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Financial Advisors in Archdale, NC: 2026 rankings

140 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Archdale: Summit Credit Union, RFA Score 76/100; 4.9★ from 1,061 Google reviews.

  2. 21

    Most-reviewed: Thrive Insurance & Financial, 812 Google reviews at 5.0★, the most of 140 ranked after Summit Credit Union; ranked #21.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

140 Archdale financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 140 rated firms.

Top 10 financial advisors in Archdale at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Archdale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Summit Credit Union764.9★ (1,061)Greensboro, 12 mi away—Top score
2Summit Credit Union714.7★ (402)Greensboro, 16 mi away——
3Truliant Federal Credit Union High Point704.5★ (116)High Point, 6 mi away——
4Bank of Oak Ridge704.9★ (153)Summerfield, 19 mi away——
5Summit Credit Union694.8★ (184)Winston-Salem, 22 mi away——
6Truliant Federal Credit Union Greensboro684.7★ (100)Greensboro, 16 mi awaySat—
7Wilson Financial Advisors685.0★ (56)Greensboro, 16 mi away——
8Strategic Planning Corporation685.0★ (48)Greensboro, 15 mi away——
9Level Wealth Management675.0★ (37)Greensboro, 15 mi away——
10Truliant Federal Credit Union Kernersville674.3★ (172)Kernersville, 15 mi away——

All 140 financial advisors in Archdale, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Archdale

    #1 Summit Credit Union

    Based in Greensboro, 12 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 1,061 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 1,061 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    8210 W Market St, Greensboro, NC 27409
    View profile for Summit Credit Union(336) 662-6200

  2. #2 Summit Credit Union

    Based in Greensboro, 16 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 402 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 402 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    800 Summit Ave, Greensboro, NC 27405
    View profile for Summit Credit Union(336) 662-6200

  4. #4 Bank of Oak Ridge

    Based in Summerfield, 19 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 153 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4423 US-220, Summerfield, NC 27358
    View profile for Bank of Oak Ridge(336) 644-7310

  5. #5 Summit Credit Union

    Based in Winston-Salem, 22 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 184 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    1100 S Stratford Rd Bldg B, Suite 400, Winston-Salem, NC 27103
    View profile for Summit Credit Union(336) 662-6200

  7. #7 Wilson Financial Advisors

    Based in Greensboro, 16 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2709 Pinedale Rd Ste C, Greensboro, NC 27408
    View profile for Wilson Financial Advisors(336) 285-7440

  9. #9 Level Wealth Management

    Based in Greensboro, 15 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    701 Green Valley Rd #100, Greensboro, NC 27408
    View profile for Level Wealth Management(336) 355-1432

  12. #12 Spartan Planning Group

    Based in Greensboro, 16 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1931 New Garden Rd #220, Greensboro, NC 27410
    View profile for Spartan Planning Group(800) 371-1292

  22. #22 First Bank - Archdale, NC

    Based in Archdale

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 7 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11410 N Main St, Archdale, NC 27263
    View profile for First Bank - Archdale, NC(336) 434-3131

  25. #25 First Bank - High Point, NC

    Based in High Point, 5 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.4★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 9 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1200 N Main St, High Point, NC 27262
    View profile for First Bank - High Point, NC(336) 882-2574

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 140 ranked financial advisors here; the rest are on their profiles.

financial advisors in Archdale, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wisdom Wealth Care - Financial Advisors664.8★ (19)13 mi
27Allegacy Financial654.1★ (365)22 mi
28Edward Jones - Financial Advisor: Mark E Grantham655.0★ (3)In Archdale
29Truliant Federal Credit Union High Point653.8★ (104)9 mi
30Western & Southern Life654.1★ (35)11 mi
31Edward Jones - Financial Advisor: Jordan Lessard, AAMS®655.0★ (6)5 mi
32First Bank - Thomasville, NC654.6★ (9)7 mi
33Warren Coble & Associates, Inc.655.0★ (42)24 mi
34Trinity Wealth Management, Financial Advisors in Greensboro, NC655.0★ (16)15 mi
35Edward Jones - Financial Advisor: Tom Lembeck, AAMS®655.0★ (5)4 mi
36Bank of America (with Drive-thru ATM)653.2★ (39)1 mi
37S&A Multiservices655.0★ (17)16 mi
38American Retirement Counselors644.2★ (17)11 mi
39Edward Jones - Financial Advisor: Ray Kuethe, CFP®645.0★ (4)6 mi
40First Horizon Bank - Winston-Salem, NC - Peters Creek Pkwy644.4★ (39)19 mi
41First Horizon Bank - Walkerstown, NC - Old Hollow Rd644.5★ (40)20 mi
42Edward Jones - Financial Advisor: Connel D Ware, CFP®645.0★ (4)6 mi
43First Bank - Greensboro Main, NC644.4★ (18)15 mi
44Robertson Financial by Yuni645.0★ (10)15 mi
45Fidelity Investments644.2★ (20)14 mi
46Edward Jones - Financial Advisor: Steve Brannan, ChFC®|CRPS™|CKA®645.0★ (7)12 mi
47Allegacy Financial643.5★ (20)8 mi
48First Bank - High Point Palladium, NC643.7★ (11)8 mi
49Horizon Financial Services, LLC644.8★ (26)22 mi
50Bank of America (with Drive-thru ATM)643.8★ (112)15 mi

Also serving Archdale

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Archdale
BusinessGoogle ratingDistance
Atlas Investment Management of NEST Capital5.0★ (2)12 mi
Capital Choice of the Carolinas5.0★ (2)7 mi
Edward Jones - Financial Advisor: Jackie King5.0★ (2)12 mi
Financial Transparency5.0★ (2)15 mi
FinutorIn Archdale
Fred Burgess Jr.-Modern Woodmen of AmericaIn Archdale
Gary Everhart - Thrivent5.0★ (2)11 mi
Helen M Davis-Modern Woodmen of AmericaIn Archdale
Hightower Signature Wealth Financial Advisors - Greensboro5.0★ (2)16 mi
Mass Mutual Financial GroupIn Archdale
Merrill Lynch Wealth Management4.0★ (2)4 mi
Northwestern Mutual Financial: Peete Bradley A3.0★ (2)15 mi
Robert Cooper & Associates5.0★ (2)14 mi
Southeast Financial Services, Inc.5.0★ (2)15 mi
TerraWealth - Corporate Headquarters5.0★ (2)4 mi
The Insurance Coach, LLC5.0★ (2)11 mi
VALIC Financial Advisors5.0★ (2)15 mi
Voight, Ortiz & Associates - Ameriprise Financial Services, LLC5.0★ (2)13 mi
Wells Fargo Advisors4.0★ (1)In Archdale
Wells Fargo Advisors3.0★ (2)15 mi

How we ranked Archdale financial advisors

We scored 140 Archdale financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Archdale data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Archdale: frequently asked questions

Which financial advisor has the highest RFA Score in Archdale?

By RFA Score, the highest-ranked financial advisor in Archdale, NC is Summit Credit Union with an RFA Score of 76/100. It has 4.9★ from 1,061 Google reviews. Summit Credit Union (#2) and Truliant Federal Credit Union High Point (#3) follow. We ranked 140 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Archdale?

RankedFinancialAdvisors ranks 140 financial advisors serving Archdale, NC. 3 of them are based in Archdale; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Archdale work on weekends?

15 of 140 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Truliant Federal Credit Union Greensboro (#6), Truliant Federal Credit Union Winston-Salem (#15) and Truliant Federal Credit Union Asheboro (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Archdale financial advisors have?

The median Google rating among 140 rated financial advisors in Archdale is 4.7★, with a median of 10 reviews. Summit Credit Union has the most, 1,061 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Archdale count in this ranking?

Yes, if they are within 25 mi of the Archdale city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Archdale ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Archdale a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Archdale

  1. November 2026: RFA Scores recalculated for 140 financial advisors serving Archdale.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Archdale pages