77/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 126 Google reviews, listed on Google as “Financial planner”.
Financial Planners in Davidson, NC: 2026 rankings
133 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Davidson: The Mortgage Planner with Element Home Loans, RFA Score 77/100; 5.0★ from 126 Google reviews; open Saturdays until 7 PM.
- 2
Most-reviewed: ADR Financial Group, 185 Google reviews at 4.8★, the most of 133 ranked; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
133 Davidson financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 133 rated firms.
Top 10 financial planners 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | The Mortgage Planner with Element Home Loans | 77 | 5.0★ (126) | Davidson | Sat · Evenings | Top score |
| 2 | ADR Financial Group | 74 | 4.8★ (185) | Charlotte, 12 mi away | Sat | Most reviews |
| 3 | Mutual of Omaha Mortgage | 72 | 4.9★ (177) | Charlotte, 19 mi away | — | — |
| 4 | Truliant Federal Credit Union Huntersville | 71 | 4.4★ (116) | Huntersville, 7 mi away | Sat | — |
| 5 | Totem Wealth Management & Financial Advisors | 71 | 5.0★ (111) | Charlotte, 20 mi away | — | — |
| 6 | First Command Financial Advisor - Kat Holmes, RICP®|CFP® | 70 | 5.0★ (31) | Huntersville, 5 mi away | — | — |
| 7 | Tristate Financial Advisors | 70 | 5.0★ (110) | Charlotte, 23 mi away | — | — |
| 8 | RB WEALTH PARTNERS | 70 | 5.0★ (28) | Cornelius, 4 mi away | Sat · Evenings | — |
| 9 | Castle Wealth Group, LLC | 70 | 5.0★ (31) | Mooresville, 6 mi away | — | — |
| 10 | Cadence Wealth Partners | 70 | 5.0★ (51) | Concord, 14 mi away | — | — |
All 133 financial planners 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.
Based in Charlotte, 12 mi away
74/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 4.8★ from 185 Google reviews, listed on Google as “Financial planner”.
Based in Charlotte, 19 mi away
72/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.9★ from 177 Google reviews, listed on Google as “Financial planner”.
Based in Huntersville, 7 mi away
71/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.4★ from 116 Google reviews, listed on Google as “Financial planner”.
Based in Charlotte, 20 mi away
71/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 111 Google reviews, listed on Google as “Financial planner”.
Based in Huntersville, 5 mi away
70/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.
Based in Charlotte, 23 mi away
70/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial planner”.
Based in Cornelius, 4 mi away
70/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.
Based in Mooresville, 6 mi away
70/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.
Based in Concord, 14 mi away
70/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.
Based in Gastonia, 23 mi away
69/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.6★ from 177 Google reviews, listed on Google as “Financial planner”.
Based in Mooresville, 7 mi away
69/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 4.7★ from 28 Google reviews, listed on Google as “Financial planner”.
Based in Harrisburg, 17 mi away
69/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 4.5★ from 87 Google reviews, listed on Google as “Financial planner”.
#14 United Community
Based in Davidson
69/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.
Based in Gastonia, 9 mi away
68/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.
Based in Statesville, 20 mi away
68/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.8★ from 64 Google reviews, listed on Google as “Financial planner”.
Based in Cornelius, 3 mi away
68/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.
Based in Cornelius, 5 mi away
68/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.
Based in Concord, 13 mi away
68/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.
Based in Charlotte, 22 mi away
68/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.7★ from 75 Google reviews, listed on Google as “Financial planner”.
Based in Cornelius, 3 mi away
67/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 4.5★ from 16 Google reviews, listed on Google as “Financial planner”.
Based in Mooresville, 13 mi away
67/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.
Based in Charlotte, 13 mi away
67/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.3★ from 55 Google reviews, listed on Google as “Financial planner”.
Based in Kannapolis, 12 mi away
67/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.6★ from 29 Google reviews, listed on Google as “Financial planner”.
Based in Huntersville, 5 mi away
67/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.9★ from 12 Google reviews, listed on Google as “Financial planner”.
Financial planners 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 133 ranked financial planners here; the rest are on their profiles.
Also serving Davidson
20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
| Business | Google rating | Distance |
|---|---|---|
| 4Point Wealth Management | 4.9★ (16) | In Davidson |
| Baird Private Wealth Management | 5.0★ (1) | In Davidson |
| Bookman Bright Retirement Planning & Capital Management | In Davidson | |
| Caden Wealth Management, LLC | 5.0★ (2) | 4 mi |
| Captive Solutions LLC | In Davidson | |
| CAV_OK Family Office | In Davidson | |
| Davidson Wealth Management &Partners | In Davidson | |
| Davis & Davis Financial Partners | 5.0★ (1) | In Davidson |
| DHFS Wealth Management | In Davidson | |
| Edward Jones - Financial Advisor: Ken Hoffman | 3.7★ (3) | In Davidson |
| Edward Jones - Financial Advisor: Noah Allmaras, CFP®|CEPA® | 5.0★ (4) | In Davidson |
| Hobart Wealth | In Davidson | |
| Merit Financial Advisors | In Davidson | |
| Pfeffer Wealth Management Group | In Davidson | |
| Prior Wealth Planning | 5.0★ (2) | 5 mi |
| SouthPark Capital | In Davidson | |
| Stephens Co | In Davidson | |
| The Wadsworth Group | In Davidson | |
| Wells Fargo Advisors | 3.6★ (5) | In Davidson |
| Wells Fargo Advisors | In Davidson |
How we ranked Davidson financial planners
We scored 133 Davidson financial planners 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.
| Factor | Weight | Computed from | In Davidson data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 planner
- 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 planner?
- 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 planners in Davidson: frequently asked questions
Which financial planner has the highest RFA Score in Davidson?
By RFA Score, the highest-ranked financial planner in Davidson, NC is The Mortgage Planner with Element Home Loans with an RFA Score of 77/100. It has 5.0★ from 126 Google reviews. It is open Saturdays until 7 PM. ADR Financial Group (#2) and Mutual of Omaha Mortgage (#3) follow. We ranked 133 financial planners on eight factors, last updated November 9, 2026.
How many financial planners are there in Davidson?
RankedFinancialAdvisors ranks 133 financial planners serving Davidson, NC. 2 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 planners in Davidson work on weekends?
14 of 133 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are The Mortgage Planner with Element Home Loans (#1), ADR Financial Group (#2) and Truliant Federal Credit Union Huntersville (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Davidson financial planners have?
The median Google rating among 133 rated financial planners in Davidson is 5.0★, with a median of 14 reviews. ADR Financial Group has the most, 185 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 planners?
Each financial planner 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 planners outside Davidson count in this ranking?
Yes, if they are within 25 mi of the Davidson city center, our service radius for financial planners. 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 planners 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 planner do?
Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.
How are financial planners in Davidson ranked?
By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner 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 planners 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
- November 2026: RFA Scores recalculated for 133 financial planners serving Davidson.
More financial planners and Davidson pages
Financial planners near Davidson
- Financial planners in Cornelius, NC133 ranked
- Financial planners in Mooresville, NC75 ranked
- Financial planners in Huntersville, NC168 ranked
- Financial planners in Kannapolis, NC96 ranked
- Financial planners in Concord, NC120 ranked
- Financial planners in Harrisburg, NC154 ranked
- Financial planners in Mount Holly, NC174 ranked
- Financial planners in Charlotte, NC177 ranked
- Financial planners in Statesville, NC43 ranked
- Financial planners in Belmont, NC172 ranked
Other specialties in Davidson
- Financial advisors in Davidson210 ranked
- Wealth managers in Davidson76 ranked
- Investment advisors in Davidson72 ranked
- Stockbrokers in Davidson28 ranked
- All financial advisors in Davidson