH, INC.
Based in Rock Hill, SC
Retirement Plan Advisors in York County, SC
The top-ranked retirement plan advisors serving York County, SC are Bna Wealth, Burkett Financial Services, LLC and Catawba River Capital. We list 45 retirement plan advisors serving York County, 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 York County, SC. 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 York County
#2Burkett Financial Services, LLC
BURKETT FINANCIAL SERVICES, LLCBased in Rock Hill, SC#3Catawba River Capital
CATAWBA RIVER CAPITALBased in Lake Wylie, SC#4Copperleaf Capital, LLC
COPPERLEAF CAPITAL, LLCBased in Lake Wylie, SC#5Core Advisory Group
CORE COMPLIANCE GROUP, LLCBased in Rock Hill, SC#6Intentional
INTENTIONAL, LLCBased in Fort Mill, SC#7Lyon Wealth Advisors
LYON WEALTH ADVISORS GROUP, LLCServes this area from Charlotte, NC (20 mi)#8Independent Advisor Alliance, LLC
INDEPENDENT ADVISOR ALLIANCE, LLCServes this area from Charlotte, NC (21 mi)#9Calamita Wealth Management
CALAMITA WEALTH MANAGEMENT INC.Serves this area from Charlotte, NC (23 mi)#10Tagstone Capital, Inc.
TAGSTONE CAPITAL, INC.Serves this area from Charlotte, NC (23 mi)
20 more providers serving this area
- Wms Advisors, LLC, Charlotte, NC (23 mi)
- Innovation Partners LLC, Charlotte, NC (23 mi)
- Ip Financial Advisory Services LLC, Charlotte, NC (23 mi)
- Providence Capital Advisors, LLC, Charlotte, NC (24 mi)
- Sparta Wealth Partners, Charlotte, NC (24 mi)
- Novare Capital Management, Charlotte, NC (24 mi)
- Strathmore Capital Advisors, Charlotte, NC (24 mi)
- Insight Folios, Charlotte, NC (24 mi)
- Milestone Investments, Inc., Charlotte, NC (24 mi)
- Cannon Advisors, Charlotte, NC (25 mi)
- Worth Advisors, Charlotte, NC (25 mi)
- Greenway Wealth Advisors, LLC, Charlotte, NC (25 mi)
- Front Porch Financial Advisory, Charlotte, NC (25 mi)
- Kucharo Wealth, Charlotte, NC (25 mi)
- Auctus Advisors LLC, Charlotte, NC (25 mi)
- Defender Capital, Charlotte, NC (25 mi)
- Blueprint Financial Advisors, Charlotte, NC (25 mi)
- Bragg Financial Advisors Inc, Charlotte, NC (26 mi)
- Investor Advisory Group, Charlotte, NC (26 mi)
- Eastover Capital Management, Charlotte, NC (26 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve York County?
We list 45 retirement plan advisors serving York County, SC: 6 based there and 39 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 York County?
The top-ranked retirement plan advisors serving York County, SC are Bna Wealth, Burkett Financial Services, LLC, Catawba River Capital, Copperleaf Capital, LLC and Core Advisory Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving York County 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), Catawba River Capital (U.S. Securities and Exchange Commission), Copperleaf Capital, LLC (U.S. Securities and Exchange Commission) and Core Advisory Group (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 .
Cities in York County
Communities served
Tega Cay, Lake Wylie, York, Clover, Newport, Baxter Village, India Hook, Lesslie, Riverview, Catawba, Sharon, Hickory Grove, McConnells, Smyrna