#1Blue Rock Financial Group
DRAVO BAY LLC
Based in DE
Retirement Plan Advisors in Sussex County, DE
The top-ranked retirement plan advisors serving Sussex County, DE are Blue Rock Financial Group, Cwm Advisory, LLC and Montgomery Financial. We list 5 retirement plan advisors serving Sussex County, DE. 5 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 Sussex County, DE. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Sussex County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Blue Rock Financial Group | SEC-registered investment adviser (CRD)#298558 | DE | (302) 752-6637 |
| 2 | Cwm Advisory, LLC | SEC-registered investment adviser (CRD)#299923 | MD | (410) 208-1091 |
| 3 | Montgomery Financial | SEC-registered investment adviser (CRD)#170024 | MD | (410) 208-1004 |
| 4 | Pks Investment Advisors LLC | SEC-registered investment adviser (CRD)#110147 | MD | (410) 546-5600 |
| 5 | Big Investment Services | SEC-registered investment adviser (CRD)#291437 | Dover, DE (36 mi) | (302) 734-7526 |
#2Cwm Advisory, LLC
CWM ADVISORY, LLCServes this area from MD#3Montgomery Financial
MONTGOMERY FINANCIAL SERVICES, LLCServes this area from MD#4Pks Investment Advisors LLC
PKS INVESTMENT ADVISORS LLCServes this area from MD#5Big Investment Services
BOOTHE INVESTMENT GROUP, INC.Serves this area from Dover, DE (36 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Sussex County?
We list 5 retirement plan advisors serving Sussex County, DE: 1 based there and 4 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Sussex County?
The top-ranked retirement plan advisors serving Sussex County, DE are Blue Rock Financial Group, Cwm Advisory, LLC, Montgomery Financial, Pks Investment Advisors LLC and Big Investment Services. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sussex County are verified against official records?
5 of the top 5 match an active official record: Blue Rock Financial Group (U.S. Securities and Exchange Commission), Cwm Advisory, LLC (U.S. Securities and Exchange Commission), Montgomery Financial (U.S. Securities and Exchange Commission), Pks Investment Advisors LLC (U.S. Securities and Exchange Commission) and Big Investment Services (U.S. Securities and Exchange Commission). 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 .
Communities served
Milford, Seaford, Georgetown, Millsboro, Laurel, Milton, Lewes, Selbyville, Ocean View, Long Neck, Bridgeville, Delmar, Millville, Blades, Rehoboth Beach, Greenwood, Bethany Beach, Dagsboro, Frankford, Lincoln, Ellendale, South Bethany, Dewey Beach, Fenwick Island, Bethel, Slaughter Beach, Henlopen Acres