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Financial Planners in Greensboro, NC: 2026 rankings

70 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greensboro: Summit Credit Union, RFA Score 79/100; 4.9★ from 1,061 Google reviews.

  2. 2

    Most-reviewed: Summit Credit Union, 402 Google reviews at 4.7★, the most of 70 ranked after Summit Credit Union; ranked #2.

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

70 Greensboro financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 70 rated firms.

Top 10 financial planners in Greensboro 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 planners in Greensboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Summit Credit Union794.9★ (1,061)Greensboro—Top score
2Summit Credit Union764.7★ (402)Greensboro—Most reviews
3Truliant Federal Credit Union Greensboro724.7★ (100)GreensboroSat—
4Wilson Financial Advisors725.0★ (56)Greensboro——
5Bank of Oak Ridge724.9★ (153)Summerfield, 10 mi away——
6Fortress Tax Services725.0★ (51)GreensboroEvenings—
7Strategic Planning Corporation725.0★ (48)Greensboro——
8Spartan Planning Group715.0★ (38)Greensboro——
9Level Wealth Management715.0★ (37)Greensboro——
10Wisdom Wealth Care - Financial Advisors694.8★ (19)Greensboro——

All 70 financial planners in Greensboro, 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 Greensboro

    #1 Summit Credit Union

    Based in Greensboro

    79/100RFA 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

    76/100RFA 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

  5. #5 Bank of Oak Ridge

    Based in Summerfield, 10 mi away

    72/100RFA Score

    Ranked #5 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

  8. #8 Spartan Planning Group

    Based in Greensboro

    71/100RFA Score

    Ranked #8 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

  13. #13 TMRW Wealth

    Based in Greensboro

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    3824 N Elm St Ste 101, Greensboro, NC 27455
    View profile for TMRW Wealth(336) 540-9700

  18. #18 HMC Partners - LLC

    Based in Greensboro

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2010-D New Garden Rd, Greensboro, NC 27410
    View profile for HMC Partners - LLC(336) 544-6800

  24. #24 Beacon Pointe Advisors

    Based in Greensboro

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    703 Green Valley Rd #201, Greensboro, NC 27408
    View profile for Beacon Pointe Advisors(336) 900-7086

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 70 ranked financial planners here; the rest are on their profiles.

financial planners in Greensboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Vantage Pointe Planning665.0★ (38)19 mi
27Northwestern Mutual664.3★ (6)In Greensboro
28Allegacy Financial663.4★ (30)In Greensboro
29Gate City Advisors LLC653.7★ (6)In Greensboro
30First Horizon Bank - High Point, NC - Eastchester Dr654.2★ (27)10 mi
31Truliant Federal Credit Union Graham654.5★ (85)22 mi
32Truliant Federal Credit Union High Point653.8★ (104)10 mi
33Truliant Federal Credit Union Asheboro654.7★ (60)24 mi
34Southstone Financial Resources653.7★ (3)In Greensboro
35First Horizon Bank - Walkerstown, NC - Old Hollow Rd644.5★ (40)21 mi
36Lincoln Financial Group642.7★ (31)In Greensboro
37First Horizon Bank - Burlington, NC - W Davis St644.3★ (40)20 mi
38Bank of America (with Drive-thru ATM)643.8★ (112)16 mi
39First Bank - High Point Palladium, NC633.7★ (11)10 mi
40Allegacy Financial633.5★ (20)10 mi
41First Horizon Bank - Archdale, NC - S Main St634.0★ (18)15 mi
42First Bank - Burlington, NC634.7★ (11)16 mi
43Bank of America (with Drive-thru ATM)632.5★ (35)In Greensboro
44First Bank - High Point, NC634.4★ (9)14 mi
45First Horizon Bank - Graham, NC - S Main St624.2★ (24)22 mi
46First Horizon Bank - Burlington, NC - Huffmann Mill Rd624.0★ (11)17 mi
47First Bank - Archdale, NC624.0★ (7)15 mi
48First Horizon Bank - Kernersville, NC - S Main St623.7★ (16)17 mi
49Bank of America (with Drive-thru ATM)623.1★ (61)10 mi
50First Bank - Thomasville, NC614.6★ (9)22 mi

Also serving Greensboro

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.

Unranked financial planners serving Greensboro
BusinessGoogle ratingDistance
Broderick Lemons: Primerica - Financial Services5.0★ (24)In Greensboro
Davenport & Company LLC5.0★ (3)In Greensboro
Edward Jones - Financial Advisor: Jeff Hill3.7★ (3)In Greensboro
Edward Jones - Financial Advisor: Kent D Simmons, CFP®|CEPA®|AAMS®5.0★ (3)In Greensboro
Edward Jones - Financial Advisor: Neilson Murray, AAMS®5.0★ (3)In Greensboro
Edward Jones - Financial Advisor: Rick Dutch, ChFC®5.0★ (3)In Greensboro
Edward Jones - Financial Advisor: Scott C Mendenhall, CFP®|ChFC®5.0★ (3)In Greensboro
Edward Jones - Financial Advisor: Steve Brannan, ChFC®|CRPS™|CKA®5.0★ (7)In Greensboro
Edward Jones - Financial Advisor: Tyson L Murphy, CRPC™4.2★ (5)In Greensboro
Green Valley Financial4.0★ (4)In Greensboro
John Lennon: Primerica - Financial Services4.6★ (5)In Greensboro
Mission Wealth4.0★ (3)In Greensboro
Pilot Financial5.0★ (4)In Greensboro
Robertson Financial by Yuni5.0★ (10)In Greensboro
Signature Financial Services Group, LLC5.0★ (7)In Greensboro
Southeast Financial Services, Inc.5.0★ (2)In Greensboro
Starling Wealth Management LLC5.0★ (8)In Greensboro
Steven Makinson - Prudential Financial5.0★ (4)In Greensboro
Triad Retire5.0★ (14)In Greensboro
Wagner Financial Services4.8★ (20)In Greensboro

How we ranked Greensboro financial planners

We scored 70 Greensboro 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.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Greensboro 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 planner

  1. 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.
  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 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 Greensboro: frequently asked questions

Which financial planner has the highest RFA Score in Greensboro?

By RFA Score, the highest-ranked financial planner in Greensboro, NC is Summit Credit Union with an RFA Score of 79/100. It has 4.9★ from 1,061 Google reviews. Summit Credit Union (#2) and Truliant Federal Credit Union Greensboro (#3) follow. We ranked 70 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greensboro?

RankedFinancialAdvisors ranks 70 financial planners serving Greensboro, NC. 25 of them are based in Greensboro; 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 Greensboro work on weekends?

7 of 70 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Truliant Federal Credit Union Greensboro (#3), Truliant Federal Credit Union Burlington (#12) and Phoenix Retirement Concepts LLC (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greensboro financial planners have?

The median Google rating among 70 rated financial planners in Greensboro is 4.4★, with a median of 21 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 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 Greensboro count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 70 financial planners serving Greensboro.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Greensboro pages