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Financial Advisors in Davidson, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Davidson: The Mortgage Planner with Element Home Loans, RFA Score 74/100; 5.0★ from 126 Google reviews; open Saturdays until 7 PM.

  2. 2

    Most-reviewed: Lyon Financial, 682 Google reviews at 4.7★, the most of 210 ranked; ranked #2.

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

210 Davidson financial advisors are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 5.0★ across 210 rated firms.

Top 10 financial advisors in Davidson 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 Davidson at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Mortgage Planner with Element Home Loans745.0★ (126)DavidsonSat · EveningsTop score
2Lyon Financial744.7★ (682)Mooresville, 7 mi away—Most reviews
3ADR Financial Group714.8★ (185)Charlotte, 12 mi awaySat—
4MB Wealth Advisors705.0★ (39)Huntersville, 4 mi away——
5Mutual of Omaha Mortgage694.9★ (177)Charlotte, 19 mi away——
6Belmont Capital Advisors, Inc.694.9★ (231)Belmont, 21 mi away——
7RB WEALTH PARTNERS695.0★ (28)Cornelius, 4 mi awaySat · Evenings—
8First Command Financial Advisor - Kat Holmes, RICP®|CFP®695.0★ (31)Huntersville, 5 mi away——
9Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®695.0★ (23)Mooresville, 3 mi away——
10Livingston Financial & Wealth Management695.0★ (31)Mooresville, 6 mi away——

All 210 financial advisors in Davidson, 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.

  2. #2 Lyon Financial

    Based in Mooresville, 7 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 682 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 682 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    118 Morlake Dr Ste 202, Mooresville, NC 28117
    View profile for Lyon Financial(877) 754-5966

  3. #3 ADR Financial Group

    Based in Charlotte, 12 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 185 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    10130 Mallard Creek Rd #300, Charlotte, NC 28262
    View profile for ADR Financial Group

  4. #4 MB Wealth Advisors

    Based in Huntersville, 4 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078
    View profile for MB Wealth Advisors(704) 584-9363

  5. #5 Mutual of Omaha Mortgage

    Based in Charlotte, 19 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 177 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 177 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    525 N Tryon St Ste 1600, Office 1637, Charlotte, NC 28202
    View profile for Mutual of Omaha Mortgage(913) 393-9532

  7. #7 RB WEALTH PARTNERS

    Based in Cornelius, 4 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–7 PM · Sat 8 AM–4:30 PM · Sun closed
    Address
    17810 Statesville Rd Ste 322, Cornelius, NC 28031
    View profile for RB WEALTH PARTNERS(704) 727-7129

  11. #11 Castle Wealth Group, LLC

    Based in Mooresville, 6 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117
    View profile for Castle Wealth Group, LLC(704) 594-8000

  15. #15 United Community

    Based in Davidson

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    480 S Main St #210, Davidson, NC 28036
    View profile for United Community(704) 439-4350

  17. #17 Cadence Wealth Partners

    Based in Concord, 14 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    845 Church St N Ste 205, Concord, NC 28025
    View profile for Cadence Wealth Partners(704) 467-8502

  19. #19 Integrative Planning

    Based in Cornelius, 3 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    19520 W Catawba Ave Ste 311, Cornelius, NC 28031
    View profile for Integrative Planning(704) 947-8444

  25. #25 Crown Advisors, LLC

    Based in Mooresville, 7 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–6 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    132 Joe Knox Ave #104, Mooresville, NC 28117
    View profile for Crown Advisors, LLC(704) 464-2426

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 210 ranked financial advisors here; the rest are on their profiles.

financial advisors in Davidson, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26VectorVest674.0★ (63)3 mi
27First Horizon Bank - Cornelius, NC - Magnolia Estates Dr674.5★ (16)3 mi
28Advanced Wealth Strategies, Inc.675.0★ (10)3 mi
29Kristin Gravitt, PLLC675.0★ (29)13 mi
30A4 Wealth Advisors674.9★ (12)5 mi
31Inspire Advisors Lake Norman665.0★ (26)13 mi
32Tactical Investment Advisors, LLC665.0★ (9)4 mi
33Linden Thomas & Company664.8★ (59)19 mi
34Reserve Advisors665.0★ (24)13 mi
35Truliant Federal Credit Union Gastonia664.6★ (177)23 mi
36Purpose Driven Financial Services665.0★ (8)4 mi
37Two Waters Wealth Management665.0★ (8)4 mi
38Truliant Federal Credit Union Harrisburg664.5★ (87)17 mi
39Cornerstone Wealth Advisors665.0★ (9)5 mi
40First Horizon Bank - Statesville, NC - E Broad St664.8★ (64)20 mi
41Aspire Private Capital LLC665.0★ (7)4 mi
42Morgan Wealth Management665.0★ (10)6 mi
43United Community664.0★ (23)4 mi
44A Legal Funding LLC665.0★ (11)7 mi
45Edward Jones - Financial Advisor: Noah Allmaras, CFP®|CEPA®665.0★ (4)In Davidson
46First Bank - Kannapolis, NC664.6★ (29)12 mi
47First Command Financial Advisor - William Dunlop665.0★ (7)5 mi
48First Bank - Huntersville, NC664.9★ (9)6 mi
49Michael Charles Barbero: Primerica - Financial Services665.0★ (7)5 mi
50TIAA Financial Services664.3★ (55)13 mi

Also serving Davidson

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 Davidson
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (1)In Davidson
Bookman Bright Retirement Planning & Capital ManagementIn Davidson
Caden Wealth Management, LLC5.0★ (2)4 mi
Captive Solutions LLCIn Davidson
CAV_OK Family OfficeIn Davidson
Christian Financial Services1.5★ (2)5 mi
Davidson Wealth Management &PartnersIn Davidson
Davis & Davis Financial Partners5.0★ (1)In Davidson
DHFS Wealth ManagementIn Davidson
Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Sean M Travis, CFP®|CEPA®5.0★ (2)3 mi
Hobart WealthIn Davidson
Merit Financial AdvisorsIn Davidson
Pfeffer Wealth Management GroupIn Davidson
Prior Wealth Planning5.0★ (2)5 mi
SouthPark CapitalIn Davidson
Stephens CoIn Davidson
The Wadsworth GroupIn Davidson
Wells Fargo AdvisorsIn Davidson
Wells Fargo Advisors5.0★ (2)6 mi

How we ranked Davidson financial advisors

We scored 210 Davidson 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 Davidson 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 Davidson: frequently asked questions

Which financial advisor has the highest RFA Score in Davidson?

By RFA Score, the highest-ranked financial advisor in Davidson, NC is The Mortgage Planner with Element Home Loans with an RFA Score of 74/100. It has 5.0★ from 126 Google reviews. It is open Saturdays until 7 PM. Lyon Financial (#2) and ADR Financial Group (#3) follow. We ranked 210 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Davidson?

RankedFinancialAdvisors ranks 210 financial advisors serving Davidson, NC. 4 of them are based in Davidson; 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 Davidson work on weekends?

23 of 210 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are The Mortgage Planner with Element Home Loans (#1), ADR Financial Group (#3) and RB WEALTH PARTNERS (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Davidson financial advisors have?

The median Google rating among 210 rated financial advisors in Davidson is 5.0★, with a median of 10 reviews. Lyon Financial has the most, 682 reviews, and ranks #2. 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 Davidson count in this ranking?

Yes, if they are within 25 mi of the Davidson 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 Davidson 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 Davidson 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 Davidson

  1. November 2026: RFA Scores recalculated for 210 financial advisors serving Davidson.

More financial advisors and Davidson pages